long term care insurance conference 13th Annual Intercompany Long Term Care
Insurance Conference
2013-03-03 08:01:01
 
 
Sort by: Presentations | Speakers

Presentation Documents

1
Morbidity Improvement
2
Deal or No Deal?  A Care Debate
3
LTC Personnel Development
4
Financing Framework for Social LTC Security System
5
Is the LTCI Specialist the Next Endangered Species?
6
The Art of the Steal with Frank Abagnale
7
Short and Thin: Marketing & Sales of Affordable Products
8
Market Regulation - What You Need to Know
9
Valuation Hot Topics
10
What Can We Learn from DI?
11
Reinstatements
12
The Provider Landscape 101
13
Meeting with Medical Directors: Complex Case Studies
14
Is the Right Product Being Marketed? - In Mentor Review
15
Opposite Opinions or On the Same Page?
16
Management View of Capital and other Financial Matters
17
LTC Claims Management
18
Pricing Mechanics of Combination Products
19
Compliance Hot Topics
20
Partnering for Sales...Challenges and Opportunitie
21
'E' Initiative
22
How to Sell the Lead Remotely
23
Old Problem New Methods: Using Social Media to Raise LTC Awareness
24
Obesity: Understanding The Risk
25
LTCI in a Low-Interest Rate Environment
26
The Quest to Preserve Home Care Benefits
27
Washington Watch - An Inside the Beltway view of LTC Market's Critical Issues
28
Genetic Testing: Underwriting Risk or Fear? –  should be in by end of the week
29
How to Hit the Reset Button
30
Alternative Marketing
31
Managing Rate Increases
32
Security/Compliance in a Paperless World
33
Advanced Actuarial Topics
34
Claims:  Social Media, Surveillance, and Interviews
35
The Three Wise Men: Lessons Learned from Recent Litigation & Regulatory Action
36
Actuaries & Underwriters - You Do That???
37
Factors behind Carriers' Decision to Leave the Market
38
Outsourcing
39
Claims Roundtable
40
All for One and One for All – A Public/Private Collaboration
41
CCRC Without Borders
42
Managing Multiple Chronic Conditions Long Term – EARN RN CEUs!
43
Power Tools
44
Advertising - A Look at Different Perspectives
45
Lessons From the Heath Care Arena in Managing Chronic Care
46
Executing Operational Change in LTC
47
Sales Distribution versus the Opportunity for LTCi Sales
48
Universal LTC: A New Product Idea  Again

Speakers

  • FRANK
    ABAGNALE

    Author,
    Catch Me If You Can

    Join Frank for a special Fraud Seminar.

  • LOIDA
    ABRAHAM

    LTC Chief Actuary,
    Genworth

    Loida R. Abraham joined Genworth in August of 2011,

  • MARY
    ALEXANDER

    Director of Business Relationships,
    Home Instead Senior Care Franchise Network

    Mary Alexander is director of Strategic Alliances.

  • JOLINE
    ALLEN

    Director, Underwriting and Audit,
    RGA

    Joline Allen currently acts as Director of Underwriting

  • Teresa
    Allmond

    Consultant,
    Sr. Risk

    Teresa B. Allmond, BSN, BSHA, RN-BC, LNCC, specializes in risk management

  • JODI
    ANATOLE

    Vice President, Voluntary & Worksite Benefits,
    MetLife, Inc.

    Jodi Anatole is Vice President in MetLife’s Voluntary.

  • MARK
    ANEMA

    Vice President of New Product Management
    Thrivent

    Mark Anema is Vice President of New Product Management

  • GENE
    ARSENAULT

    Long-Term Care National Director of Sales
    John Hancock

    In April 2004, was appointed as the West Coast Regional Director

  • BRENT
    AUSTIN

    Partner,
    Edwards Wildman

    Brent Austin is a partner in the Litigation Department of Edwards Wildman,

  • YOLANDA
    AUSTIN

    Program Manager, Life & Annuity,
    ACORD

    Yolanda is ACORD Life & Annuity Program Manager where she is responsible,

  • CAROL
    BABOUR

    President
    Friends Life Care

    Carol A. Barbour serves as President of Friends Life Care System and of each of its subsidiary corporations,

  • ROSS
    BAGSHAW

    Principal and Consulting Actuary
    Wakely Actuarial Services

    As Principal and Consulting Actuary at Wakely, Ross is taking a leadership role

  • CAROL
    BARBOUR

    President
    Friends Life Care

    Carol A. Barbour serves as President of Friends Life Care System

  • MARGIE
    BARRIE

    National Marketing Coordinator & Principal
    Hagelman-Barrie LTC Sales Training Solutions

    Margie is an agent specializing in long term care insurance.

