1. Executive DI Capabilities and Resources
NFP Disability
Executive DI
Capabilities and Resources

2. NFP Executive DI Sales Center “We are your back room!”
Shorten your bidding time
Reduce your administrative resources
We have carrier “attention” as One NFP for best offers
Provide consultative support without carrier bias
Expertise to discuss enrollment execution strategy

3. NFP Executive Disability - Enrollment Strategies
“Home Depot Paradox” Do I do it myself or contract out?
Carrier Based Platform
You run the show!
You take the applications
You do Group Meetings
You send s
Carrier Paper Kits
Carrier Enrollment Site
NFP Executive DI
Outsourced Communication Team
1 on 1 for Personal Planning
Group Meetings
with web links
Custom Paper Kits
Custom Electronic Enrollment
Inbound/Outbound Call Center
Voice Stamp Approval
Mobile ready
Income
$300K+
$100K - $200K
Account Management
Billing & Payroll
Additional Enrollments
Retention/Terminations
$75,000
Revenue
Time/Energy
Improve Margins

4. Case Example
Hospital Group, ranked top 25 nationally, connected to a leading medical school
Group LTD Plan “Typically adequate for most employees”
Employer Pay, 60% of Salary Only to max of $10,000 monthly benefit
Need “Basic Shortfalls”
Increase benefit maximum
Add bonus compensation
Provide tax-free benefit payments
Add element of portability
AND, do all the above without increasing costs to the employer
Solution “Enhance the Group LTD plans with an Individual Disability benefit”
Guaranteed Standard Issue (GSI) doubled the benefit maximum to $20,000 monthly benefit
Covered bonus compensation
New voluntary benefit is now tax-free
25% permanent and portable discount from retail rates
Premium was paid by employee so no cost to employer

5. Case Example Challenge “Complicated Communication Issues”
Address the need with over 1200 eligibles in 21 different cities throughout the Midwest
2 Business Units/Employee Benefit Teams, 3 Eligible Employee Classes and 3 separate Group LTD Plan Designs
Enrollment needed to be executed in November/December, avoiding holidays
Customized communication required review by 2 separate benefits staff
Both benefit teams did not want to expend significant resources on the execution of any enrollment strategy
Decision “Outsource to NFP Executive Disability Enrollment Team”
Decreased reputation risk and work burden
Created implementation timeline with weekly phone calls
Produced and coordinated customized mail, and websites for each employee group and benefits team
Simultaneously created a pre-enrollment communication of an LTD benefit change to over 900 physicians
Call center handled over 200 phone and inquiries with personalized and expert response
Conducted multiple “live” webinars and made a “pre-recorded” webinar available to employees with challenging schedules
All communications were approved in writing by appropriate employer benefits team
Outcomes
400 executives and physicians elected new benefits
The most senior executives had their benefits increase by 44%
High quality, complicated enrollment was completed ad no cost to the hospital with no complaints