MoneyGuard® Solutions Resource Library

Featured

MoneyGuard® Solutions Conversation Catalyst

LincolnFinancial.com/MGTool >

MoneyGuard® Solutions Conversation Catalyst

MoneyGuard Inherited IRA/Secure Act Flyer

MG-SEC-FLI001

MoneyGuard® Inherited IRA/Secure Act Flyer

MoneyGuard Market Advantage® 2024 Client Video

Watch the Video

MoneyGuard Market Advantage® 2024 Client Video

MoneyGuard Fixed Advantage Benefit Transfer Rider Client Case Study

MG-BTR-FLI003

MoneyGuard Fixed Advantage® Benefit Transfer Rider Client Case Study

Indemnity and Reimbursement Decision Tree

MMA-TREE-FLI001

Indemnity and Reimbursement Decision Tree

That's Commitment Value Prop Financial Professional Video

Watch the Video

That's Commitment Value Prop Financial Professional Video

MoneyGuard Quadrant Flyer

MG-QUAD-FLI001

MoneyGuard® Quadrant Flyer

MoneyGuard Market Advantage 2024 Client Guide

MMA-GUIDE-PDC001

MoneyGuard Market Advantage® 2024 Client Guide

MoneyGuard Market Advantage 2024 Client Fact Sheet

MMA-FACT-FST001

MoneyGuard Market Advantage® 2024 Client Fact Sheet

MoneyGuard Market Advantage 2024 Client One-pager

MMA-MINI-FLI001

MoneyGuard Market Advantage® 2024 Client One-pager

MoneyGuard Presubmission Tool

UW-PREUW-FLI001

2024 MoneyGuard® Presubmission Tool

PHI Prep Tool-eInterview/Online PHI

MG-PHI-FLI001

PHI Prep Tool-eInterview/Online PHI

Gifting Advanced Sales Concept Flyer

MG-GIFT-FLI001

Gifting Advanced Sales Concept Flyer

Annuity Funding MoneyGuard Case Study

MG-I4LMG-FLI002

Annuity Funding MoneyGuard® Case Study

Designer Studio Website

Visit Designer Studio Website >

Designer Studio Website

MoneyGuard Market Advantage ® 2024  —  Client Materials

MoneyGuard Market Advantage 2024 Client Guide

MMA-GUIDE-PDC001

MoneyGuard Market Advantage® 2024 Client Guide

MoneyGuard Market Advantage 2024 Client Investment Guide

MMA-INVST-PDC001

MoneyGuard Market Advantage® 2024 Client Investment Guide

MoneyGuard Market Advantage 2024 Client Fact Sheet

MMA-FACT-FST001

MoneyGuard Market Advantage® 2024 Client Fact Sheet

MoneyGuard Market Advantage 2024 Client One-pager

MMA-MINI-FLI001

MoneyGuard Market Advantage® 2024 Client One-pager

MoneyGuard Market Advantage 2024 Client Suite Presentation

MG-SUITE-PPT004

MoneyGuard Market Advantage® 2024 Client Suite Presentation

Indemnity and Reimbursement Decision Tree

MMA-TREE-FLI001

Indemnity and Reimbursement Decision Tree

MoneyGuard Market Advantage® 2024 Client Video

Watch the Video

MoneyGuard Market Advantage® 2024 Client Video

MoneyGuard Market Advantage ® — Client Materials — Click here for CA material

MoneyGuard Market Advantage® Client Video

Watch the Video

MoneyGuard Market Advantage® Client Video

MoneyGuard Market Advantage® Interactive Client Guide

LincolnFinancial.com/MMA >

MoneyGuard Market Advantage® Interactive Client Guide

MoneyGuard Market Advantage® Client Guide

MG-MMA-BRC006

MoneyGuard Market Advantage® Client Guide

MoneyGuard Market Advantage® Investment Guide

MG-INVST-BRC001

MoneyGuard Market Advantage® Investment Guide

MoneyGuard Market Advantage® Client Seminar

MG-MGMA-PPT001

MoneyGuard Market Advantage® Client Seminar

MoneyGuard Market Advantage® Client Fact Sheet

MG-FACT-FST006

MoneyGuard Market Advantage® Client Fact Sheet

MoneyGuard Market Advantage®Monthly Performance Snapshot

MG-MGMA-FLI001

MoneyGuard Market Advantage® Monthly Performance Snapshot


MoneyGuard Market Advantage ® — Financial Professional Materials

MoneyGuard Market Advantage® Tax-Advantage Presentation

MMA-TAX-PPT001

MoneyGuard Market Advantage® Tax-Advantage Presentation

MoneyGuard® 10-minute Sales Concept - Using IRAs to Fund MoneyGuard

MG-10MIN-PPT002

MoneyGuard® 10-minute Sales Concept – Using IRAs to Fund MoneyGuard

MoneyGuard Market Advantage® Benefit Transfer Rider Case Study

MG-BTR-FLI004

MoneyGuard Market Advantage® Benefit Transfer Rider Case Study

Weighing your LTC Goals — MoneyGuard Market Advantage vs. Mutual Funds Presentation

