Underwriting programs that can meet your clients’ needs. Our Guaranteed Issue and Simplified Issue Underwriting solutions can help achieve efficiencies when implementing our business insurance strategies.
Lincoln AssetEdge® Exec VUL
Lincoln AssetEdge® VUL
Lincoln LifeGuarantee® UL
Lincoln VULONE
Lincoln WealthAccumulate® 2 IUL
Lincoln WealthAdvantage® IUL (NY)
Lincoln WealthPreserve® 2 IUL
Lincoln WealthPreserve® IUL (NY)
Please note that Lincoln reserves the right to limit availability on certain products.
May go down in value
©2022 Lincoln National Corporation
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
For financial professional use only. Not for use with the public.
LCN-3502107-032221
4/21 Z01
Order code: LIF-MULTI-IDE001
Not a deposit
Not FDIC-insured
Not insured by any federal government agency
Not guaranteed by any bank or savings association
We’ve collected the most frequently asked questions and answered them here.
Yes. However, add-ons to existing groups require review. When requesting a participant addition, the case must still be reflective of the original offer letter (number of lives, plan design, etc.).
Yes, GI/SI Underwriting is not available for:
Yes. Reinstatements of GI or SI business follow normal underwriting guidelines that apply to fully underwritten business.
A maximum yearly increase of 20% of the face amount initial specified amount, up to the amount stated in the offer letter, is allowed. Any lives not included in the original census applying for an increase must be documented.
To request an increase, submit:
Our MultiLife Business Solutions can help you identify and find solutions for your business clients’ targeted needs with a dedicated sales team to help guide you through the process.
This tool is designed to help you identify and gather information to facilitate Guaranteed Issue and Simplified Issue (GI/SI) Underwriting cases for businesses that want to cover multiple lives.
See how an executive bonus plan can be a simple way to provide enhanced benefits to a select group of key employees.
Learn about how you can offer a Lincoln life insurance policy up to $20 million with no exams or labs.
Reach success in Specialty Markets, a largely untapped area of growth. Explore the possibilities and see how our experience and products can give you an edge.
See how you can grow your business with Lincoln’s Specialty Markets sweet spots.
For full resources, visit LFG.com/SpecialtyMarkets
For specialized case design, consultation and illustration support, contact your MultiLife Business Solutions team at 800-832-5372, option 2.
You may email the presale questionnaire and census to your Lincoln representative or send to BusinessInsuranceSolutions@LFD.com.
Michael Deaton
Business Insurance Consultant
336-691-4923
Danielle Pagán
Business Insurance Consultant
571-733-4286
We’ve collected the most frequently asked questions and answered them here.
Yes. However, add-ons to existing groups require review. When requesting a participant addition, the case must still be reflective of the original offer letter (number of lives, plan design, etc.).
Yes, GI/SI Underwriting is not available for:
Yes. Reinstatements of GI or SI business follow normal underwriting guidelines that apply to fully underwritten business.
A maximum yearly increase of 20% of the face amount initial specified amount, up to the amount stated in the offer letter, is allowed. Any lives not included in the original census applying for an increase must be documented.
To request an increase, submit:
Our MultiLife Business Solutions can help you identify and find solutions for your business clients’ targeted needs with a dedicated sales team to help guide you through the process.
This tool is designed to help you identify and gather information to facilitate Guaranteed Issue and Simplified Issue (GI/SI) Underwriting cases for businesses that want to cover multiple lives.
See how an executive bonus plan can be a simple way to provide enhanced benefits to a select group of key employees.
Learn about how you can offer a Lincoln life insurance policy up to $20 million with no exams or labs.
Reach success in Specialty Markets, a largely untapped area of growth. Explore the possibilities and see how our experience and products can give you an edge.
See how you can grow your business with Lincoln’s Specialty Markets sweet spots.
For full resources, visit LFG.com/SpecialtyMarkets
For specialized case design, consultation and illustration support, contact your MultiLife Business Solutions team at 800-832-5372, option 2.
You may email the presale questionnaire and census to your Lincoln representative or send to BusinessInsuranceSolutions@LFD.com.
