Money Guard


Updates effective February 11,2019

Marketing Materials- Advisor Reference Guide  (Updated 6/18)

Advisor Playbook

Client Product Guide


Lincoln MoneyGuard II – Click here for MONEYGUARD VIDEO  (Consumer)

A universal life insurance with an optional long-term care benefit rider1 gives your clients a choice of premium payment options of 1 through 10 years.

Why clients choose Lincoln MoneyGuard II:

  • Income tax-free death benefit if all or some of the LTC benefits are not used
  • Return of premium options
  • Inflation protection options to help keep pace with rising LTC costs
  • Freedom to choose a flexible or single premium policy
  • No deductible or waiting period

Valuable LTC resources

Did you know that 70% of people turning age 65 can expect to use some form of long-term care during their lives. We give you the tools to start this difficult conversation and communicate the importance of long-term care planning. You’ll have everything you need to prospect, educate clients, and expand your business.

U.S. Department of Health and Human Services long-term care website:, accessed July 12, 2013.

MONEYGUARD II TOOLS & LINKS:  Updated 3.12.2019

Online Scheduling tool video link

Concierge Care & Claims

The Lincoln Leader Oct. 2018

New Lincoln MoneyGuard Statement 10.18

Sample Statement

Enhanced Submission Process

Online Interview Scheduler FAQ

Personal History Interview Instructions

Frequently Asked Questions

Build Chart     Medication Guidelines    Pre-Submission Underwriting Tool

Availability Grid by State

MoneyGuard II compared to the MoneyGuard Reserve

MoneyGuard State Training and Licensing – what do you need to write this product?

Would you like a MONEYGUARD quote?  Please contact:

Denise Joachim:

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