NAIFA supports Maryland state legislation that would provide consumers in the state with easier access to resources and educational materials on long-term care (LTC) planning. A NAIFA-Maryland member served on the Task Force on LTC Education and Planning that made recommendations that helped shape the bill, HB 599, Public Health – Long Term Care Planning.

Industry groups unite the insurance and financial services industry to promote financial literacy and encourage a new generation of agents and advisors.

Meet Gerry, the new way to find your future care facility. Using aggregated data from every senior living facility in the country, Gerry matches clients with an assisted living community to ease them through their decision. We are excited to announce Gerry as a new sponsor of the Limited & Extended Care Planning Center (LECP) within NAIFA.

Presented by: Matt Hamann, National Sales Director, VP Institutional, Worksite Multi-Life & Brokerage at Transamerica

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.

Falls Church, VA (October 16, 2020) -- 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).
• 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).

Presented by NAIFA’s Limited and Extended Care Planning Center

The U.S. Treasury Department has released a report from the Federal Interagency Task Force on Long-Term Care Insurance recommending government actions to foster innovation in long-term care (LTC) product design, improve the efficiency and relevance of LTC product regulation and promote financial literacy on LTC matters.

Denise Gott, CLTC, is CEO of ACSIA Partners

Featuring Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI