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Lincoln MoneyGuard II & III Pricing Updates

March 16, 2020: Lincoln MoneyGuard II & III Pricing Updates

Effective today, March 16, 2020, Lincoln Financial Group will implement pricing updates to the Lincoln MoneyGuard® III product with the launch of Lincoln MoneyGuard® III (2020).

Pricing adjustments will result in a price increase between 0-8%.

  • Single pays will see an increase of 8%
  • Flexible premium payments will see an increase that trends down as the duration of payments is extended:
    • 5-pays increase 6.5%
    • 10-pays increase 4.5%
    • 15-pays increase 3.0%
    • 20-pays increase 1.5%
    • 25-pays increase 0.5%

Effective today, March 16, 2020, Lincoln Financial Group will implement pricing updates to the Lincoln MoneyGuard® II (2020) product with the launch of Lincoln MoneyGuard® II (2020) – 03/16/20.

Pricing adjustments will result in a price increase between 0-9%.

  • Single pays will see an increase of 8-9%
  • Flexible premium payments will see an increase that trends down as the duration of payments is extended:
    • 5-pays increase 6.5%
    • 10-pays increase 4.5%
    • 15-pays increase 3.0%
    • 20-pays increase 1.5%
    • 25-pays increase 0.5%

There is a transition period which begins on March 16, 2020 and ends on March 27, 2020. Read the attachment for more specific instructions