Lincoln Improves MoneyGuard II Pricing

Coming Soon – Pricing improvements for Lincoln MoneyGuard® II (2020)

Effective July 15, 2024, Lincoln is implementing pricing improvements to Lincoln MoneyGuard II (2020), which improves competitive positioning in targeted areas. Following a transition period, Lincoln MoneyGuard® II (2020) – 07/15/24 will replace currently sold Lincoln MoneyGuard II® (2020) - 01/22/24 in the state of California.

Pricing Improvements

Pricing improvements ranging from 4% to 17% are strategically focused on the following areas:

Issue Ages 55-65

• 3% Compound Inflation

• 6-year Long-term care durations

Designs outside of the targeted improvements will have pricing increases and decreases varying by a wider range as part of these updates.

Availability and Transition Guidelines

Pending firm approval, applications for Lincoln MoneyGuard II (2020) – 07/15/24 will be accepted beginning on July 15, 2024, in California.

• For applications to qualify for the current MoneyGuard II (2020) – 01/22/24 pricing, a projection of values and the completed Part 1 must be signed, dated, and received in-good-order by Lincoln’s home office by Friday, August 16, 2024.

• For pending or issued business on or after July 15, 2024, Lincoln will accept requests with a revised projection of values to change to the MoneyGuard II (2020) – 07/15/24 pricing.

• For placed business, normal internal replacement guidelines apply. Rewrites will not be accepted.