Track Mission Statements

Below you will find information on the various tracks which will present educational breakout sessions at this year’s conference.


Actuarial & Finance

The Actuarial and Finance track will provide education on current and emerging issues with the goals of cultivating innovation and dialogue between the actuaries and finance professionals.

Advisor & Agents

This track of interactive sessions and workshops is dedicated to providing meaningful content, actionable tips, and insights to help GROW YOUR PRACTICE. The sessions are created for advisors, by advisors, with the goal of presenting ideas and techniques that can be readily learned, integrated, and immediately provide solutions to meet the planning and funding care needs of clients.



Claims & Underwriting

The Claims and Underwriting track will focus on mitigating risk from both an Underwriting and Claims perspective. We will highlight ongoing challenges that underwriting and claims departments experience on a regular basis and provide insight on how these situations are managed throughout the industry as well as highlighting potential solutions. Sessions will provoke discussion around emerging trends inclusive of process and procedures across managing legacy Long-Term Care, Short-Term Care and Combination products.

Legal, Compliance & Regulatory

Long-term care insurance is among the most highly regulated products in existence, and there is much discussion taking place about whether the current regulatory framework needs to change to support the products of the future. Understanding the evolving regulatory landscape is a critical function for everyone in the industry. Complex legal issues such as fraud and high stakes class action litigation are on the rise and continue to pose significant threat. This track examines the legal, regulatory and compliance issues facing the industry and the practices necessary to mitigate risk

Marketing & Distribution

The Marketing, Sales, and Distribution track will focus on how to foster long term sales growth across all individual and group long-term care funding solutions in light of current challenges and opportunities. Topics will include sales success stories, consumer insights, new strategies, untapped market segments, and emerging issues that will impact business development. Sessions will feature an interdisciplinary perspective, incorporating issues in underwriting, legal, and compliance, as well as technology. The goal of the track will be to cultivate thought-provoking dialogue between participants and speakers from which best practices and innovative new ideas can be crowdsourced.

Management and Operations

The mission of the Management and Operations track is to engage senior leaders in the Long Term Care Insurance business and impart knowledge in the areas of strategy, technology and management fundamentals. Sessions are designed to appeal to a broad group of leadership including executive management, operations, legal, actuarial and finance.


Public Policy and Alternative Solutions

The Public Policy and Alternative Solutions track focuses on new and innovative alternatives to today’s long term care (LTC) insurance products in order to better address the LTC risks and costs facing the American public. We explore the latest trends and insights in policy, medical research and protocols, emerging technologies and caregiving trends to identify and foster new ways to pay for and deliver LTC and ways to reduce the costs of care and potentially mitigate the need for LTC in the first place. The track brings to light new research and ideas from outside the traditional LTC insurance environment including alliances between the public and private sectors seeking solutions for the LTC challenges facing society. Our aim is to identify and explore new ways to lessen the costs borne by federal and state governments and families paying out-of-pocket by expanding the potential for new models of both private and public funding to address the growing LTC cost and care delivery crisis.

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