Michael Deaton
Business Insurance Consultant
336-691-4923
Danielle Pagán
Business Insurance Consultant
571-733-4286
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange
For Premium Financing
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange
Underwriting programs that can meet your clients’ needs. Our Guaranteed Issue and Simplified Issue Underwriting solutions can help achieve efficiencies when implementing our business insurance strategies.
Lincoln AssetEdge® Exec VUL
Lincoln AssetEdge® VUL
Lincoln LifeGuarantee® UL
Lincoln VULONE
Lincoln WealthAccumulate® 2 IUL
Lincoln WealthAdvantage® IUL (NY)
Lincoln WealthPreserve® 2 IUL
Lincoln WealthPreserve® IUL (NY)
Please note that Lincoln reserves the right to limit availability on certain products.
©2022 Lincoln National Corporation
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
For financial professional use only. Not for use with the public.
LCN-3502107-032221
4/21 Z01
Order code: LIF-MULTI-IDE001
Not a deposit
Not FDIC-insured
Not insured by any federal government agency
Not guaranteed by any bank or savings association
May go down in value
We’ve collected the most frequently asked questions and answered them here.
Yes. However, add-ons to existing groups require review. When requesting a participant addition, the case must still be reflective of the original offer letter (number of lives, plan design, etc.).
Yes, GI/SI Underwriting is not available for:
Yes. Reinstatements of GI or SI business follow normal underwriting guidelines that apply to fully underwritten business.
A maximum yearly increase of 20% of the face amount initial specified amount, up to the amount stated in the offer letter, is allowed. Any lives not included in the original census applying for an increase must be documented.
To request an increase, submit:
Our MultiLife Business Solutions can help you identify and find solutions for your business clients’ targeted needs with a dedicated sales team to help guide you through the process.
This tool is designed to help you identify and gather information to facilitate Guaranteed Issue and Simplified Issue (GI/SI) Underwriting cases for businesses that want to cover multiple lives.
See how an executive bonus plan can be a simple way to provide enhanced benefits to a select group of key employees.
Learn about how you can offer a Lincoln life insurance policy up to $20 million with no exams or labs.
Reach success in Specialty Markets, a largely untapped area of growth. Explore the possibilities and see how our experience and products can give you an edge.
See how you can grow your business with Lincoln’s Specialty Markets sweet spots.
For full resources, visit LFG.com/SpecialtyMarkets
For specialized case design, consultation and illustration support, contact your MultiLife Business Solutions team at 800-832-5372, option 2.
You may email the presale questionnaire and census to your Lincoln representative or send to BusinessInsuranceSolutions@LFD.com.
Michael Deaton
Business Insurance Consultant
336-691-4923
Danielle Pagán
Business Insurance Consultant
571-733-4286
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange
For Premium Financing
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange
Underwriting programs that can meet your clients’ needs. Our Guaranteed Issue and Simplified Issue Underwriting solutions can help achieve efficiencies when implementing our business insurance strategies.
Lincoln AssetEdge® Exec VUL
Lincoln AssetEdge® VUL
Lincoln LifeGuarantee® UL
Lincoln VULONE
Lincoln WealthAccumulate® 2 IUL
Lincoln WealthAdvantage® IUL (NY)
Lincoln WealthPreserve® 2 IUL
Lincoln WealthPreserve® IUL (NY)
Please note that Lincoln reserves the right to limit availability on certain products.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
For financial professional use only.
Not for use with the public.
©2022 Lincoln National Corporation
LCN-3502107-032221
4/21 Z01
Order code: LIF-MULTI-IDE001
Not a deposit
Not FDIC-insured
Not insured by any federal government agency
Not guaranteed by any
bank or savings association
May go down in value
We’ve collected the most frequently asked questions and answered them here.
Yes. However, add-ons to existing groups require review. When requesting a participant addition, the case must still be reflective of the original offer letter (number of lives, plan design, etc.).
Yes, GI/SI Underwriting is not available for:
Yes. Reinstatements of GI or SI business follow normal underwriting guidelines that apply to fully underwritten business.
A maximum yearly increase of 20% of the face amount initial specified amount, up to the amount stated in the offer letter, is allowed. Any lives not included in the original census applying for an increase must be documented.
