Vol. VI, Issue 4
September 5, 2008
Plan Sponsor Conference Call Recordings and Adoption Agreement Completion Reminder
During the August plan sponsor conference calls, we reviewed the final plan sponsor adoption agreement kits for UMLifeOptions (the new Unum plans replacing the Basic Protection Plan), discussed key upcoming dates and expectations and answered any remaining questions regarding adoption agreement completion. A recording of each call is now available. To listen to the recordings, call 1-877-471-6587:
- For the August 27 recording, enter replay ID 287719207010.
- For the August 28 recording, enter replay ID 287719207011.
The agenda for these calls is below and you can view supporting documents by clicking on the hyperlinks. Please review these documents prior to listening to the call. The replays are available 24 hours a day, seven days a week through September 30.
As indicated in the materials and discussed during the August calls, adoption agreements must be completed, approved and submitted to the General Board no later than
September 15, 2008. The applicable agreements are available within the hyperlinks below.
If you have any questions, call Terry Shoemaker at 1-800-269-2244, ext. 4628.
Agenda
- Introduction to Call
- Basic Protection Plan (BPP) Replacement
- Draft Adoption Agreement Kit
- Cover Letter
- Adoption Agreement
- Instructions for Completing Adoption Agreement
- Plan Highlights Sheets and Premium Rate Charts
- Key Implementation Activities Timeline
- Next Steps Group Discussion
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