NFP Activities and Trends

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1 NFP April 23-26, Agenda Please Note: This is a tentative agenda, all times, titles and content descriptions are subject to change. Sunday - April 23rd 6:00 7:00 pm Welcome Reception Monday - April 24th 7:00 8:15 am Breakfast 8:30 5:00 pm Main Platform 8:30 8:45 am Welcome Main Platform 8:45 9:45 am 9:45 10:30 am 10:30 10:45 am 10:45 11:45 am NFP Organizational Update Consumer Driven Marketplace Break TBD Underwriting Speaker 11:45 12:00 pm NFP Virtual Tour 1:00 4:00 pm Experts Room Consult with NFP s Underwriting Staff, set up a time to review files with underwriters from our core carriers and visit with representatives from NFP vendors. 12:00 1:30 pm Connection Lunch Get to know your counterparts at other NFP firms, enjoy lunch and share ideas! 1:30 5:00 pm Breakouts (See next page)

2 Monday, April 24th Breakouts Please note: This is a tentative agenda. All times, titles and content descriptions are subject to change. 1:30 PM 2:30 PM Acronyms, Abbreviations & Lab Values Life Benefits Securities Ever wonder what any of the above mean when reading an APS? Or, have you ever tried to figure out what an Underwriter is telling you about the EBCT? Impacting Employee Health & Productivity Through Wellness Mark Head, EliteWellness Wellness has moved front and center as a key health cost containment strategy for employers. Mark will share with you the numerous entry points your clients can consider when looking at wellness programs for their employees. Business Infrastructure Technologies (BIT) David Baker, NFP NFP Technology is providing solutions to our firms through a custom website and help desk, that enhance productivity, provide vendor contacts, while reducing operational and business continuity risks. Learn more about disaster recovery, viruses and spam while at the same time exploring new technologies such as pda phones, vpn systems, firewalls, and automating backups. 2:45 PM 3:45 PM What You Need to Know About an APS You know you are going to need them. An Introduction on when to order them, how to read them and what to do once you have them. Information & Technology Resources Liz Collins & Jeff Mangels, NFP Join Jeff and Liz as they demonstrate how to utilize the tools and resources available through the NFP Benefits website such as the redesigned Benefits Survey, the Benchmarking, MyBenefitsView, MyHRView, and Newsletters. Advisory & Investment Services Tools and Resources John Bergstrom & David Woodard, NFP Learn about new tools from Advisory Services as well as the latest strategies from the Annuities group. In addition, this session will discuss the new product offerings in the area of Alternative Investments and a few of the exciting new resources now available on the Financial Planning Resource Center. 4:00 PM 5:00 PM Packaging Your Case Learn how to effectively package your case through comprehensive cover letters and complete records, and how to pick the top carriers that will meet your goals. Health Savings Accounts Brian Latkowski, NFP HSAs are designed to inspire employees to have a more vested interest in their medical spending. Come learn how NFP Benefits core partner, WageWorks, has taken health care spending accounts to a new level. Brokerage, Rep Support & Cashiering Monica Barnes, David Block & Trish Sumpter, NFP Overview of the BAS, Rep Support and Cashiering Departments. Learn some useful tips & tricks, new services offered by the clearning firms, paperwork requirements and general policy and procedures.

3 Tuesday, April 25th Breakouts 7:15 8:15 am Breakfast 8:30 9:30 AM Life Track I Life Track II Benefits Securities The Life Product Challenge Nichole Pellar, NFP Because of changes in reserving requirements and AG38, life insurance products are changing at a record pace. Nichole will discuss industry changes and help you know and understand the best product solution for your client. Financial Underwriting Financial underwriting continues to be a challenge. Everyone knows you should talk about it, but no one really wants to. We will discuss the issues. It really is not too bad once you get into it if properly prepared. Long Term Care Bob Saylor, NFP Join Bob as he discusses the evolving environment in the Long Term Care Insurance arena and policy design for when the rubber meets the road. Learn how to increase your individual and executive Long Term Care sales by using NFP Benefits marketing tools and resources. Practice Optimization Process Harold Buckner, NFP NFP has launched the Practice Optimization Process to show firms a path to a more profitable and valuable business. This process will help you to: Diagnose your current situation, Plan for growth, Implement the tools and resources that drive value and therefore Operate your business more efficiently. 9:45 10:45 AM Winflex Harvey Strait, NFP Winflex makes life easier for all of us. Product comparisons no longer require an entire afternoon; all you need is 15 minutes and Winflex! Join us as we explore the full capabilities of our multi-carrier illustration system. UW Strategies & Finances Learn the latest advanced strategies (Premium Financed Variations, Business Planning). Financial Justification (Learn How to Calculate Estate Growth Based on Life Expectancy & Business Planning Evaluations). Voluntary Benefits Dan Robson, NFP Dan will discuss the market trends and growth that made 2005 a remarkable year for Voluntary Benefits at NFP. Learn about our best-in-class carrier partnerships, leading edge technology and robust enrollment resources: all the tools you ll need to succeed in this burgeoning market. Branch Examinations & Surveillance Julian Ortega & Sterling Broadbent, NFP Overview of NFPSI s Branch Examination process and procedures including: Notification of Branch Examinations, Unannounced Examinations & Required Books & Records. Surveillance will cover topics that include Regulatory Risk Management and Policy Testing. 11:00 AM Noon The Life Product Challenge Nichole Pellar, NFP Repeat Because of changes in reserving requirements and AG38, life insurance products are changing at a record pace. Nichole will discuss industry changes and help you know and understand the best product solution for your client. The Good, The Bad and What Gets Issued We will walk you through some real cases involving complex medical conditions and older aged clients. Individual Disability Marketplace Charlie Weisbecker, Principal Financial Group A custom, flexible IDI plan will pick up where basic disability plans leave off, moving employees one step closer to financial security. Join Charlie and a Principal Financial Senior Underwriter for a discussion on identifying disability opportunities and developing sales strategies. On-Line Account Establishment (OLAE) & Direct Business Processing John McGivney, Duane Mattson, & Cathy Vasilev, NFP Learn how to make the most of OLAE, the new way to create and update your client account records online. Participants will receive an overview and learn about key features like searching for client accounts and information.

