Lincoln Financial Platform
Lincoln Financial Platform
Section titled “Lincoln Financial Platform”Platform Access
Section titled “Platform Access”Life/Annuity Contracting Process
Section titled “Life/Annuity Contracting Process”Submit a request ONLY if you have business to submit.
Step 1: Complete the Contracting Request on SureLC
Section titled “Step 1: Complete the Contracting Request on SureLC”- Go to the SureLC Portal
- Sign in or create your SureLC account
- Complete your contracting request:
- Select Lincoln as the carrier
- Make sure all your information is up to date, including your E&O insurance, license(s), and signature
Step 2: Complete Google Form
Section titled “Step 2: Complete Google Form”Complete Google Form only after submitting your SureLC request.
Required Information:
- Full name
- Email address
- Any additional business details as requested
Step 3: Carrier Processing
Section titled “Step 3: Carrier Processing”Once completed, your contracting request will be submitted to Lincoln for processing.
Step 4: Carrier Notification
Section titled “Step 4: Carrier Notification”Lincoln will review your request and notify you directly of their contracting decision via email.
Processing Information
Section titled “Processing Information”Important Processing Notes:
Section titled “Important Processing Notes:”- Processing Time: Allow 24-48 hours for GFI processing and a full 7-10 business days for carrier to process appointment paperwork
- Status Inquiries: Email appointmentstatus@mygficonnect.com for updates
- Next Steps: Keep an eye on your email for next steps to finalize your carrier appointment
Annuity Product Training
Section titled “Annuity Product Training”Lincoln - Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Contact Information
Section titled “Contact Information”Business Hours
Section titled “Business Hours”Monday - Thursday
- 5:00 a.m. to 3:00 p.m. PT
- 7:00 a.m. to 5:00 p.m. CT
- 8:00 a.m. to 6:00 p.m. ET
Department Contacts
Section titled “Department Contacts”Sales/New Business Support
Phone: (877) 533-1022
Quick Reference
Section titled “Quick Reference”| Service | Contact |
|---|---|
| Producer Login | lincolnfinancial.com/login |
| Product Training | RegEd Platform |
| Product Codes | Google Drive Document |
| Sales Support | (877) 533-1022 |
| Status Inquiries | appointmentstatus@mygficonnect.com |
Contracting Process Summary
Section titled “Contracting Process Summary”| Step | Action | Notes |
|---|---|---|
| Step 1 | Complete SureLC contracting request | Select Lincoln as carrier |
| Step 2 | Submit Google Form | After SureLC request |
| Step 3 | Wait for carrier processing | 7-10 business days |
| Step 4 | Receive notification | Email confirmation from Lincoln |
Important: Complete both SureLC request and Google Form. Note hours are Monday-Thursday only (no Friday hours listed). RegEd product training required - obtain product code from Google Drive document.