PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
Three Days of Powerful Information to Help You Navigate the Options for Your Clients and Explore Industry Trends
HOW DO YOU PLAN FOR THE UNEXPECTED? CONTINUALLY!
HOW DO YOU GROW AS AN ADVISOR/AGENT? CONTINUALLY!
Join NAIFA for Impact Week: Long Term Care, November 10-12 from 12-3 pm eastern, daily. Recent events have led to a not-so-happy thought occurring to many Americans as they make their way through this uniquely challenging year. We are hearing words like; “sandwich generation impact,” “income planning,” “retirement impact,” “rising health care costs,” “technology transformation,” “Hybrid, Combo, Linked,” etc. As a result, every American seems to have a story to tell about the impact that extended or long-term care has had or is having on their family.
Small and large towns, cities, and counties alike are looking to you for information and help. We will cover a broad range of topics that speak to current successes, emerging issues, leveraging technology workflows and customer communications across acquisition, onboarding, and service. Top executive leadership will look to the future of the extended and long-term care industry. Where do we see it growing, stalling, changing distribution models or creating products?
How are major insurers responding? How are distributors and specialists responding? How are consumers and clients responding? How are you responding?
We grow better together.
12 PM ET: WELCOME
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
12:05 PM ET: EXECUTIVE LEADERSHIP PANEL
Moderated by NAIFA CEO, Kevin Mayeux, CAE
Panelists:
Troy Anderson, President and National Sales Manager Life Insurance,
Nationwide
Dennis Martin, President Individual Life and Financial Services One
America
Bill Nash, Senior VP Head of MoneyGuard and Strategic Partners of the
Future at Lincoln Financial Distributors
1:10 PM ET: WHY LTC NOW?
Matt Hamann, Transamerica
With more options available to consumers than ever before to plan for a long-term care event, why should clients consider a standalone policy? Individually sold policies are the core of what we do and increasingly Transamerica’s MulltiLife business has grown as more people look to their employer for curated benefits. During our session we will provide a business update to address enhancements we have put in place which support your business and also share what can you expect to see next!
1:45 PM ET: LTC WORKSITE ENROLLMENTS IN A VIRTUAL WORLD
Denise Gott, CLTC, ACSIA Partners
Learn how to approach employers and begin the conversation about LTC benefits even when employees are working remotely. The case analysis, education, process, and enrollment, all offered using a virtual approach. Plus, value added resources for employees who are caregivers through YourCare 360.
2:20 PM ET: LIFE HAPPENS FOR LONG-TERM CAARE MONTH
Jon Voegele, ChFC, CLU, CASL, LUTCF, President of the Board: Life Happen
Join Jon Voegele, Agency Vice President at Country Financial who is the Chair of the non-profit Life Happens as he discusses the success of LIAM 20 and talks about the expanded role Life Happens is playing with advisors through offering compliant-approved content that increases the awareness for life products and opens the conversation to tough talks such as long-term care.
2:50 PM ET: CLOSING REMARKS
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
12 PM ET: WELCOME
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
12:05 PM ET: LTC INSURANCE 2.0: A DISCUSSION WITH HYBRID LIFE + LTCI
BUSINESS LEADERS
Moderated by Steve Cain, Sales and Business Development Leader at LTCI
Partners
Join the Hybrid Life and Annuity Products panel for an in-depth discussion and marketplace update. Highlights include an overview of LTC planning solutions along with a close look at technology and how this affects the customer experience. Best interest considerations will also be discussed including fiduciary duty and suitability. The panel will close with a focus on best practices for virtual sales.
Panelists:
Ryan Bivens, National Sales Manger, Long Term Care, Pacific
Life
Tracy Edgar, Vice President of Sales, Care Solutions, OneAmerica
Brandon Heskett, National Sales Vice President - SecureCare, Securian
Financial
1:10 PM ET: WHO WILL LEAD LTC POLICY EFFORTS IN POST-ELECTION?
Diane Boyle, Senior Vice President, Government Relations, NAIFA
The need for long-term care planning has been heightened during the pandemic, but polarized politics and revenue shortfalls complicate policy initiatives. In the session, you’ll learn about: Election implications for LTC ; Opportunities to increase product awareness and State and Congressional challenges
1:45 PM ET: ANALYZING HOW MEDICARE AND VETERAN BENEFITS WORK TOGETHER
Dan Mangus, Vice President of Sales, Senior Marketing Specialists
Our veterans have already gone above and beyond for this country. Now it’s our turn to give back by being fully educated about the benefits available to them. Join Dan Mangus as he walks through various options and benefits available to veterans and how to access these benefits.
2:20 PM ET: WELLNESS INITIATIVES AND LTC/LIFE INSURANCE: KEEPING PEOPLE
HOME LONGER
Sandra Jones
2:50 PM ET: CLOSING REMARKS
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
12 PM ET: WELCOME
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
12:05 PM ET: TECHNOLOGY PANEL
Moderated by Ryan Pinney, President, Pinney Insurance
Panelists:
Steve Cain, Sales & Business Development Leader, LTCi
Partners
Max Schmitz, Vice President of Marketing & Sales, DI & LTC
Insurance Services
1:10 PM ET: NO LONG-TERM CARE INSURANCE DOES NOT MEAN NO PLAN AT ALL
FOR LONG-TERM CARE NEEDS
Shelley Giordano, Director of Enterprise Integration, Mutual of Omaha
Mortgage
Shelley Giordano, Co-Founder of the Academy for Home Equity in Financial Planning at the University of Illinois and Director of Enterprise Integration at Mutual of Omaha will discuss strategies that improve the advisor's reach in planning for long term care needs. Evidence suggests that clients whose advisors create a plan that includes contingencies for health care are likely to be more satisfied with their advisor relationship. No longer a binary choice of either insurance or no plan at all, research supports proactive inclusion of the housing asset to prepare for long term care needs, as well as turbulence in other aspects of retirement.
1:45 PM ET: LIVE, DIE, QUIT, AND DEDUCT: EXECUTIVE BONUS PLANS USING
LTC LINKED BENEFIT SOLUTIONS
Rick Sewart, Director, LTC Solution Center, Crump Life Insurance Services
Executive bonus plans are often overlooked as a planning method that can provide meaningful benefits for business owners, top executives, and key employees. Please join Crump's Rick Stewart, LTC Solution Center, as he discusses how LTC linked benefits can be utilized within executive bonus plans to provide the live, die, quit value proposition of a linked benefit, plus additional tax advantages similar to traditional LTC insurance.
2:20 PM ET: WHO IS SELLING WHAT? TO WHOM, HOW & WHY?
Barry Fisher & Ron Hagelman Jr.,
Ron and Barry discuss the preliminary findings of a recent advisor survey (conducted with Oliver Wyman Actuarial) focused on long-term care planning. The WWWHW Survey aims to uncover: Best practices in starting the long-term care planning conversation; Agent/Advisor/Consumer product perceptions and preferences; Best ways to get prospects and clients to “YES”; Why many agents/advisors do not discuss long-term care planning with consumers
2:50 PM ET: CLOSING REMARKS
Carrol Golden, CLU, ChFC, CLTC, CASL, FLMI
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