  • ANGIE
    BATTERSON

    Assistant Vice President, Operations
    CNA

    Angie is Assistant Vice President of Operations.

  • JOHN
    BELIC

    Director, Live+Well Program
    Genworth Financial

    John graduated from the University of Pittsburgh in 1987.

  • JACQUELINE
    BENCOMO CARRENO

    Director
    CHCS Services, Inc.

    Jacqueline Bencomo Carreno is Director of Care Management,

  • DAVID
    BENZ

    LTC Pricing Leader,
    Employers Reassurance Corporation

    Deal pricing & Employer Profitibility.

  • JAMES
    BERGER

    A&H Valuation Actuary
    Employers Reassurance Corporation

    Jim Berger joined Employers Reassurance Corp in 2003.

  • VINCENT
    BODNAR

    Director
    Towers Watson

    Vince is a Director with Towers Watson and leads the firm’s long-term care efforts

  • GARY
    BOLDIZSAR

    National Accounts Executive
    Maxim Healthcare Services

    Gary Boldizsar received his BA in Biology from The College of Wooster,

  • MIKE
    BRIDGES

    President
    PaperClip, Incorporated

    Since 1995, Mike has served as President, Vice President of Marketing & Sales,

  • ROBERT
    BROWN

    Risk Management Leader
    MassMutual Financial Group

    Rob has twenty years of insurance industry experience,

  • LOUIS
    BROWNS-
    TONE

    Chairman
    California Long Term Care Insurance Services, Inc.

    Louis H. Brownstone is Chairman of California

  • JANE
    BRUE

    Compliance Director
    Univita

    Compliance Director at Univita since 2002, Jane’s responsibilities include

  • BOB
    BUA

    President,
    CareScout

    Eldercare Innovator and Author

  • MIKE
    BURCHILL

    Vice President, Financial Planning & Analysis
    CNA

    Michael is the finance leader for CNA’s non-core operations,

  • PETER
    BURKE

    Assistant Vice President, Long-Term Care Claims Operations
    John Hancock Financial Services

    Peter has been in the financial

  • STUART
    BUTLER

    Distinguished Fellow and Director, Center for Policy Innovation
    The Heritage Foundation

    Bio Coming Soon

  • STEVEN
    CAIN

    Principal, National Sales Leader
    LTCI Partners, LLC

    Steve Cain is a Principal and National Sales Leader for LTCI Partners,

  • TERESE
    CAPIZZI

    Director of LTC Operations
    Northwestern Mutual Life Insurance Company

    Terese J. Capizzi, CLTC, is the director of Long Term Care Operations for Northwestern

  • DANIEL
    CATCHCART

    Chief Marketing Officer
    Ability Re

    Dan Cathcart is Chief Marketing Officer for Ability Re, located

  • LINDA
    CHOW

    Consulting Actuary
    Milliman, Inc.

    Linda is a Consulting Actuary with the Chicago office

  • TOM
    COBLE

    Founder and CEO
    Elmbrook Management Company.

    Tom C. Coble is the founder and CEO of Elmbrook Management Company (EMC).

  • MARK
    COHEN

    Chief Research and Development Officer
    LifePlans, Inc.

    Marc A. Cohen, Ph.D. is the Chief Research and Development Officer

  • BRUCE
    COLBECK

    VP, Market Growth & Development Consultant
    Wells Fargo

    Bio Coming Soon

  • JEFF
    CONDIT

    SVP Finance - Closed Block Operations
    UNUM

    Bio Coming Soon

  • JOHN
    CRISWELL

    CEO
    Pulse8, LLC

    John Criswell is founder and CEO of Pulse8, a solutions company focused

  • MARGARET
    CZELLECZ

    LTC Underwriting Director
    LifePlans Inc.

    Margaret S. Czellecz is the LTC Underwriting Director at LifePlans Inc.

