| What's New at Lincoln National |
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1/31/12: NAIC Suitability in Annuity Transactions
Model Regulation Requirements Requires Acrobat Reader Click Here to View |
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1/31/12: Guaranteed Minimum Cash Surrender Value
Calculations Changing in February 2012 Requires Acrobat Reader Click Here to View |
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1/31/12:
Fixed Annuity Suitability Form Updated
Available in February Requires Acrobat Reader Click Here to View |
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1/31/12:
Lincoln Lifetime Income Edge: 5 Has the EDGE on 7.2 Requires Acrobat Reader Click Here to View |
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1/31/12: Tax Year 2011 MoneyGuard 1099R Policyowner Communication Requires Acrobat Reader Click Here to View |
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1/24/12: Life Product
Changes Effective 2/21/12 Requires Acrobat Reader Click Here to View |
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1/24/12:
Tips and Reminders from
New Business for a Successful 2012 Requires Acrobat Reader Click Here to View |
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1/17/12:
Build Your Financial Future in 3 Steps Consumer Brochure Requires Acrobat Reader Click Here to View |
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1/03/12: Annuity Interest Rates
Effective 1/01/12 Requires Acrobat Reader Click Here to View |
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12/20/11:
NAIC Suitability in Annuity Transactions Model Regulation Requirements Requires Acrobat Reader Click Here to View |
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12/20/11:
Lincoln Lifetime Income Edge Rider Nursing Home Enhancement Now
Available in Maryland Requires Acrobat Reader Click Here to View |
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12/13/11: Credited Interest Rate Change Effective
1/01/12 Requires Acrobat Reader Click Here to View |
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12/13/11: Lincoln LifeReserve Indexed UL (2011) Now
Available in California Requires Acrobat Reader Click Here to View |
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12/06/11: Annuity Interest Rates
Effective 12/01/11 Requires Acrobat Reader Click Here to View |
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11/22/11:
Updated Annuity Applications Requires Acrobat Reader Click Here to View |
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11/22/11: Introducing SI /GI Program Improvements Requires Acrobat Reader Click Here to View |
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11/22/11:
Introducing Lincoln LifeReserve Indexed UL
(2011) Exec Rider Requires Acrobat Reader Click Here to View |
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11/22/11: Lincoln LifeReserve Indexed UL (2009) – Still
Available Requires Acrobat Reader Click Here to View |
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11/22/11: Life Internal Replacement Guidelines Update
Effective 11/14/11 Requires Acrobat Reader Click Here to View |
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11/22/11: Vermont State Regulation Update: Accelerated
Benefit Rider with Critical Illness Requires Acrobat Reader Click Here to View |
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11/22/11: 2011 MoneyGuard Qualified LTC Rider Tax
Reporting Requires Acrobat Reader Click Here to View |
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11/22/11:
NAIC Suitability in Annuity Transactions Model Regulation Requirements Requires Acrobat Reader Click Here to View |
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11/14/11: Life Year
End Processing Dates Requires Acrobat Reader Click Here to View |
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11/14/11: Underwriting and Life
Product Management Organizational Updates Requires Acrobat Reader Click Here to View |
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11/07/11:
Top 10 Reasons Lincoln Underwriting Makes the Difference Requires Acrobat Reader Click Here to View |
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11/07/11:
With Lincoln, Private Pilots get First-Class Underwriting Requires Acrobat Reader Click Here to View |
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10/31/11: Important Financial
Underwriting Guidelines Updates Effective 10/01/11 Requires Acrobat Reader Click Here to View |
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10/31/11:
Annuity Year
End Processing Dates Requires Acrobat Reader Click Here to View |
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10/31/11: Recent Product Updates Requires Acrobat Reader Click Here to View |