4 Tuesday, April 25th Breakouts Continued Noon 1:30 pm Lunch 1:30 2:30 PM Life Track I Life Track II Benefits Securities Smart Office Amy Acuna & Tim Abel, NFP Customer Relationship Management technology enables your firm to manage interactions with clients in an organized way. NFP has chosen SmartOffice as its preferred CRM technology platform. Please join us for an overview of the benefits and features of SmartOffice and the process for upgrading to the new platform. UConnect, Back To Basics Adnan Raja, NFP Come listen, and ask all your UConnect related questions. Things you can or cannot do in UConnect. Learn how to make most use out of UConnect and place your cases more effectively. Retirement Services Shane McDougald, NFP Benefits By combining industry leading ideas and technology with a repeatable, prudent decision making process you can deliver a complete service package to your clients. Shane will walk through the NFP Benefits Retirement Sales Process to show how it can create permanent efficiencies in your operation. Business Solutions & Online Tools Plus Laserfiche Mike Lear & Jim Alpern, NFP A detailed discussion of MyResourceView: including PartnerView, Morningstar Advisor Workstation, and Web Services. Also, join NFP s document management specialist for a look at how Laserfiche can transform your office by providing convenient, secure access to your files while ensuring regulatory compliance. 2:45 3:45 PM The New Online PACE System Sharon Cole, NFP This recently automated tool will make preparing life insurance reviews a breeze. The online version directly links to Winflex Web and Vital Signs, making inputting new illustration data a thing of the past! Join us to explore the full capabilities of this exciting, new tool for policy analysis and reporting. Its All About the Blue Print Learn how you can capitalize on the limited capacity out in the marketplace. We ll take you through some real cases and how we can make sure you deliver on the amount the client needs. Compliance: A Valuable Component Carolyn Storey, NFP Join Carolyn as she discusses the state of the industry and the new Compliance and Regulatory Business Center. In addition, she will include an overview of NFP Benefits internal support, as well as, our new core service providers. Producer Compensation (Commission) Denise Winter & Tricia Stringer, NFP How does your compensation flow from the Vendor to NFPSI to you? Tricia will summarize and provide you with an overview of how the compensation process works. Denise will discuss new enhancements and coming changes to the department. 4:00 5:00 PM Smart Office Amy Acuna & Tim Abel, NFP Repeat Customer Relationship Management technology enables your firm to manage interactions with clients in an organized way. NFP has chosen SmartOffice as its preferred CRM technology platform. Please join us for an overview of the benefits and features of SmartOffice and the process for upgrading to the new platform. Competition Corner: Change Is Good Allison Gerwick & Harvey Strait, NFP The Competition Corner area of our website has undergone a major facelift. Allison and Harvey will discuss and review new tools and resources now available. Growing Your Practice with Executive Benefits Amanda Zukowski, NFP Amanda will discuss ExecConnect, NFP Benefits new turn-key package that addresses the small to mid-size non-qualified Executive Benefits marketplace. Learn how this fully integrated online proposal and case management system can help you grow your business. TBD

5 Tuesday, April 25th Continued 7:00 pm Casino Night Try your hand at blackjack, roulette, craps and more, all while mingling with NFP carriers and staff. Don t worry it s funny money, so you don t have to bring your own cash! Wednesday April 26th 7:30 8:45 am Breakfast 8:45 9:45 am Garrison Wynn Making the Most of Difficult Situations This funny, insightful keynote combines relationship building with no-fluff motivation and change to deliver real solutions in uncertain times. Professional keynote speaker and business relationship expert, Garrison Wynn, examines the challenges we face and shows how we can laugh at our problems while using them as catalysts for success. 9:45 10:00 am Closing 11:00 1:30 pm Optional Training ADI Laserfiche will review the latest developments in: Laserfiche 7.2 Best Practices for utilizing Laserfiche in your firm Eliminate sending paper with the electronic document Transfer between your Laserfiche solution and NFPSI