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With the new impending regulation changes this year, Principle-Based Reserving (PBR) and the 2017 Commissioners Standard Ordinary (CSO) Table, Lincoln is focused on making the transition as seamless as possible for their customers.  They are taking prudent measures across all business lines to ensure our agents and customers have a positive experience as they work to place year-end business. 

 Due to the unique business processes for Lincoln MoneyGuard and to help ensure a positive client experience while complying with these new industry regulations, 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.

Important! MoneyGuard II 1035 Exchange Deadline

September 25th, 2019

LIncoln Logo

With the new impending regulation changes this year, Principle-Based Reserving (PBR) and the 2017 Commissioners Standard Ordinary (CSO) Table, Lincoln is focused on making the transition as seamless as possible for their customers.  They are taking prudent measures across all business lines to ensure our agents and customers have a positive experience as they work to place year-end business. 

 Due to the unique business processes for Lincoln MoneyGuard and to help ensure a positive client experience while complying with these new industry regulations, 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.

Exchange Dealines
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