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1/27/2020 Internal Use Only – Not for Use with the Public 1 of 39
Updated through Lincoln Life Leader: Volume 18, Issue 03 – January 27, 2020
ARTICLE ISSUE
PRODUCTS
COLI
COLI Best Practices (Pension Protection Act) - Notice & Consent Vol. 04, Issue 18, 10/27/06
Term Life
Pricing Update: Lincoln LifeElements® Level Term (2019) – 11/11/19 Vol. 17, Issue 25, 11/11/19
Pricing Update: Lincoln TermAccel® Level Term (2019) – 11/11/19 Vol. 17, Issue 25, 11/11/19
Lincoln TermAccel Best Practices
Vol. 17, Issue 17, 08/26/19 Vol. 17, Issue 16, 08/12/19 Vol. 17, Issue 15, 07/29/19
Post Level Term Rate Reduction Update Vol. 17, Issue 14, 07/15/19
Now Available – 2019 Term Portfolio with 07/15/19 Rate Update Vol. 17, Issue 14, 07/15/19
Coming Soon – Continued PBR/2017 CSO Product Updates Pre-launch 2019 Term Portfolio Vol. 17, Issue 13, 07/01/19
NEW Dedicated Lincoln TermAccel® Communications Team – Quicker response time on case inquiries Vol. 17, Issue 10, 05/28/19
Introducing Lincoln LifeElements® One Year Term (2017) Vol. 17, Issue 09, 05/13/19
Now Available: Lincoln LifeElements® Level Term (2017) – 04/22/19 Vol. 17, Issue 07, 04/22/19
Now Available: Lincoln TermAccel® Level Term – 04/22/19 Vol. 17, Issue 07, 04/22/19
Now Available – Lincoln LifeElements® Level Term (2017) – 02/11/19 Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Now Available – Lincoln TermAccel® Level Term – 02/11/19 Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Post Level Term Rate Reduction Program – New offerings Vol. 17, Issue 01, 01/14/19
Now Available – Lincoln LifeElements® Level Term (2017) – 11/12/18 Vol. 16, Issue 22, 11/12/18
Now Available – Lincoln TermAccel® Level Term – 11/12/18 Vol. 16, Issue 22, 11/12/18
Now Available – Lincoln Life Elements® Level Term – 09/10/18 Vol. 16, Issue 16, 09/10/18
Now Available – Lincoln Term Accel® Level Term – 09/10/18 with Product Expansion! Vol. 16, Issue 16, 09/10/18
Post Level Term Rate Reduction Update Vol. 16, Issue 12, 07/16/18
Now Available! Lincoln LifeElements® Level Term (2017) – 07/16/18 – Improved competitiveness at younger ages! Vol. 16, Issue 12, 07/16/18
Now Available – Lincoln LifeElements® Level Term (2017)- 03/12/18 Vol. 16, Issue 03, 03/12/18
Now Available – Lincoln LifeElements® Level Term (2017)- 10/16/17 Coming Soon – Lincoln LifeElements® Level Term (2017)- 10/16/17
Vol. 15, Issue 18, 10/16/17 Vol. 15, Issue 17, 10/02/17
Now Available – Lincoln TermAccel® - 10/16/17 (Electronic Ticket Submission Required) Coming Soon – Lincoln TermAccel® - 10/16/17 (Electronic Ticket Submission Required)
Vol. 15, Issue 18, 10/16/17 Vol. 15, Issue 17, 10/02/17
Term Life Premium Reminder and Special Reinstatement - Enhancements Vol. 15, Issue 16, 09/20/17
Post Level Term Rate Reduction Update Vol. 15, Issue 13, 06/26/17
INDEX OF ARTICLES
1/27/2020 Internal Use Only – Not for Use with the Public 2 of 39
ARTICLE ISSUE
Now Available – Lincoln LifeElements® Level Term (2017) – 05/15/17 Vol. 15, Issue 10, 05/15/17
Now Available – Lincoln TermAccel® – 05/15/17 Vol. 15, Issue 10, 05/15/17
Coming Soon – Lincoln LifeElements® Level Term (2017) – 05/15/17 Vol. 15, Issue 09, 05/01/17
Coming Soon – Lincoln TermAccel® – 05/15/17 (Electronic Ticket Submission Required Vol. 15, Issue 09, 05/01/17
Post Level Term Rate Reduction Policies on Electronic Funds Transfer (EFT) Billing Option Vol. 15, Issue 03, 02/13/17
Upcoming Life Product Updates: - Now Available Lincoln LifeElements® Level Term (2017) – 01/23/17 - Now Available Lincoln TermAccel® – 01/23/17 (Electronic Ticket Submission Required) Vol. 15, Issue 02, 01/23/17
Coming Soon! Lincoln TermAccel® – 01/23/17 (Electronic Ticket Submission Required) Vol. 15, Issue 01, 01/17/17
Coming Soon! Lincoln LifeElements® Level Term (2017) – 01/23/17 Vol. 15, Issue 01, 01/17/17
Term Conversion Guidelines – Updates for Policies with an Effective Date Prior to September 12, 2016 Vol. 14, Issue 23, 12/19/16
Lincoln TermAccel® Level Term – Reminders Vol. 14, Issue 22, 12/01/16
Conversion Products Amendment Mailing on New Term Policies Vol. 14, Issue 21, 11/07/16
Term Conversion Update Vol. 14, Issue 20, 10/24/16
Process Enhancements to Lincoln TermAccel® and LincXpressSM Vol. 14, Issue 19, 10/07/16
Coming Soon –Term Premium Notice Redesign Vol. 14, Issue 18, 09/12/16
Lincoln’s Term Conversion Product Options for New Business
Vol. 14, Issue 18, 09/12/16 Vol. 14, Issue 17, 09/06/16
Term Conversion Guidelines – update as of September 12, 2016 Vol. 14, Issue 13, 07/18/16
How-to Videos for Term Electronic Ticket Submissions
Vol. 14, Issue 12, 06/29/16 Vol. 14, Issue 11, 06/14/16
Spread the word! The advantages of LincXpressSM Vol. 14, Issue 11, 06/14/16
Get on Board with Lincoln TermAccel®
Vol. 14, Issue 12, 06/29/16 Vol. 14, Issue 11, 06/14/16 Vol. 14, Issue 10, 05/31/16
Available Training Webinar (TermAccel and LinXpress)
Vol. 14, Issue 11, 06/14/16 Vol. 14, Issue 10, 05/31/16
Now Available – Lincoln TermAccel® Level Term Vol. 14, Issue 09, 05/09/16
Coming Soon – Lincoln TermAccel® Level Term Vol. 14, Issue 08, 05/02/16
Now Available! Lincoln LifeElements® Level Term (2014) – rates as of 3/14/16 Vol. 14, Issue 04, 03/16/16
Coming Soon! Lincoln LifeElements® Level Term (2014) – rates as of 3/14/16 Vol. 14, Issue 03, 03/07/16
Now available in Puerto Rico! Lincoln LifeElements® Level Term (2014) – Rates as of 08/10/15 –Correction to Transition Rules Vol. 14, Issue 01, 01/15/16
Commission Recall Guidelines – Will be updated Feb. 8, 2016 for Term Products Vol. 14, Issue 01, 01/15/16
Available in P. Rico! Lincoln LifeElements® Level Term (2014) – Rates as of 08/10/15 Vol. 13, Issue 19, 12/21/15
Now available! Lincoln Life Elements Level Term (2014) – Rates as of 08/10/15 Vol. 13, Issue 13, 08/10/15
Term Conversion Guidelines Enhancements Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15
Coming Soon! Lincoln LifeElements® Level Term (2014) – rates as of 08/10/15 Vol. 13, Issue 12, 07/27/15
New EFT Requirement for Quarterly Billing Mode on Term Business
Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 11, 07/27/15 Vol. 13, Issue 11, 07/09/15
Post level term rate reductions Vol. 13, Issue 09, 06/15/15
Now Available – Lincoln LifeElements Level Term (2014) New York Vol. 13, Issue 03, 02/09/15
Coming Soon – Lincoln LifeElements Level Term (2014) New York Vol. 13, Issue 02, 01/27/15
Lincoln LifeElements Level Term (2014) – Now Available Vol. 12, Issue 17, 11/19/14
Lincoln LifeElements Level Term (2014) – Coming Soon Vol. 12, Issue 16, 10/27/14
Lincoln Special Exchange Program – External term-to-perm with Lincoln Treasury Indexed UL – Extended! Vol. 12, Issue 11, 07/28/14
Lincoln Special Exchange Program – External term to perm with Lincoln Treasury Indexed UL – Vol. 12, Issue 03, 02/24/14
1/27/2020 Internal Use Only – Not for Use with the Public 3 of 39
ARTICLE ISSUE
Now Available! Vol. 12, Issue 02, 02/10/14
Coming Soon – Term to Treasury IUL Exchange Program Vol. 12, Issue 01, 01/21/14
New York Term Product Update - Lincoln LifeElements® Level Term Vol. 11, Issue 22, 11/11/13
Reminder: Term Products – Premium and Death Benefit Change Notifications Vol. 11, Issue 15, 08/05/13
Lincoln LifeElements® Level Term (2013) - Reference Material Update Vol. 11, Issue 11, 05/07/13
Now Available - Lincoln LifeElements Level Term (2013) Vol. 11, Issue 04, 02/11/13
Coming Soon - Lincoln LifeElements Level Term (2013) Vol. 11, Issue 03, 01/28/13
Trust owned Term Policy Change Requests Vol. 10, Issue 13, 08/10/12
Take the simplier route to managing your Term Business (Term Web Tools) Vol. 10, Issue 04, 03/19/12
Summary of launch changes reference materials
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12
Life Product Changes Coming in February 2012
• Lincoln LifeElements® Level Term – Reduced Policy Fee
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12 Vol. 10, Issue 01, 01/17/12
Lincoln LifeElements Level Term (2011) Vol. 09, Issue 10, 06/06/11
Coming Soon! Lincoln LifeElements Level Term (2011) Vol. 09, Issue 09, 05/31/11 Vol. 09, Issue 08, 05/16/11
Banner Life Term Policy Conversion Agreement Ends Vol. 09, Issue 02, 01/24/11
Term (underwriting) Limits have been increased See underwriting section
Introducing - Lincoln LifeElements Level Term (2010) Vol. 08, Issue 10, 05/17/10
Coming Soon - Lincoln LifeElements® Level Term (2010) Vol. 08, Issue 09, 05/06/10
Term Conversion Life Insurance Application Approval Update Vol. 07, Issue 22, 11/23/09
Term Policy Fee Increase
Vol. 07, Issue 22, 11/23/09 Vol. 07, Issue 21, 11/09/09 Vol. 07, Issue 20, 11/02/09 Vol. 07, Issue 19, 10/19/09 Vol. 07, Issue 18, 09/28/09
New Disclosure for Lincoln LifeElementsSM Level Term (2009) Vol. 07, Issue 13, 07/23/09
Term minimum face amount increase Vol. 07, Issue 14, 08/14/09 Vol. 07, Issue 13, 07/23/09
New Optional Report for Lincoln LifeElementsSM Level Term Vol. 07, Issue 09, 05/18/09
Lincoln LifeElementsSM Level Term (2009) now available in New York Vol. 07, Issue 07, 05/04/09
Lincoln LifeElementsSM Level Term (2009) now available in Maryland Vol. 07, Issue 06. 03/30/09
Lincoln LifeElementsSM Level Term (2009) Vol. 07, Issue 05, 03/23/09
Coming Soon – Lincoln LifeElementsSM Level Term (2009) Vol. 07, Issue 04, 03/09/09
Introducing Lincoln LifeElementsSM One Year Term Vol. 06, Issue 16, 11/17/08
Correction to Lincoln LifeElementsSM Level Term Illustrations Vol. 06, Issue 08, 06/10/08
Distribution Compensation Update- Term Product Commission Change Vol. 06, Issue 07, 05/19/08
Lincoln LifeElementsSM Level Term Rate Refresh Announcement Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 05, 04/21/08
Withdrawal of ALL Schaumburg Term Products Vol. 05, Issue 19, 12/17/07
Texas Term Product Updates Vol. 05, Issue 15, 10/01/07
ROP Rider on Lincoln LifeElementsSM Level Term not available in Texas Vol. 05, Issue 14, 09/14/07
Term Reminder (RE: new products do not provide for changes in coverage amount) Vol. 05, Issue 13, 08/20/07
Rmdr. Retiring term products transition period ending on Friday, August 10, 2007 Vol. 05, Issue 12, 07/29/07
Term Product Launch Information 2007: Issue 11, 07/02/07
Term Product Pre-launch Announcement 2007: Issue 10, 06/22/07
Advantage FlexTerm Name Change 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Term Product announcement / Transition Dates 2007: Issue 9, 06/06/07
Information on Upcoming UPP Term Product Launch Vol. 05, Issue 08, 05/22/07
Important GTO, STO, PRO Commission Cut-off Dates Vol. 04, Issue 20, 12/20/06
1/27/2020 Internal Use Only – Not for Use with the Public 4 of 39
ARTICLE ISSUE
UNIVERSAL LIFE/ INDEXED UNIVERSAL LIFE Now Available – Lincoln LifeGuarantee® SUL (2019) – 11/11/19 Vol. 17, Issue 25, 11/11/19
Now Available in New York – Lincoln WealthAdvantage® Indexed UL – 10/14/19 – Compliant with 2017 CSO Vol. 17, Issue 25, 11/11/19
Priciing Update – Lincoln LifeGuarantee® UL (2019) – 11/11/19 Vol. 17, Issue 25, 11/11/19
Coming Soon in New York – Lincoln WealthAdvantage® Indexed UL – 10/14/19 – Compliant with 2017 CSO Vol. 17, Issue 24, 10/28/19
Now Available – Lincoln WealthPreserve® IUL (2019) Vol. 17, Issue 23, 10/21/19
Coming Soon – Lincoln LifeGuarantee® SUL (2019) – 11/11/10 Vol. 17, Issue 23, 10/21/19
Now Available – Lincoln WealthAccumulate® IUL (2019) – 09/16/19 Vol. 17, Issue 19, 09/16/19
Lincoln Care Coverage® Accelerated Benefits Rider – Now Available in Hawaii Vol. 17, Issue 16, 08/12/19
Now Available – Lincoln LifeGuarantee® UL (2019) – 07/15/19 Vol. 17, Issue 14, 07/15/19
Now Available – Lincoln ConversionSM UL (2019) Vol. 17, Issue 14, 07/15/19
Coming Soon – Continued PBR/2017 CSO Product Updates Pre-launch Lincoln LifeGuarantee® UL (2019) – 07/15/19 Vol. 17, Issue 13, 07/01/19
Coming Soon – Continued PBR/2017 CSO Product Updates Pre-launch Lincoln ConversionSM UL (2019) Vol. 17, Issue 13, 07/01/19
Now Available - Lincoln Care Coverage® Accelerated Benefits Rider Available on Lincoln WealthAccumulate® IUL (2019) and Lincoln WealthPreserve® IUL (2017) Vol. 17, Issue 09, 05/13/19
Coming Soon – Lincoln Care CoverageSM Accelerated Benefits Rider Now Available on Lincoln WealthAcumulate® IUL (2019) and Lincoln WealthPreserve® IUL (2017) Vol. 17, Issue 08, 05/06/19
Massachusetts Update to UL Accelerated Benefits Riders
Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 08, 05/06/19
Lincoln WealthAdvantage® Indexed UL transition period ending on April 30
Vol. 17, Issue 07, 04/22/19 Vol. 17, Issue 06, 04/15/19
Maximum Issue Age Update for Lincoln LifeCurrent® UL in Florida Vol. 17, Issue 05, 03/25/19
Now Available – Lincoln Care CoverageSM Accelerated Benefits Rider
Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Now Available – Lincoln WealthPreserve® IUL (2017) – 02/11/19
Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Now Available – Lincoln WealthAccumulate® IUL (2019)
Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Coming Soon – Lincoln Care CoverageSM Accelerated Benefits Rider Vol. 17, Issue 02, 01/28/19 Coming Soon – Lincoln WealthPreserve® IUL (2017) – 02/11/19 Vol. 17, Issue 02, 01/28/19 Coming Soon – Lincoln WealthAccumulate® IUL (2019) Vol. 17, Issue 02, 01/28/19
Availability of Lincoln WealthAdvantage® Indexed UL extended Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18
Now Available – Expanded quote capabilities available on Lincoln LifeGuarantee® UL (2013) – 02/12/18 Vol. 16, Issue 16, 09/10/18
Lincoln WealthAccumulate® IUL (2018) and Lincoln WealthPreserve® IUL (2017) – California now Available -REPRINT with Issue Age Correction Vol. 16, Issue 15, 08/27/18
Coming Soon – Increased Target Premiums on Lincoln WealthAccumulate® IUL (2018) Vol. 16, Issue 12, 07/16/18
Exec Rider now available on Lincoln WealthAccumulate® IUL (2018) Vol. 16, Issue 12, 07/16/18
Lincoln WealthAccumulate® IUL (2018) and Lincoln WealthPreserve® IUL (2017) – California now Available Vol. 16, Issue 12, 07/16/18
Availability of Lincoln WealthAdvantage® Indexed UL extended Vol. 16, Issue 10, 06/25/18
Lincoln WealthAccumulateSM IUL (2018) Exec Rider Still Pending State Availability Vol. 16, Issue 10, 06/25/18
Now Available in New York – Lincoln WealthPreserve® IUL (2017) – 02/12/18 Vol. 16, Issue 09, 06/11/18
Now Available – Lincoln WealthAccumulateSM IUL (2018) 05/14/18 Vol. 16, Issue 07, 05/14/18
Now Available – Lincoln LifeAssure® Accelerated Benefits Rider on Lincoln LifeGuarantee® UL (2013) Vol. 16, Issue 07, 05/14/18
Coming Soon – Lincoln WealthAccumulateSM IUL (2018) 05/14/18 Vol. 16, Issue 06, 05/01/18
Coming Soon – Lincoln LifeAssureSM Accelerated Benefits Rider on Lincoln LifeGuarantee UL (2013) Vol. 16, Issue 06, 05/01/18
1/27/2020 Internal Use Only – Not for Use with the Public 5 of 39
ARTICLE ISSUE
Now Available – Lincoln ConversionSM UL New York Vol. 16, Issue 04, 03/26/18
Now Available with LincolnWealthPreserve® IUL (2017) – 02/12/18 – New Term Riders Vol. 16, Issue 03, 03/12/18
Now Available – Lincoln LifeAssureSM Accelerated Benefits Rider Coming Soon – Lincoln LifeAssureSM Accelerated Benefits Rider
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Now Available – Lincoln LifeGuarantee® UL (2013) – 02/12/18 Coming Soon – Lincoln LifeGuarantee® UL (2013) – 02/12/18
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Now Available – LincolnWealthPreserve® IUL (2017) – 02/12/18 Coming Soon – LincolnWealthPreserve® IUL (2017) – 02/12/18
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Lincoln’s Newly Redesigned Indexed Universal Life (IUL) Annual Statements Vol. 15, Issue 17, 10/02/17
Policy Charges Update Vol. 15, Issue 12, 06/08/17
Indexed Account Rate Changes - Updated Marketing Materials Now Available Vol. 15, Issue 04, 02/27/17
Indexed Account Rate Changes and Illustration Updates – Reprint Vol. 15, Issue 03, 02/13/17
Now Available – Lincoln ConversionSM UL Vol. 15, Issue 03, 02/13/17
Lincoln LifeGuarantee® SUL (2013) – 02/13/17 Vol. 15, Issue 03, 02/13/17
Coming Soon! Lincoln LifeGuarantee® SUL (2013) – 02/13/17 Vol. 15, Issue 01, 01/17/17
Lincoln LifeGuarantee® UL (2013) – Rates as of 09/12/16
Vol. 14, Issue 17, 09/12/16 Vol. 14, Issue 16, 08/29/16
Ongoing Indexed UL Annual Statement Enhancements Vol. 14, Issue 15, 08/08/16
Lincoln LifeEnhance® Accelerated Benefits Rider - Now Available In New York on Lincoln WealthAdvantage® Indexed UL Vol. 14, Issue 10, 05/31/16
Introducing – New Second-Generation Overloan Protection Rider Vol. 14, Issue 09, 05/09/16
Coming Soon – New Second-Generation Overloan Protection Rider Vol. 14, Issue 07, 04/25/16
Illustration Changes for Indexed UL products – AG49 Update Vol. 14, Issue 03, 03/07/16 Vol. 14, Issue 02, 02/08/16
Now Available! Lincoln LifeGuarantee® UL (2013) – Rates as of 02/08/16 Vol. 14, Issue 02, 02/08/16
Coming Soon! Lincoln LifeGuarantee® UL (2013) – Rates as of 02/08/16 Vol. 14, Issue 01, 01/15/16
New - IUL Annual Statement client guide Vol. 13, Issue 18, 12/02/15 Vol. 13, Issue 17, 11/09/15
Lincoln LifeEnhance® Accelerated Benefits Rider - Available NY on Select Products Vol. 13, Issue 17, 11/09/15
Lincoln LifeEnhance® Accelerated Benefits Rider Updates Vol. 13, Issue 17, 11/09/15
Now Available - Lincoln WealthAdvantage® Indexed UL New York Vol. 13, Issue 15, 09/21/15
Lincoln Treasury Indexed UL closed to New Sales Effective October 30, 2015
Vol. 13, Issue 16, 10/19/15 Vol. 13, Issue 15, 09/21/15
Coming Soon! Illustration changesfor Indexed UL products (AG49)
Vol. 13, Issue 14, 08/31/15 Vol. 13, Issue 13, 08/10/15
Lincoln Intro. a New Annual Statement of Account for Indexed UL Product Suite Vol. 13, Issue 09, 06/15/15
Introducing! Lincoln WealthAdvantageSM Indexed UL – The IUL you can plan on! Vol. 13, Issue 07, 05/11/15
Coming Soon! Lincoln WealthAdvantageSM Indexed UL – The IUL you can plan on! Vol. 13, Issue 06, 04/29/15
Now Available – Lincoln WealthPreserveSM Survivorship IUL New York Vol. 13, Issue 03, 02/09/15
Coming Soon – Lincoln WealthPreserveSM Survivorship IUL New York Vol. 13, Issue 02, 01/27/15
Lincoln LifeReserve Indexed UL Accumulator (2014) in New York – Now Available Vol. 12, Issue 17, 11/10/14
Lincoln LifeEnhance Accel. Ben. Rid. on Lincoln WealthPreserveSM SIUL Available Vol. 12, Issue 17, 11/10/14
Lincoln LifeReserve Indexed UL Accumulator (2014) available in NY-Nov. 10, 2014 Vol. 12, Issue 16, 10/27/14
Lincoln LifeEnhanceSM Acc. Ben. Rid. on Lincoln WealthPreserveSM SIUL – Coming Vol. 12, Issue 16, 10/27/14
New Products Available in Pennsylvania Vol. 12, Issue 12, 08/11/14
New York Minimum Issue Age Change Vol. 12, Issue 12, 08/11/14
Introducing – Lincoln WealthPreserveSM Survivorship Indexed UL Vol. 12, Issue 12, 08/11/14
Lincoln Special Exchange Program – External term-to-perm with Lincoln Treasury Indexed UL – Extended! Vol. 12, Issue 11, 07/28/14
Coming Soon! – New York Minimum Issue Age Change Vol. 12, Issue 11, 07/28/14
Coming Soon! – New Products Available in Pennsylvania Vol. 12, Issue 11, 07/28/14
1/27/2020 Internal Use Only – Not for Use with the Public 6 of 39
ARTICLE ISSUE
Coming Soon! – Lincoln WealthPreserveSM Survivorship Indexed UL Vol. 12, Issue 11, 07/28/14
Introducing – Lincoln LifeReserve Indexed UL Accumulator (2014) Vol. 12, Issue 07, 05/12/14
Coming Soon – Lincoln LifeReserve Indexed UL Accumulator (2014) Vol. 12, Issue 06, 04/28/14
Lincoln Special Exchange Program – External term to perm with Lincoln Treasury Indexed UL – Now Available!