  • GLENN
    DALY

    AVP, LTC Contracts & Legislative Services
    John Hancock

    Glenn Daly is Assistant Vice President of LTC Contracts

  • JULINE
    DIERS

    Director Insurance Administration Services – Customer Service
    Univita

    Juline has over 18 years of customer service

  • RALPH
    DONATO

    Actuarial Consultant
    Towers Watson

    Ralph is an Actuarial Consultant with Towers Watson.

  • JEFF
    DRAKE

    Vice President & Actuary
    OneAmerica

    Over the past 30+ years, Jeff has worked in the consulting arena

  • BILL
    DYESS

    President
    Dyess Insurance Services

    Bill Dyess CLTC, is a licensed insurance professional for 35 years

  • ANDY
    FALVEY


    Aplifi

    An insurance agent from 1988 to 2000, then as an IT Manager and Consultant.

  • ANGELA
    FORSELL

    Vice President, Clinical Services
    Univita

    Angie Forsell is Vice President, Clinical Services for Univita Health's Insurance.

  • Michael
    Francescone

    Vice President & Actuary
    New York Life Insurance Co.

    Mike Francescone in Vice President & Actuary

  • CARL
    FRIEDRICH

    Principal and Consulting Actuary
    Milliman

    Carl is a principal and consulting actuary with the Chicago office of Milliman.

  • KELLY
    FUNK

    Senior Associate Director of Corporate Initiatives and Business Development
    Alzheimer's Associations

    Kelly Funk is Senior Associate Director of Corporate Initiatives and Business Development.

  • JOSEPH
    FURLONG

    Associate Director of Claims
    RGA Reinsurance Company

    Joe joined RGA in November 2010 to oversee their reinsured block of LTC Claims.

  • MICHAEL
    GILBERT

    President
    HireFamily LLC

    Michael Gilbert is the President and Founder of HireFamily LLC

  • HOWARD
    GLECKMAN

    Resident Fellow
    The Urban Institute

    Howard Gleckman is the author of Caring for Our Parents

  • JAMES
    GLICKMAN

    President and CEO
    LifeCare Assurance Company

    Jim is President and CEO of LifeCare Assurance Company,

  • CARROLL
    GOLDEN

    Sr. VP Sales and Marketing
    Transamerica Long Term Care

    Carroll entered the professional world as an International Translator,

  • JENNY
    GOODYEAR

    Vice President, Operations
    Senior Health Insurance Company of Pennsylvania (SHIP)

    Jenny Goodyear is Vice President of Operations at Senior Health Insurance

  • HARLEY
    GORDON

    President
    CLTCC

    Harley Gordon is a founding member of the National Academy of Elder Law Attorneys.

  • MISSY
    GORDON

    Actuary
    Milliman

    Missy is an actuary with the Minneapolis office of Milliman.

  • MICHAEL
    HAMILTON

    AVP, Linked Benefit Product Leader
    Lincoln Financial Group

    Mike Hamilton serves as the Head of Institutional Product Solutions

  • RANDY
    HARDOCK

    Partner
    Davis & Harman

    Randy Hardock's practice concentrates on tax and ERISA matters

  • PEGGY
    HAUSER

    Senior Vice President, Actuarial Services
    Univita Health

    Peggy has been with Univita

  • ANDREA
    HELMS

    Director, Long Term Care Claims Review
    Bankers Life and Casualty

    Andrea Helms is the Director of Long Term Care Customer Service with Bankers Life

  • DAWN
    HELWIG

    Consulting Actuary and Principal
    Milliman, Inc.

    Dawn is a principal and consulting actuary with the Chicago office of Milliman.

  • DR. STEPHEN
    HOLLAND

    Cheif Medical Officer
    Univita

    As Chief Medical Officer of Univita Health, Dr. Holland is responsible for all clinical strategies

  • DIANNA
    HOWELL

    Account Director
    Sherry Matthews Advocacy Marketing

    Dianna Howell is an Account Director for Sherry Matthews Advocacy Marketing

  • LORETTA
    JACOBS

    Senior Manager
    Ernst & Young

    Loretta Jacobs joined Ernst & Young’s Insurance and Actuarial Advisory Services

  • LAUREL
    KASTRUP

    Director, Life/Health Actuarial Services
    KPMG LLP

    Laurel is a Director in the Actuarial practice of KPMG located in the Dallas office.