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10/31/11:
NAIC Suitability in Annuity Transactions Model Regulation Requirements Requires Acrobat Reader Click Here to View |
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10/31/11: Annuity Rate Lock
Procedures Requires Acrobat Reader Click Here to View |
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10/31/11: Annuity Interest Rates
Effective 11/01/11 Requires Acrobat Reader Click Here to View |
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10/24/11: Lincoln MoneyGuard and
MoneyGuard LS Credited Interest Rate Change Effective 11/01/11 Requires Acrobat Reader Click Here to View |
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10/24/11: Lincoln MoneyGuard:
November is LTC Awareness Month Requires Acrobat Reader Click Here to View |
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10/03/11: Recent Product Updates Requires Acrobat Reader Click Here to View |
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10/03/11: NAIC Suitability in
Annuity Transactions Requires Acrobat Reader Click Here to View |
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10/03/11:
Coming Soon: New Lincoln
Annuity Illustration System Requires Acrobat Reader Click Here to View |
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10/03/11: Lincoln Lifetime Income
Edge State Approval List Requires Acrobat Reader Click Here to View |
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9/26/11: Want Another Approach to
Grow Your Clients' Money? Requires Acrobat Reader Click Here to View |
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9/26/11: Annuity Rate Lock
Procedures Requires Acrobat Reader Click Here to View |
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9/26/11: Annuity Interest Rates
Effective 10/01/11 Requires Acrobat Reader Click Here to View |
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9/19/11: Lincoln Financial Group
to Work With Policy Owners Impacted by Hurricane Irene Requires Acrobat Reader Click Here to View |
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9/19/11: A 1% Floor + A 13%
Ceiling = Smart Protection Requires Acrobat Reader Click Here to View |
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9/19/11: Clarification on
the Minimum Face Amount: Lincoln LifeReserve UL Requires Acrobat Reader Click Here to View |
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9/12/11: Benefit Adjustments to
Lincoln MoneyGuard Reserve and Lincoln MoneyGuard Reserve Plus Requires Acrobat Reader Click Here to View |
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9/06/11: Financial Strength
Ratings Memo Requires Acrobat Reader Click Here to View |
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9/06/11: Financial Strength Flyer Requires Acrobat Reader Click Here to View |
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9/06/11: Lincoln National
Corporate Profile Requires Acrobat Reader Click Here to View |
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9/06/11: Key Facts Consumer Flyer Requires Acrobat Reader Click Here to View |
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9/06/11: Lincoln LifeReserve
Indexed UL: Protection and
Supplemental Income Case Study Requires Acrobat Reader Click Here to View |
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9/06/11: Lincoln LifeReserve
Indexed UL (2011) Illustration Training
Tip Requires Acrobat Reader Click Here to View |
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8/29/11: Clarification: Minimum
Face Amount - Lincoln LifeReserve UL Product Update Requires Acrobat Reader Click Here to View |
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8/29/11: Competitive Advantages
of the NEW Lincoln
LifeReserve Indexed UL Requires Acrobat Reader Click Here to View |
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8/29/11:
Lincoln LifeReserve Indexed UL: The Power of One Requires Acrobat Reader Click Here to View |
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8/29/11: Help Build Future Income
with Lincoln OptiPoint Requires Acrobat Reader Click Here to View |
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8/22/11: Lincoln LifeReserve
Indexed UL Agent Guide Requires Acrobat Reader Click Here to View |
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8/22/11: Lincoln LifeReserve
Indexed UL Consumer Brochure Requires Acrobat Reader Click Here to View |
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8/22/11:
Lincoln LifeReserve
Indexed UL College Funding Sales Idea Requires Acrobat Reader Click Here to View |
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8/22/11: Lincoln LifeReserve
Indexed UL Retirement Income Sales Idea Requires Acrobat Reader Click Here to View |