Vol. 12, Issue 04, 03/24/14 Vol. 12, Issue 03, 02/24/14 Vol. 12, Issue 02, 02/10/14
Coming Soon – Term to Treasury IUL Exchange Program Vol. 12, Issue 01, 01/21/14
Secondary Guarantee Products – Treatment of Premiums Received Within a Month before a Premium Load Decrease Vol. 11, Issue 23, 12/03/13
Per Diem Limit Increasing for 2014
Vol. 11, Issue 25, 12/20/13 Vol. 11, Issue 24, 12/17/13 Vol. 11, Issue 23, 12/03/13
Lincoln LifeEnhanceSM Accelerated Benefits Rider Interstate Ins. Compact approval Vol. 11, Issue 22, 11/11/13
ABR New Business Processing Change in New York, effective November 15
Vol. 11, Issue 22, 11/11/13 Vol. 11, Issue 21, 10/21/13
Lincoln LifeReserve® Indexed UL Accumulator – Fixed Loan Option Enhan. Mailing Vol. 11, Issue 17, 08/26/13
Lifetime Secondary Guarantee Products Closed to New Sales in New York Effective May 30, 2013 – Reminder replacement paperwork deadline July 15 Vol. 11, Issue 14, 06/24/13
Indexed Universal Life Extended Maturity Amendments Being Mailed Vol. 11, Issue 13, 06/07/13
Intro. Lincoln LifeGuarantee® UL (2013) and Lincoln LifeGuarantee® SUL (2013) Vol. 11, Issue 12, 05/13/13
Introducing - Lincoln LifeEnhanceSM Accelerated Benefits Rider on Lincoln LifeGuarantee® UL (2013) Vol. 11, Issue 12, 05/13/13
Coming Soon - Lincoln LifeGuarantee® UL (2013) & Lin. LifeGuarantee® SUL (2013) Vol. 11, Issue 11, 05/07/13
Coming Soon - Lincoln LifeEnhanceSM Accelerated Benefits Rider on Lincoln LifeGuarantee® UL (2013) Vol. 11, Issue 11, 05/07/13
Lifetime Secondary Guarantee Products Closed to New Sales in New York - Effective May 30, 2013 Vol. 11, Issue 10, 04/26/13
Lincoln Treasury IUL available in Virginia Vol. 11, Issue 09, 04/08/13
Training videos now available for Lincoln Treasury IUL Vol. 11, Issue 08, 03/21/13
Lincoln Treasury Indexed UL FAQ Update Vol. 11, Issue 07, 03/14/13
Now Available - Lincoln Treasury Indexed UL – Affordable death benefit protection now that gets better when 10-year Treasury yields rise. Vol. 11, Issue 06, 02/25/13
Additional Universal Life Grace Notification Vol. 11, Issue 06, 02/25/13
Coming Soon - Lincoln Treasury Indexed UL – Affordable death benefit protection now that gets better when 10-year Treasury yields rise. Vol. 11, Issue 05, 02/19/13
Indexed UL Changes and Updates Vol. 11, Issue 04, 02/11/13
New York Lincoln LifeGuarantee® SUL (2009) Maximum Face Amount Reduction – Effective February 11, 2013
Vol. 11, Issue 04, 02/11/13 Vol. 11, Issue 02, 01/23/13
Lincoln LifeGuarantee UL (2012) and Lincoln LifeGuarantee SUL (2012) - Heavily Funded Business Limits as of February 11, 2013
Vol. 11, Issue 04, 02/11/13 Vol. 11, Issue 02, 01/23/13
New York Lincoln LifeGuarantee SUL (2009) Maximum Face Amount Reduction – Effective February 11, 2013 Vol. 10, Issue 22, 12/17/12
Indexed UL Changes and Updates Vol. 10, Issue 22, 12/17/12
Upcoming Life Product Adjustments Vol. 10, Issue 22, 12/17/12
Per Diem Limit Increasing for 2013
Vol. 10, Issue 21, 12/10/12 Vol. 10, Issue 19, 11/13/12
Actuarial Guideline 38 (Memo from Mike Burns) Vol. 10, Issue 19, 11/13/12
Mississippi State Variation for Lincoln LifeEnhanceSM Accelerated Benefits Rider Vol. 10, Issue 18, 11/05/12
Coming Soon – Lincoln LifeEnhanceSM Accelerated Benefits Rider available on Lincoln LifeReserve® Indexed UL Accumulator Vol. 10, Issue 18, 11/05/12
Launch - Lincoln LifeReserve® Indexed UL Accumulator Enhancements Coming Soon – Lincoln LifeReserve® Indexed UL Accumulator Enhancements
Vol. 10, Issue 19, 11/13/12 Vol. 10, Issue 18, 11/05/12
1/27/2020 Internal Use Only – Not for Use with the Public 7 of 39
ARTICLE ISSUE
Indexed Universal Life Extended Maturity Amendments Being Mailed Vol. 10, Issue 12, 07/30/12
Re-Introducing Lincoln LifeReserve® Indexed UL Protector (previously known as Lincoln LifeReserve® Indexed UL (2009)) Vol. 10, Issue 08, 05/21/12
Lincoln LifeReserve® Indexed UL Accumulator – Now Available in New York Vol. 10, Issue 08, 05/21/12
Coming Soon - Re-Introducing Lincoln LifeReserve® Indexed UL Protector (previously known as Lincoln LifeReserve® Indexed UL (2009)) Vol. 10, Issue 07, 05/08/12
Coming Soon - Lincoln LifeReserve® Indexed UL Accumulator in New York Vol. 10, Issue 07, 05/08/12
Indexed UL Historical Lookback Rates Updates Vol. 10, Issue 02, 02/06/12
What’s new in IUL? Lincoln LifeReserve® Indexed UL Accumulator Vol. 10, Issue 02, 02/06/12
Summary of launch changes reference materials
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12
New York Secondary Guarantee Products – New Information Vol. 10, Issue 02, 02/06/12
Life Product Changes Coming in February 2012
• Lincoln LifeGuarantee® UL (2012) – New Product
• Lincoln LifeGuarantee® SUL (2012) – New Product
• Lincoln LifeGuarantee® Plus UL – Closed to New Sales
• Lincoln Duration Guarantee® UL – Closed to New Sales
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12 Vol. 10, Issue 01, 01/17/12
California Availability of Lincoln LifeReserve® Indexed UL (2011) Vol. 09, Issue 24, 12/05/11
Introducing – Lincoln LifeReserve® Indexed UL (2011) Exec Rider Vol. 09, Issue 23, 11/21/11
Lincoln LifeReserve® Indexed UL (2009) – Still Available
Vol. 09, Issue 23, 11/21/11 Vol. 09, Issue 22, 11/14/11
Lincoln LifeReserve® Indexed UL (2011) Exec Rider – Coming Soon Vol. 09, Issue 22, 11/14/11
Lincoln LifeReserve® IUL (2011) Training Tip Vol. 09, Issue 16, 08/29/11
Special Guidance for New York Replacement Regulation 60
Vol. 09, Issue 17, 09/13/11 Vol. 09, Issue 16, 08/29/11 Vol. 09, Issue 15, 08/22/11
Clarification – Minimum Face Amount – Lincoln LifeReserve® UL products Updated
Vol. 09, Issue 17, 09/13/11 Vol. 09, Issue 16, 08/29/11 Vol. 09, Issue 15, 08/22/11
Lincoln LifeGuarantee® SUL (2009) and Lincoln LifeGuarantee® UL (2009) - Heavily Funded Options Retiring on September 15, 2011
Vol. 09, Issue 17, 09/13/11 Vol. 09, Issue 16, 08/29/11 Vol. 09, Issue 15, 08/22/11 Vol. 09, Issue 14, 08/15/11
Introducing – Lincoln LifeGuarantee® UL (2011) Vol. 09, Issue 14, 08/15/11
Introducing - Lincoln LifeReserve® Indexed UL (2011)
Vol. 09, Issue 16, 08/29/11 Vol. 09, Issue 14, 08/15/11
Lincoln LifeReserve® UL product update
Vol. 09, Issue 14, 08/15/11 Vol. 09, Issue 13, 08/08/11
Correction on prelaunch - Lincoln LifeGuarantee® UL (2011) Vol. 09, Issue 13, 08/08/11
Lincoln LifeGuarantee® SUL (2009)- Heavily Funded Options Retiring on 9/15/11 Vol. 09, Issue 13, 08/08/11
Coming Soon – Lincoln LifeReserve® Indexed UL (2011) Vol. 09, Issue 12, 08/01/11
Coming Soon – Lincoln LifeGuarantee® UL (2011) Vol. 09, Issue 12, 08/01/11
Update to UL pieces for New York State Regulation Vol. 09, Issue 10, 06/06/11
Introducing– Lincoln LifeGuarantee® SUL (2011) Vol. 09, Issue 06, 03/28/11
Coming Soon – Lincoln LifeGuarantee® SUL (2011)
Vol. 09, Issue 05, 03/14/11 Vol. 09, Issue 04, 03/07/11
CI – Update – Interest Rate Chart Vol. 08, Issue 19-20, 10/12/10
Estate Tax Repeal Rider/Federal Estate Tax Repeal Endorsement –Lincoln No Longer Marketing
Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10 Vol. 08, Issue 19-20,
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ARTICLE ISSUE
10/12/10 Vol. 08, Issue 18, 09/17/10
Introducing: Lincoln DurationGuaranteeSM UL Vol. 08, Issue 16, 08/16/10
Coming Soon – Lincoln DurationGuaranteeSM UL Vol. 08, Issue 14, 08/03/10 Vol. 08, Issue 15, 08/09/10
Lincoln LifeGuarantee® UL Series – 1035 Forgiveness Feature Vol. 08, Issue 11, 06/11/10
Changes to Lincoln LifeReserve Indexed Universal Life Vol. 08, Issue 10, 05/17/10
Lincoln LifeGuarantee® UL 2009 Improvement Vol. 08, Issue 04, 02/16/10 Vol. 08, Issue 03, 02/02/10
Transition period for UL products ends – 12/31 Vol. 07, Issue 23, 12/14/09 Vol. 07, Issue 22, 11/23/09
Assured Distribution Endorsement Update Vol. 07, Issue 22, 11/23/09
Universal Life Competitive Intelligence Update Vol. 07, Issue 19, 10/19/09
Lincoln LifeReserveSM Indexed UL increase in cap Vol. 07, Issue 19, 10/19/09
Intro. Lincoln LifeGuaranteeSM UL (2009) & Lincoln LifeGuaranteeSM Plus UL (2009) Vol. 07, Issue 18, 09/28/09
Assured Distribution Endorsement (ADE) not available in Illinois
Vol. 07, Issue 21, 11/09/09 Vol. 07, Issue 20, 11/02/09 Vol. 07, Issue 18, 09/28/09
Coming Lincoln LifeGuaranteeSM UL (2009) + Lincoln LifeGuaranteeSM Plus UL (2009) Vol. 07, Issue 17, 09/16/09
New/Improve Exec Rider for the Lincoln LifeReserveSM Indexed UL prod. Now Avail. Vol. 07, Issue 15, 08/24/09
Lincoln LifeGuaranteeSM SUL (2009) – Correction to Transition Rules Vol. 07, Issue 10, 06/01/09
Introducing - Lincoln LifeGuaranteeSM SUL (2009) Vol. 07, Issue 09, 05/18/09
Lincoln LifeElementsSM Indexed UL Allows Standing Allocation Instructions Vol. 07, Issue 08, 05/11/09
Coming Soon! Lincoln LifeGuaranteeSM SUL (2009) Vol. 07, Issue 08, 05/11/09
Now Available- Exec Rider on Lincoln LifeReserveSM Indexed UL Vol. 07, Issue 04, 03/09/09
Now Available- Exec Rider on Lincoln LifeReserveSM UL Vol. 07, Issue 01, 01/12/09
Introducing Lincoln LifeReserveSM UL (2009) and Lincoln LifeReserveSM Indexed UL Vol. 06, Issue 16, 11/17/08
Coming Soon! Lincoln LifeReserveSM UL and Lincoln LifeReserveSM Indexed UL Vol. 06, Issue 15, 11/03/08
Issue Age Change on Lincoln LifeGuaranteeSM UL. Lincoln LifeGuaranteeSM SUL and Lincoln LifeGuaranteeSM Plus UL Vol. 06, Issue 11, 08/01/08
Loan Rollovers available on Lincoln LifeElementsSM Indexed UL Vol. 06, Issue 07, 05/19/08
CI Update – May Interest Rate Update Vol. 06, Issue 06, 05/06/08
Lincoln LifeGuaranteeSM UL Rate Refresh Announcement Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 05, 04/21/08
CI Update – March Interest Rate Update Vol. 06, Issue 03, 03/19/08
CI Update (all of Lincoln LifeGuaranteeSM UL Pieces) Vol. 06, Issue 02, 03/03/08
Return of Premium Rider on Lincoln LifeElementsSM Level Term not available in Pennsylvania Vol. 06, Issue 02, 03/03/08 Vol. 06, Issue 01, 02/05/07
JP Ensemble II Discontinued in New York Vol. 05, Issue 15, 10/01/07 Vol. 05, Issue 13, 08/20/07
UPP Universal Life Product Changes 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Transition Period Ending for some “old” UL products 2007: Issue 09, 06/06/07
Rate Chart for Lincoln LifeElementsSM IUL Vol. 05, Issue 05, 04/20/07
Introducing the Universal Life Unified Product Portfolio Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
UL Product Descriptions Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
UL Rider Descriptions Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
Discontinued Products Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
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ARTICLE ISSUE
Lincoln ULLPR7 Now Available in New York! Vol. 04, Issue 14, 08/07/06
VARIABLE UNIVERSAL LIFE Pricing Update – Lincoln VULONE (2019) – 01/13/20 & Lincoln SVULONE (2019) - /1/13/20 Vol. 18, Issue 02, 01/13/20
Now Available in California – Lincoln SVULONE (2019) – 01/13/20 Vol. 18, Issue 02, 01/13/20
Coming Soon – Lincoln VULONE (2019) – 01/13/20 & Lincoln SVULONE (2019) - /1/13/20 Vol. 18, Issue 01, 01/06/20
Coming Soon to California – Lincoln SVULONE (2019) – 01/13/20 Vol. 18, Issue 01, 01/06/20
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program
Vol. 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19 Vol. 17, Issue 26, 11/18/19
Now Available in California – Lincoln SVULONE (2016) – 11/11/19 Vol. 17, Issue 25, 11/11/19
Now Available in New York – Lincoln AssetEdge® VUL (2015) – 10/14/19 Vol. 17, Issue 23, 10/21/19
Now Available – Lincoln SVULONE (2019) Vol. 17, Issue 19, 09/16/19
Now Available – Lincoln AssetEdge® VUL (2019) Vol. 17, Issue 19, 09/16/19
Lincoln Care Coverage® Accelerated Benefits Rider – Now Available in Hawaii Vol. 17, Issue 16, 08/12/19
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended
Vol. 17, Issue 11, 06/10/19 Vol. 17, Issue 10, 05/28/19
Now Available - Lincoln VULONE (2019) Lifetime guaranteed death benefit with the freedom to pursue growth potential Vol. 17, Issue 09, 05/13/19
Coming Soon – Lincoln VULONE (2019) Lifetime guaranteed death benefit with the freedom to pursue growth potential Vol. 17, Issue 08, 05/06/19
Lincoln Variable Universal Life – Fund Updates
Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 08, 05/06/19
Variable Universal Life – Fund Update
Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Now Available – Lincoln Care CoverageSM Accelerated Benefits Rider
Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Coming Soon – Lincoln Care CoverageSM Accelerated Benefits Rider Vol. 17, Issue 02, 01/28/19
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended Vol. 16, Issue 23, 11/26/18
Lincoln VUL – Fund Updates and Allocation Form Update Vol. 16, Issue 14, 07/13/18
Lincoln LifeAssure® Accelerated Benefits Rider – Now Available on Lincoln VULONE (2014) Vol. 16, Issue 14, 07/13/18
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program - Extended Vol. 16, Issue 08, 05/29/18
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program - Extended Vol. 16, Issue 04, 03/26/18
Withdrawal of Lincoln PreservationEdge® SVUL in New York Vol. 16, Issue 04, 03/26/18
Lincoln Variable Universal Life – Fund Updates Vol. 16, Issue 02, 02/12/18
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program - Extended
Vol. 15, Issue 23, 12/20/17 Vol. 15, Issue 22, 12/04/17 Vol. 15, Issue 21, 11/20/17
Lincoln Variable Universal Life – Fund Update Vol. 15, Issue 12, 06/08/17
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended Vol. 15, Issue 12, 06/08/17 Vol. 15, Issue 11, 05/30/17
Lincoln Variable Universal Life – Fund Updates Vol. 15, Issue 10, 05/15/17
Per Diem Limit for 2017 Vol. 15, Issue 02, 01/23/17
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended Vol. 14, Issue 23, 12/19/16 Vol. 14, Issue 22, 12/01/16
Lincoln LifeEnhance® Accelerated Benefits Rider – Now Available in California on Lincoln VULONE (2014) Vol. 14, Issue 21, 11/07/16
Now Available – Lincoln VULONE (2014) – New Versions of Riders Vol. 14, Issue 15, 08/08/16
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Rate Adjustments Effective August 8, 2016 Vol. 14, Issue 15, 08/08/16
New Second-Generation Overloan Protection Rider on Lincoln PreservationEdge® SVUL in New York Vol. 14, Issue 15, 08/08/16
Enhanced Online Prospectus: How to Print or Order a Prospectus Vol. 14, Issue 15, 08/08/16
Coming Soon – New Second Generation Overloan Protection Rider on Lincoln Vol. 14, Issue 14, 07/25/16
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ARTICLE ISSUE
PreservationEdge SVUL in New York
Coming soon – Lincoln VULONE(2014) – New Versions of Riders Vol. 14, Issue 14, 07/25/16
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended with Upcoming Rate Adjustments – Effective August 8, 2016
Vol. 14, Issue 14, 07/25/16 Vol. 14, Issue 11, 06/14/16
VUL Dollar Cost Averaging Process Improvement - Reprint Vol. 14, Issue 09, 05/09/16
Introducing – New Second-Generation Overloan Protection Rider Vol. 14, Issue 09, 05/09/16
Introducing – Lincoln SVULONE (2016) – Lifetime guaranteed death benefit for two lives with the freedom to pursue growth potential Vol. 14, Issue 09, 05/09/16
Coming Soon – Lincoln SVULONE (2016) – Lifetime guaranteed death benefit for two lives with the freedom to pursue growth potential Vol. 14, Issue 07, 04/25/16
Lincoln Variable Universal Life – Upcoming Fund Updates Vol. 14, Issue 07, 04/25/16