  • TIM
    KEMPEN


    Milliman

    Bio Coming Soon

  • DEAN
    KERR

    Principal, US Actuarial Life Practice
    Oliver Wyman Actuarial Consulting

    Dean Kerr is a Principal in the Toronto

  • DAVID
    KERR

    Principal,
    Oliver Wyman Actuarial Consulting

    More than 29 years of insurance experience.

  • LARHAE
    KNATTERUD

    Director of Aging Transformation
    MN Dept of Human Services (DHS)

    LaRhae Grindal Knatterud has a BA from Augsburg College in Minneapolis,

  • TIM
    KNEELAND

    President
    Transamerica

    Tim started in the life insurance business in 1982

  • GREGG
    KROMAN

    National RCI Director & Product Coordinator
    LTC Edge

    Mastering interpersonal communication since 1980.

  • MARK
    LANFORD

    Manager, Special Investigation Unit
    MetLife, Inc.

    Mark Lanford is Manager of the Special Investigation Unit for MetLife.

  • SANDRA
    LATHAM

    Project Manager and Principal
    LTCI Partners, LLC

    Sandra Latham is a Project Manager and principal at LTCI Partners, LLC.

  • KEN
    LEIBOW

    Director Operations
    Genworth Financial

    Ken Leibow is a Director of Operations at Genworth.

  • DARYL
    LEPAK

    Director of LTC Claims
    CNA

    Daryl Lepak is a registered nurse who worked in a High Risk Cardiac ICU

  • Denise
    Liston

    Vice President of Insurance Services,
    LifePlans, Inc.

    Denise is Vice President of Insurance Services at LifePlans.

  • Beth
    Lovaas

    Regulatory Compliance Administrator
    New York Life Insurance Company

    Beth Lovaas is a Director, Contracts & Compliance.

  • David
    Lovejoy

    Medical Director
    Mass Mutual

    Dr. Lovejoy is a Clinical Neuropsychologist and serves as the Director of Behavioral Health .

  • Beth
    Ludden

    Senior VP of Product Development
    Genworth Financial

    Beth Ludden is the Long Term Care Insurance Senior

  • Sheila
    MacDonnell

    AVP and General Medical Director for Long Term Care Insurance
    John Hancock Financial Services

    Dr. Sheila MacDonnell is a graduate of Tufts Medical School

  • Aileene
    MacEachern

    Director of Network Development and Provider Initiatives
    CareScout

    Aileene is the Director of Network Development.

  • Heather
    Majewski

    ,AVP and LTC Product Manager
    John Hancock Financial Services

    Heather Majewski is Assistant Vice President and Product Manager,.

  • Bruce
    Margolis

    Medical Director, Long Term Care Division
    Genworth Financial

    Dr. Bruce Margolis is the Medical Director for Genworth Financial’s

  • Amanda
    Matthiesen

    Policy Director – Long Term Care Insurance
    America's Health Insurance Plans

    Amanda Matthiesen is a Policy Director America’s Health Insurance Plans.

  • BARBARA
    McCANN

    Chief Industry Officer
    Interim HealthCare

    Barbara McCann is the Chief Industry Officer of Interim HealthCare Inc.

  • Mary Lou
    McGuinness

    Director, Care Coordination and Claims
    Long Term Care Partners

    Mary Lou McGuinness is the Senior LTC Specialist for Long Term Care

  • Shawna
    Meyer

    Corporate Vice President
    New York Life Insurance

    Shawna joined New York Life in May of 2009.

  • Christine
    Michals

    Vice President
    CNA

    Christine has been with CNA for over 15 years.

  • BRUCE
    MOON

    Vice President
    OneAmerica Companies

    Bruce Moon started in the financial services industry

  • TRICIA
    MOONEYHAN

    Director of Marketing & Communications
    MedAmerica

    Tricia Mooneyhan joined the MedAmerica Companies in 2006

  • Sam
    Morgante

    VP Government Relations
    Genworth Financial

    Sam Morgante leads Genworth Financial's Washington

  • Brian
    Morton

    Founder
    SuranceBay

    After graduating Duke University with a degree in Chemistry

  • David
    Moskowitz

    Founder
    SuranceBay

    After graduating Duke University with a degree in Chemistry

  • Ed
    Mullen

    Vice President
    Physician's Mutual

    Ed has been with Physicians Mutual since 1994

  • Susan
    Nelson

    Director, Project Management Office
    LifeCare Assurance Company

    Director of Project Management Office for LifeCare Assurance Company

  • Ross
    Newman

    Insurance Marketing, Team Leader, Protection
    Edward Jones

    Ross Neumann began his Edward Jones career in 2000.