To request an increase, submit:
Our MultiLife Business Solutions can help you identify and find solutions for your business clients’ targeted needs with a dedicated sales team to help guide you through the process.
This tool is designed to help you identify and gather information to facilitate Guaranteed Issue and Simplified Issue (GI/SI) Underwriting cases for businesses that want to cover multiple lives.
See how an executive bonus plan can be a simple way to provide enhanced benefits to a select group of key employees.
Learn about how you can offer a Lincoln life insurance policy up to $20 million with no exams or labs.
Reach success in Specialty Markets, a largely untapped area of growth. Explore the possibilities and see how our experience and products can give you an edge.
See how you can grow your business with Lincoln’s Specialty Markets sweet spots.
For full resources, visit LFG.com/SpecialtyMarkets
For specialized case design, consultation and illustration support, contact your MultiLife Business Solutions team at 800-832-5372, option 2.
You may email the presale questionnaire and census to your Lincoln representative or send to BusinessInsuranceSolutions@LFD.com.
Michael Deaton
Business Insurance Consultant
336-691-4923
Danielle Pagán
Business Insurance Consultant
571-733-4286
Jacob Fulkerson
Case Design
336-691-3235
5 – 9
10 – 14
15+
up to $500,000
up to $1,000,000
up to $1,500,000
Underwriting programs that can meet your clients’ needs. Our Guaranteed Issue and Simplified Issue Underwriting solutions can help achieve efficiencies when implementing our business insurance strategies.
Lincoln AssetEdge® Exec VUL
Lincoln AssetEdge® VUL
Lincoln LifeGuarantee® UL
Lincoln VULONE
Lincoln WealthAccumulate® 2 IUL
Lincoln WealthAdvantage® IUL (NY)
Lincoln WealthPreserve® 2 IUL
Lincoln WealthPreserve® IUL (NY)
Please note that Lincoln reserves the right to limit availability on certain products.
May go down in value
©2022 Lincoln National Corporation
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
For financial professional use only. Not for use with the public.
LCN-3502107-032221
4/21 Z01
Order code: LIF-MULTI-IDE001
Not a deposit
Not FDIC-insured
Not insured by any federal government agency
Not guaranteed by any bank or savings association
We’ve collected the most frequently asked questions and answered them here.
Yes. However, add-ons to existing groups require review. When requesting a participant addition, the case must still be reflective of the original offer letter (number of lives, plan design, etc.).
Yes, GI/SI Underwriting is not available for:
Yes. Reinstatements of GI or SI business follow normal underwriting guidelines that apply to fully underwritten business.
A maximum yearly increase of 20% of the face amount initial specified amount, up to the amount stated in the offer letter, is allowed. Any lives not included in the original census applying for an increase must be documented.
To request an increase, submit:
Our MultiLife Business Solutions can help you identify and find solutions for your business clients’ targeted needs with a dedicated sales team to help guide you through the process.
This tool is designed to help you identify and gather information to facilitate Guaranteed Issue and Simplified Issue (GI/SI) Underwriting cases for businesses that want to cover multiple lives.
See how an executive bonus plan can be a simple way to provide enhanced benefits to a select group of key employees.
Learn about how you can offer a Lincoln life insurance policy up to $20 million with no exams or labs.
Reach success in Specialty Markets, a largely untapped area of growth. Explore the possibilities and see how our experience and products can give you an edge.
See how you can grow your business with Lincoln’s Specialty Markets sweet spots.
For full resources, visit LFG.com/SpecialtyMarkets
For specialized case design, consultation and illustration support, contact your MultiLife Business Solutions team at 800-832-5372, option 2.
You may email the presale questionnaire and census to your Lincoln representative or send to BusinessInsuranceSolutions@LFD.com.
Michael Deaton
Business Insurance Consultant
336-691-4923
Danielle Pagán
Business Insurance Consultant
571-733-4286
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange
For Premium Financing
Use these forms to facilitate an application. Contact your Lincoln representative for a form bundle or more information.
Application & Notices of Consent
Disclosures & Life Supplements
Replacement Forms
To be provided to the Client (signatures are not required)
1035 Exchange