Enhanced Online Prospectus Capabilities - Reprint Vol. 14, Issue 07, 04/25/16
Coming Soon – New Second-Generation Overloan Protection Rider Vol. 14, Issue 07, 04/25/16
Coming Soon – VUL Dollar Cost Averaging Process Improvement Vol. 14, Issue 06, 04/15/16
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended Vol. 14, Issue 04, 03/16/16
Lincoln Variable Universal Life – Fund Name Changes effective Feb.8, 2016 Vol. 14, Issue 02, 02/08/16
Lincoln Variable Universal Life – Fund Merger and Name Change Vol. 13, Issue 17, 11/09/15
Lincoln LifeEnhance® Accelerated Benefits Rider - Available NY on Select Products Vol. 13, Issue 17, 11/09/15
Lincoln LifeEnhance® Accelerated Benefits Rider Updates Vol. 13, Issue 17, 11/09/15
Lincoln VUL DCA Fixed Account Enhanced Interest Rate Program – Extended Vol. 13, Issue 15, 09/21/15
Introducing – Lincoln AssetEdge® VUL (2015) – NEW YORK Vol. 13, Issue 10, 06/29/15
Introducing – Lincoln AssetEdge® VUL (2015) – Death benefit protection offering broad investment options for strong cash value growth potential Vol. 13, Issue 09, 06/15/15
Coming Soon! Lincoln AssetEdge® VUL (2015) – Death benefit protection offering broad investment options for strong case value growth potential Vol. 13, Issue 08, 06/01/15
Lincoln VUL DCA Fixed Account Enhanced Interest Rate Program – Extended Vol. 13, Issue 04, 03/16/15
Per Diem Limit for 2015 Vol. 13, Issue 01, 01/12/15
Concentrated Stock Materials no longer available Vol. 12, Issue 15, 10/06/14
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended through March 2015! Vol. 12, Issue 14, 09/15/14
Policy Rate of Return added to VUL Annual Statements Vol. 12, Issue 14, 09/15/14
Additional VUL Sales Concept changes Lincoln DesignItSM Illustration system Vol. 12, Issue 13, 09/05/14
New Products Available in Pennsylvania Vol. 12, Issue 12, 08/11/14
New York Minimum Issue Age Change Vol. 12, Issue 12, 08/11/14
VUL Sales Concept changes – Lincoln DesignItSM Illustration system Vol. 12, Issue 11, 07/28/14
Coming Soon! – New York Minimum Issue Age Change Vol. 12, Issue 11, 07/28/14
Coming Soon! – New Products Available in Pennsylvania Vol. 12, Issue 11, 07/28/14
Dollar Cost Averaging Rules Vol. 12, Issue 10, 07/14/14
Available - Training Videos for Lincoln LifeReserve® Indexed UL Accumulator (2014) Vol. 12, Issue 08, 06/16/14
Clarification on Lincoln VULONE (2014) Money Market Sub-Account Restrictions Vol. 12, Issue 04, 03/24/14
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended through September 2014 Vol. 12, Issue 03, 02/24/14
Introducing - Lincoln VULONE (2014) Vol. 12, Issue 02, 02/10/14
Limit on External Exchange Loan Carryovers on Lincoln VULONE Suite Vol. 12, Issue 01, 01/21/14
Coming Soon – Lincoln VULONE (2014) Vol. 12, Issue 01, 01/21/14
Limit on External Exchange Loan Carryovers on Lincoln VULONE Suite Vol. 11, Issue 25, 12/20/13
Lincoln SVULONE 2013 Prospectus Supplement
Vol. 11, Issue 25, 12/20/13 Vol. 11, Issue 24, 12/17/13
Secondary Guarantee Products – Treatment of Premiums Received Within a Month before a Vol. 11, Issue 23, 12/03/13
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ARTICLE ISSUE
Premium Load Decrease
Lincoln LifeEnhanceSM Accelerated Benefits Rider Interstate Insurance Compact approval Vol. 11, Issue 22, 11/11/13
ABR New Business Processing Change in New York, effective November 15
Vol. 11, Issue 22, 11/11/13 Vol. 11, Issue 21, 10/21/13
Fixed Account Changes on Lincoln VULONE(2012) Vol. 11, Issue 18, 09/16/13 Vol. 11, Issue 17, 08/26/13
Introducing - Lincoln SVULONE (2013) Vol. 11, Issue 16, 08/12/13
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended
Vol. 11, Issue 21, 10/21/13 Vol. 11, Issue 20, 10/08/13 Vol. 11, Issue 19, 09/23/13 Vol. 11, Issue 18, 09/16/13 Vol. 11, Issue 17, 08/26/13 Vol. 11, Issue 16, 08/12/13 Vol. 11, Issue 15, 08/05/13
Fixed Account Changes on Lincoln VULONE (2012)
Vol. 11, Issue 16, 08/12/13 Vol. 11, Issue 15, 08/05/13
Coming Soon - Lincoln SVULONE (2013) Vol. 11, Issue 15, 08/05/13
Lifetime Secondary Guarantee Products Closed to New Sales in New York Effective May 30, 2013 – Reminder replacement paperwork deadline July 15 Vol. 11, Issue 14, 06/24/13
Lifetime Secondary Guarantee Products Closed to New Sales in New York - Effective May 30, 2013 Vol. 11, Issue 10, 04/26/13
American Legacy VUL products closing Vol. 11, Issue 09, 04/08/13
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended!
Vol. 11, Issue 14, 06/24/13 Vol. 11, Issue 08, 03/21/13 Vol. 11, Issue 07, 03/14/13
Per Diem Limit Increasing for 2013
Vol. 10, Issue 21, 12/10/12 Vol. 10, Issue 20, 11/27/12
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program - Extended
Vol. 11, Issue 03, 01/28/13 Vol. 11, Issue 01, 01/17/13 Vol. 10, Issue 22, 12/17/12 Vol. 10, Issue 21, 12/10/12 Vol. 10, Issue 20, 11/27/12
Lincoln VULONE (2012) Product Reference Guide – Now Available Vol. 10, Issue 17, 10/24/12
Updated Lincoln LifeEnhanceSM Accelerated Benefits Rider FAQ
Vol. 10, Issue 16, 09/24/12 (new version) Vol. 10, Issue 15, 09/10/12
Detailed Explanation of Lincoln VULONE Transition Rules Vol. 10, Issue 15, 09/10/12
Introducing - Lincoln LifeEnhanceSM Accelerated Benefits Rider Vol. 10, Issue 14, 08/20/12
Introducing - Lincoln VULONE(2012) Vol. 10, Issue 14, 08/20/12
Coming Soon – Lincoln LifeEnhanceSM Accelerated Benefits Rider Vol. 10, Issue 13, 08/10/12
Coming Soon – Lincoln VULONE(2012) Vol. 10, Issue 13, 08/10/12
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program
Vol. 10, Issue 17, 10/24/12 Vol. 10, Issue 16, 09/24/12 Vol. 10, Issue 15, 09/10/12 Vol. 10, Issue 12, 07/30/12 Vol. 10, Issue 11, 07/16/12 Vol. 10, Issue 10, 06/18/12 Vol. 10, Issue 09, 06/04/12
Summary of launch changes reference materials
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12
Life Product Changes Coming in February 2012 Lincoln AssetEdge® VUL (2009) – NLP removed for ages 75+
Vol. 10, Issue 03, 02/21/12 Vol. 10, Issue 02, 02/06/12 Vol. 10, Issue 01, 01/17/12
Variable Universal Life / IRS - System Changes Vol. 09, Issue 25, 12/19/11
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ARTICLE ISSUE
Updates Vol. 09, Issue 20, 10/25/11-Updates Vol. 09, Issue 18, 10/03/11
Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program - Extended
Vol. 09, Issue 24, 12/05/11 Vol. 09, Issue 23, 11/21/11 Vol. 09, Issue 22, 11/14/11 Vol. 09, Issue 21, 11/08/11 Vol. 09, Issue 20, 10/25/11 Vol. 09, Issue 19, 10/10/11 Vol. 09, Issue 18, 10/03/11 Vol. 09, Issue 17, 09/13/11
Lincoln Reintroduces the VUL Dollar Cost Averaging Program
Vol. 09, Issue 15, 08/22/11 Vol. 09, Issue 14, 08/15/11 Vol. 09, Issue 13, 08/08/11 Vol. 09, Issue 12, 08/01/11 Vol. 09, Issue 11, 06/27/11 Vol. 09, Issue 10, 06/06/11 Vol. 09, Issue 09, 05/31/11
Coming Soon - Lincoln Reintroduces the VUL Dollar Cost Averaging Program Vol. 09, Issue 08, 05/16/11
Surrender Charge Correction on New York VUL products Vol. 09, Issue 03, 02/18/11
Introducing Lincoln VULONE (2010) New York Vol. 09, Issue 02, 01/24/11
Coming Soon – Lincoln VULONE (2010) New York Vol. 09, Issue 01, 01/10/11
Estate Tax Repeal Rider/Federal Estate Tax Repeal Endorsement –Lincoln No Longer Marketing
Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10 Vol. 08, Issue 19-20, 10/12/10 Vol. 08, Issue 18, 09/17/10
Lincoln Reintroduces the VUL DCA Fixed Account Enhanced Interest Rate Program
Vol. 08, Issue 24, 12/14/10- Ending soon Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10 Vol. 08, Issue 19-20, 10/12/10 Vol. 08, Issue 18, 09/17/10 Vol. 08, Issue 17, 08/31/10 Vol. 08, Issue 16, 08/16/10 Vol. 08, Issue 15, 08/09/10 Vol. 08, Issue 14, 08/03/10 Vol. 08, Issue 12, 07/20/10
Coming Soon - Lincoln Reintroduces the VUL DCA Fixed Account Enhanced Interest Rate Program Vol. 08, Issue 10, 05/17/10
Premium Reserve Rider (PRR) Policy Pages Vol. 08, Issue 05, 03/01/10
Introducing Lincoln VULONE (2010) Vol. 08, Issue 04, 02/16/10
Introducing American Legacy AssetEdgeSM VUL (2009) and American Legacy AssetEdgeSM VUL (2009) New York Vol. 08, Issue 01, 01/11/10
Introducing Lincoln AssetEdgeSM VUL (2009) and Lincoln AssetEdgeSM Exec VUL (2009) in New York Vol, 07, Issue 20, 11/02/09
Introducing Lincoln AssetEdgeSM VUL (2009) and Lincoln AssetEdgeSM Exec VUL (2009) Vol, 07, Issue 19, 10/19/09
Lincoln VUL Dollar-Cost Averaging Fixed Account Enhanced Interest Rate Program – Date Extended
Vol. 07, Issue 23, 12/14/09 (ending) Vol. 07, Issue 22, 11/23/09 Vol. 07, Issue 21, 11/09/09 Vol. 07, Issue 18, 09/28/09
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ARTICLE ISSUE
Vol. 07, Issue 17, 09/16/09 Vol. 07, Issue 16, 09/08/09
Lincoln VUL Dollar-Cost Averaging Fixed Account Enhanced Interest Rate Program
Vol. 07, Issue 13, 07/23/09 Vol. 07, Issue 12, 07/07/09 Vol. 07, Issue 10, 06/01/09 Vol. 07, Issue 09, 05/18/09
Introducing American Legacy AssetEdgeSM VUL Vol. 07, Issue 07, 05/04/09
Introducing Lincoln SVULONE (2007) in New York Vol. 07, Issue 07, 05/04/09
Introducing Lincoln AssetEdgeSM VUL and Lincoln AssetEdgeSM Exec VUL in NY Vol. 07, Issue 07, 05/04/09
Introducing Lincoln PreservationEdgeSM SVUL Vol. 07, Issue 03, 02/23/09
Introducing Lincoln VUL ONE (2007) New York Vol. 07, Issue 01, 01/12/09
Lincoln VUL ONE (2007) and Lincoln SVULONE (2007) Now Available in Pennsylvania Vol. 06, Issue 14, 10/22/08
Introducing Lincoln AssetEdgeSM VUL and Lincoln AssetEdgeSM Exec VUL - Launch Vol. 06, Issue 12, 09/15/08
Lincoln VULONE Score Card and side by side comparisons (CI Update) Vol. 06, Issue 04, 04/03/08
Introducing Lincoln SVULONE (2007) Vol. 05, Issue 16, 10/12/07
Enhanced Surrender Value Rider Now Available on Lincoln VULONE (2007) and Lincoln SVULONE
(2007) Vol. 05, Issue 16, 10/12/07
Dollar Cost Averaging on Lincoln VULONE and Lincoln SVULONE (all generations) Vol. 05, Issue 16, 10/12/07
Lincoln SVULONE (original series) available in Massachusetts Vol. 05, Issue 15, 10/01/07
Lincoln VULONE (2007) Launch Announcement Vol. 05, Issue 13, 08/20/07
Lincoln VULONE (2005) Available in Massachusetts 2007: Issue 10, 06/22/07
American Legacy VUL Fund correction 2007: Issue 9, 06/06/07
Lincoln SVULONE Available in New Jersey Vol. 04, Issue 16, 09/21/06
New VUL/SVUL Brainshark Training Presentation Vol. 04, Issue 12, 06/19/06
Lincoln Overloan Protection Rider Vol. 04, Issue 12, 05/22/06
MoneyGuard® Now Available - Lincoln MoneyGuard® II NY Vol. 18, Issue 02, 01/13/20
Coming Soon - Lincoln MoneyGuard® II NY
Vol. 18, Issue 01, 01/06/20 Vol. 17, Issue 28, 12/16/19
Now Available – Lincoln MoneyGuard® II (2020) in California Vol. 17, Issue 25, 11/11/19
Now Available – Lincoln MoneyGuard® III in Montana Vol. 17, Issue 25, 11/11/19
Lincoln MoneyGuard® Reserve Vol. 17, Issue 24, 10/28/19
Coming Soon- Lincoln MoneyGaurd® III in Montana Vol. 17, Issue 24, 10/28/19
Now Available – Lincoln MoneyGuard® III in Delaware and the District of Columbia (DC) Vol. 17, Issue 23, 10/21/19
Coming Soon – Lincoln MoneyGuard® II (2020) in California
Vol. 17, Issue 24, 10/28/19 Vol. 17, Issue 23, 10/21/19 Vol. 17, Issue 22, 10/14/19
Coming Soon - Lincoln MoneyGuard® III in Delaware and the District of Columbia (DC) Vol. 17, Issue 22, 10/14/19
Now Available – Lincoln MoneyGuard® III in New Jersey Vol. 17, Issue 21, 09/30/19
Coming Soon – Lincoln MoneyGuard® III – New Jersey Vol. 17, Issue 20, 09/23/19
External 1035 Exchange Transition Guidelines – Lincoln MoneyGuard® Vol. 17, Issue 20, 09/23/19
Now Available – Lincoln MoneyGuard® III
Vol. 17, Issue 20, 09/23/19 Vol. 17, Issue 19, 09/16/19
Coming Soon – Lincoln MoneyGuard® III Vol. 17, Issue 18, 09/03/19
Lincoln MoneyGuard® II Underwriting Expansion – Limited Time Only
Vol. 17, Issue 13, 07/01/19 Vol. 17, Issue 12, 06/24/19
Lincoln MoneyGuard® Reserve New York product and illustration updates – Effective June 24, 2019
Vol. 17, Issue 13, 07/01/19 Vol. 17, Issue 12, 06/24/19
Lincoln MoneyGuard® II – Updated Suite of Marketing Collateral Vol. 17, Issue 06, 04/15/19
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ARTICLE ISSUE
MoneyGuard® Explanation of Benefits (EOB) updates Vol. 17, Issue 04, 03/04/19
Now Available – Lincoln MoneyGuard® II (2019) Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Coming Soon – Lincoln MoneyGuard® II (2019) Vol. 17, Issue 02, 01/28/19
The new client-friendly statements for Lincoln MoneyGuard® Reserve and Reserve Plus Vol. 17, Issue 02, 01/28/19
Lincoln MoneyGuard® Process Enhancements:
• Online Interview Scheduler
• Lincoln eDelivery Vol. 16, Issue 21, 11/05/18
MoneyGuard® Annual Statements Redesign
Vol. 16, Issue 21, 11/05/18 Vol. 16, Issue 19, 10/15/18
New Lincoln MoneyGuard® II Enhanced Application Submission Process effective September 10, 2018 Vol. 16, Issue 16, 09/10/18
New Lincoln MoneyGuard® II Enhanced Application Submission Process – Transition period ends September 7, 2018
Vol. 16, Issue 15, 08/27/18 Vol. 16, Issue 14, 08/13/18
Now Available! Lincoln MoneyGuard® II Enhanced Submission Process Vol. 16, Issue 11, 07/09/18
Lincoln MoneyGuard® II Enhanced Submission Process – Coming July 9, 2018! – Reprint Vol. 16, Issue 10, 06/25/18
Lincoln MoneyGuard® II Enhanced Submission Process – Coming July 9, 2018! Featuring:
• New Forms Package Overview
• Key Changes
• Transition Period Agent Training
Vol. 16 MG Special Edition, 06/11/18
MoneyGuard® Long-term Care Claims update Vol. 16, Issue 08, 05/29/18
Lincoln MoneyGuard® — New Policy Dating and Premium Effective Date Rules – REPRINT Vol. 16, Issue 05, 04/16/18
Lincoln MoneyGuard® — New Policy Dating and Premium Effective Date Rules
Vol. 16, Issue 05, 04/16/18 Vol. 16, Issue 03, 03/12/18
Now Available – MoneyGuard® What Care Costs Report Enhancements Coming Soon – MoneyGuard® What Care Costs Report Enhancements
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
New Maryland LTC Partnership Disclosure Vol. 15, Issue 23, 12/20/17
Lincoln MoneyGuard® II - Introducing Expanded Payment Options and Pricing Changes in California and Hawaii – Coming Soon
Launch: Vol. 15, Issue 21, 11/20/17 Vol. 15, Issue 20, 11/13/17 Vol. 15, Issue 19, 10/30/17 Vol. 15, Issue 18, 10/16/17 Vol. 15, Issue 17, 10/02/17
Lincoln MoneyGuard® II - Introducing Expanded Payment Options and Pricing Changes in Montana Vol. 15, Issue 17, 10/02/17
Update to California MoneyGuard® Part III form Vol. 15, Issue 15, 08/14/17
Lincoln MoneyGuard® II –Expanded Payment Options and Pricing Changes – Coming soon to Montana
Vol. 15, Issue 16, 09/20/17 Vol. 15, Issue 15, 08/14/17
Lincoln MoneyGuard® II – Introducing Expanded Payment Options and Pricing Changes –Now Available in Florida, Indiana, North Dakota and Virgin Islands Vol. 15, Issue 11, 05/30/17
Lincoln MoneyGuard® II – Reminder Regarding State Approvals for Expanded Payment Options and Pricing Changes Vol. 15, Issue 10, 05/15/17
Launch of MG (2017) - Lincoln MoneyGuard® II – Introducing Expanded Payment Options and Pricing Changes Vol. 15, Issue 08, 04/17/17
Lincoln MoneyGuard® II – New State Approvals for the Expanded Payment Options and Pricing Changes Vol. 15, Issue 07, 04/10/17
Lincoln MoneyGuard® II – Reminder Regarding the Initial State Approvals for Expanded Payment Options and Pricing Changes Vol. 15, Issue 07, 04/10/17
Lincoln MoneyGuard® II – Introducing Expanded Payment Options and Pricing Changes Vol. 15, Issue 06, 03/27/17 Vol. 15, Issue 05, 03/13/17