  • Grace
    Nogueira

    Vice President of Risk Management
    Ability Resources

    Vice President of Risk Management at Ability Resources

  • JOHN
    O'LEARY

    President
    O'Leary Marketing Associates

    Frequent speaker at industry events

  • KATIE
    O'ROURKE

    Managing Partner
    California Long Term Care Insurance Services, Inc.

    Katie O’Rourke is Managing Partner of California Long Term Care

  • MARRYJO
    ORTIZ

    Compliance Associate
    New York Life Insurance Company

    Marryjo Ortiz has over 12 years of compliance experience in both the state

  • Andy
    Ouimet

    Senior Director, LTC Production
    Bankers Life and Casualty

    Andrew Ouimet was appointed Sr. Director, Long Term Care for Bankers.

  • Amy
    Pahl

    Principal and Consulting Actuary
    Milliman, Inc.

    Principal and Consulting Actuary in the Minneapolis office of Milliman.

  • Barbara
    Patton

    Director Human Resources Operations
    Univita

    Barbara is a Human Resources senior leader with over 25 years

  • Mark
    Pellicano

    Director of LTC
    Pacific Life

    Insurance industry..

  • Jimmy
    Perez

    Program Coordinator
    HHSC

    Jimmy Perez is the Program Coordinator for the Texas

  • Rod
    Perkins

    Senior Government Relations Manager
    Genworth Financial

    Vice President for Genworth Financial

  • Jeremy
    Pincus

    Principal
    Forbes Consulting Group

    Principal with Forbes Consulting Group, LLC

  • Michael
    Rafalko

    Attorney
    Drinker, Biddle & Reath LLP

    Attorney in Drinker Biddle's Litigation Department

  • Sharon
    Reed

    Senior Vice President
    Penn Treaty Network America

    Vice President, Corporate and Policyholder Services

  • Patrick
    Reeder

    Director of Government & Industry Relations
    Genworth Financial

    Pat Reeder is an attorney with more than 23 years of experience

  • Elizabeth
    Roberge


    Mass Mutual

    Insurance industry for over 25 years holding a variety of positions

  • Marie
    Roche

    Assistant Vice President
    John Hancock Life Insurance Company

    Assistant Vice President of LTC Contracts & Legislative Services.

  • Jonas
    Roeser

    President
    Roeser Resources, LLC

    Jonas Roeser is the President of Roeser Resources,

  • Dean
    Rosen

    Partner
    Mehlman, Vogel, Castagnetti, Inc.

    Nation's top health care experts

  • Chuck
    Roth

    Technical Director
    Genworth

    Chuck Roth has been in the LTC industry for over 25 years

  • Nathan
    Sanow

    Business Development Manager
    MasterCare Solutions Inc.

    Business Development Manager for MasterCare Solutions Inc.

  • Suzanne
    Schmidt

    AVP, Consumer Insights
    Lincoln Financial Distributors

    Suzanne Schmitt serves as AVP, Consumer Insights at Lincoln Financial Group

  • Allen
    Schmitz

    Principal and Consulting Actuary
    Milliman, Inc.

    Expertise is senior health care products,

  • Steve
    Schoonveld

    Head of Linked Benefit Product Solutions
    Lincoln Financial Group

    Linked Benefit Product Solutions for Lincoln Financial Group.

  • MAUREEN
    SHAUGHNESSY

    Actuary
    Northwestern Mutual Life Insurance Company

    Maureen is an Actuary with Northwestern Mutual in Milwaukee.

  • PHYLLIS
    SHELTON

    President
    LTC Consultants

    Phyllis Shelton is the President of LTC Consultants, a 21 year old Nashville-based consulting company

  • Joan
    Shumaker

    Advertising Manager
    Transamerica Life & Protection Division, Long Term Care

    Joan is currently the Advertising Manager for the Long Term Care Business

  • Petra
    Sifuentes

    Underwriting Support Services Manager, LTCP
    New York Life Insurance Company

    Petra has been with New York Life.

