WealthPreserve 2 Survivorship Indexed Universal Life
Lincoln WealthPreserve 2 Survivorship Indexed UL (2022) is built for couples who want to insure two lives under one policy. Preserving assets while taking advantage of growth opportunities through indexed accounts, all with the potential to create cash value to accomplish clients’ unique goals.
Issue Ages: (Age Nearest Birthday)
- 20–80 Preferred Non-Tobacco
- 20–85 Standard Non-Tobacco and Tobacco
Minimum Face Amount: $100,000
Riders Available: Accelerated Benefit Rider (with No First Death Benefit), Accelerated Benefit Rider (with First Death Benefit), Estate Protection Rider, Extended No-Lapse Minimum Premium Rider, Overloan Protection Rider, Supplemental Increase Rider
Sales Tools
Audience | Document | Updated | Link |
---|---|---|---|
Producer Use Only | Forms | 04/24/2024 | Click Here |
Producer Use Only | Multi-Carrier Underwriting Guide | 05/08/2024 | Click Here |
Product Resources
Audience | Document | Updated | Form Number | Link |
---|---|---|---|---|
Producer Use Only | Life Insurance Suite At-A-Glance | 12/05/2023 | LIF-SPEC-FLI001 | Click Here |
Producer Use Only | Producer Guide | 12/18/2023 | LCN-4736513 | Click Here |
Producer Use Only | Specimen Policy | 12/18/2023 | ICC22-SUL6094 | Click Here |
Producer Use Only | Extended No-Lapse Minimum Premium Rider Specimen | 12/18/2023 | ICC22MPR-7106 | Click Here |
Producer Use Only | Supplemental Increase Rider Specimen | 12/18/2023 | ICC22SIR-7107 | Click Here |
Producer Use Only | Accelerated Benefits without Critical Illness Specimen Rider | 12/18/2023 | J-390 | Click Here |
Producer Use Only | Overloan Protection Rider Specimen | 12/18/2023 | LR616 | Click Here |
Producer Use Only | Accelerated Benefits Specimen Rider with Critical Illness | 12/18/2023 | J-389 | Click Here |
Producer Use Only | Rider Reference Guide | 12/05/2023 | LIF-RIDER-FLI001 | Click Here |
Producer Use Only | Foreign National Guidelines | 12/05/2023 | UW-FN-PDC001 | Click Here |
Producer Use Only | Underwriting Age and Amount Requirements Grid | 12/05/2023 | LCN-3667305-071221 | Click Here |
Producer Use Only | Financial Underwriting Guidelines | 12/18/2023 | UW-FIN-FLI001 | Click Here |
Consumer Use | Consumer Guide | 12/18/2023 | WPS-CLT-FLI001 | Click Here |
Consumer Use | Dividends Consumer Flyer | 04/25/2024 | LIF-DIV-FLI001 | Click Here |
Dedicated Team
2024 fmiAgent Point Awards
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