MG-MMA-PPT004

Weighing your LTC Goals — MoneyGuard Market Advantage® vs. Mutual Funds Presentation

MoneyGuard Market Advantage® Financial Professional Guide

MG-MMA-BLV003

MoneyGuard Market Advantage® Financial Professional Guide

MoneyGuard Market Advantage® Financial Professional Presentation

MG-MGMA-PPT002

MoneyGuard Market Advantage® Financial Professional Presentation

Flex Care Cash Flyer

MG-FCC-FLI001

Flex Care Cash Flyer

Why MoneyGuard Market Advantage®?

MG-MMA-FLI007

Why MoneyGuard Market Advantage®

MoneyGuard Market Advantage® Retail Fund Equivalent

LFD-MMARE-FLI001

MoneyGuard Market Advantage® Retail Fund Equivalent

MoneyGuard Market Advantage® Agency Toolkit

LincolnFinancial.com/MMAToolkit >

MoneyGuard Market Advantage® Agency Toolkit

MoneyGuard® Active/Hybrid Model Portfolio Flyer

MG-SEC-FLI001

MoneyGuard® Inherited IRA/Secure Act Flyer

Annuity Funding MoneyGuard Case Study

MG-I4LMG-FLI002

Annuity Funding MoneyGuard® Case Study

Using MoneyGuard for Executive Bonus 162 Plans Flyer

MG-EB162-FLI001

Using MoneyGuard® for Executive Bonus 162 Plans Flyer


MoneyGuard Fixed Advantage ® — Client Materials

For use in all states except CA & NY.

MoneyGuard Fixed Advantage Client Guide

MG-MFA-PDC001

MoneyGuard Fixed Advantage® Client Guide

MoneyGuard Fixed Advantage Fact Sheet

MG-MFA-FST001

MoneyGuard Fixed Advantage® Fact Sheet

MoneyGuard Fixed Advantage Benefit Transfer Rider Client Case Study

MG-BTR-FLI003

MoneyGuard Fixed Advantage® Benefit Transfer Rider Client Case Study

MoneyGuard Fixed Advantage ® — Financial Professional Materials

Benefit Transfer Rider One-pager

MG-BTR-FLI002

Benefit Transfer Rider One-pager

Benefit Transfer Rider Case Study

MG-BTR-FLI001

Benefit Transfer Rider Case Study

Flex Care Cash Flyer

MG-FCC-FLI002

Flex Care Cash Flyer

MoneyGuard Fixed Advantage Heat Map

MG-MFAHM-FLI001

MoneyGuard Fixed Advantage® Heat Map

CA Only Marketing Materials

MoneyGuard Market Advantage® (CA only)

MoneyGuard Market Advantage CA Client Guide

MG-MMACA-PDC001

MoneyGuard Market Advantage® CA Client Guide

MoneyGuard Market Advantage CA Fact Sheet

MG-MMACA-FST001

MoneyGuard Market Advantage® CA Fact Sheet

MoneyGuard Market Advantage CA Investment Guide

MG-MMACA-BRC002

MoneyGuard Market Advantage® CA Investment Guide

MoneyGuard Market Advantage CA Client Video

Watch the Video

MoneyGuard Market Advantage® CA Client Video

MoneyGuard Market Advantage (PHI) Preparation Guide

MG-PHI-FLI003

MoneyGuard Market Advantage® (PHI) Preparation Guide

MoneyGuard® II (CA only)

Client Guide

MG-MGCA-BRC001

MoneyGuard® II Client Guide

Flex-pay Case Study

MG-CA-FLI006

Flex-pay Case Study

Single Pay Case Study

MG-CA-FLI007

Single Pay Case Study

Client Seminar

MG-MGII-PPT001

Client Seminar

Prequalification and Process Tools (CA only)

MoneyGuard Market Advantage® Presubmission Tool

MG-QUAL-FLI001

MoneyGuard Market Advantage® Presubmission Tool

PHI Prep Tool-eInterview/Online PHI

MG-PHI-FLI001

PHI Prep Tool-eInterview/Online PHI

Sales Tools

Why MoneyGuard?

