NAIFA’s Inaugural Long Term Care Event

Three Days of Powerful Information to Help You Navigate the Options for Your Clients and Explore Industry Trends

Join the 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?


“The three-day event will offer a broad view of extended and long-term care topics and options. Whether you advise clients about life insurance, annuities, saving or college plans, wealth management, or retirement planning, your clients’ plans and lifestyle can be impacted by complications of caregiving or a need for extended or long-term care.”

The National Association of Insurance and Financial Advisors (NAIFA) and NAIFA’s Limited and Extended Care Planning Center will host its first annual NAIFA LECP Center event. The virtual conference will be held on November 10-12. The inaugural event is made possible by the founding sponsors of the Limited & Extended Care Planning Center.

Three hours of programming each day will include an extensive, wide range of topics and options and explore issues important to agents and financial professionals.

Panel discussions by industry leaders will dive into:

    • Executive Leadership (Dennis Martin, President, Individual Life and Financial Services at OneAmerica; Troy Anderson, Vice President and National Sales Manager, Life Insurance, at Nationwide Insurance; Bill Nash, Senior Vice President Head of MoneyGuard and Strategic Partners of the Future at Lincoln Financial Distributors; and moderator Kevin Mayeux, CEO of NAIFA).
    • Hybrid Life Insurance and Annuity Products for Long-Term Care (Ryan Bivens, LTC National Sales Manager at Pacific Life; Tracey Edgar, Vice President of Sales, Care Solutions at OneAmerica; Brandon Heskett, National Sales Vice President – SecureCare at Securian Financial; Tony Massenelli, Director Long Term Care Sales at Nationwide Insurance; and moderator Steve Cain, Sales and Business Development Leader at LTCI Partners). The day will also include a session with Rick Stewart, Director LTC Solution Center at Crump Life Insurance Services.
  • Technology and Long-Term Care Planning (Sheryl Moore, President and CEO of Moore Market Intelligence; Jared Carlson, Vice President, Individual Sales & Ventures at Assurity; Steve Cain, Sales and Business Development Leader at LTCI Partners; and moderator Ryan Pinney, President at Pinney Insurance Center).

Additional presentations will cover diverse topics and options, not to be overlooked as important to knowledgeable advisors and clients. They including: worksite benefits (Matt Hamann, National Sales Vice President at Transamerica, and Denise Gott, CEO at ACSIA Partners); long-term care planning for U.S. military veterans (Dan Mangus, Vice President of Sales at Senior Marketing Specialists); political advocacy issues (Diane Boyle, Senior Vice President of Government Relations at NAIFA); resources available from Life Happens (Jon Voegele, Agency Vice President at COUNTRY Financial); a preview of the results of the survey “Who is Selling What? To Whom, How & Why Survey” (Barry Fisher and Ron Hagelman at Ice Floe Consultiing); reverse mortgages as a retirement and long-term care need buffer (Shelley Giordano Director of Enterprise Integration Mutual of Omaha Mortgage and Founder, Academy of Home Equity for Financial Planning at the University of Illinois-UC).

“NAIFA’s Limited and Extended Care Planning Center was established to provide agents and advisors, as well as consumers, with a wide range of information and resources available to plan for lifelong personal and familial care needs and financial security,” said Carroll Golden, Executive Director of the Center. “This conference brings together expertise and thought leadership from across the industry to offer practical as well as forward-thinking presentations on a wide range of topics as well as networking opportunities. Many Americans are woefully underprepared for potential future long-term care needs, and unaware of how to approach the topic. They need the help of talented and well-informed insurance and financial professionals now more than ever.”

The conference will run from 12 noon to 3 PM, Tuesday through Thursday, November 10-12.

Online registration is open to NAIFA members, non-members and the media. 

ABOUT NAIFA: Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry. Visit http://www.naifa.org.


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