Employee Benefits Solutions

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Presentation transcript:

Employee Benefits Solutions From Lincoln Financial Group Bobby Nader & Tina Reddy Date: 10/10/2018

Today’s Agenda Introduction Preparing a Life Claim Value Added Services Reporting Fire Prevention Q & A

Preparing a Life Claim Date of Birth Active at Work Date of Hire Deliver the Right Solution Across All Leave Types Lincoln’s Leave offering covers over 2 million lives, including: Date of Birth Active at Work Date of Hire Effective Date of Coverage Type of Claim Claim Form & Death Certificate

Value Added Services Areas of Focus Legal and financial planning Will Preparation Identity theft Funeral planning assistance Grief and loss services Employee Assistance Program An educational life services website created to compliment employee and dependent life insurance coverage. Employees will appreciate this comprehensive resource of helpful tools that includes easy-to-understand information on topics of concern for employees and their dependents. Areas of Focus Funeral planning assistance Grief and loss services Identity theft Wellness Legal and financial planning – including online will preparation Resources include; Articles Guides Checklists Calculators https://myliberty.lmig.com/en-us/SBUorDEPTs/Commercial/LMB/MarketingToolsResources/Resource%20Documents/Life/Employee/LMB%20457_Life%20Services%20Website%20EE%20Guide.pdf Access MyLibertyAssist Beneficiary Services Contact us by phone at 866-685-6236, email, or live chat by visiting workhealthlife.com/mllife Test MLC the different life insurance resources (Beneficiary Assistance Services, Life Services Website, and Travel Assistance Services).  

Reporting Reports Life Claim Report Frequency (Annual, Semi-annual, Bi- weekly, etc) Posted to Employer Portal HR Communication [Need script]

Fire Prevention Quarterly Audits on EDI Feeds Tracking Disability Leaves Understanding your Contracts Administer your leaves accordingly Tracking EOI (waivers, declines, and approvals) Updated Beneficiary Statement

Questions?