Lincoln MoneyGuard® II – Introducing Expanded Payment Options and Pricing Changes Vol. 15, Issue 04, 02/27/17
What Care Costs Report for MoneyGuard® II – Updated Values Vol. 15, Issue 03, 02/13/17
1/27/2020 Internal Use Only – Not for Use with the Public 15 of 39
ARTICLE ISSUE
Updates to MoneyGuard® Wholesaler Map Vol. 15, Issue 02, 01/23/17
Lincoln MoneyGuard® Reserve – New York Product Updates Vol. 14, Issue 21, 11/07/16 Vol. 14, Issue 20, 10/24/16
New – What Care Costs report for Lincoln MoneyGuard ® II Vol. 14, Issue 16, 08/29/16
Lincoln MoneyGuard® II Statement of Account Update Vol. 14, Issue 10, 05/31/16
Educational materials available for use with MoneyGuard® Vol. 14, Issue 10, 05/31/16
Educational materials available for use with MoneyGuard® - The new Long-Term Care learning experience Vol. 14, Issue 09, 05/09/16
Lincoln MoneyGuard® II Statement of Account Update Vol. 14, Issue 07, 04/25/16
New tools improve the MoneyGuard® experience Vol. 14, Issue 04, 03/16/16
New: MoneyGuard® Cost of Care Map Tool Vol. 13, Issue 19, 12/21/15
Updated Lincoln Concierge Care Brochure Vol. 13, Issue 19, 12/21/15
Now Available! Lincoln MoneyGuard® II in California Vol. 13, Issue 14, 08/31/15
Modified Endowment Contract (MEC) Form for MoneyGuard® Cases Vol. 13, Issue 13, 08/10/15
Lincoln MoneyGuard® II coming soon to California Vol. 13, Issue 13, 08/10/15
Now Available! Lincoln MoneyGuard® II – New Opportunities Vol. 13, Issue 13, 08/10/15
Coming Soon! Lincoln MoneyGuard® II – New Opportunties Vol. 13, Issue 12, 07/27/15
MoneyGuard® LTC Personal Worksheets Vol. 13, Issue 06, 04/29/15
Lincoln MoneyGuard® Prequalification Changes – REPRINT Vol. 13, Issue 05, 04/02/15 Vol. 13, Issue 04, 03/16/15
Now Available – Lincoln MoneyGuard® II in Florida Vol. 13, Issue 03, 02/09/15
Lincoln MoneyGuard® Reserve Plus, application process change in California (03/02/15) Vol. 13, Issue 03, 02/09/15 Vol. 13, Issue 02, 01/27/15
Coming Soon – Lincoln MoneyGuard® II available in Florida Vol. 13, Issue 02, 01/27/15
Updated additional reports for MoneyGuard® II Vol. 13, Issue 01, 01/12/15
Lincoln MoneyGuard® II available in Hawaii Vol. 13, Issue 01, 01/12/15
2014 MoneyGuard® Qualified LTC Rider Tax reporting Vol. 12, Issue 19, 12/17/14
Improvements to the Lincoln MoneyGuard® Underwriting Tools Vol. 12, Issue 13, 09/05/14 Vol. 12, Issue 12, 08/11/14
Lincoln MoneyGuard® II now available in New Jersey Vol. 12, Issue 12, 08/11/14
Coming Soon Lincoln MoneyGuard® II now available in New Jersey Vol. 12, Issue 11, 07/28/14
Lincoln MoneyGuard® II now available in Connecticut Vol. 12, Issue 09, 06/30/14
Lincoln MoneyGuard® II now available in Arizona Vol. 12, Issue 08, 06/16/14
Helpful Processing Tips from Underwriting & New Business – MoneyGuard® Long-Term Care Personal Worksheet
Vol. 12, Issue 05, 04/07/14 Vol. 12, Issue 04, 03/24/14
How to Read Your New Lincoln MoneyGuard® II Commission Statement Vol. 12, Issue 02, 02/10/14
Updated Backdating Guidelines – Lincoln MoneyGuard® Products Vol. 12, Issue 02, 02/10/14
Introducing - Lincoln MoneyGuard® II Vol. 12, Issue 02, 02/10/14
Enhancing the Claims Experience Through “You’re In Charge” with MoneyGuard® Vol. 12, Issue 01, 01/21/14
Coming Soon – Lincoln MoneyGuard® II Vol. 12, Issue 01, 01/21/14
2013 MoneyGuard® Qualified LTC Rider Tax reporting Vol. 11, Issue 24, 12/17/13
MoneyGuard® Reserve Plus update in Massachusetts, Effective November 1, 2013 Vol. 11, Issue 20, 10/08/13
Upcoming Suspension of MoneyGuard® point of sale Scheduling Process Vol. 11, Issue 17, 08/26/13
Product changes for Lincoln MoneyGuard® Reserve Plus -Effective August 16, 2013 August 5, 2013 MG Issue
Additional Underwriting updates May 6, 2013 MG Issue
Process Changes for MoneyGuard® Reserve Plus and MoneyGuard® Reserve - Effective May 27, 2013
Vol.11, Issue 12, 05/13/11 May 6, 2013 MG Issue
Product and illustration changes coming for Lincoln MoneyGuard® Reserve Plus and MoneyGuard® Reserve -Effective May 13, 2013 May 6, 2013 MG Issue
Product Changes coming for Lincoln MoneyGuard® Reserve Plus and Lincoln MoneyGuard® Reserve Effective February 2013 February 4, 2013 MG Issue
Update to Flex Pay Maximum Specified Amount February 4, 2013 MG Issue
Lincoln MoneyGuard® Reserve Plus - New State Approvals: Cal., Hawaii &V Islands February 4, 2013 MG Issue
Illustration Enhancements February 4, 2013 MG Issue
1/27/2020 Internal Use Only – Not for Use with the Public 16 of 39
ARTICLE ISSUE
Coming Soon - Lincoln MoneyGuard® Reserve Plus - New State Approvals: California, Hawaii and Virgin Islands Vol. 11, Issue 03, 01/28/13
2012 MoneyGuard® Qualified LTC Rider Tax Reporting Vol. 10, Issue 21, 12/10/12
South Dakota Regulation affects Lincoln MoneyGuard Reserve Plus Vol. 10, Issue 12, 07/30/12
Lincoln MoneyGuard® TIA Processing Reminder Vol. 10, Issue 10, 06/18/12
Lincoln MoneyGuard® Reserve Plus Now Available in Additional States Vol. 10, Issue 08, 05/21/12
Coming Soon - MoneyGuard® Reserve Plus Available in Additional States Vol. 10, Issue 07, 05/08/12
Compensation changes for MoneyGuard® Reserve Plus and MoneyGuard® Reserve were effective March 10, 2012 March 12, 2012 MG ISSUE
Compensation changes coming for MoneyGuard® Reserve Plus and MoneyGuard® Reserve Effective March 10, 2012 February 21, 2012 MG ISSUE
2011 MoneyGuard® Qualified LTC Rider Tax Reporting Vol. 09, Issue 22, 11/14/11
Lincoln MoneyGuard® and MoneyGuard® LS Credited Interest Rate Change Vol. 09, Issue 20, 10/25/11 Vol. 09, Issue 19, 10/10/11
Benefit Adjustments – Lincoln MoneyGuard® Reserve and Lincoln MoneyGuard® Reserve Plus Vol. 09, Issue 17, 09/13/11 September 8, 2011 MG ISSUE
Reminder: Lincoln MoneyGuard® Reserve Plus Transition Period Ending Vol. 09, Issue 08, 05/16/11
Introducing – Lincoln MoneyGuard® Reserve Plus Vol. 09, Issue 06, 03/28/11
Coming Soon – Lincoln MoneyGuard®Reserve Plus Vol. 09, Issue 05, 03/14/11
Pre-Qualification Tool for MoneyGuard ® in California Vol. 08, Issue 18, 09/17/10
Vermont Reg and MoneyGuard® Vol. 08, Issue 10, 05/17/10
Wisconsin and California State Income Tax Law Affecting MoneyGuard® Vol. 08, Issue 08, 04/22/10
Wisconsin State Income Tax Law Affecting MoneyGuard® Vol. 08, Issue 07, 03/29/10
MoneyGuard® - New Limit on Multiple Policies – Effective January 1, 2010 Vol. 07, Issue 23, 12/12/09
Clarification of Internal Exchange Policy on MoneyGuard® Reserve Vol. 07, Issue 19, 10/19/09
Whole Life Extension of Maturity Offer – Phase 2 Beginning January 1, 2020 Vol. 17, Issue 17, 08/26/19
Extension of Maturity Offer – Beginning October 30, 2017 Vol. 15, Issue 20, 11/13/17 Vol. 15, Issue 19, 10/30/17
Dividend Adjustments – Effective October 1, 2017 Vol. 15, Issue 13, 06/26/17
Dividend and Excess Credit Adjustments Beginning January 1, 2013 Vol. 10, Issue 22, 12/17/12
Crediting Rate Change on Borrowed Funds for WLEC policies Vol. 06, Issue 11, 08/19/08
Lincoln Guaranteed Cost of Ordinary Life (LGCOL) for term conversions Vol. 04, Issue 20, 12/20/06
Termination of Whole Life Offerings Vol. 04, Issue 19, 11/22/06 Vol. 04, Issue 18, 10/27/06
Discontinuing Support for 412i Plans Vol. 05, Issue 01, 01/29/07
LINCOLN ProElementsSM PLATFORM Reminder – ProElements Portfolio Changes Vol. 06, Issue 03, 03/19/08
Lincoln ProElements Portfolio Changes Vol. 06, Issue 02, 03/03/08
Survivorship Risk Management Questionnaire Vol. 05, Issue 08, 05/22/07
TeleApp Process Now Available Vol. 05, Issue 08, 05/22/07
NEW BUSINESS
New Business Handling Process for non-PBR and/or 2017 CSO Compliant Cases AFTER December 31, 2019 Vol. 18, Issue 01, 01/06/20
IRS Forms 4506T-EZ Vol. 18, Issue 01, 01/06/20
Action Needed – Lincoln MoneyGuard® New Business Handling of pending non-PBR and/or 2017 CSO compliant cases AFTER December 31, 2019 Vol. 17, Issue 28, 12/16/19
Life Insurance New Business Handling of pending non-PBR and/or 2017 CSO compliant cases AFTER December 31, 2019 Vol. 17, Issue 28, 12/16/19
Updated – Underwriting & New Business Year-End Prioritization
Vol. 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19
1/27/2020 Internal Use Only – Not for Use with the Public 17 of 39
ARTICLE ISSUE
Incoming Wire & ACH Insturctions Vol. 17, Issue 25, 11/11/19
Underwriting & New Business Year-End Prioritization
Vol. 17, Issue 26, 11/18/19 Vol. 17, Issue 25, 11/11/19
Handling of pending non-PBR and/or 2017 CSO compliant cases AFTER December 31, 2019
Vol. 17, Issue 27, 12/02/19 Vol. 17, Issue 26, 11/18/19 Vol. 17, Issue 24, 10/28/19
2019 Transition & Placement Guidelines – IMPORTANT REMINDERS
Vol. 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19 Vol. 17, Issue 26, 11/18/19 Vol. 17, Issue 25, 11/11/19 Vol. 17, Issue 24, 10/28/19 Vol. 17, Issue 23, 10/21/19
2019 Transition and Placement Guidelines - Updated Vol. 17, Issue 21, 09/30/19
eDelivery Reminders Vol. 17, Issue 19, 09/16/19
2019 Underwriting & New Business Year-End Guidelines
Vol. 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19 Vol. 17, Issue 26, 11/18/19 Vol. 17, Issue 21, 09/30/19 Vol. 17, Issue 20, 09/23/19 Vol. 17, Issue 19, 09/16/19
New Electronic Funds Transfer (EFT) Form
Vol. 17, Issue 21, 09/30/19 Vol. 17, Issue 19, 09/16/19
Best Practices for “In Good Order” Lincoln MoneyGuard® Submissions
Vol. 17, Issue 20, 09/23/19 Vol. 17, Issue 18, 09/03/19
PBR/2017 CSO Client Disclosure form New Signature Requirement
Vol. 17, Issue 24, 10/28/19 Vol. 17, Issue 23, 10/21/19 Vol. 17, Issue 22, 10/14/19 Vol. 17, Issue 21, 09/30/19 Vol. 17, Issue 18, 09/03/19 Vol. 17, Issue 17, 08/26/19 Vol. 17, Issue 16, 08/12/19
iPipeline® Users – Adding a New Product to iGo
Vol. 17, Issue 16, 08/12/19 Vol. 17, Issue 15, 07/29/19
Introducing your one-stop for all Lincoln PBR updates
Vol. 17, Issue 16, 08/12/19 Vol. 17, Issue 15, 07/29/19 Vol. 17, Issue 14, 07/15/19
2019 Transition and Placement Guidelines
Vol. 17, Issue 17, 08/26/19 Vol. 17, Issue 16, 08/12/19 Vol. 17, Issue 15, 07/29/19 Vol. 17, Issue 14, 07/15/19
Foreign National Case Submission Streamlining the Undewriting and New Business Process Vol. 17, Issue 14, 07/15/19
Pending Case Enhancements – Life Insurance and Lincoln MoneyGuard®
Vol. 17, Issue 14, 07/15/19 Vol. 17, Issue 13, 07/01/19
Best Practices for “In Good Order” Life Insurance Submissions Vol. 17, Issue 10, 05/28/19
Access Up-to-Date Pending Case Status Vol. 17, Issue 10, 05/28/19
New Texted PIN Authentication Option for eSignature – Available for eTicket and eApp case submissions
Vol. 17, Issue 10, 05/28/19
Life Insurance Product Switch Process and Guidelines
Vol. 17, Issue 11, 06/10/19 Vol. 17, Issue 10, 05/28/19
Transition Period Ending for Unified Life Insurance Application - Transition period ends May 10, 2019
Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 08, 05/06/19 Vol. 17, Issue 07, 04/22/19 Vol. 17, Issue 06, 04/15/19
1/27/2020 Internal Use Only – Not for Use with the Public 18 of 39
ARTICLE ISSUE
AccessMyLabTM – Now with text message notification when lab results are ready Vol. 17, Issue 06, 04/15/19
AccessMyLabTM – Improving the way clients access lab results Vol. 17, Issue 05, 03/25/19
Voice Signature and Enhanced Agent Attestation for Lincoln TermAccel – Available for Replacement cases – beginning March 27, 2019 Vol. 17, Issue 05, 03/25/19
Visual Case Tracking and Multiple Policy Downloads for Life and MoneyGuard® Cases
Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19
New PIN Authentication Options for eDelivery
Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19
Voice Signature and Enhanced Agent Attestation for Lincoln TermAccel
Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19
Now Available – Lincoln Unified (Life Insurance) Application Coming Soon – Lincoln Unified (Life Insurance) Application
Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19 Vol. 17, Issue 01, 01/14/19
The new client-friendly statements for Lincoln MoneyGuard® Reserve and Reserve Plus Vol. 17, Issue 02, 01/28/19
Life Insurance Business Incoming Mail Preferred Location – Greensboro Vol. 17, Issue 02, 01/28/19
New user experience survey added to “Chat with Us” - We want your feedback! Vol. 16, Issue 25, 12/17/18
2018 Year-End Additional Payment Options Lincoln Life Insurance and MoneyGuard® products – Only available December 24-31, 2018
Vol. 16, Issue 25, 12/17/18
Form Updates Vol. 16, Issue 22, 11/12/18
Consideration and flexibility for new Voya applications – Available through January 31, 2019 Consideration and flexibility for new Voya applications
Vol. 17, Issue 01, 01/14/19 Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18 Vol. 16, Issue 23, 11/26/18 Vol. 16, Issue 22, 11/12/18
NEW Enhancements to Pending Website Case Tools
Vol. 16, Issue 21, 11/05/18 Vol. 16, Issue 19, 10/15/18
2018 End of Year Commitment & Guidelines - Underwriting & New Business
Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18 Vol. 16, Issue 23, 11/26/18 Vol. 16, Issue 22, 11/12/18 Vol. 16, Issue 19, 10/15/18 Vol. 16, Issue 17, 09/25/18
Did you Know? Medical Requirements on the Pending Website Vol. 16, Issue 11, 07/09/18
Coming Soon! Enhancements to Receiving Status on Pending Cases
• Chat with Us – An Easier Way to Communicate on Your Life Pending Cases
• New and Quicker Status Updates on Pending Requirements
• Quickly Email an Update on a Pending Case
Vol. 16, Issue 14, 08/13/18 Vol. 16, Issue 13, 07/30/18 Vol. 16, Issue 12, 07/16/18 Vol. 16, Issue 11, 07/09/18
New- An upgrade of iPipeline’s quoting tool
Vol. 16, Issue 09, 06/11/18 Vol. 16, Issue 08, 05/29/18
Form Updates Vol. 16, Issue 07, 05/14/18
A NEW Look and Mobile-Friendly Pending Case Website Vol. 16, Issue 05, 04/16/18
Underwriting and New Business Best Practices: Improve In-Good-Order Submissions Vol. 16, Issue 04, 03/26/18
eSignature Enhancement with Life Electronic Application and Ticket Submissions Vol. 16, Issue 03, 03/12/18
Now Available – LincXpress® Tele-App Process Enhancements Coming Soon – LincXpress® Tele-App Process Enhancements
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
New Maryland LTC Partnership Disclosure Vol. 15, Issue 23, 12/20/17
Form Updates Vol. 15, Issue 21, 11/20/17
Lincoln Underwriting & New Business – Enhancing the “Pending” process (tracker) Vol. 15, Issue 21, 11/20/17
eTicket and eApp Enhancements Vol. 15, Issue 20, 11/13/17
1/27/2020 Internal Use Only – Not for Use with the Public 19 of 39
ARTICLE ISSUE
Tele-App Interview Scheduling Enhancements Vol. 15, Issue 20, 11/13/17
Updated Life Claimant Form Vol. 15, Issue 18, 10/16/17
Lincoln Underwriting & New Business – Enhancing the “Pending” process Vol. 15, Issue 18, 10/16/17
eSignature Enhancements Vol. 15, Issue 18, 10/16/17
Updated 4506T-EZ form
Vol. 15, Issue 17, 10/02/17 Vol. 15, Issue 16, 09/20/17
eTicket and eDelivery Enhancements Vol. 15, Issue 15, 08/14/17
Form Updates Vol. 15, Issue 15, 08/14/17
Update to California MoneyGuard® Part III form Vol. 15, Issue 15, 08/14/17
Submissions Change for eApp Vol. 26, Issue 13, 06/26/17
Form Updates Vol. 15, Issue 10, 05/15/17
eDelivery Update – Limiting Blank Pages Vol. 15, Issue 07, 04/10/17
Updated Mailing Address for new submissions, requirements and payments (moved to Greensboro from Hartford)
Vol. 15, Issue 06, 03/27/17 Vol. 15, Issue 05, 03/13/17
IT IS HERE! Credit and Debit Card Payments for Initial Premium on all Lincoln Term Products
Vol. 15, Issue 04, 02/27/17 Vol. 15, Issue 03, 02/13/17
Term Process Enhancements – No More Voided Checks!
