Employee Benefits & Retirement Plan Insights for Employers | TruePlan

Executive Disability Income Protection for Hospital Leaders

Written by Bernard A. Gleeson | October 3, 2024

 

Why executive disability income protection is a critical risk strategy for hospital leaders

Implementing a comprehensive risk management strategy is imperative for C-level executives and senior management at HANYS member hospitals. One critical, but often overlooked component, is executive disability income protection.

For high-income earners, a disability doesn’t just threaten health. It threatens long-term financial stability, leadership continuity and retention. That’s where an executive disability income protection program (EDIPP) plays a pivotal role.

With increasing interest from C-suite and hospital executives, TruePlan Benefit and Retirement Advisors spoke with Bernard A. Gleeson, director, employee benefit services, to answer the most common — and most important — questions executives ask about EDIPPs.

 

Executive disability income protection FAQs for hospital and health system leaders

Click on a common executive disability FAQ to get it's answer.

What is an executive disability income protection program (EDIPP)?

An executive disability income protection program (EDIPP) is a specialized form of disability insurance designed to supplement existing group disability plans offered by employers.

These individual plans provide additional coverage beyond the typical monthly maximum benefit cap found in traditional employer-based offerings. By overlaying on top of group plans, they ensure that high-earning executives receive adequate income protection if they become disabled.

How does EDIPP differ from standard disability insurance?

Most group LTD plans replace up to 60% of income but typically cap benefits at $10,000 to $15,000 per month. For executives earning $180,000+ annually, this creates a meaningful gap, leaving high-income earners underinsured. In addition, EDIPPs provide more specific definitions of disability and occupation tailored to the individual's role.

EDIPPs differ in three ways:

  • higher monthly benefit limits;
  • stronger “own-occupation” disability definitions; and
  • coverage tailored to executive roles and responsibilities.

Scenario: Group disability vs. executive disability coverage

Imagine a CEO whose role requires physical mobility across hospital departments. After a permanent leg injury, they can no longer perform those duties, but they could still earn income as a virtual academic instructor.

  • Under a group LTD plan: The carrier may reduce benefits due to residual earning capacity. However, the carrier will not pay the full claim amount since its definitions of disability are more specific. The CEO has now lost income because of their disability, as they're only receiving a portion of what they used to make.
  • Under an EDIPP (also known as individual executive disability plan): Benefits are more likely paid in full because the policy is tied to the executive’s specific occupation.

This distinction is critical for C-suite leaders whose responsibilities are not easily transferable.

 

Why high-income earners need an EDIPP

Executives earning more than $180,000 annually often discover too late that their group LTD plan replaces far less income than expected, especially after taxes. EDIPPs help:

  • close income replacement gaps;
  • protect bonuses and incentive compensation; and
  • provide financial certainty during extended disability.

For hospital leaders, this protection supports not just personal finances but organizational stability.

 

What benefits and coverage options does EDIPP offer?


Benefits

Here are three benefits of EDIPP: Enhance executive financial security; more precise occupational definitions; and easy administration.

Coverage options 

These programs provide a higher level of disability protection, ensuring that more of an executive's annual earnings are covered. Coverage is typically determined as a percentage (60% to 66%) of the applicant's annual earnings, with some excess line carriers offering limits of up to $100,000 per month. This coverage can be customized based on the executive's specific needs, subject to underwriting that evaluates health metrics, occupation, etc. Coverage can be customized based on:

  • base salary and incentive compensation;
  • health and underwriting profile; and
  • desired riders (Social Security cost-of-living adjustments (COLAs), future increase options, etc.).

Additional coverage considerations

  • some employment agreements require employers to cover disability income gaps;
  • group LTD plans often exclude bonuses and variable compensation;
  • EDIPPs can cover mental health and substance-related disabilities beyond 24 months, often to age 67; and
  • optional riders can adjust benefits for inflation or future income growth.

 

Who is eligible and how do executives enroll?

Eligibility generally applies to executives whose earnings exceed group LTD plan maximums. Enrollment includes:

  1. application submission;
  2. medical and financial underwriting; and
  3. carrier approval, modification or denial.

TruePlan helps navigate this process efficiently.

 

How EDIPPs strengthen a hospital’s risk management strategy

Hospitals that offer executive disability income protection demonstrate a commitment to leadership stability and long-term retention.

These programs:

  • protect institutional knowledge;
  • reduce executive turnover risk; and
  • strengthen total rewards strategies.

Top talent increasingly expects this level of financial protection.

 

Gleeson’s five considerations

How to select an executive disability income protection program

When evaluating an executive disability income protection program, hospital leaders should focus on several critical factors that directly impact the adequacy, reliability and long-term value of their coverage.

 

1. Start with benefit amounts and income replacement

The policy’s monthly benefit should accurately reflect the executive’s total annual earnings, not just base salary. Because most group long-term disability plans cap monthly benefits, high-income earners often experience a significant income gap. An effective EDIPP is designed to supplement group coverage, so executives are not left underinsured if a disability occurs.


2. Understand how the policy coordinates with existing group LTD coverage

Many insurers structure executive disability policies to “layer” on top of employer-sponsored plans. This coordination is essential for ensuring seamless income replacement and avoiding coverage shortfalls created by group plan maximums, bonus exclusions or tax treatment differences.

3. Compare short-term versus long-term benefit structures

Executives should review how long benefits last and when they begin. Some policies offer tax-advantaged benefits, while others require a defined elimination period or medical leave before payments start. Evaluating these timelines alongside premium costs is critical, as pricing can vary significantly based on underwriting, benefit duration and occupation class.

4. Pay close attention to the definition of disability

One of the most important differentiators in an EDIPP is how “total disability” is defined. High-quality policies use strong own-occupation language, allowing executives to receive benefits even if they return to work in a modified or alternative role. This distinction can materially impact claim outcomes for senior leaders with specialized responsibilities.

 

5. Look for flexibility and customization

Individual executive disability income policies often provide the level of specificity high-level executives need. Optional riders, such as cost-of-living adjustments, future increase options or coverage for incentive compensation, can further align benefits with evolving compensation structures and career trajectories.

 

Additional EDIPP considerations

  • There are instances where executives may have language in their employment agreement stating the employer will provide a policy to cover any gap in disability coverage between the group disability plan and 60% to 66% of the executive’s annual earnings.
  • Many group LTD plans don’t cover bonuses or additional compensation, which widens the gap of income not covered.

Unlike the 24-month period on group plans, executive disability income protection plans cover gaps regarding mental health and substance abuse to age 67.

By carefully evaluating these considerations, executives can select a disability income protection program that supports both their personal financial security and the broader risk management objectives of their organization.


Seamless executive disability protection 

How easy is it to get protected with an EDIPP with TruePlan?

One common misconception is that executive disability coverage is complex or slow to implement. In reality, the process is straightforward and designed to minimize disruption. Here are the four common steps that executives can take at their own pace.

Why TruePlan is the strategic choice for executive disability risk management

TruePlan Benefit and Retirement Advisors brings deep experience designing executive disability income protection strategies for healthcare organizations. We work with leading domestic and excess-line carriers to build solutions that integrate seamlessly with existing benefits, align with institutional risk management goals and support long-term leadership stability.

When protecting your executives means protecting your organization’s future, TruePlan delivers the clarity, expertise and guidance hospital leaders can trust.