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NFP News – What’s New at NFP | Q3 2020

Launch of Updated Financial Wellness Platform – WellCents TM

NFP’s proprietary financial wellness platform provides worksite individual advice and is available to employers of all sizes who want to support their

employees’ financial well being. WellCents is designed to overcome the challenges of traditional worksite financial advice where employers are left to
drive engagement in the program. The WellCents team starts the process by conducting a custom marketing campaign to employees to drive
engagement, providing significant administrative relief for employers. Once engaged, employees have access to an app to take an assessment and

identify where they have room for improvement across their present and future financial needs. Participants then have access to schedule a one-on-
one meeting with a financial advisor through app and all actions are reported back to the employer who can see the results of the program. All

employees regardless of financial situation can benefit from the holistic advice delivered by WellCents surrounding their personal financial situation and
how to best utilize the employer sponsored benefits.

NFP Receives American Bankers Association Endorsement for BOLI & Executive Benefits

NFP was recently recognized by the American Bankers Association through an exclusive endorsement for Bank-Owned Life Insurance (BOLI) and

executive benefits. The ABA endorsement distinguishes solutions that are comprehensive, rigorous and best in class for a range of banking institutions.
In particular, ABA found NFP’s in-house administration services and strong technical expertise to be exemplary, ranking them first in many categories

such as client satisfaction. NFP’s approach to navigating rules and regulations creates significant value for banks and their advisors, auditors
and examiners.

NFP Stop-Loss Center of Excellence for Self-Insured Health Plans

The NFP Stop-Loss COE is a new practice dedicated to supplying the resources needed to provide self-insured clients with the best stop-loss

insurance options and services. Organizations may be left open to a large claim liability if they choose to self-fund without the right stop-loss protection
in place. The NFP Stop-Loss COE offers a streamlined process and a dedicated claims and service team that will alleviate the complexities associated

with a third-party stop-loss vendor and ensure clients are receiving the most competitive rates in the market. The COE will partner to design and
execute creative solutions that help clients maintain their competitive edge in the market.

Expanding the Suite of Exclusively-Priced CITs

As further value-add to Retirement clients and participants, NFP continues to expand the offering of low-cost collective investment trust (CIT) vehicles,
providing access to top-tier asset managers at exclusive pricing. The latest additions to the line-up include Small Cap Growth II sub-advised by AB

with their Small Cap Growth Strategy at a 29% discount to the similar mutual fund and Small Cap Value II sub-advised by American Century at a 40%
discount to the mutual fund.

For more information on any of these resources, please contact your plan advisor.

NFPR-2020-192 ACR# 354960 08/20

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