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Lincoln MoneyGuard – External 1035 Exchange Transition Guidelines

All external 1035 exchange applications for Lincoln MoneyGuard® II (2019) and Lincoln MoneyGuard® Reserve must be received by Lincoln on or before October 1, 2019.

Lincoln MoneyGuard II and MoneyGuard Reserve are non-PBR/2017 CSO compliant and all non-compliant products must be placed in-force with premium by December 31, 2019. If your policy is not placed by the December 31, 2019 deadline, Lincoln will be unable to provide the product for which your client applied.

Full Transition Guidelines Flyer PDF