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

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

3. 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

4. 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
Access MyLibertyAssist Beneficiary Services Contact us by phone at , , 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).

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

6. 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

7. Questions?