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8/22/11:
Lincoln LifeReserve
Indexed UL Competitive Advantages Requires Acrobat Reader Click Here to View |
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8/15/11: Corrections on Product Refresh Notice:
Lincoln LifeGuarantee UL (2011) Requires Acrobat Reader Click Here to View |
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8/15/11: Lincoln
LifeGuarantee SUL (2009) – Heavily Funded Options Retiring Effective
9/15/11 Requires Acrobat Reader Click Here to View |
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8/15/11: Lincoln LifeReserve UL
Product Update Requires Acrobat Reader Click Here to View |
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8/15/11: Annuity Rate Lock
Procedures Requires Acrobat Reader Click Here to View |
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8/15/11:
Annuity Interest Rates
Effective 8/22/11 Requires Acrobat Reader Click Here to View |
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8/08/11:
Product Refresh Notice:
Lincoln LifeGuarantee UL (2011) Requires Acrobat Reader Click Here to View |
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8/08/11:
Lincoln LifeGuarantee UL
(2011) Transition Dates Requires Acrobat Reader Click Here to View |
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8/08/11:
Lincoln LifeGuarantee
UL: Repositioning Retirement Distributions Case Study Requires Acrobat Reader Click Here to View |
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8/08/11:
Rely on the Strength of
Lincoln for Secondary Guarantee Solutions Requires Acrobat Reader Click Here to View |
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8/01/11:
Annuity Interest Rates
Effective 8/01/11 Requires Acrobat Reader Click Here to View |
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7/25/11:
Two More States Adopt Annuity Training Requirements Requires Acrobat Reader Click Here to View |
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7/25/11:
Lincoln OptiChoice: Performance Triggered Account Available Soon Requires Acrobat Reader Click Here to View |
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7/25/11:
Updated Product Availability -- Lifetime Income Edge, LTC Annuity and
Classic Solution Fixed Annuity Requires Acrobat Reader Click Here to View |
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7/25/11:
Update to Issue Ages for Annuitization Options Requires Acrobat Reader Click Here to View |
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7/25/11:
Minimum Premium Lowered to $100,000 for Certain 501(c)(3) Organizations Requires Acrobat Reader Click Here to View |
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7/11/11:
Lincoln Lifetime Income
Edge Consumer Brochure Requires Acrobat Reader Click Here to View |
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7/05/11:
Lincoln Financial Group to Work with Policy Owners Impacted by Flooding
in South Dakota Requires Acrobat Reader Click Here to View |
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7/05/11:
Lincoln Financial Group to Work with Policy Owners Impacted by Severe
Storms and Flooding in North Dakota Requires Acrobat Reader Click Here to View |
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7/05/11:
Underwriting Enhanced Foreign Risk Guidelines Requires Acrobat Reader Click Here to View |
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7/05/11: Guaranteed
Affordable Protection That’s Convertible Requires Acrobat Reader Click Here to View |
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7/05/11:
Lincoln Lifetime Income Edge Now Available in Connecticut, Florida and
Hawaii Requires Acrobat Reader Click Here to View |
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7/05/11: Annuity Interest Rates
Effective 7/01/11 Requires Acrobat Reader Click Here to View |
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6/27/11: Great Term Rates for
High Net Worth Clients Requires Acrobat Reader Click Here to View |
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6/27/11: Four More States Adopt
the NAIC Annuity Training Requirements Requires Acrobat Reader Click Here to View |
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6/27/11: Premium Bonus Rate
Enhancement for Lincoln OptiPoint 8 and 10 Requires Acrobat Reader Click Here to View |
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6/27/11:
Lincoln Lifetime Income Edge Now Available in Additional States Requires Acrobat Reader Click Here to View |
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6/27/11: Lincoln Annuity
Enhancements: Client Experience Requires Acrobat Reader Click Here to View |
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6/20/11:
Lincoln
LifeElements Level Term Sales Idea: Opportunities Up. Prices Down.
