MoneyGuard® ClickQuotesm Request

Step #1: Please tell us about yourself
Name: Firm/Branch:
Phone:
E-mail:
Life & Health Licensed ?         Yes No

Do you have your LTC CE?       Yes No
(required in CA CO DE IL IN MD NC WA)

Sold LTC before?                    Yes No

Step #2: Think of a suitable client and suitability checklist.

Suitability checklist:

No obvious physical impairments (walker, quad cane, etc)

No mental impairments (memory loss, etc)

No planned or recent surgery

$75,000+ cash or liquid assets in bank or brokerage account
Under age 81 (76 for Flex)
Mr. Birth Date: Smoker? Yes No
Mrs./Ms. Birth Date: Smoker? Yes No

Step #3: Ask us to design a proposed plan.
Desired Monthly LTC Benefit: $
Client has $ available.
Source of Funds
 
Cash:
   
 
Old Cash value life insurance policies:
   
Other :
    
Special Instructions:
For Agent or Broker Use Only. Not To Be Used With The General Public.
Please email by clicking on “Send a Copy” button above Or fax to: (732) 741-8752
 

The MoneyGuard and MoneyGuard Flex universal life insurance policies have riders that accelerate the death benefit to pay for covered long-term care (convalescent care in MA & WA) expenses. An Extension of Benefits rider is available at an additional cost to continue long-term care (or convalescent care) benefits after the entire death benefit has been paid. The MoneyGuard Series is issued (in FL, KY, MD and MN) by First Penn-Pacific Life Insurance Company and all the other states (except NJ and NY) by The Lincoln National Life Insurance Company (Policy Forms L-2020/LL-2020 and Rider Forms –2800/LL-2800, respectively. Guarantee is subject to policy terms and conditions and is in effect provided there have been no policy loans or withdrawals and coverage is maintained at recommended levels. The benefit will be paid as long as the policy remains active. Guarantee is based on the claims paying ability of the issuring company. Products and features subject to state availability. MoneyGuard is a registered service mark of The Lincoln National Life Insurance Company.

LLA0407-0624

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