MoneyGuard

MoneyGuard®

 
 

Selling MoneyGuard® Reserve is Faster and Easier than Ever!

Now, thanks to some key innovations, the six-to-eight week sales process has been reduced to less than 2 weeks in most cases.  Effective Monday, August 21, 2006, the new streamlined underwriting process will replace the traditional MoneyGuard underwriting process for the MoneyGuard Reserve product.  It’s the same great product with a new easy sales approach and fast process!  Click here for the Rollout Package including:

  • Overview of the new streamlined underwriting process
  • A step-by-step outline of the streamlined process
  • The pre-qualifying tool (8 pre-screening questions)
  • Sample copy of the new MoneyGuard reserve ticket
  • A sample Temporary Insurance Agreement (TIA) to be used when collecting the premium.
  • Personal History Interview instructions
 

Call the First Protective team for more information and product support!

 

 
For MoneyGuard® product information click here 
  
For MoneyGuard® Forms click here 
  
 
  
MoneyGuard® Quote Request  
 
  
MoneyGuard® Underwriting Guidelines 

 

 
  
For agent only material for MoneyGuard® click here (requires registration for the Lincoln Financial website)
 
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