It's a Buy. Requires Acrobat Reader Click Here to View |
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6/13/11:
Introducing Lincoln LifeElements
Level Term 2011 Requires Acrobat Reader Click Here to View |
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6/13/11: LifeElements Term
2011 Agent Fact Sheet Requires Acrobat Reader Click Here to View |
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6/13/11: LifeElements Term
2011 Consumer Brochure Requires Acrobat Reader Click Here to View |
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6/13/11:
Term Conversion
Guidelines Revised Effective 6/06/11 Requires Acrobat Reader Click Here to View |
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6/13/11: A Family Affair Consumer
Brochure Requires Acrobat Reader Click Here to View |
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6/13/11: Sandwich Generation
Consumer Brochure Requires Acrobat Reader Click Here to View |
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6/06/11:
Lincoln Financial Group to Work with Policy Owners Impacted by Severe
Storms in Missouri Requires Acrobat Reader Click Here to View |
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6/06/11: Lincoln LifeElements Level Term (2011) Requires Acrobat Reader Click Here to View |
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6/06/11: Now Available - Lincoln
Lifetime Income Edge Requires Acrobat Reader Click Here to View |
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5/23/11: Huge
Underwriting Advantages from Lincoln Requires Acrobat Reader Click Here to View |
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5/16/11: Important Product
Announcements Requires Acrobat Reader Click Here to View |
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5/16/11: Bonus Rate Increasing
for New Lincoln OptiPoint 8 and 10 Fixed Index Annuities Effective
6/01/11 Requires Acrobat Reader Click Here to View |
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5/16/11: Introducing Lincoln
Lifetime Income Edge – A New Income Rider Available On All Lincoln
Fixed Index Annuities Requires Acrobat Reader Click Here to View |
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5/16/11: Lincoln Classic Fixed
Annuity Discontinued for New Sales Effective 5/31/11 Requires Acrobat Reader Click Here to View |
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5/16/11: Lincoln GrowSmart
Fixed Annuity Discontinued for New Sales Effective 5/31/11 Requires Acrobat Reader Click Here to View |
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5/16/11: Lincoln OptiPoint 12
Fixed Index Annuity Discontinued for New Sales Effective 5/20/11 Requires Acrobat Reader Click Here to View |
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5/16/11: Annuity Interest Rates
Effective 5/23/11 Requires Acrobat Reader Click Here to View |
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5/09/11: Lincoln MoneyGuard
Reserve Plus: Guide to Identifying Potential Clients Requires Acrobat Reader Click Here to View |
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5/09/11: Coming Soon:
Enhanced Term Prices for High Net Worth Clients Requires Acrobat Reader Click Here to View |
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5/09/11: Underwriting with
Survivorship Scenarios Requires Acrobat Reader Click Here to View |
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5/02/11: Lincoln LifeGuarantee
SUL Case Study Requires Acrobat Reader Click Here to View |
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5/02/11: Protect Your Client’s
Purchasing Power with Lincoln SmartIncome Inflation Annuity Requires Acrobat Reader Click Here to View |
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5/02/11: Lincoln SmartIncome
Inflation Annuity Questions and Answers Requires Acrobat Reader Click Here to View |
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5/02/11: Lincoln LTC Fixed
Annuity Prescription Drug List Guidelines Requires Acrobat Reader Click Here to View |
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5/02/11: Guaranteed Minimum
Interest Rate Changing for Some Annuities Effective 6/01/11 Requires Acrobat Reader Click Here to View |
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5/02/11: Annuity Interest Rates
Effective 5/01/11 Requires Acrobat Reader Click Here to View |
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4/18/11: Lincoln LifeGuarantee
SUL Agent Guide Requires Acrobat Reader Click Here to View |
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4/18/11: Lincoln MoneyGuard
Reserve Plus Agent Guide Requires Acrobat Reader Click Here to View |
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4/04/11:
Consider Lincoln
SmartIncome Inflation Annuity As One Solution for Qualified Plan
Distributions Requires Acrobat Reader Click Here to View |
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4/04/11: Flexible Premium
Products: Additional Premium Subject to Contract Limitations Requires Acrobat Reader Click Here to View |
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4/04/11: Fixed Indexed Annuity
Disclosure Statements Updated Requires Acrobat Reader Click Here to View |