Vol. 15, Issue 04, 02/27/17 Vol. 15, Issue 03, 02/13/17
New! Temporary Insurance Agreement Coverage and Payment Options for Tele-App cases
Vol. 15, Issue 04, 02/27/17 Vol. 15, Issue 03, 02/13/17
Underwriting and New Business share eDelivery Goals for the future Vol. 15, Issue 02, 01/23/17
Official Sunset of The Try-It Kick-off Campaign effective 03/01/2017 Vol. 15, Issue 02, 01/23/17
Updates to iPipeline’s FormsPipe Tool to support LincXpress Tele-App Vol. 14, Issue 23, 12/19/16
Form Updates Vol. 14, Issue 21, 11/07/16
Life Product Electronic Transmission Form Updates Vol. 14, Issue 21, 11/07/16
Change is Coming – New Life Claimant Form Vol. 14, Issue 21, 11/07/16
Form updates Vol. 14, Issue 15, 08/08/16
Coming Soon – California State Variation changes to existing riders Vol. 14, Issue 14, 07/25/16
How-to Videos for Term Electronic Ticket Submissions
Vol. 14, Issue 12, 06/29/16 Vol. 14, Issue 11, 06/14/16
Spread the word! The advantages of LincXpressSM Vol. 14, Issue 11, 06/14/16
Get on Board with Lincoln TermAccel®
Vol. 14, Issue 12, 06/29/16 Vol. 14, Issue 11, 06/14/16 Vol. 14, Issue 10, 05/31/16
Available Training Webinar (TermAccel and LinXpress)
Vol. 14, Issue 11, 06/14/16 Vol. 14, Issue 10, 05/31/16
Employer-Owned Guaranteed Issue Application and Process Update Vol. 14, Issue 09, 05/09/16
Form Updates Vol. 14, Issue 09, 05/09/16
Now Available – LincXpressSM New Business Launch Vol. 14, Issue 09, 05/09/16
Coming Soon – LincXpressSM New Business Launch Vol. 14, Issue 08, 05/02/16
Form Updates effective Feb. 8, 2016 Vol. 14, Issue 02, 02/08/16
Post-Issue Policy Manage. – Intro. new ways to help serve your clients after the sale
Vol. 14, Issue 12, 06/29/16 Vol. 14, Issue 03, 03/07/16 Vol. 14, Issue 02, 02/08/16
New - IUL Annual Statement client guide Vol. 13, Issue 17, 11/09/15
Form Updates Vol. 13, Issue 17, 11/09/15
Update – Reinstatement or Change Application Vol. 13, Issue 16, 10/21/15
REMINDER – Types of Acceptable Payments Vol. 13, Issue 16, 10/21/15
New Life Application Now Available on eApplication Vol. 13, Issue 14, 08/31/15
Helpful Hints for Completing the 4506T-EZ Vol. 13, Issue 14, 08/31/15
1/27/2020 Internal Use Only – Not for Use with the Public 20 of 39
ARTICLE ISSUE
Forms Updates Vol. 13, Issue 13, 08/10/15
Policy Delivery Notice Enhancements Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15
New Life Application Launches on August 10, 2015 Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15
Marijuana Related Businesses Attestation Requirement
Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15 Vol. 13, Issue 11, 07/09/15
Lincoln Special Exchange Program – External Term to Perm Vol. 13, Issue 11, 07/09/15 Vol. 13, Issue 10, 06/15/15
Form Updates Vol. 13, Issue 07, 05/11/15
Form Updates Vol.13, Issue 03, 02/09/15
New Florida Surrender Form Requirement for Non-Replacement Business Vol. 13, Issue 01, 01/12/15
HIPAA Authorization for Release of Psychotherapy Information (form LF10860) Vol. 12, Issue 19, 12/17/14
Updated Military Service Members Disclosure Form Vol. 12, Issue 18, 12/01/14
CT New Business Update – Interim Process (Effective 1/1/2015) Vol. 12, Issue 18, 12/01/14
Forms Updates Vol. 12, Issue 17, 11/10/14 Vol. 12, Issue 16, 10/27/14
Lincoln's policy for accepting premium payments Vol. 12, Issue 16, 10/27/14
Form Updates Vol. 12, Issue 12, 08/11/14
Professional Profile Form - Reminder Vol. 12, Issue 08, 07/14/14
Replacement Form Reminders Vol. 12, Issue 08, 06/16/14
Form Updates Vol. 12, Issue 07, 05/12/14 Vol. 12, Issue 06, 04/28/14
Form Updates Vol. 12, Issue 02, 02/10/14
ABR New Business Processing Change in New York – Reminder Vol. 12, Issue 01, 01/21/14
New Supplmt. Required on all new Life Applications/Effective February 10, 2014 Vol. 12, Issue 01, 01/21/14
Coming Soon – Term to Treasury IUL Exchange Program Vol. 12, Issue 01, 01/21/14
Form Updates Vol. 11, Issue 22, 11/11/13
Updated Lapse Notification Letters Vol. 11, Issue 22, 11/11/13
Upcoming Changes Regarding the Handling of List Bill Cases Vol. 11, Issue 21, 10/21/13 Vol. 11, Issue 19, 09/23/13
HIPAA Form Updates Vol. 11, Issue 18, 09/16/13
Lincoln Expands Functionality of the Electronic Delivery Try-it Promotion Vol. 11, Issue 17, 08/26/13
Form Updates Vol. 11, Issue 16, 08/12/13
Certification of Trustee Powers Form has been Updated! Vol. 11, Issue 16, 08/12/13
New Electronic Funds Transfer Form Vol. 11, Issue 16, 08/12/13
State Updates to Replacement Forms Vol. 11, Issue 15, 08/05/13
Form Updates (effective May 31, 2013) Vol. 11, Issue 14, 06/24/13
Helpful Hints to ensure “In Good Order” submissions on your Life Business Vol. 11, Issue 14, 06/24/13
New Business Case Status Updates – Effective May 31, 2013 Vol. 11, Issue 13, 06/07/13
Lincoln's policy for accepting premium payments Vol. 11, Issue 12, 05/13/11
Form updates Vol. 11, Issue 12, 05/13/11
Life and MoneyGuard® Policy Packaging New Look/Functionality – Pilot Extended! Vol. 11, Issue 09, 04/08/13
NIGO Paperwork Affects Producers – Process Update Vol. 11, Issue 08, 03/21/13
Forms Updates Vol. 11, Issue 04, 02/11/13
New Electronic Funds Transfer (EFT) form: In-force Version Revised Vol. 11, Issue 04, 02/11/13
New Electronic Funds Transfer Form Vol. 11, Issue 01, 01/17/13
Life Policy Situs Guidelines Reminder Vol. 10, Issue 21, 12/10/12 Vol. 10, Issue 20, 11/27/12
Forms Updates Vol. 10, Issue 19, 11/13/12 Vol. 10, Issue 18, 11/05/12
1/27/2020 Internal Use Only – Not for Use with the Public 21 of 39
ARTICLE ISSUE
Life and MoneyGuard® Policy packaging new Look and functionality
Vol. 11, Issue 01, 01/17/13 Vol. 10, Issue 22, 12/17/12 Vol. 10, Issue 20, 11/27/12 Vol. 10, Issue 19, 11/13/12 Vol. 10, Issue 18, 11/05/12
Lincoln now links to InsMark Through your Winflex System Vol. 10, Issue 15, 09/10/12
Forms Updates Vol. 10, Issue 14, 08/20/12
New York Regulation 60 Reminders Vol. 10, Issue 10, 06/18/12
Forms Updates (for 5/21 launch) Vol. 10, Issue 08, 05/21/12 Vol. 10, Issue 07, 05/08/12
Forms Updates Vol. 10, Issue 03, 02/21/12
Grace Period Notification - Enhancements Vol. 10, Issue 03, 02/21/12
Tips to Ensure your Policy Letters are Delivered Vol. 10, Issue 01, 01/17/12
Tips and Reminders from New Business for a Successful 2012 Vol. 10, Issue 01, 01/17/12
2011 Year End Date Reminder Vol. 09, Issue 23, 11/21/11
State Specific Form Updates Vol. 09, Issue 22, 11/14/11
Vermont State Regulation Update Vol. 09, Issue 22, 11/14/11
2011 Year End Commitment and Guidelines Vol. 09, Issue 21, 11/08/11
Lincoln Forms Tool Enhancement Vol. 09, Issue 18, 10/03/11
WA Reinstatement & Change Application for Life Insurance – Update Vol. 09, Issue 14, 08/15/11
New Trust Certification Form Vol. 09, Issue 14, 08/15/11
Coming Soon – Updated Online Forms Tool Vol. 09, Issue 11, 06/27/11
New Business Review Committee Quarterly Update Vol. 09, Issue 09, 05/31/11
New Business Servicing Agent Changes Vol. 09, Issue 09, 05/31/11 Vol. 09, Issue 08, 05/16/11
Important News Regarding Agent Access to Life Policy Information Vol. 09, Issue 05, 03/14/11
New Business Form Updates Vol. 09, Issue 04, 03/07/11
New Business Form Updates Vol. 09, Issue 03, 02/18/11
New look for Lincoln Leader Newsletters Vol. 09, Issue 01, 01/10/11
Update to Medical Reimbursement Guidelines Vol. 08, Issue 18, 09/17/10
Active Agent Code Vol. 08, Issue 17, 08/31/10
Medical Supplement Form Update Vol. 08, Issue 13, 07/20/10
New Continuation of Details Supplement Form (LFF07197) Vol. 08, Issue 13, 07/20/10
New Business Process Reminders – 5 helpful hints updated Vol. 08, Issue 12, 06/17/10
Important Information – New EFT Requirement for Producers and Firms
Vol. 08, Issue 24, 12/14/10 Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 19-20, 10/12/10 Vol. 08, Issue 17, 08/31/10 Vol. 08, Issue 11, 06/11/10 Vol. 08, Issue 12, 06/17/10 Vol. 08, Issue 13, 07/20/10
Washington Form Updates Vol. 08, Issue 10, 05/17/10
Life CS Call Center Focus on Automated Phone System Redesign Vol. 08, Issue 10, 05/17/10
Policyowner Disbursement Notification Enhancement Vol. 08, Issue 09, 05/06/10
New Business Process Reminders Vol. 08, Issue 08, 03/29/10
Automation of certain Premium Changes for Universal Life new business Vol. 08, Issue 06, 03/15/10
New Business Form Updates Vol. 08, Issue 02, 01/25/10
New Reinstatement or Change Application, LFF06363 Approval Update Vol. 08, Issue 01, 01/11/10
Arkansas Replacement Update Vol. 07, Issue 22, 11/23/09
New Reinstatement or Change Application Availability Update Vol. 07, Issue 22, 11/23/09
New Business Process Improvements Vol. 07, Issue 22, 11/23/09
Compliance Updates Vol. 07, Issue 19, 10/19/09
1/27/2020 Internal Use Only – Not for Use with the Public 22 of 39
ARTICLE ISSUE
NB Process Improvements Update Vol. 07, Issue 14, 08/17/09
Forms Tool update – Replacement paperwork moving to Required Forms Section Vol. 07, Issue 13, 07/23/09
New! Improved process for Backdated Life Insurance Policies! Vol. 07, Issue 12, 07/07/09
State Required Replacement Disclosure Statements Vol. 07, Issue 12, 07/07/09
ABR Form updated for Term Conversion Process Vol. 07, Issue 12, 07/07/09
NEW! Improved format for the Authorization for Release of Information (HIPAA & MIB) form for Life Insurance!
Vol. 07, Issue 12, 07/07/09
New Business Updates Vol. 07, Issue 11, 06/17/09
New Disclosure for Lincoln LifeElementsSM Level Term (2009) Vol. 07, Issue 12, 07/07/09 Vol. 07, Issue 11, 06/17/09
New Business Process Improvements Vol. 07, Issue 11, 06/17/09
Pennsylvania UL Disclosure Forms Now Available Vol. 07, Issue 02, 02/04/09
Commission Chargebacks for Outstanding Delivery Requirements Vol. 06, Issue 18, 12/19/08
New Business Process Improvements! Vol. 06, Issue 17, 12/04/08
Life Underwriting and New Business Customer Satisfaction Survey Vol. 06, Issue 15, 11/03/08
Illinois HIV forms updates – new state specific form required Vol. 06, Issue 08, 06/10/08
CIV/CIP Form Update Vol. 06, Issue 07, 05/19/08
Military Sales Disclosure Forms Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 06, 05/06/08
Pennsylvania Disclosure Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 06, 05/06/08
New Business Form Updates (several forms) Vol. 05, Issue 19, 12/17/07
New Business Form Updates (several forms) Vol. 05, Issue 17, 11/06/07
Lincoln VULONE (2007) Point of Sale Form Update Vol. 05, Issue 14, 09/14/07
Life & Annuity Buyer’s Guide Required for all States Vol. 05, Issue 14, 09/14/07
HIV Form Change Vol. 05, Issue 14, 09/14/07
New Business Form Update (approvals for Consolidated Life Apps. & Sups.) Vol. 05, Issue 13, 08/20/07
Notice from Customer Service (form updates) Vol. 05, Issue 13, 08/20/07
HIV Forms now required on all Legacy Lincoln products 2007: Issue 10, 06/22/07
NY Reg 60 reminder 2007: Issue 9, 06/06/07
Update to the “What Forms do I use?” Chart 2007: Issue 9, 06/06/07
Accelerated Benefits Rider - Disclosure Forms for UL Vol. 05, Issue 06, 04/30/07
New Business Forms Update Vol. 05, Issue 05, 04/20/07
New Business Forms Update Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
New Pennsylvania Disclosure Statement Vol. 05, Issue 02, 02/26/07 Vol. 04, Issue 20, 12/20/06
Point-of-Sale Forms Vol. 04, Issue 12, 05/22/06 Vol. 04, Issue 11, 05/15/06
POLICIES & PROCEDURES Updated Marekt Conduct Manual Vol. 17, Issue 28, 12/16/19
Sale of Life Insurance Policy Vol. 17, Issue 27, 12/02/19
Market Conduct Manual Update Vol. 16, Issue 24, 12/10/18
Policy Sale to Life Settlement Company – Tax Impact Vol. 16, Issue 19, 10/15/18
Internal Replacement Guidelines – Update as of October 1, 2018 Vol. 16, Issue 17, 09/25/18
Market Conduct Manual Update
Vol.15, Issue 07, 04/10/17 Vol.15, Issue 06, 03/27/17
Term Conversion Guidelines – Updates for Policies with an Effective Date Prior to September 12, 2016 Vol.14, Issue 23, 12/19/16
Life Product Internal Replacement Guidelines – Clarifications Vol.14, Issue 22, 12/01/16
Term Conversion Guidelines – update as of September 12, 2016 Vol.14, Issue 13, 07/18/16
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ARTICLE ISSUE
Internal Replacement Guidelines Addendums Vol.14, Issue 12, 06/29/16
Term Conversion Guidelines Enhancements
Vol.13, Issue 13, 08/10/15 Vol.13, Issue 12, 07/27/15
Beneficiary Communication during the Claims Process Vol.13, Issue 02, 01/27/15
New Policy Dating and Premium Effective Date Rules (Effective 3/2/2015)
Vol.13, Issue 04, 03/16/15 Vol.13, Issue 03, 02/09/15 Vol.13, Issue 02, 01/27/15
End of Level Premium Period for Level Term Policies on Electronic Funds Transfer (EFT) – change in process Vol.13, Issue 01, 01/12/15
In-force Policy New York Rider Mailing and Changes to New Business Procedures Vol.13, Issue 01, 01/12/15
Lincoln's Position on Marijuana-Related Businesses Vol.12, Issue 18, 12/01/14
Dollar Cost Averaging Rules Vol.12, Issue 10, 07/14/14
New York Solicitation Guidelines - Effective May 5, 2014 Vol.12, Issue 06, 04/28/14 Vol.12, Issue 05, 04/07/14
Life Internal Replacement Guidelines – Updated Feb 10, 2014 Vol.12, Issue 03, 02/24/14
Term Conversion Guidelines – Updated Feb 10, 2014 Vol.12, Issue 03, 02/24/14
Commission Recall Guidelines – Updated Feb 10, 2014 Vol.12, Issue 03, 02/24/14
Changes to State Availability Charts on Websites
Vol.11, Issue 01, 01/17/13 Vol.10, Issue 22, 12/17/12 Vol.10, Issue 21, 12/10/12
Life Term Conversion Guidelines Update Vol.10, Issue 16, 09/24/12 Vol.10, Issue 15, 09/10/12
Life Internal Replacement Guidelines Update Vol.10, Issue 07, 05/08/12 Vol.10, Issue 06, 04/16/12
2012 MDRT Certification Forms (based on 2011 commission or premium)
Vol.10, Issue 01, 01/17/12 update Vol. 09, Issue 25, 12/19/11
Commission Recall Guidelines – Update November 14, 2011 Vol. 09, Issue 22, 11/14/11
Life Internal Replacement Guidelines – Update November 14, 2011 Vol. 09, Issue 22, 11/14/11
Term Conversion Guidelines – Update Vol. 09, Issue 10, 06/06/11
Life Internal Replacement Guidelines - Update Vol. 09, Issue 07, 05/02/11
2011 Million Dollar Round Table (MDRT) on 2010 business Vol. 09, Issue 01, 01/10/11
Life Internal Replacement Guidelines – Updated March 15, 2010 Vol. 08, Issue 06, 03/15/10
Term Conversion Guidelines – Revised March 15, 2010 Vol. 08, Issue 06, 03/15/10
Updates to State Insur. Licensing & Training Requirements (MoneyGuard® Focus) Vol. 07, Issue 20, 11/02/09
MDRT Certification going green for 2010 Vol. 07, Issue 20, 11/02/09
Variable Universal Life and the Minimum Initial Premium Vol. 07, Issue 20, 11/02/09
Clarification of Internal Exchange Policy on MoneyGuard® Reserve Vol. 07, Issue 19, 10/19/09
Naming a Contingent Owner Vol. 07, Issue 14, 08/17/09
Reminder – Lincoln’s Position on the Transition to 2001 CSO Table Vol. 07, Issue 11, 06/17/09
Producer Solutions Introduces New Producer Information Change Form Vol. 07, Issue 10, 06/01/09 Vol. 07, Issue 09, 05/18/09
Backdating Letter Vol. 07, Issue 09, 05/18/09
Innovative New Term Conversion Life Insurance Application Vol. 07, Issue 11, 06/17/09 Vol. 07, Issue 07, 05/04/09
Life Internal Replacement Guidelines – Revised March 23, 2009 Vol. 07, Issue 06, 03/30/09 Vol. 07, Issue 05, 03/23/09
1980 CSP In-force Implications Vol. 07, Issue 03, 02/23/09
New Business No Longer accepting Corporate Resolultions for CIV Vol. 07, Issue 02, 02/04/09
Reminder Policy Situs Document Available Vol. 07, Issue 02, 02/04/09
Illustration Handling Updates for New Applications Vol. 07, Issue 02, 02/04/09
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ARTICLE ISSUE
New Life Insurance Application- Transition Period Ending February 28, 2009 Vol. 07, Issue 03, 02/23/09 Vol. 07, Issue 02, 02/04/09
Now Available- Improved Life Insurance Application! Vol. 06, Issue 16, 11/17/08
AIG Replacements Sales Alerts Vol. 06, Issue 14, 10/22/08
Coming Soon! Improved Life Insurance Application Vol. 06, Issue 15, 11/03/08 Vol. 06, Issue 14, 10/22/08
Lincoln Life Customer Service Launches New Contact Center Vol. 06, Issue 13, 09/29/08
New Service Committee Technology Vol. 06, Issue 11, 08/19/08
New CSO Table Required as of January 1, 2009
Vol. 06, Issue 12, 09/15/08 Vol. 06, Issue 11, 08/19/08 Vol. 06, Issue 10, 08/04/08 Vol. 06, Issue 13, 09/29/08 Vol. 06, Issue 14, 10/22/08
Term Conversions Vol. 06, Issue 08, 06/10/08
Life Internal Exchanges – Updates as of April 22, 2008 Vol. 06, Issue 08, 06/10/08
1035 Exchange Process Update Vol. 06, Issue 08, 06/10/08
Systematic Withdrawal Capability – Pilot Program Vol. 06, Issue 07, 05/19/08
Producer Solutions Update –Processing time for Internal Replacements Vol. 06, Issue 04, 04/03/08
Updated Life Internal Replacement Guidelines Vol. 06, Issue 04, 04/03/08
Life Internal Exchange – Dating Procedure Update Vol. 06, Issue 01, 02/05/08
Commission Chargebacks Vol. 05, Issue 18, 11/19/07
Policy Situs Guidelines (for life insurance) Vol. 05, Issue 17, 11/06/07
Changes to a Life Application (update from Life New Business) Vol. 05, Issue 17, 11/06/07
Notice of Change of Procedure for Requesting a Policy Loan Vol. 05, Issue 15, 10/01/07
Internal Replacement – New Cash Value Quote Tool 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Updated Internal Replacement and Term Conversion Guidelines 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Replacement Brochure Available as Producer Educational Piece 2007: Issue 10, 06/22/07
Compensation on Face Increases - Guidelines Available 2007: Issue 09, 06/06/07
Commission Recall Guidelines Vol. 05, Issue 08, 05/22/07
Guidelines: Internal Replacement, Term Conversion, Contract Re-write Vol. 05, Issue 05, 04/20/07
Replacements/Transition Rules Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
Guidelines: Internal Replacement, Term Conversion, Contract Re-write Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
1035 Exchange Process Modification Vol. 04, Issue 17, 10/06/06
Upcoming Exchange Process Modication Vol. 04, Issue 16, 09/21/06
UNDERWRITING Auto-Bind Limit Update for Entertainers & High-Profile Individuals Vol. 18, Issue 03, 01/27/20
Professional Advantage Underwriting Program Vol. 18, Issue 03, 01/27/20 Vol. 18, Issue 02, 01/13/20
Changes to XRAE – Life Insurance Quick Quote Tool Vol. 18, Issue 02, 01/13/20
Spectra – Life Insurance Quick Quote Tool Vol. 18, Issue 02, 01/13/20
Spectra Quick Quote Security Update and Browser Support Vol. 17, Issue 28, 12/16/19
Running a Revised Illustration Vol. 17, Issue 28, 12/16/19
Lincoln TermAccel® Helpful Tips for Year-End Processing Vol. 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19
eNIGO – Resolve NIGOs Quicker for Year-End
Vol. 17, Issue 28 12/16/19 Vol. 17, Issue 27, 12/02/19 Vol. 17, Issue 26, 11/18/19
eApp Online Applincation now including Idexed UL Vol. 17, Issue 25, 11/11/19
LincXpress® Tele-App eTicket Expansion to VUL Vol. 17, Issue 25, 11/11/19
Introducing eNIGO Vol. 17, Issue 25, 11/11/19
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ARTICLE ISSUE
Opioid Screening Vol. 17, Issue 25, 11/11/19
Intorducing SmartParaMed – Digital Paramedical Exam Completion Vol. 17, Issue 24, 10/28/19
Coming Soon – eApp Expansion to IUL Vol. 17, Issue 24, 10/28/19
Coming Soon – LincXpress Tele-App eTicket Expansion to VUL Vol. 17, Issue 24, 10/28/19
Coming Soon - eNigo Vol. 17, Issue 24, 10/28/19
Spectra Quick Quote Tool – Now Available Vol. 17, Issue 18, 09/03/19 Vol. 17, Issue 17, 08/26/19
Foreign National Underwriting Update Vol. 17, Issue 16, 08/12/19
Spectra Quick Quote Tool Vol. 17, Issue 16, 08/12/19
Expansion of Lab-Free Consideration Vol. 17, Issue 17, 08/26/19 Vol. 17, Issue 16, 08/12/19
Foreign National Case Submission Streamlining the underwriting and new business process
Vol. 17, Issue 14, 07/15/19
New Vendor for APS Translation Services - Introducing LanguageLine SolutionsSM Vol. 17, Issue 11, 06/10/19
Medical Reimbursement Guidelines Reminders Vol. 17, Issue 11, 06/10/19
Best Practices for Ordering Labs Vol. 17, Issue 10, 05/28/19
Expansion of Automated Underwriting to Permanent Products Vol. 17, Issue 06, 04/15/19
NEW: Premium Financing Guidelines Vol. 17, Issue 04, 03/04/19
NEW: Foreign National Guidelines Enhancements Vol. 17, Issue 04, 03/04/19
PHI Requirement Updates for Life Insurance Policies
Vol. 17, Issue 04, 03/04/19 Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19
Now Available – Expansion of Automated Underwriting capabilities Coming Soon – Expansion of Automated Underwriting capabilities
Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 02, 01/28/19 Vol. 17, Issue 01, 01/14/19
Medical Exam Requests – Best Practices for Year-End
Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18 Vol. 16, Issue 23, 11/26/18 Vol. 16, Issue 22, 11/12/18
Enhanced Variable Product Underwriting Program - Cases MUST be placed by December 31, 2018 - Reprint Enhanced Variable Product Underwriting Program - Available for a Limited Time!
Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18 Vol. 16, Issue 23, 11/26/18 Vol. 16, Issue 22, 11/12/18 Vol. 16, Issue 20, 10/30/18 Vol. 16, Issue 19, 10/15/18 Vol. 16, Issue 18, 10/08/18
2018 End of Year Commitment and Guidelines – Underwriting & New Business
Vol. 16, Issue 23, 11/26/18 Vol. 16, Issue 22, 11/12/18 Vol. 16, Issue 19, 10/15/18 Vol. 16, Issue 17, 09/25/18
Now Available – New Foreign National Resources Vol. 16, Issue 13, 07/30/18
New Medical Exam Vendor
Vol. 16, Issue 20, 10/30/18 Vol. 16, Issue 14, 08/13/18 Vol. 16, Issue 13, 07/30/18 Vol. 16, Issue 12, 07/16/18
Routine Resting EKGs Eliminated for all Lincoln Life Insurance Cases! Vol. 16, Issue 07, 05/14/18 Vol. 16, Issue 06, 05/01/18
During Hepatitis Awareness Month Lincoln Encourages Advisors to Speak with Boomer Clients About Hepatitis C Testing
Vol. 16, Issue 06, 05/01/18
What’s New in the World of Foreign Nationals? Vol. 16, Issue 05, 04/16/18
Now Available – Financial and Medical Underwriting Updates Coming Soon – Financial and Medical Underwriting Updates
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Lincoln Underwriting & New Business – Enhancing the “Pending” Process - REPRINT Vol.15, Issue 22, 12/04/17
New Underwriting Calculators – Debut Today! Vol. 15, Issue 19, 10/30/17
2017 End of Year Commitment and Guidelines – Underwriting and New Business Vol. 15, Issue 23, 12/20/17
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ARTICLE ISSUE
Vol. 15, Issue 22, 12/04/17 Vol. 15, Issue 20, 11/13/17 Vol. 15, Issue 19, 10/30/17 Vol. 15, Issue 18, 10/16/17 Vol. 15, Issue 17, 10/02/17
New Self-Service Underwriting Quick Quote Tools Vol. 15, Issue 14, 07/31/17
XRAE Quick Quote Tool - Enhancements Vol. 15, Issue 13, 06/26/17
Lincoln and Munich Re Make Life Insurance More Attainable and Affordable for Those with Hepatitis C
Vol. 15, Issue 12, 06/08/17 Vol. 15, Issue 10, 05/15/17
New - Foreign National clients have access to Limited Power of Attorney
Vol. 14, Issue 23, 12/19/16 Vol. 14, Issue 22, 12/01/16 Vol. 14, Issue 21, 11/07/16
2016 Underwriting and New Business Year End Commitment and Guidelines
Vol, 14, Issue 23, 12/19/16 Vol. 14, Issue 22, 12/01/16 Vol. 14, Issue 21, 11/07/16 Vol. 14, Issue 20, 10/24/16
Foreign National Guidelines Update Vol. 14, Issue 19, 10/07/16
Approved Vendor List and Medical Reimbursement Updates Vol. 14, Issue 15, 08/08/16
Lincoln Leading Edge Underwriting –Update – Reprint Vol. 14, Issue 06, 04/15/16
Office of the Chief Underwriting News - Focus on differentiated service for your largest and most important cases – Message from Jordan Carreira
Vol. 14, Issue 05, 04/04/16
Lincoln Leading Edge Underwriting – Update Vol. 14, Issue 05, 04/04/16
EKG Requirement eliminated for many Age Groups at all Face Amounts - Reprint Vol. 14, Issue 05, 04/04/16
EKG Requirement eliminated for many Age Groups at all Face Amounts - Reprint Vol. 14, Issue 01, 01/15/16
Improvements to Multi-Life Business Solutions SI/GI Underwriting Guidelines! Vol. 14, Issue 01, 01/15/16
EKG Requirement eliminated for many Age Groups at all Face Amounts Vol. 13, Issue 19, 12/21/15
2015 Underwriting and New Business Year-End Commitment and Guidelines
Vol. 13, Issue 19, 12/21/15 Vol. 13, Issue 18, 12/02/15 Vol.13, Issue 17, 11/09/15 Vol.13, Issue 16, 10/19/15
CRL and ExamOne Labs to Client – Helpful Hints Vol.13, Issue 15, 09/21/15
Approved vendor list update
Vol.13, Issue 13, 08/10/15 Vol.13, Issue 12, 07/27/15 Vol.13, Issue 11, 07/09/15 Vol.13, Issue 10, 06/29/15 Vol.13, Issue 09, 06/15/15
CRL and ExamOne Labs to Client – Reminder Vol.13, Issue 06, 04/29/15 Vol.13, Issue 05, 04/02/15
Lincoln MoneyGuard® Prequalification Changes – REPRINT Vol.13, Issue 05, 04/02/15 Vol.13, Issue 04, 03/16/15
Electronic Inspection Reports – The Future Is Now! – REPRINT Vol.13, Issue 05, 04/02/15 Vol.13, Issue 04, 03/16/15
Now Available – Electronic Inspection Reports Vol.13, Issue 03, 02/09/15
Lincoln and CRL Announce New Client-Facing Online Portal for Lab Results Vol.13, Issue 02, 01/27/15
Lincoln updates Medical Reimbursement Guidelines and Approved Medical Vendor List Vol.13, Issue 01, 01/12/15 Vol.12, Issue 19, 12/17/14
Underwriting and New Business – 2014 End of Year Commitment and Guidelines
Vol.12, Issue 19, 12/17/14 Vol.12, Issue 18, 12/01/14 Vol.12, Issue 17, 11/10/14 Vol.12, Issue 16, 10/27/14
Lincoln and ExamOne Announce New Client-Facing Online Portal for Lab Results
Vol.12, Issue 15, 10/06/14 Vol.12, Issue 14, 09/15/14 Vol.12, Issue 13, 09/05/14
Hooper Holmes No Longer Offering Medical Requirement Services
Vol.12, Issue 15, 10/06/14 Vol.12, Issue 14, 09/15/14 Vol.12, Issue 13, 09/05/14
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ARTICLE ISSUE
Vol.12, Issue 12, 08/11/14
Improvements to the Lincoln MoneyGuard® Underwriting Tools Vol.12, Issue 13, 09/05/14 Vol.12, Issue 12, 08/11/14
Reprint - E-strategy for Lincoln Life Business – Full steam ahead! Vol.12, Issue 09, 06/30/14
Reprint - Lincoln Premium Financing Guidelines & Best Practices for all ages and face amounts Vol.12, Issue 09, 06/30/14
Underwriting Foreign National Guidelines Vol.12, Issue 09, 06/16/14
E-strategy for Lincoln Life Business – Full steam ahead! Vol.12, Issue 09, 06/16/14
Lincoln Premium Financing Guidelines & Best Practices for all ages and face amounts Vol.12, Issue 03, 02/24/14 Vol.12, Issue 02, 02/10/14
Lincoln’s Electronic Delivery Try-it Promotion Available in 2014 Vol.11, Issue 24, 12/17/13
2013 End of Year Underwriting and New Business Commitment and Guidelines
Vol.11, Issue 24, 12/17/13 Vol.11, Issue 23, 12/03/13 Vol.11, Issue 22, 11/11/13
Lincoln Provides Options for APS Translations and Information on the Reimbursement Process Vol.11, Issue 22, 11/11/13
Lincoln Announces an updated Medical Reimbursement Guideline and Approved Medical Vendor List
Vol.11, Issue 13, 06/07/13
Instant ID Check – Effective June 3, 2013 Vol.11, Issue 14, 06/24/13 Vol.11, Issue 13, 06/07/13
Drive your Cases Faster with Lincoln’s Electronic Application Vol.11, Issue 14, 06/24/13 Vol.11, Issue 09, 04/08/13
Introducing Lincoln’s Electronic Delivery Try-it Promotion Vol.11, Issue 09, 04/08/13
Correction: Underwriting and New Bus. Year-End Commitment and Guidelines Vol.11, Issue 01, 01/17/13
Table Reduction Program Vol.11, Issue 01, 01/17/13
Underwriting and New Business Year-end Commitment and Guidelines
Vol.10, Issue 22, 12/17/12 Vol.10, Issue 21, 12/10/12 Vol.10, Issue 20, 11/27/12 Vol.10, Issue 19, 11/13/12 Vol.10, Issue 18, 11/05/12
Electronic Delivery at Lincoln is underway! Vol.10, Issue 16, 09/24/12
Term Conversion and Internal Replacement Overview Vol.10, Issue 16, 09/24/12
Lincoln Introduces ExamOne Imaging automation Vol.10, Issue 13, 08/10/12
Helpful Hints when submitting new IRS Form Vol.10, Issue 13, 08/10/12
Premium Financing is now available for Guaranteed and Simplified Issue Vol.10, Issue 13, 08/10/12
New Approved Medical Vendor List – Effective August 1, 2012 Vol.10, Issue 12, 07/30/12
Update: IRS Form 4506T-EZ – a message from the Chief Underwriter Vol.10, Issue 09, 06/04/12
Foreign Travel Guidelines Vol.10, Issue 07, 05/08/12 Vol.10, Issue 06, 04/16/12
IRS Form 4506T-EZ
Vol.10, Issue 06, 04/16/12 Vol.10, Issue 05, 04/05/12 Vol.10, Issue 04, 03/19/12
Lincoln Underwriting Continues to be Leading Edge – Foreign National Update Vol.10, Issue 02, 02/06/12 Vol.10, Issue 01, 01/17/12
Contact Information for the GI/SI Business Vol. 09, Issue 25, 12/19/11
A Simplified issue policy shouldn’t be complex. Introducing SI/GI Program Improvements! Vol. 09, Issue 23, 11/21/11 Vol. 09, Issue 22, 11/14/11
Underwriting and Life Product Management Organizational Updates Vol. 09, Issue 21, 11/08/11
Important Financial Underwriting Guidelines Updates – Effective Ocober 2011 Vol. 09, Issue 21, 11/08/11 Vol. 09, Issue 20, 10/25/11
Underwriting Enhanced Foreign Risk Guidelines Vol. 09, Issue 12, 08/01/11 Vol. 09, Issue 11, 06/27/11
Underwriting Preferred Criteria – More Great News! Vol. 09, Issue 10, 06/06/11 Vol. 09, Issue 09, 05/31/11
Reinsurance and Underwriting Updates Announced – Effective May 16, 2011 Vol. 09, Issue 08, 05/16/11
Lincoln Underwriting Guidelines Update – A real crowd pleaser! Vol. 09, Issue 07, 05/02/11
Retention Amount Increase – Success Stories Vol. 09, Issue 03, 02/18/11
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ARTICLE ISSUE
Lincoln Announces Increase in Retention Amount
Vol. 09, Issue 05, 03/14/11 Vol. 09, Issue 04, 03/07/11 Vol. 09, Issue 03, 02/18/11 Vol. 09, Issue 02, 01/24/11
Underwriting and New Business 2010 Year End Commitment and Guidelines
Vol. 08, Issue 24, 12/14/10 Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Lincoln Guidelines on Captive Insurance Companies Vol. 08, Issue 18, 09/17/10
Term (underwriting) Limits have been increased Vol. 08, Issue 11, 06/11/10 Vol. 08, Issue 12, 06/17/10
Approved Vendor List – Updated Vol. 08, Issue 10, 05/17/10
Underwriting Information at your Fingertips Vol. 08, Issue 07, 03/29/10
Premium Financial Lincoln exiting hybrid loan market Vol. 08, Issue 05, 03/01/10
Approved Vendor List and Reimbursement Guidelines Vol. 08, Issue 05, 03/01/10
Enhanced list of approved medical vendors Vol, 08, Issue 03, 02/02/10
Financial Underwriting Guidelines Update Vol, 08, Issue 02, 01/25/10
Underwriting & New Business Connects with e-Postcards Vol. 07, Issue 17, 09/16/09
2009 Year End Plan
Vol. 07, Issue 23, 12/14/09 Vol. 07, Issue 22, 11/23/09 Vol. 07, Issue 21, 11/09/09 Vol. 07, Issue 20, 11/02/09
Lincoln Underwriting announces new Age and Amount Requirements
Vol. 07, Issue 16, 09/08/09 Vol. 07, Issue 15, 08/24/09 Vol. 07, Issue 14, 08/13/09
Premium Financing – Hybrid Loan Business Process Vol. 07, Issue 11, 06/17/09
Policy Change Manual Vol. 07, Issue 07, 05/04/09
Financial Underwriting Guidelines (Older Ages) Update Vol. 07, Issue 07, 05/04/09
Underwriting Policy Change Guidelines Update Vol. 07, Issue 05, 03/23/09
Approved Vendor List and Reimbursement Guidelines Vol. 07, Issue 02, 02/04/09
Underwriting Update Vol. 07, Issue 01, 01/12/09
Vendor Management Provides Support for Placement of Year End Business Vol. 06, Issue 17, 12/04/08
Lincoln delivers: extra underwriting capacity Vol. 07, Issue 04, 03/09/09
New Preferred Criteria receives rave reviews! Vol. 06, Issue 16, 11/17/08
New Preferred Underwriting Criteria Guidelines Vol. 06, Issue 15, 11/03/08
2008 Year End Plan
Vol. 06, Issue 17, 12/04/08 Vol. 06, Issue 16, 11/17/08 Vol. 06, Issue 15, 11/03/08
Coming Soon! New Preferred Underwriting Guidelines! Vol. 06, Issue 14, 10/22/08
Lincoln Premium Financing Changes Vol. 06, Issue 14, 10/22/08
Lincoln’s position regarding existing policies sold to life settlement companies Vol. 06, Issue 14, 10/22/08
New Face amount Guidelines for Military Personnel Vol. 06, Issue 14, 10/22/08
Financial Underwriting Guidelines Update Vol. 06, Issue 11, 08/19/08
Summary of Revised Premium Financing Guidelines Vol. 06, Issue 11, 08/19/08
Changes Regard.Product Avail., Illustrating & Submit. Premium Finance Business Vol. 06, Issue 11, 08/19/08
Financial Underwriting Worksheet Vol. 06, Issue 11, 08/19/08
Introducing the Financial Underwriting Worksheet Vol. 06, Issue 10, 08/04/08
Underwriting Update – New Term Auto Bind Limits Vol. 06, Issue 09, 07/08/08
Underwriting & New Business Completes Rollout of Cross-Functional Teams Vol. 06, Issue 07, 05/19/08
Medical Reimbursement Update Vol, 06, Issue 04, 04/03/08
Underwriting Updates (Co. Name, Vendor and Med. Reimbursement Guide) Vol. 06, Issue 02, 03/03/08
Underwriting Guidelines Update (Approved Vendor List, Medical Reimbursement Guide, Jumbo Guidelines) Vol. 05, Issue 15, 10/01/07
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ARTICLE ISSUE
Financial Underwriting Guidelines Update Vol. 05, Issue 14, 09/14/07
Product Action: Clarify positon Lincoln LifeElementsSM UL Vol. 05, Issue 14, 09/14/07
Underwriting Updates (tweaks, 3 new guides & new format) Vol. 05, Issue 12, 07/29/07
Simplified/ Guaranteed Issue Underwriting Guidelines Updated 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Lincoln ProElements TeleApp Process Vol. 05, Issue 06, 04/30/07
Underwriting Guidelines - Age & Amount, Preferred Criteria, Table Reduction, Simplified Issue, Guaranteed Issue Vol. 05, Issue 05, 04/20/07
Underwriting Updates - Full Underwriting Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
Underwriting Updates - SI/GI Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
Permanent Life Contract Rewrite Guidelines Update Vol. 05, Issue 01, 01/29/07
Memo from Jordan Carreira - Good Things on the Horizon in Underwriting Vol. 04. Issue 15, 08/21/06 Vol. 04, Issue 13, 07/24/06
Permanent Life Underwriting Update on Foreign Travel Vol. 04, Issue 16, 09/21/06
INTEREST RATES/DIVIDENDS/ OTHER Products and/or Books of Business/Miscellaneous Per Diem Limit for 2020 Vol. 17, Issue 27, 12/02/19
Lincoln Care Coverage® Accelerated Benefits Rider – Now Available on Lincoln LifeGuarantee® UL (2019) and Lincoln VULONE (2019) in Additional States Vol. 17, Issue 25, 11/11/19
Indexed Account Rate Changes and Illustration Updates
Vol. 17, Issue 21, 09/30/19 Vol. 17, Issue 19, 09/16/19
Coming Soon – Managing Level Override Compensation Update – Effective March 1, 2019
Vol. 17, Issue 04, 03/04/19 Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives Vol. 17, Issue 01, 01/14/19
Per Diem Limit for 2019 – Reminder
Vol. 17, Issue 01, 01/14/19 Vol. 16, Issue 25, 12/17/18
New Policy Owner Feedback Survey, administered by LIMRA CAP – Ongoing Vol. 16, Issue 20, 10/30/18
CIGNA and First Penn-Pacific (FPP) Interest Rate Changes – September 17, 2018 Vol. 16, Issue 14, 08/27/18
Lincoln Living Well Program pilot for clients Vol. 16, Issue 07, 05/14/18
Per Diem Limit for 2018
Vol. 16, Issue 01, 01/29/18 Vol. 15, Issue 23, 12/20/17
Alexander Hamilton (AHL) and First Alexander Hamilton (FAHL) Credited Interest Rate Change – October 1, 2017
Vol. 15, Issue 16, 09/20/17 Vol. 15, Issue 15, 08/14/17
Dividend Adjustments – Effective October 1, 2017 Vol. 15, Issue 13, 06/26/17
Dividend Adjustments – Effective October 1, 2017 Vol. 15, Issue 13, 06/26/17
Indexed Account Rate Changes – Reprinted in part from prior issues Vol. 15, Issue 05, 03/13/17
Indexed Account Rate Changes - Updated Marketing Materials Now Available Vol. 15, Issue 04, 02/27/17
Indexed Account Rate Changes and Illustration Updates – Reprint Vol. 15, Issue 03, 02/13/17
Indexed Account Rate Changes and Illustration Updates Vol. 15, Issue 01, 01/17/17
Policy Charges Update Vol. 14, Issue 15, 08/29/16
Aetna Policy Charges Update Vol. 14, Issue 09, 05/09/16
Dividend Adjustments – Effective July 1, 2016 Vol. 14, Issue 06, 04/15/16
Bank Owned Life Insurance Product Update Vol. 14, Issue 04, 03/16/16
Per Diem Limit for 2016 Vol. 13, Issue 19, 12/21/15
Historical Return Updates for VUL and Indexed UL Vol. 13, Issue 03, 02/09/15
Per Diem Limit Increasing for 2015 Vol. 13, Issue 01, 01/12/15 Vol. 12, Issue 19, 12/17/14
Dividend Scales Change – Effective July 1, 2013
Vol. 11, Issue 13, 06/07/13 Vol. 11, Issue 12, 05/13/11 Vol. 11, Issue 11, 05/07/13
Premium Deposit Fund Credited Interest Rate Change – April 1, 2013 Vol. 11, Issue 08, 03/21/13 Vol. 11, Issue 07, 03/14/13
1/27/2020 Internal Use Only – Not for Use with the Public 30 of 39
ARTICLE ISSUE
Per Diem Limit Increasing for 2013 Vol. 10, Issue 22, 12/17/12
Dividend and Excess Credit Adjustments Beginning January 1, 2013 Vol. 10, Issue 22, 12/17/12
Indexed UL Changes and Updates Vol. 10, Issue 22, 12/17/12
Aetna/ING Products Credited Interest Rate change – July 2, 2012 Vol. 10, Issue 10, 06/18/12
Credited Interest Rate Change – January 1, 2012
Vol. 10, Issue 01, 01/17/12 Vol. 09, Issue 25, 12/19/11 Vol. 09, Issue 24, 12/05/11
Interest Rate Reduction on Former JP Book of Business Vol. 09, Issue 20, 10/25/11
Credited Interest Rates Reduction – January 1, 2011
Vol. 08, Issue 24, 12/14/10 Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10
Dividend Scales Change – Effective October 2010
Vol. 08, Issue 17, 08/31/10 Vol. 08, Issue 16, 08/16/10 Vol. 08, Issue 15, 08/09/10
