Lincoln has a long-standing commitment of helping protect client wealth from the risk of long-term care expenses, while improving the overall financial professional and client experiences. Our latest addition, eApp, ensures that your paperwork is submitted in good order, so you avoid the hassles of resubmissions. Join Carolyn Burges and MoneyGuard Underwriting Account Executive, Mike Valletta, on March 24th, 2020 at 10:30 am PST for a walkthrough of Lincoln’s suite of eOptions:
eApp offers electronic applications of the application Part I and solicitation forms to streamline the submission experience and reduce turn-around-times from submission to Personal History Interview (PHI). Not currently available for CA/NY or 1035 exchanges.
Online scheduling offers clients the option to schedule their PHI online vs. over the phone.
eDelivery offers an electronic way to collect signatures on delivery and ensures the Delivery Requirements are returned to Lincoln in good order. Not currently available in NY
With NFG Brokerage, you no longer need to depend on a one size fits all approach. We work hard for you to create customized insurance strategies to help you deliver the most affective solutions to your clients. Your success is our success...don't delay!
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.