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MoneyGuard Re-Price 

Pricing on the newest version of MoneyGuard was released this week.  Based on a large sampling of clients at various ages, the new product appears to be 7-10% more expensive which corresponds to a reduction in your clients buying power of Long Term Care benefits.  The new product will also see the Return of Premium slashed from 80% to 70%.  We will be reaching out to you if you’ve quoted MoneyGuard in the past but the case remains open.  This is a great opportunity to speak with clients and end the year on a positive note.  Please do not hesitate to reach out with any questions or cases you’d like to target for this campaign.  As a reminder, the deadline dates to be aware of are:MoneyGuard® II SUNSET DATES AND DEADLINES

  • October 1, 2019 – Lincoln suggests applications be submitted on all cases with 1035 Exchanges to ensure adequate time to receive funding and return delivery requirements.
  • November 1, 2019 – Formal Application Submission Deadline to apply for the old rates.
  • December 27, 2019 – Lincoln suggests all premium(s) and delivery requirements are received in-good-order before hard deadline.
  • December 31, 2019 – IMPORTANT: HARD CUT OFF on placement of all cases with premium and delivery requirements returned. NO EXCEPTIONS.