NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success globally through employee expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions.

NFP - An Aon Company

Category:

Insurance

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions. We enable client success through the expertise of our professionals across the globe, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.

NFP logo

Category:

Insurance

Services

1. Benefits and Life

Creating and servicing benefit plans that enhance employers’ ability to attract and retain talent and support diverse employee needs, as well as life insurance programs that help people protect their families and establish their legacies.

2. Property and Casualty

Addressing each client’s risks with solutions designed to protect every aspect of their business, including their operations, property, people and reputation.

3. Wealth and Retirement

Offering wealth management and retirement advisory expertise to help individuals and families preserve, protect and grow their assets as they prepare for their desired future.

4. Personal Insurance

Delivering solutions (beyond standard homeowners insurance) to cover a variety of personal property, including vacation homes, automobiles, watercraft, jewelry and art.

Forum Presentation Topics

  1. Small Group Medical Market (1-50 lives): Specialty products are used to maximize programs to include MEWA (Multiple Employer Welfare Arrangement), Balanced Solution (Self-Insured), Grandmother/Grandfathered and ACA (Affordable Care Act) insurance plans.
  2. Large Group Marketing (50-1000 lives): Individualized review of the RFPs and what should be included, as well as review of important claims data (which is available for groups over 100 employees). Explore plan designs and funding options to maximize benefits for employees.
  3. Ancillary Benefits: Explore affordable options to help retain and attract top talent. Benefit options include Life, STD, LTD, Dental, Vision, Student Loan Debt Repayment Assistance and Worksite options.
  4. ERISA Compliance: What you need to know to have the correct documents in place, including when you need to file the form 5500. We find most companies are not in compliance, which opens them to liability and potential large penalties.
  5. HSA/FSA Programs: Maximize your benefit plan using tax advantage programs. Both programs allow employees to use tax free dollars to pay medical expenses. The HSA and FSA programs are one of the most appreciated benefits offered to employees.
  6. Benefit Technology: For both small and large companies, the use of technology will create a more streamlined benefit programs with improved ability to communicate their benefits. Electronic Benefit Admin Systems and Benefit Technology can be added to medical programs for low or no cost upgrades.

Contacts

Joel Richman
Joel RichmanVice President
Kevin Lurie
Kevin LurieSr. Vice President