This guide has been updated to reflect changes made under the Tax Cuts and Jobs Act of 2017. Please note that many of the provisions of this tax act that affect individual taxpayers are set to expire at the end of 2025.
Lincoln's MoneyGuard is designed for your client's long-term care plan. It's universal life insurance with a rider that provides income tax-free reimbursements for qualified long-term care expenses. Click here for a sample case study.
Now, there's even more to love! Check out this new, enhanced IUL Protect policy, with features - like the Extra Interest Credit - that give your clients more clarity and straightforward performance.
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We can handle all your tough cases. With our experience and determination, we know what it takes to get your most difficult cases placed. Click here to view our latest case studies