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First Protective’s Asset Wealth Management Team has over 15 years of annuity and wealth transfer experience. It is our goal to provide superior products and world-class service, with excellence and integrity, in order to help you achieve true success.

MoneyGuard Forms Change

Effective immediately, MoneyGuard has updated the replacement form that is needed at the time of application.  Call the Asset & Income Protection Team at First Protective to get your updated forms emailed to you.  (800)876-3950 #1

 

 
Lincoln Financial announces MoneyGuard change
Effective immediately, the max issue age on single pay MoneyGuard is 69 years old.  Please note that this does not affect flex pay MoneyGuard.  Flex pay is still available for those 70 and above.
.  Below is a summary:
  •          The max issue on single pay MoneyGuard is 69 for single premium
  •         All ages are still available on Flex pay
  •         There is no price change, just a change is max issue age on single pay
 
Lincoln Financial announces annuity rate decrease

Lincoln Financial Group announces fixed indexed annuity rate decrease May 8th.

Click here for the new rates.

 
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