Underwriting tools and reference material
Presubmission Underwriting Tool
Use this checklist to prequalify a client for Lincoln MoneyGuard® II.
Personal History Interview Instructions
Give your clients this handy reference tool to prepare for a successful telephone interview.
Medication Guidelines
View a list of medications that could potentially disqualify a candidate from Lincoln MoneyGuard® II.
Build Chart Order
View height and weight eligibility guidelines for male and female clients.