| Opening Keynote |
Keynote Speaker |
Captain Mark Kelly
|
| 01 |
Financial Reporting |
Laurel Kastrup - KPMG LLP
Bob Kell - Arizona Department of Insurance
|
| 02 |
Economic Modeling to Explore Alternative LTC Financing Options |
Dr. Gretchen Alkema - The SCAN Foundation
Howard Gleckman - The Urban Institute
Don Redfoot - AARP - Public Policy Institute
Anne Tumlinson - Anne Tumlinson Innovations, LLC
|
| 03 |
SIU Roundtable: Various Approaches to Long Term Care Investigations |
Lyn Banville - John Hancock
Reinaldo Carvajal - Genworth
Scott Henry - Metlife
|
| 04 |
Combo Product Intro: Basic Product Designs, Market Sizing |
Doug Burkle - Genworth
Carl Friedrich - Milliman, Inc.
|
| 05 |
Reinstatement Risk Management |
Rita Bennett - Lincoln Financial Group
Michael Mazur - Great American
Nolan Tully - Drinker, Biddle & Reath LLP
|
| 06 |
A 360º Perspective - Grappling with the Challenges of LTC Rate Increases |
Reid Ashinoff - Dentons LLP
Patrick Reeder - Genworth
|
| 07 |
Automation in Distribution - Our Way Forward |
Bob Harding - Mutual of Omaha
Sandra Latham - LTCI Partners, LLC
Alex Ritter, FLMI, LTCP - Art Jetter & Company
|
| 08 |
Social Selling: How to Prospect and Generate Leads with LinkedIn |
Ayla Anderson - Moore Communications Group |
| 09 |
Technical Aspects of Rate Increase Work |
Dave Klever - CNA Actuarial
Tony Proulx -Lewis & Ellis, Inc.
|
| 10 |
Calculating The Value of Private LTC Insurance |
Jodi Anatole - Independent Consultant
Dr. Marc Cohen, PhD - LifePlans, Inc.
|
| 11 |
LTC Financing: Are We Looking at this the Wrong Way |
Dr. Larry Atkins, PhD - Long-Term Qualify Alliance
Anne Montgomery - Altarum Institute
Lois Simon - Commonwealth Care Alliance
|
| 12 |
Impacting Claims Through Analytics |
Mark Feuer - Beechwood Reinsurance
Dr. Mark Hoffman, PhD - Ernst & Young
Brian Wegner - Senior Health Insurance Company of Pennsylvania
|
| 13 |
Combo Product Pricing: Considerations for Various Plan Designs |
Linda Chow - Milliman, Inc.
Kevin Query - Forethought Financial Services, Inc.
Pamela Schiz - Prudential
|
| 14 |
LTC CFO Round Table |
Jeff Condit - UNUM
Loretta Jacobs - Bankers Life
Dean Miller, LTCG
|
| 15 |
Through the Privacy Looking Glass |
Jane Brue - LTCG
Glenn Daly - John Hancock
Marie Roche - John Hancock
Stephen Serfass, Drinker, Biddle & Reath LLP
|
| 16 |
The Group LTCI Marketplace: Dead End or New Path? |
Richard Christman - Transamerica
Jerry Manning - J.Manning and Associates
|
| 17 |
Diversity Marketing in LTC: The Invisible Markets We Ignore |
Tariq Khan - Global Diversity Marketing, Inc.
Vince Vitiello - Consultant
|
| 18 |
Data Analytics/Predictive Modeling |
Dan McCoach - PricewaterhouseCoopers
Ben Williams - Towers Watson
|
| 19 |
The Bipartisan Policy Center LTC Initiative |
Rod Perkins - Genworth
Brian Collins - Bipartisan Policy Center
Katherine Hayes - Bipartisan Policy Center
Anne Tumlinson - Anne Tumlinson Innovations, LLC
|
| 20 |
Facility Eligibility – Not So Fast |
Angela Forsell - LTCG
Pat Carmody - Fuzion
|
| 21 |
Annuity Combos |
Jeffery Drake - OneAmerica
Carl Friedrich - Milliman, Inc.
Jeffe Funderburk - Genworth
|
| 22 |
Underwriting Combo Products |
Dawn Helwig - Milliman, Inc.