Interest Rate Chart Available Vol. 08, Issue 07, 03/29/10
Credited Interest Rates Reduction – January 1, 2010
Vol. 08, Issue 01, 01/11/10 Vol. 07, Issue 23, 12/14/09 Vol. 07, Issue 22, 11/23/09 Vol. 07, Issue 21, 11/09/09
March 1, 2009 Credited Interest Rate Change Vol. 07, Issue 03, 02/23/09 Vol. 07, Issue 02, 02/04/09
Crediting Rate Change on Borrowed Funds for WLEC policies Vol. 06, Issue 11, 08/19/08
Credited Interest Rate Change – June 1, 2008 Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 05, 04/21/08
Credited Interest Rate Changes - June 1, 2007 Vol. 05, Issue 06, 04/30/07
Dividend Scale Reduction Notice - Participating Policies Vol. 04, Issue 14, 08/07/06
PROSPECTUS/FUNDS/Ratings
Lincoln Variable Universal Life – Fund Updates Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 08, 05/06/19
Lincoln VUL – Fund Updates and Allocation Form Update Vol. 16, Issue 12, 07/16/18
Lincoln Variable Universal Life – Fund Updates Vol. 16, Issue 07, 05/14/18 Vol. 16, Issue 06, 05/01/18
Lincoln Variable Universal Life – Fund Updates Vol. 16, Issue 02, 02/12/18
Lincoln Variable Universal Life – Fund Updates Vol. 15, Issue 10, 05/15/17
Lincoln Variable Universal Life – Fund Updates Vol. 15, Issue 09, 05/01/17
Semi-Annual Report Mailing Vol. 14, Issue 19, 10/07/16
PIMCO Fund Closing Vol. 14, Issue 19, 10/07/16
Enhanced Online Prospectus: How to Print or Order a Prospectus Vol. 14, Issue 15, 08/08/16
Lincoln Variable Universal Life – Fund Updates – Reprint Vol. 14, Issue 09, 05/09/16
Lincoln Variable Universal Life – Upcoming Fund Updates Vol. 14, Issue 07, 04/25/16
Enhanced Online Prospectus Capabilities - Reprint Vol. 14, Issue 07, 04/25/16
Enhanced Online Prospectus Capabilities Vol. 13, Issue 18, 12/02/15
ING Name Change to VOYA now in Lincoln Correspondence Vol. 13, Issue 14, 08/31/15
Lincoln Variable Universal Life – Upcoming Fund Additions and Changes Vol. 13, Issue 07, 05/11/15
Lincoln Variable Universal Life – Upcoming Fund Additions and Changes Vol. 13, Issue 06, 04/29/15
MFS® VIT Core Equity Series – Fund Merger Vol. 13, Issue 05, 04/02/15
Fund Name Change and Prospectus Supplement – Update Vol. 12, Issue 17, 11/10/14
Fund Name Change and Prospectus Supplement Vol. 12, Issue 13, 09/05/14
Lincoln Variable Universal Life – Upcoming Fund Additions and Changes Vol. 12, Issue 07, 05/12/14
Summary Fund Prospectuses Available Online Vol. 12, Issue 06, 04/28/14
Lincoln Variable Universal Life – Upcoming Fund Additions and Changes Vol. 12, Issue 06, 04/28/14
1/27/2020 Internal Use Only – Not for Use with the Public 31 of 39
ARTICLE ISSUE
New Supplement required on new Life Applications – Effective February 10, 2014 Vol. 12, Issue 02, 02/10/14
Lincoln Variable Universal Life – Upcoming Fund Changes Vol. 11, Issue 16, 08/12/13
Moody’s Upgrades Lincoln National’s Rating to A1 with a Stable Outlook
Vol. 11, Issue 16, 08/12/13 Vol. 11, Issue 15, 08/05/13
Lincoln Variable Universal Life - Fund Changes (Effective 5/20/2013)
Vol. 11, Issue 12, 05/13/13 Vol. 11, Issue 11, 05/07/13
Updates to Fund Prospectus Delivery Vol. 11, Issue 09, 04/08/13
Fund merger on VUL Aetna Vest Product Suite Vol. 11, Issue 08, 03/21/13
Lincoln Variable Universal Life – Fund Changes
Vol. 10, Issue 18, 11/05/12 Vol. 10, Issue 17, 10/24/12 Vol. 10, Issue 16, 09/24/12
Lincoln Variable Universal Life – Fund Changes (Q1 & Q2)
Vol. 10, Issue 08, 05/21/12 Vol. 10, Issue 07, 05/08/12
Fund Name Changes – Q1 2012 Vol. 10, Issue 03, 02/21/12
Fund Name Changes – June 2011 Vol. 09, Issue 11, 06/27/11
Fund Updates – Management Fees Vol. 09, Issue 11, 06/27/11
Lincoln VUL Fund Changes – Effective May 16, 2011 Vol. 09, Issue 08, 05/16/11
Fund Merger on VUL Aetna Vest Product Suite Vol. 09, Issue 02, 01/24/11
Fund Name Change and Merger Vol. 08, Issue 19-20, 10/12/10
Lincoln Investment Guide and Morningstar Fund Profiles Vol. 08, Issue 16, 08/16/10
Lincoln VUL Fund Changes Vol. 08, Issue 16, 08/16/10
Now Available – Lincoln Elite Series of Funds Investment guide and Morningstar Fund Profiles (dated 6/30) Vol. 08, Issue 15, 08/09/10
Coming soon – Lincoln VUL Fund Changes (including adding SSgA fund of funds) Vol. 08, Issue 15, 08/09/10
Fund Changes – Effective May 17, 2010 Vol. 08, Issue 10, 05/17/10 Vol. 08, Issue 09, 05/06/10
Fund Liquidations – Effective April 12, 2010 Vol. 08, Issue 09, 05/06/10 Vol. 08, Issue 08, 04/22/10
Fund Name Changes – Effective April 30, 2010 Vol. 09, Issue 09, 05/06/10 Vol. 08, Issue 08, 04/22/10
LVIP Wilshire Profile Funds Portfolio Holdings Update Vol. 08, Issue 08, 04/22/10
What Happens to the LVIP Wilshire 2010 Profile Fund Now That It’s 2010? Vol. 08, Issue 08, 04/22/10
Fund Name Updates Vol. 08, Issue 05, 03/01/10
LVIP Wilshire Profile Funds Portfolio Holdings Update Vol. 08, Issue 01, 01/11/10
Fund Liquidation and Client Communications
Vol. 08, Issue 03, 02/02/10 Vol. 08, Issue 01, 01/11/10
LVIP Wilshire Profile Funds Portfolio Holdings Update Vol. 07, Issue 23, 12/14/09
Fund Subadvisor and Name Change Vol. 07. Issue 22, 11/23/09 Vol. 07, Issue 19, 10/19/09
Prospectus Supplement – May –Aug 2009 updates Vol. 07, Issue 14, 08/17/09
LVIP Wilshire Profile Funds Portfolio Holdings Update Vol. 07, Issue 13, 07/23/09
Lincoln (and American Legacy) Variable Universal Life – Fund Changes – Effective May 18, 2009
Vol. 07, Issue 09, 05/18/09 Vol. 07, Issue 08, 05/11/09 Vol. 07, Issue 07, 05/04/09
LVIP Wilshire Profile Funds Portfolio Holdings Update Vol. 07, Issue 04, 03/09/09
Recent Prospectus Supplements Vol. 06, Issue 11, 08/19/08
Recent Prospectus Supplements Vol. 06, Issue 10, 08/04/08
Recent Prospectus Supplements Vol. 06, Issue 09, 07/08/08
Fund Now Available (LVIP SSgA Emerging Markets 100 Fund (Standard Class)) Vol. 06, Issue 09, 07/08/08
Fund Launch Delay Con. (LVIP SSgA Emerging Markets 100 Fund (Standard Class)) Vol. 06, Issue 08, 06/10/08
Fund Changes – May 2008 Vol. 06, Issue 07, 05/19/08
1/27/2020 Internal Use Only – Not for Use with the Public 32 of 39
ARTICLE ISSUE
Recent Prospectus Supplements Vol. 06, Issue 06. 05/06/08
Preview: Upcoming Fund Changes Vol. 06, Issue 06, 05/06/08
Recent Prospectus Supplements Vol. 06, Issue 05. 04/21/08
Recent Prospectus Supplements Vol. 06, Issue 03. 03/19/08
LVIP Wilshire Profile Funds Updates Vol. 06, Issue 03, 03/19/08
Several Prospectus Supplements Vol. 06, Issue 02, 03/03/08
LVIP Wilshire Profile Funds Updates Vol. 06, Issue 02, 03/03/08
Several Prospectus Supplements Vol. 06, Issue 01, 02/05/08
Fidelity VIP Contrafund LVIP Janus Capital Appreciation Fund Vol. 05, Issue 18, 11/19/07
Premier VIT OpCap Global Equity Fund Closing
Vol. 06, Issue 01, 02/05/08 Vol. 05, Issue 19, 12/17/07 Vol. 05, Issue 16, 10/12/07
LVIP Baron Growth Opportunities Fund Information 2007: Issue 09, 06/06/07
Elite Series Funds Update – May, 2007 Vol. 05, Issue 08, 05/22/07 Vol. 05, Issue 06, 04/30/07
Investment Advisor Change Vol. 05, Issue 06, 04/30/07
Jefferson Pilot VUL Fund Changes Vol. 05, Issue 06, 04/30/07
Coming Soon! 2007 Prospectuses Vol. 05, Issue 05, 04/20/07
Fund Changes for JP VUL Vol. 05, Issue 05, 04/20/07
Lincoln Profile Funds Expense Update Vol. 05, Issue 01, 01/29/07
VUL/SVUL Supplements to 2006 Prospectuses Vol. 04, Issue 14, 08/07/06 Vol. 04, Issue 13, 07/24/06
New Fund Offerings Vol. 04, Issue 12, 05/22/06
LAW/COMPLIANCE Action Required: New York Regulation 187 Goes into Effect February 1, 2020 Vol. 18, Issue 03, 01/27/20
New York Regulation 60 Replacement Disclosure Form Update Vol, 18, Issue 02, 01/13/20 Vol, 18, Issue 01, 01/06/20
New York Regulation 187 is Coming in 2020
Vol, 18, Issue 02, 01/13/20 Vol, 18, Issue 01, 01/06/20 Vol, 17, Issue 28, 12/16/19 Vol. 17, Issue 27, 12/02/19
Two New Suitability and Best Interests Training Requirements for New York effective February 1, 2020 for Life
Vol. 17, Issue 17, 08/26/19 Vol. 17, Issue 15, 07/29/19
Illustration Actuary – Illustration Testing Expense Disclosure Vol. 17, Issue 14, 07/15/19
Introducing your one-stop for all Lincoln PBR product updates Vol. 17, Issue 14, 07/15/19
2019 Transition & Placement Guidelines Vol. 17, Issue 14, 07/15/19
New York Regulation 187: Suitability and Best Interests Training Requirement Effective February 1, 2020 for Life
Vol. 17, Issue 12, 06/24/19
New York Regulation 60 Process for Life Insurance policies Disclosure Statement Reminder
Vol. 17, Issue 10, 05/28/19
Coming Soon – PBR/2017 CSO Client Disclosure and Compliant Product Indicators
Vol. 17, Issue 13, 07/01/19 Vol. 17, Issue 12, 06/24/19 Vol. 17, Issue 11, 06/10/19 Vol. 17, Issue 10, 05/28/19 Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 08, 05/06/19
Secondary Addressee Notification Annual Mailing Vol. 17, Issue 08, 05/06/19 Vol. 17, Issue 07, 04/22/19
Noteworthy tax changes in Pennsylvania and Puerto Rico Vol. 17, Issue 04, 03/04/19
Reminder: Action Required for New York Insurance Licensees – February 15, 2019 deadline for meeting cybersecurity requirements
Vol. 17, Issue 02, 01/28/19
Updated IRS Form 4506T-EZ - Effective January 1, 2019 Vol. 16, Issue 25, 12/17/18 Vol. 16, Issue 24, 12/10/18
1/27/2020 Internal Use Only – Not for Use with the Public 33 of 39
ARTICLE ISSUE
Pennsylvania Tax Withholding for Nonresident Producers Vol. 16, Issue 16, 09/10/18
Have questions about the Tax Cuts and Job Act of 2017? Lincoln is here to help. Vol. 16, Issue 09, 06/11/18 Vol. 16, Issue 08, 05/29/18
New York Regulation 210 – Non-Guaranteed Elements Illustration Disclosure Vol. 16, Issue 03, 03/12/18 Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Market Conduct Manual Annual Updates Vol. 15, Issue 21, 11/20/17
Lincoln to Work with Policy Owners Impacted by Recent Hurricanes Vol. 15, Issue 18, 10/16/17 Vol. 15, Issue 16, 09/20/17
Vulnerable Persons Agent Guide Update Vol. 14, Issue 20, 10/24/16
California State Variation Changes to Existing Riders Vol. 14, Issue 15, 08/08/16
Kansas TIA New Procedure Vol. 14, Issue 06, 04/15/16
2016 Market Conduct Manual for Producers – Annual Update Vol. 14, Issue 06, 04/15/16
Agent Solicitation Timing Requirements Chart Vol. 14, Issue 06, 04/15/16
Maine Issues Bulletin Clarifying Use of Prospecting/Lead Cards Vol. 13, Issue 12, 07/27/15
New York Regulation 60 Process Update
Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15 Vol. 13, Issue 11, 07/09/15
Florida Requirement Update for Policy Surrender Vol. 13, Issue 09, 06/15/15
Updates to LTC Education Chart Vol. 13, Issue 03, 02/09/15
Updated Market Conduct Manual Vol. 13, Issue 02, 01/27/15 Vol. 13, Issue 01, 01/12/15
Foreign Account Tax Compliance Act – Withholding Requirement Vol. 13, Issue 01, 01/12/15
Customer Satisfaction Survey facilitated by LIMRA Vol. 13, Issue 01, 01/12/15
Updated Market Conduct Manual Vol. 12, Issue 19, 12/17/14
Updated Agent Solicitation 50-State Chart Vol. 12, Issue 13, 09/05/14
Kansas Advertising Vol. 12, Issue 10, 07/14/14
Alert Regarding Vulnerable Persons Vol. 11, Issue 24, 12/17/13
Updated Market Conduct Manual Vol. 11, Issue 25, 12/20/13 Vol. 11, Issue 24, 12/17/13
State required disclosure statements Vol. 11, Issue 18, 09/16/13
Updated Market Conduct Manual Vol. 11, Issue 08, 03/20/13
UPDATE: Communication Requirements with Seniors and Veterans in California Vol. 11, Issue 01, 01/17/13 Vol. 10, Issue 22, 12/17/12
Potential Regulatory Changes May Affect Life Insurance Beneficiaries Vol. 10, Issue 17, 10/24/12 Vol. 10, Issue 12, 07/30/12
New York Regulation 60 Reminders Vol. 10, Issue 10, 06/18/12
Compliance Updates
Vol. 10, Issue 08, 05/21/12 Vol. 10, Issue 07, 05/08/12
Life Situs Guidelines Updated Vol. 10, Issue 02, 02/06/12
New York Regulation 194 Producer Compensation Transparency Vol. 09, Issue 02, 01/24/11
2010 Economic Benefit Information Vol. 08, Issue 23, 11/22/10 Vol. 08, Issue 22, 11/15/10
Market Conduct Manual Updated Vol. 08, Issue 17, 08/31/10
Lincoln to Work with Policyowners Impacted by flooding in Rhode Island Vol. 08, Issue 08, 04/22/10
Mandatory Compliance Instruction for Producer Web Sites Vol. 08, Issue 07, 03/29/10
Lincoln to work with Policyowners impacted by weather in District of Columbia Vol. 08, Issue 05, 03/01/10
New State Laws – Life Settlement Disclosures Vol. 08, Issue 04, 02/16/10
Delaware Investments Sale Complete Vol. 08, Issue 01, 01/11/10
Hurricane Ike aid- Extended Vol. 07, Issue 01, 01/12/09
New York Regulation 60 Vol. 07, Issue 01, 01/12/09
Kentucky State Bulletin Vol. 06, Issue 18, 12/19/08
1/27/2020 Internal Use Only – Not for Use with the Public 34 of 39
ARTICLE ISSUE
Lincoln’s Position on Stranger-Originated Life Insurance-Update from Market Conduct Compliance Vol. 06, Issue 18, 12/19/08
State Availability Chart Updates Vol. 06, Issue 16, 11/17/08
2008 Economic Benefit Information Vol. 06, Issue 15, 11/03/08
Nebraska adopts NAIC Replacement Model Reg Vol. 06, Issue 09, 07/08/08
Lincoln to work with Policy Owners impacted by Indiana, Illinois and Iowa storms Vol. 06, Issue 09, 07/08/08
Lincoln to work with Policy Owners impacted by Georgia Storms Vol. 06, Issue 08, 06/10/08
Missouri Suitability Regulation Vol. 06, Issue 06, 05/06/08
Kentucky Buyer’s Guide Update Vol. 05, Issue 19, 12/17/07
Info. regarding changes to economic benefit reporting for split dollar clients Vol. 05, Issue 18, 11/19/07
Texas adopts NAIC Replacement Model Reg 2007: Issue 10, 06/22/07
Jefferson Pilot Name Change
2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07 Vol. 05, Issue 06, 04/30/07
NASD Registration with LNL Vol. 05, Issue 06, 04/30/07
Jefferson Pilot Name Change Vol. 05, Issue 05, 04/20/07
LICENSING/ APPOINTMENTS/CUSTOMER SERVICE
Life Operations: Seasonal Increase in First Quarter Volumes Vol. 18, Issue 02, 01/13/20
Updated Situs Guidelines for Utah and Washington - Effective for new submissions received on or after May 13, 2019
Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 06, 04/15/19
Updated Agent Validation Guidelines for Washington - Effective for new submissions received on or after May 13, 2019
Vol. 17, Issue 09, 05/13/19 Vol. 17, Issue 06, 04/15/19
Life Insurance Business Incoming Mail Preferred Location – Greensboro Vol. 17, Issue 02, 01/28/19
Upcoming Claims Experience Survey Vol. 17, Issue 02, 01/28/19
In-force Self-Serviceable Illustration Support Vol. 16, Issue 19, 10/15/18
Secondary Addressee Notification Letters Vol. 16, Issue 19, 10/15/18
Automated In-Force Illustrations Vol. 16, Issue 16, 09/10/18
Health Insurance License MAY BE Optional for Sale of Long-Term Care: 50-State Life and Annuity LTC Education Chart Updated Vol. 16, Issue 13, 07/30/18
Loan Pay-Off Using Policy Values Prior to 1035 Exchange – Tax Impact Vol. 16, Issue 13, 07/30/18
Using Dividends to Pay Premium to Improve the Customer Experience Vol. 16, Issue 13, 07/30/18
Life Customer Service working to Reduce NIGO Instances Vol. 16, Issue 12, 07/16/18
In-force Illustrations available via Self-Service Vol. 16, Issue 06, 05/01/18
Lincoln Among First in the Industry to Offer ‘Chat’ Customer Service Capabilities Vol. 16, Issue 05, 04/16/18
Customer Service Enhancements – Beneficiary Changes and Surrenders Vol. 16, Issue 04, 03/26/18
Automated In-force Illustrations Vol. 16, Issue 03, 03/12/18
Now Available – MoneyGuard® What Care Costs Report Enhancements Coming Soon – MoneyGuard® What Care Costs Report Enhancements
Vol. 16, Issue 02, 02/12/18 Vol. 16, Issue 01, 01/29/18
Updated Life Claim Forms Vol. 15, Issue 22, 12/04/17
Introducing Lincoln LifeComp® FlexKeyCP Vol. 15, Issue 22, 12/04/17
Secondary Addressee Notification Letters Vol. 15, Issue 16, 09/20/17
Not In Good Order (NIGO) – Customer Solutions Process Enhancement Vol. 15, Issue 14, 07/31/17
Billing Lead Time – Request a Change Vol. 15, Issue 14, 07/31/17
Appointment Validation Changes – (Max Solicitation) Vol. 15, Issue 03, 02/13/17
Post Issue Policy Management – Introducing Automated In-force Illustrations Vol. 14, Issue 22, 12/01/16
Electronic Funds Transfer – The Most Convenient Option for Paying Premiums
Vol. 14, Issue 20, 10/24/16 Vol. 14, Issue 19, 10/07/16
Coming Soon –Grace/Lapse Notice Enhancements Vol. 14, Issue 18, 09/12/16