  • Lisa
    Simmons

    Partner
    Edwards Wildman Palmer LLP

    Lisa Simmons is a partner in the Litigation Department of Edwards Wildman.

  • Mike
    Skeins

    President and Owner
    MasterCare Solutions, Inc.

    President and Owner of MasterCare Solutions.

  • Karen
    Smyth

    Vice President, LTC Risk Management
    Prudential Insurance Company of America

    Experience with contracts, compliance and more recently, product development functions

  • Peter
    Sosnow

    Vice President, Corporate Development
    SeniorBridge/Humana

    Mr. Sosnow joined SeniorBridge in 2000 as part of the start-up team building

  • Darrell
    Spell

    Principal & Consulting Actuary
    Milliman

    American Academy of Actuaries Task Force on Genetic Testing

  • Timothy
    Springer

    Associate Director
    John Hancock - Special Investigative Unit

    Director of John Hancock's Investigative Services department.

  • Craig
    Springfield

    Partner
    Davis & Harman LLP

    Craig R. Springfield has been a partner with the Washington

  • Bruce
    Stahl

    Vice President and Actuary, Long Term Care Insurance U.S. Division
    RGA Reinsurance Company

    Bruce Stahl is RGA's Long Term Care (LTC) actuary

  • Joan
    Stear

    Vice President of Claims and Case Management
    Penn Treaty Network America

    Joan Stear is Senior Vice President of the Claims and Case Management.

  • Jim
    Stoltzfus

    Consulting Actuary
    Milliman, Inc.

    Philadelphia office of Milliman.

  • David
    Swaim

    Director of Underwriting/Chief Underwriter
    Transamerica Long Term Care

    Director of Underwriting for Transamerica Life and Protection’s

  • Georjean
    Sweis

    National Director of Private Duty
    Addus Health Care

    Georjean Sweis, National Director of Private Duty for Addus HealthCare,

  • Scott
    Sykora

    Senior Vice President
    Univita

    Vice President Northern Operations,

  • Eileen
    Tell

    Senior Vice President, Product Development and Analytic Services
    Univita Health

    Eileen J. Tell is Senior Vice President for Product Development for Univita

  • Val
    Troffer Clark

    Vice President, Products and Services
    EbixExchange

    Val Clark leads Product Development for EbixExchange USA

  • Grant
    Trombetta


    Genworth Financial

    American Express Long Term Care Insurance Division

  • Terry
    Truesdell

    President/CEO
    National LTC Network

    Insurance industry veteran with more than 25 years

  • Nolan
    Tully

    Associate
    Drinker Biddle & Reath LLP

    Nolan B. Tully is an associate in the firm’s Life Insurance

  • Cameron
    Truesdell

    CEO
    LTC Financial Partners, LLC

    Cameron Truesdell was the Co-founder and President.

  • Chuck
    Vanasdalan

    Property & Casualty Market Analysis Supervisor
    NH DOI

    Chuck Vanasdalan is the Property & Casualty Market Analysis Supervisor

  • David
    Vega

    Vice President - Underwriting and New Business
    Bankers Life and Casualty

    Vice President of Underwriting and New Business at Bankers Life and Casualty

  • Jennifer
    Vey

    Assistant Vice President of Underwriting Clinical Services
    LifePlans, Inc

    Strong geriatric nursing background, having worked in both acute and long-term care settings

  • Jim
    Von Bruchhaeuser

    LTC Career Account Manager
    MedAmerica

    Jim Von Bruchhaeuser (Von B), currently the Vice president of Sales

  • Jon
    Westin

    Director of Health Policy
    Jewish Federation of North America

    Bio Coming Soon

  • Stephanie
    Wierzbicka

    Director of Business Development
    ComForcare Health Care

    Stephanie Wierzbicka is the Director of Business Developmentcorey

  • SCOTT
    WILLIAMS

    Vice President of Sales
    John Hancock Financial Services

    Scott Williams is Vice President of Sales.

  • JAY
    WINDSOR

    Trader and Risk Manager, Capital Markets Group
    John Hancock Financial Services

    CURRENT RESPONSIBILITY

  • Bob
    Yee

    Fellow
    Society of Actuaries

    Actuaries and a member of the American Academy of Actuaries.