Arlene Hendricks - Lincoln Financial Group
Kace Kaiser, RN, BSN, FLMI - Northwestern Mutual
|
| 23 |
R&R: Risk and Reinsurance |
Peter Blume - Guy Carpenter & Company LLC
Christine Sinito - Bankers Life
Bruce Stahl - RGA Reinsurance Company
|
| 24 |
Social Media: Smart or Smoke and Mirrors? |
Allison Bell - LifeHealthPro.com
Marilee Driscoll - LTCsalesTOOLS.com
Allan Gungormez - Transamerica
Wendy Rinehart - ClaimJockey
|
| 25 |
Benefits and Must-Haves of a Successful CRM |
Heather Adkins - Transamerica
Laura D'Anna - iPipeline
Kensington Schmidt - SIA Marketing
|
| 26 |
Stochastic Modeling |
Allen Schmitz - Milliman, Inc
Rachael Brewster - PricewaterhouseCoopers
Paul Morrison - RGA International Corporation
|
| 27 |
Consumer View of Alternative LTC Solutions |
Galina Khatutsky, MS - RTI International
Don Redfoot - Public Policy Institute
Dr. Joshua Wiener, PhD - RTI International
|
| 28 |
Medical Director's Roundtable |
Wayne Heidenreich, MD - Northwestern Mutual
Stephen Holland, MD - LTCG
Marjorie Keymer, MD - Genworth
|
| 29 |
Filing Combo Products: Compact vs. State-by-State; LTC vs. Chronic Illness |
Sarah Jarvis - Pacific Life Insurance Company
Dalora Schafer - State of Florida
Karen Schutter - Interstate Insurance Product Regulation Commission
|
| 30 |
Amazon, Zappos & Google - How do Customers Define Your Company? |
Terese Capizzi - Northwestern Mutual
John Jones - LTCG
Debra Newman - Newman Long Term Care
|
| 31 |
Litigation Update/Prevention |
Josh Akbar - Dentons US LLP
Mike Gugig - Saul Ewing LLP
Stephen Serfass - Drinker, Biddle & Reath LLP
|
| 32 |
Protecting Our Future |
Aaron Ball - New York Life
Mary Swanson - Mutual of Omaha
Brian Ulery - Transamerica
|
| 33 |
Innovation Games – Let's Solve Some Industry Issues |
Bob Stellato - Transamerica |
| 34 |
Selling Blocks of Business |
Vincent Bodnar - LTCG
Ben Keslowitz - Beechwood Reinsurance
Eric Berg - RBC Capital Markets
|
| 35 |
State Innovations for LTC Financing |
Loren Colman - State of Minnesota
Olivia Mastry - The Collective Action Lab
Larry Minnix - LeadingAge
|
| 36 |
Social Media & Forensic Accounting in LTC Investigations |
Andrew Campanelli - Drinker, Biddle & Reath LLP
Scott Henry - Metlife
Ernest Patrick Smith - Nawrocki Smith LLP
|
| 37 |
The Great Debate |
Gina Besz - Penn Treaty
Mark Schwallie - Northwestern Mutual
|
| 38 |
Combo Product Distribution: Suitability, Planning, CE Requirements |
Shawn Britt - Nationwide Financial
Catherine Dove - LTC Connection
Harley Gordon - CLTC
|
| 39 |
Reporting and Data Analysis for the Non-Actuary |
Paul Colasanto - LTCG
Robert Robinson - RLR Management Services
|
| 40 |
Regulation and Innovation |
Superintendent Eric Cioppa - State of Maine
Deputy Commissioner Jillian Froment - State of Ohio
Commissioner Marguerite Salazar - State of Colorado
|
| 41 |
Combating Commoditization: Restoring the Value Proposition |
Noel DeVries - Mutual of Omaha
Claire Durand - Transamerica
Tom Riekse, Jr. - LTCI Partners, LLC |
| 42 |
Business Succession: When Your Policyholders Outlive Your Agency |
Rick Dennen - Oak Street Funding
Stephen D. Forman - Long Term Care Associates, Inc.
Eric Leeper - FP Transitions
Richard Pitbladdo - Pitbladdo, Botteron and Jarvis
|
| 43 |
Public/Private Solutions and Collaboration in LTC |
Allen Schmitz - Milliman, Inc
Steve Schoonveld - Lincoln Financial Group
|
| 44 |
The Economics of Using Savings to Fund LTC |
Karl Polzer - Independent Consultant
Bill Hoagland - Bipartisan Policy Center
|
| 45 |
Lifestyle and its Impact on LTC |
Stephen Holland, MD - LTCG
Bruce Margolis, DO, MBA - Genworth
Jessica Miller, MS - LifePlans, Inc.
|
| 46 |
Combo Product Administration and Risk Management |
Tony Laudato - HLR America
Neville Levesque - Lincoln Financial
Kelly Jo Lundgren, RN, PHN - LTCG
|
| 47 |
Successful Partnering with Actuarial |
Betsy Kadanoff - John Hancock
Lisa White - Bankers Life
|
| 48 |
Policyholder Communications |
Jane Brue - LTCG
Monique Rivera-Helms - Metlife
Nolan Tully - Drinker, Biddle & Reath LLP
|
| 49 |
Repositioning LTCI Towards the Middle Market: Creating a New Paradigm |
Richard Hicks - Transamerica
Joel Mier - Genworth
Brian Vestergaard - LifeSecure Insurance Company
|
| 50 |
Secrets of the Best Remote Sellers |
Brian Hickey, Insuractive
Bill Unrue, e Disability Quotes
|
| Closing |
Viewpoints from Outside and Inside the LTCI Industry |
Patricia Born - Florida State University
Jeff Lane - A.M. Best
Roger Loomis - Actuarial Resources Corp.
|