MoneyGuard Suite Client Presentation

MG-SUITE-PPT001

MoneyGuard® Suite Client Presentation

MoneyGuard Spectrum Flyer

MG-SPEC-FLI001

MoneyGuard® Spectrum Flyer

Combined MoneyGuard Solutions Financial Professional Presentation

MG-MMA-PPT003

Combined MoneyGuard® Solutions Financial Professional Presentation

0-Day Elimination Period

MG-ELIM-FLI001

0-Day Elimination Period

Welcome to MoneyGuard Flyer

MG-WEL-FLI001

Welcome to MoneyGuard® Flyer

MoneyGuard Market Advantage Support After the Sale

MG-POST-FLI001

MoneyGuard Market Advantage® Support After the Sale

Regulatory

LTC Insurance Task Force in California Flyer

MG-LTCTF-FLI001

LTC Insurance Task Force in California Flyer

WA Cares Fund Flyer

MG-LTCTA-FLI002

WA Cares Fund Flyer

LTC Regulatory Video

Watch the Video

LTC Regulatory Video

LTC Regulatory CA Update Video

Watch the Video

LTC Regulatory CA Update Video

Sales Concepts and Advanced Sales

Sequence of Returns in LTC Planning

MG-SORMG-BLV001

Sequence of Returns in LTC Planning

Advanced Sales Ownership Guidelines

MGR-FAQ-FLI003

Advanced Sales Ownership Guidelines

MoneyGuard Trust Ownership Brochure

MG-TRUST-BRC001

MoneyGuard® Trust Ownership Brochure

MoneyGuard Business Ownership Brochure

MG-CORP-BRC001

MoneyGuard® Business Ownership Brochure

MoneyGuard Employer Funded LTC Plan Flyer

MG-ERLTC-FLI001

MoneyGuard® Employer Funded LTC Plan Flyer

MoneyGuard LTC and Irrevocable Trust Flyer

MG-LTCIT-FLI001

MoneyGuard® LTC and Irrevocable Trust Flyer

BTR Multigenerational Case Study

MG-MULTI-FLI001

BTR Multigenerational Case Study

Executive Bonus 162 flyer

MG-EB162-FLI001

Executive Bonus 162 Flyer

Using MoneyGuard for Executive Bonus 10-minute Sales Concept

MG-10MIN-PPT001

Using MoneyGuard® for Executive Bonus 10‑minute Sales Concept

Advanced Planning with Trusts

MG-TRUST-PPT001

Advanced Planning with Trusts

Monetize Good Health Flyer

MG-MON-FLI001

Monetize Good Health Flyer

Indemnity vs. Reimbursement Presentation

MG-REIMB-PPT001

Indemnity vs. Reimbursement Presentation

Indemnity vs. Reimbursement Flyer

MGR-IVR-FLI001

Indemnity and Reimbursement Flyer

MoneyGuard Inherited IRA/Secure Act Flyer

MG-SEC-FLI001

MoneyGuard® Inherited IRA/Secure Act Flyer

Designer Studio Website

Visit Designer Studio Website >

Designer Studio Website

MoneyGuard 10-minute Sales Concept- Using IRAs to Fund MoneyGuard

MG-10MIN-PPT002

MoneyGuard® 10-minute Sales Concept – Using IRAs to Fund MoneyGuard

Baby Boomers Impact on LTC Claims

MG-BOOM-PPT001

Baby Boomers Impact on LTC Claims

Inherited IRA Sales Concept Video

Watch the Video

Inherited IRA Sales Concept Video

EB162 Sales Concept Video

Watch the Video

EB162 Sales Concept Video

Annuity Distribution Sales Concept Video

Watch the Video

Annuity Distribution Sales Concept Video

That’s MoneyGuard® solutions. That’s Commitment.

