Lincoln’s Underwriting & New Business department is committed to helping you meet your year-end goals. To ensure a
consistent experience, a December 18 placement deadline for 2020 life insurance business will be implemented,
including Executive Benefits and Lincoln MoneyGuard®. Any final requirements received after this date will be handled
on a first-in basis and those cases are not guaranteed for placement in 2020.
We encourage you to submit any outstanding requirements for year-end cases as soon as possible. The following
guidelines and key dates should be followed to help ensure your case(s) are prioritized for placement in 2020.
***All IUL (2019) applications must be received by Lincoln’s new business team by December 11th , 2020 in good order. Any IUL application received after December 11, 2020 will be subject to the new AG 49-A illustration requirements.
***Also, our New Business team has instituted a December 18th placement deadline for 2020. Any final requirements received AFTER this date will be handled on a first-in basis.