Coming Soon –Term Premium Notice Redesign Vol. 14, Issue 18, 09/12/16
1/27/2020 Internal Use Only – Not for Use with the Public 35 of 39
ARTICLE ISSUE
Lincoln Retention Pilots Vol. 14, Issue 03, 03/07/16
Individual Life Claimant Statement – New! Vol. 14, Issue 01, 01/15/16
Michigan Life Insurance Policy Disbursement - Withholding Reminder Vol. 13, Issue 19, 12/21/15
Lincoln Lapse Rescue Pilot Vol. 13, Issue 19, 12/21/15
ING Name Change to VOYA now in Lincoln Correspondence Vol. 13, Issue 14, 08/31/15
Identity Protection through Policy Number Verification
Vol. 13, Issue 13, 08/10/15 Vol. 13, Issue 12, 07/27/15 Vol. 13, Issue 11, 07/09/15
New York Agent Appointment Requirement – Reminder Vol. 13, Issue 04, 03/16/15
Enhanced Customer Service for Term Policies in Grace Vol. 13, Issue 05, 04/02/15
Partner Solutions: Prepared for Increase in First Quarter Call Volumes
Vol. 13, Issue 02, 01/27/15 Vol. 13, Issue 01, 01/12/15
2015 Million Dollar Round Table (MDRT) Vol. 12, Issue 19, 12/17/14
Requesting In-force Illustrations before Grace or Lapse – Underfunded Policy Letter Update
Vol. 12, Issue 16, 10/27/14 Vol. 12, Issue 15, 10/06/14
Partner Solutions: Prepared for Increase in First Quarter Call Volumes Vol. 12, Issue 01, 01/21/14
2014 Million Dollar Round Table (MDRT)
Vol. 12, Issue 01, 01/21/14 Vol. 11, Issue 24, 12/17/13
Partner Solutions - Appointment Effective Dates: Have Your Bus. Placed Quickly Vol. 11, Issue 19, 09/23/13
Producer Agreement Amendment – Effective June 1, 2013
Vol. 11, Issue 14, 06/24/13 Vol. 11, Issue 13, 06/07/13
Universal Life Annual Statement Available sooner Vol. 11, Issue 07, 03/14/13
Additional Universal Life Grace Notification
Vol. 11, Issue 07, 03/14/13 Vol. 11, Issue 06, 02/25/13
Virginia Licensing Updates Vol. 11, Issue 07, 03/14/13 Vol. 11, Issue 06, 02/25/13
Partner Solutions Call Center – Now open longer! Vol. 11, Issue 01, 01/17/13
2013 MDRT Certification Forms (based on 2012 commission or premium) Vol. 11, Issue 01, 01/17/13
Online Premium Alert Reports – Life Policy Update Vol. 10, Issue 09, 06/04/12
Procedures for Requesting a Policy Loan Vol. 10, Issue 04, 03/19/12
EFT Bank Change Vol. 10, Issue 05, 04/05/12 Vol. 10, Issue 04, 03/19/12
Life Customer Service Reaches Another Key Milestone for an Efficient and Consistent Service Experience Vol. 09, Issue 21, 11/08/11
Calling Customer Service Just Got Easier Vol. 09, Issue 18, 10/03/11 Vol. 09, Issue 16, 08/29/11
New Licensing Requirement / Change to Utah Replacement Form Vol. 09, Issue 07, 05/02/11
Life and Fixed Annuity Licensing and Appointment Validation Process - Update Vol. 09, Issue 07, 05/02/11 Vol. 09, Issue 01, 01/10/11
Life Insurance (and Fixed Annuity) Licensing and Appointment Validation Process Vol. 08, Issue 23, 12/14/10
Coverage Protection Guarantee Reminders Vol. 08, Issue 23, 11/22/10
Policy Change Requirements for Trust-Owned Policies Vol. 08, Issue 23, 11/22/10
Life insurance policies serviced in Lincoln, Nebraska - Online Access Vol. 08, Issue 16, 08/16/10
Requesting a Change to a Licensing Appointment Vol. 08, Issue 15, 08/09/10
Automation of licensing and appointment validation process coming soon Vol. 08, Issue 06, 03/15/10
2010 MDRT Certification Process all Channels Vol. 08, Issue 01, 01/11/10
Life Customer Sercvice New Annual Statement Format/Self Service Update Vol. 07, Issue 10, 06/01/09
Lincoln Life Customer Service Self-Service Update Vol. 07, Issue 04, 03/09/09
Centralized MDRT Certification Process Vol. 06, Issue 18, 12/19/08
On-line Blackout Period Vol. 06, Issue 17, 12/04/08
Life Customer Service Update – Limits on Inforce Illustrations Vol. 06, Issue 08, 06/10/08
PALLM Announcement Vol. 06, Issue 05, 04/21/08
1/27/2020 Internal Use Only – Not for Use with the Public 36 of 39
ARTICLE ISSUE
Streamlined Contact Center Technology Vol. 06, Issue 03, 03/19/08
Inforce Illustration enhancements Vol. 06, Issue 03, 03/19/08
Customer Service Update Vol. 05, Issue 19, 12/17/07
Indexed Product Training Course Now Required in Iowa Vol. 05, Issue 17, 11/06/07
Updated Contracting Information Vol. 05, Issue 12, 07/29/07
Appointment/Licensing Information Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
Appointment Forms Updates Vol. 05, Issue 01, 01/29/07
ILLUSTRATIONS Lincoln DesignItSM Illustration Updates Vol. 18, Issue 03, 01/27/20
How to Run an In-froce Indexed UL Illustration in Lincoln DesigntItSM Vol. 17, Issue 21, 09/30/19
Life Policy Transaction Requests and Illustrations Vol. 17, Issue 15, 07/29/19
Lincoln DesignItSM Illustration Updates Vol. 17, Issue 03, 02/11/19 PART I – Product Initiatives
Lincoln DesignItSM Illustration System Updates Vol. 16, Issue 14, 08/13/18
Self Service Illustration Support focus: Lincoln In-force Platform Vol. 16, Issue 12, 07/16/18
Self-service illustration support (marketing sheets, FAQ) focus on DesignIt Vol. 16, Issue 08, 05/29/18
New IUL Maximum Illustrated Rate for Select Products Vol. 16, Issue 07, 05/14/18
DesignIt Illustration Assumption Change for Lincoln S/VULONE products Vol. 16, Issue 07, 05/14/18
Self-Service Illustrations Support Center – Dedicated Assistance for Running Self-Service Illustrations Vol. 16, Issue 05, 04/16/18
The Advanced Markets Resource Center (AMRC) is now available! Vol. 16, Issue 05, 04/16/18
New! Enhancements to Lincoln LifeComp®, DollarFlex and FlexKey Vol. 16, Issue 03, 03/12/18
New Sales Concept Tool in DesignIt Vol. 16, Issue 03, 03/12/18
Automated In-force Illustrations Vol. 16, Issue 03, 03/12/18
Midstream Illustration System – Conversion to Lincoln DesignItSM Illustration System Vol. 16, Issue 02, 02/12/18
Now Available Lincoln DesignItSM Sales Concept Updates and California License Requirement Vol. 16, Issue 02, 02/12/18
Self-Service In-force Illustrations Awareness Campaign – Beginning in February Vol. 16, Issue 01, 01/29/18
Coming Soon – DesignIt Sales Concept Updates Vol. 16, Issue 01, 01/29/18
Midstream Illustration System – Conversion to Lincoln DesignItSM Illustration System Vol. 15, Issue 20, 11/13/17
Midstream Illustration System – Conversion to Lincoln DesignItSM Illustration System
Vol. 15, Issue 15, 08/14/17 Vol. 15, Issue 14, 07/31/17
Lincoln DesignItSM Illustration System Updates as of August 14, 2017
Vol. 15, Issue 15, 08/14/17 Vol. 15, Issue 14, 07/31/17
Now Available – Lincoln DesignItSM Illustration System Updates and Enhancements as of May 15, 2017 Vol. 15, Issue 10, 05/15/17
Coming Soon – Lincoln DesignItSM Illustration System Updates and Enhancements as of May 15, 2017 Vol. 15, Issue 09, 05/01/17
Lincoln DesignItSM Illustration System – Desktop Users Action Vol. 15, Issue 05, 03/13/17
Lincoln DesignItSM Illustration System updates Vol. 15, Issue 03, 02/13/17
Post Issue Policy Management – Introducing Automated In-force Illustrations Vol. 14, Issue 22, 12/01/16
Lincoln DesignItSM Illustration System Updates and Enhancements Vol. 14, Issue 15, 08/08/16
New – Lincoln DesignItSM Illustration System – Range of Distributions Report Vol. 14, Issue 09, 05/09/16
Lincoln DesignItSM Illustration Updates Vol. 14, Issue 02, 02/08/16
Coming Soon - Premium Finance enhance. in the DesignItSM illustration system Vol. 13, Issue 17, 11/09/15
Coming Soon! Illustration changesfor Indexed UL products (AG49)
Vol. 13, Issue 14, 08/31/15 Vol. 13, Issue 13, 08/10/15
Lincoln DesignItSM Illustration System Updates Vol. 12, Issue 17, 11/10/14
Requesting In-force Illustrations before Grace or Lapse – Underfunded Policy Letter Update Vol. 12, Issue 15, 10/06/14
Updated and new Supplemental Retirement Planning advisor training videos Vol. 12, Issue 14, 09/15/14
Additional VUL Sales Concept changes – Lincoln DesignItSM Illustration system Vol. 12, Issue 13, 09/05/14
VUL Sales Concept changes – Lincoln DesignItSM Illustration system Vol. 12, Issue 11, 07/28/14
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ARTICLE ISSUE
Lincoln DesignItSM Illustration system updates Vol. 12, Issue 02, 02/10/14
Illustration Updates Vol. 11, Issue 22, 11/11/13
Important technical update for Lincoln DesignItSM Illustration system users! Vol. 11, Issue 07, 03/14/13
Point in Time Inquiry Illustration Enhancement Vol. 11, Issue 01, 01/17/13
Lincoln DesignItSM Illustration System Updates for MoneyGuard Vol. 10, Issue 19, 11/13/12 Vol. 10, Issue 18, 11/05/12
Point in time inquiry Illustration Enhancement Vol. 10, Issue 14, 08/20/12
Lincoln DesignItSM Illustration Platform Changes Vol. 10, Issue 14, 08/20/12
Lincoln DesignItSM Illustration System Updates (launching 5/21) Vol. 10, Issue 08, 05/21/12 Vol. 10, Issue 07, 05/08/12
Lincoln DesignItSM Illustration System Updates Vol. 10, Issue 03, 02/21/12
Sunsetting Ilustration Edge – Products moving to Life Portraits Plus Vol. 09, Issue 25, 12/19/11
Illustrating 1035 Proceeds Vol. 09, Issue 12, 08/01/11
PIT Self Service “How-to” tools Vol. 09, Issue 11, 06/27/11
Changes to Lincoln DesignItSM Illustration Platform (v13) Vol. 09, Issue 08, 05/16/11
Lincoln DesignItSM New Forms Fulfillment Functionality Vol. 08, Issue 23, 11/22/10
Important News Regarding Life Policies Administered on the CAPS System Vol. 08, Issue 23, 11/22/10
Tiered Premium Solves on Select UL Products Vol. 08, Issue 23, 11/22/10
Lincoln DesignItSM Illustration Updates Vol. 08, Issue 23, 11/22/10
Important News Regarding Life Policies Administered on the CAPS System Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Lincoln Inforce Platform (LIP) Update – Action Required Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Inforce Lincoln LifeGuarantee Series (UL, Plus UL and SUL) Risk Class Change/Face Amount Decreases
Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Updated Surrender Charges on Inforce Face Amount Changes for UL Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Tiered Premium Solves on Select UL Products Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Further Simplification of Projections for Death Benefit Guarantee Products Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Lincoln DesignItSM New Forms Fulfillment Functionality
Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Coming Soon! Lincoln DesignItSM Illustration Updates Vol. 08, Issue 22, 11/15/10 Vol. 08, Issue 21, 11/08/10
Illustration Tool Update: UL (SPCBI); VUL; New Composite Tool Vol. 08, Issue 16, 08/16/10
Cash Value Accumulation Test available on Lincoln VULONE (2010) Vol. 08, Issue 16, 08/16/10
Statement of Policy Cost and Benefit Information (SPCBI) – illustration impact Vol. 08, Issue 15, 08/09/10
Illustration Changes effective August 16, 2010 Vol. 08, Issue 14, 08/03/10
Lincoln DesignItSM Illustration Changes Vol. 08, Issue 09, 05/17/10
Introducing Lincoln Inforce Platform (LIP) Vol. 08, Issue 09, 05/17/10
Point-In-Time Illustrations for Additional UL Products Vol. 08, Issue 09, 05/17/10
Update to Inforce Illustrations Support Tool (LIST) Vol. 08, Issue 09, 05/17/10
New Brainshark - CAPIT on Lincoln DesignItSM illustration software Vol. 08, Issue 08, 04/22/10
New Inforce Illustrations Support Tool Available Vol. 08, Issue 06, 03/15/10 Vol. 08, Issue 05, 03/01/10
Lincoln DesignItSM illustration software to include CAPIT on select new products Vol. 08, Issue 04, 02/16/10 Vol. 08, Issue 02, 01/25/10
Notable Enhancements in the Lincoln DesignItSM Illustration System Vol. 07, Issue 22, 11/23/09
Exciting News regarding inforce illustrations from Lincoln Life Customer Service Vol. 07, Issue 12, 07/07/09
Upcoming illustration change for the Lincoln Sales Platform (LSP) illustration system
Vol. 07, Issue 15, 08/24/09 Vol. 07, Issue 14, 08/17/09 Vol. 07, Issue 13, 07/23/09
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ARTICLE ISSUE
Vol. 07, Issue 12, 07/07/09 Vol. 07, Issue 10, 06/01/09
Lincoln DesignITSM illustration software VUL Updates Vol. 07, Issue 09, 05/18/09
Lincoln Sales Platform (LSP) technical issue – Not updating state approvals Vol. 07, Issue 08, 05/11/09
Lincoln Rolling Out Point-In-Time (PIT) Ilustrations for UL Products Vol. 07, Issue 09, 05/18/09 Vol. 07, Issue 07, 05/04/09
Lincoln DesignITSM now available for Winflex Users Vol. 07, Issue 04, 03/09/09
UL Illustration Update – Accelerated Death Benefit Rider (ABR) Default Vol. 07, Issue 04, 03/09/09
Illustration Procedure Change Vol. 07, Issue 04, 03/09/09 Vol. 07, Issue 03, 02/23/09
Winflex Users – Update Vol. 07, Issue 03, 02/23/09
Illustration Update – All Winflex Users Vol. 07, Issue 02, 02/04/09
Lincoln Sales Platform – Closing for New Business August, 2009 Vol. 07, Issue 02, 02/04/09
Lincoln Customer Service Launches New Contact Center Technology Vol. 06, Issue 14, 10/22/08
Introducting the New Illustration System: Lincoln DesignITSM Vol. 06, Issue 13, 09/29/08
Sneak Preview – Lincoln DesignITSM platform
Vol, 06, Issue 12, 09/15/08 Vol. 06, Issue 11, 08/19/08 Vol. 06, Issue 10, 08/04/08
Correction to Lincoln LifeElementsSM Level Term Illustrations Vol. 06, Issue 08, 06/10/08
New Modified Endowment Disclosure (MEC) Vol. 06, Issue 07, 05/19/08 Vol. 06, Issue 05, 04/21/08
LifeLINC Illustration update (re: SPIA) Vol. 05, Issue 18, 12/17/07
Lincoln Sales Platform (LSP) Software Update (Several Enhancements) Vol. 05, Issue 17, 11/06/07
Lincoln Sales Platform (LSP) Software Update Including Credited Rate Change Vol. 05, Issue 17, 11/06/07
Lincoln Sales Plat. (LSP) Software Update w/intro. Lincoln Life OptionSM Advantage Vol. 05, Issue 17, 11/06/07
Lincoln adopt NAIC Life Illustrations Model Regulations (requirement in all states) Vol. 05, Issue 17, 11/06/07
Life Illustrations Reference Materials Vol. 05, Issue 16, 10/12/07
CORRECTION NOTICE: Life Illustration System Update: V2007.3.1 Vol. 05, Issue 14, 09/14/07 CORRECTION NOTICE
Life Illustration System Update: V2007.3.1 Vol. 05, Issue 14, 09/14/07
July 2, 2007 Illustration Updates will reflect UL product changes 2007: Issue 11, 07/02/07 2007: Issue 10, 06/22/07
Illustration System Updated for Credited Interest Rate Change Vol. 05, Issue 08, 05/22/07
Illustration Update: Lincoln Sales Platform 2007.1.0 and Life Portraits Plus Vol. 05, Issue 04, 04/02/07 Vol. 05, Issue 03, 03/20/07
LP Plus Will No Longer Allow DBO3 with CVAT Vol. 04, Issue 18, 10/27/06
WEBSITE INFORMATION Reminder: Lincoln Life Leader Issues Archived on LFD.com Vol. 18, Issue 03, 01/27/20
Improvements Coming to LFD.com Access, navigation, search capabilities and more Vol. 17, Issue 14, 07/15/19
Mandatory Two-Factor Authorization for Lincoln Websites
Vol. 17, Issue 05, 03/25/19 Vol. 17, Issue 04, 03/04/19 Vol. 17, Issue 03, 02/11/19 PART II – New Business Initiatives
Enhanced Account Security for Lincoln Websites Vol. 16, Issue 20, 10/30/18
Coming Soon: Enhanced Account Security for Lincoln Websites Vol. 16, Issue 12, 07/16/18
New York Department of Financial Services’ new Cybersecurity Regulations – FOR YOUR INFO Vol. 15, Issue 19, 10/30/17
Two-Factor Authentication Capability Added to Producer Websites Vol. 15, Issue 19, 10/30/17
Life Expectancy Calculator tool launched on public website Vol. 15, Issue 04, 02/27/17
Access to Classic LFD.com website no longer available to MGA channel as of February 8 Vol. 13, Issue 03, 02/09/15 Vol. 13, Issue 02, 01/27/15
Enhancements now available on www.LFD.com Vol. 12, Issue 17, 11/10/14
Coming soon – Changes to the Life Competitive Intelligence Website Vol. 12, Issue 10, 07/14/14 Vol. 12, Issue 09, 06/30/14
1/27/2020 Internal Use Only – Not for Use with the Public 39 of 39
ARTICLE ISSUE
Self-Service Premiums Alerts (available on Lfd.com and Lfn.com) Vol. 12, Issue 05, 04/07/14
Client Performance Pages on Lincoln Client Website are receiving a Facelift! Vol. 10, Issue 08, 05/21/12 Vol. 10, Issue 07, 05/08/12
Next Phase: Lincoln Producer Website Integration Vol. 07, Issue 23, 12/14/09
Lincoln Producer Website Integration Begins Vol. 06, Issue 04, 04/03/08
Cust. Service – Legacy JP Variable Re-proposal Data Info. now available on MyJPF Vol. 05, Issue 15, 10/01/07
Recap of website Policy & Procedures Page 2007: Issue 09, 06/06/07
New LFN WebSite Launched Vol. 05, Issue 05, 04/20/07
FirstPenn.com Website Shutdown Vol. 04, Issue 13, 07/24/06
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