MoneyGuard Value Prop Presentation

MG-VALUE-PPT002

MoneyGuard® Value Prop Presentation

That’s Commitment Video

Watch the Video

That’s Commitment Video

That’s MoneyGuard Solutions. That’s Commitment. Video

Watch the Video

That’s MoneyGuard® Solutions. That’s Commitment. Video

Moments That Matter

Moments that Matter Overview Presentation

LIF-MTM-PPT001

Moments that Matter Overview Presentation

Moments that Matter Health Event Presentation

LIF-MTMHE-PPT001

Moments that Matter Health Event Presentation

Moments that Matter Caregiver Presentation

LIF-MTMC-PPT001

Moments that Matter Caregiver Presentation

Moments that Matter Overview Video

Watch the Video

Moments that Matter Overview Video

Tax Efficiency

Tax-Deferred Returns vs. Taxable Returns

MG-MMA-FLI011

Tax-Deferred Returns vs. Taxable Returns

Tax-advantaged Worksheet

MG-MMATX-FLI001

Tax-advantaged Worksheet

Control What You Can — Tax Digital Flyer

VA-TAX-INF001

Control What You Can —Tax Digital Flyer

Planning for LTC

Transforming Long-Term Care Client White Paper

MG-LTC-WPR001

Transforming Long-Term Care Client White Paper

What Care Costs website

Visit Our Cost of Care Website >

Enter Sponsor code: Lincoln

Caregiving White Paper

MG-CARE-WPR001

Caregiving White Paper

2021 Cost of Care Infographic

MGR-COST-INF001

2021 Cost of Care Infographic

LTC Spectrum Flyer

MGR-SPEC-FLI001

LTC Spectrum Flyer

Client Profiles

MG-FIN-FLI001

Client Profiles

Asset Identifier

MGR-AA-FLI001

Asset Identifier

10 Reasons Why LTC Client Infographic

MGR-CONV-FLI006

10 Reasons Why LTC Client Infographic

10 Reasons Why You Should Talk About LTC - Financial Professional

MGR-CONV-FLI008

10 Reasons Why You Should Talk About LTC — Financial Professional

4 LTC Misconceptions Client Fact Sheet

MGR-CONV-FLI007

4 LTC Misconceptions Client Fact Sheet

LTC Client Conversation Workbook

MGR-CONV-FLI005

LTC Client Conversation Workbook

LTC Digital Experience

LTC Digital Experience >

Not approved in CA.

Client Caregiving Infographic - What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

MGR-CARE-APH003

Client Caregiving Infographic — What’s Motivating Americans to Discuss Caregiving Plans with Their Families?

Women and Long-term Care Client White Paper

MG-WOMEN-WPR001

Women and Long-term Care Client White Paper

MoneyGuard Quadrant Flyer

MG-QUAD-FLI001

MoneyGuard® Quadrant Flyer

2023 Versta LTC Research Presentation

MG-LTC-PPT004

2023 Versta LTC Research Presentation

Prequalification and Process Tools

Underwriting Client Process Workflow Flyer

UW-PROC-FLI002

Underwriting Client Process Workflow Flyer

2024 MoneyGuard Presubmission Tool

UW-PREUW-FLI001

2024 MoneyGuard® Presubmission Tool

MoneyGuard Leading-edge Underwriting Flyer

UW-LEAD-FLI001

MoneyGuard® Leading-edge Underwriting Flyer

Care Planning Resources And Claims

Facts and Resources

Financial Professional Guide

LFD-LCCC-BRC001

Financial Professional Guide

Policyholder Guide

LFD-LCCC-BRC002

Policyholder Guide

Claims Process Overview

MG-CLAIM-FLI005

Claims Process Overview

MoneyGuard Claims Facts Flyer

MG-FACT-FLI001

MoneyGuard® Claims Facts Flyer

How to File a MoneyGuard Claim

MGR-LTC-FLI002

How to File a MoneyGuard® Claim

PolicyHub Overview

MG-LTCG-PPT001

PolicyHub Overview

Contact your representative for more information and resources.

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Privacy | Legal | ©2024 Lincoln National Corporation

Lincoln MoneyGuard® solutions are universal life insurance policies with riders that reimburse for qualified long-term care expenses, issued by The Lincoln National Life Insurance Company, Fort Wayne, IN; and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY; distributed by Lincoln Financial Distributors, Inc.

Products, riders and features are subject to state availability. The insurance policy and riders have limitations, exclusions, and reductions. Check state availability. Long-term care benefit riders may not cover all costs associated with long-term care costs incurred by the insured during the coverage period. Accelerated death benefits may be taxable and may affect public assistance eligibility.

Lincoln variable universal life insurance is sold by prospectus. Only registered representatives can sell variable products.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates.

Affiliates are separately responsible for their own financial and contractual obligations.

1Pending approval in DE, IN, and HI.

For financial professional use only. Not for use with the public.

Product availability may vary.



Not a deposit
Not FDIC-insured
May go down in value
Not insured by any federal government agency
Not guaranteed by any bank or savings association


LincolnFinancial.com

LCN-4986450-100722

Order code: MGR-PAD-IDE001