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4/04/11: New Annuity Suitability
Requirements – Ohio and Oregon Requires Acrobat Reader Click Here to View |
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4/04/11: Florida Suitability
Form: Signature Requirements Updated Requires Acrobat Reader Click Here to View |
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3/21/11: Coming Soon: Lincoln MoneyGuard Reserve Plus Requires Acrobat Reader Click Here to View |
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3/21/11: Important News Regarding
Agent Access to Life Policy Information Requires Acrobat Reader Click Here to View |
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3/21/11:
Annuity Rate Lock
Procedures Requires Acrobat Reader Click Here to View |
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3/21/11:
Annuity Interest Rates
Effective 3/22/11 Requires Acrobat Reader Click Here to View |
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3/14/11:
Coming Soon: Lincoln
LifeGuarantee SUL (2011) Requires Acrobat Reader Click Here to View |
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3/14/11:
New Business Form
Updates Requires Acrobat Reader Click Here to View |
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3/07/11:
Commission Rates
Increased for Lincoln OptiPoint 8 and 10 Requires Acrobat Reader Click Here to View |
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3/07/11: Lincoln Long Term Care
Fixed Annuity Now Available in 26 States Requires Acrobat Reader Click Here to View |
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3/07/11: Fixed Annuity
Suitability Form and Maryland-Specific Disclosure Statements Now Available Requires Acrobat Reader Click Here to View |
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3/07/11:
Disclosure Statements to
Be Updated in March Requires Acrobat Reader Click Here to View |
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3/07/11:
2011 MGA Premier
Partners Program Requires Acrobat Reader Click Here to View |
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2/21/11:
Annuity Interest Rates Effective 2/22/11 Requires Acrobat Reader Click Here to View |
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2/14/11: Advanced Planning
Solutions: Irrevocable Life Insurance Trusts Consumer Flyer Requires Acrobat Reader Click Here to View |
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2/14/11: Convert RMDs into
Valuable Legacies Requires Acrobat Reader Click Here to View |
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2/07/11: Annuity Interest Rates
Effective 2/01/11 Requires Acrobat Reader Click Here to View |
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1/31/11: Life and Fixed Annuity
Licensing and Appointment Validation Process (Update) Requires Acrobat Reader Click Here to View |
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1/31/11:
Contract Verification
Form for Electronically-Submitted Applications Now a Pre-Issue
Requirement Requires Acrobat Reader Click Here to View |
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1/31/11:
Lincoln Announces
Increase in Retention Amount Requires Acrobat Reader Click Here to View |
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1/31/11:
End of Conversion Agreement with Banner Life on Term Policies Requires Acrobat Reader Click Here to View |
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1/31/11: You're Missing BIG
Opportunities if You're Not Selling Lincoln MoneyGuard Reserve Requires Acrobat Reader Click Here to View |
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1/31/11:
Internal Replacement
Guidelines Updated for Fixed Annuities Requires Acrobat Reader Click Here to View |
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1/31/11: New Requirements for
Annuities Sold in Utah Requires Acrobat Reader Click Here to View |
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1/31/11: Specific Disclosure
Statement Required for All Deferred Fixed Annuities in Maryland Requires Acrobat Reader Click Here to View |
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1/31/11: Colorado, Rhode Island
and District of Columbia Require NAIC Suitability Model Regulation
Annuity Product Training Requires Acrobat Reader Click Here to View |
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1/24/11:
Top 10 Reasons Lincoln Underwriting Makes the Difference Requires Acrobat Reader Click Here to View |
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1/17/11: Life and Fixed
Annuity Licensing and Appointment Validation Process Update
Requires Acrobat Reader Click Here to View |
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1/17/11: Commission Rates
Increasing for OptiPoint 8 and OptiPoint 10 Fixed Indexed Annuities Requires Acrobat Reader Click Here to View |
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1/03/11:
Annuity Rate Lock Procedures Requires Acrobat Reader Click Here to View |
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1/03/11: Annuity Interest Rates
Effective 1/01/11 Requires Acrobat Reader Click Here to View |
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View Archive Click Here to View |
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