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Advice Straight from
the Experts

Connect directly with subject matter experts from our sponsors. Each sponsor organization was carefully chosen for their unique perspective and product portfolio that fits into the continuum of care solutions and their funding.

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LECP Advisory Council

Chris Bruser

HECM
Purchase Specialist Serving Florida

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HECM
Purchase Specialist Serving Florida

Chris Bruser

Chris Bruser is one of the nation’s leading advocates for the appropriate use of home equity in retirement income planning. He is a veteran HECM for Purchase(H4P) specialist who works with builders and realtors who are looking to capture incremental sales by educating their clients on the H4P program. Chris is the #1 producing H4P loan officer in the Southeast, whose main builder partner attributes almost 40% of his total sales to the H4P program.

Chris is devoted to honest dialogue about home equity options. You can depend on Chris to address this sensitive topic with your clients, and their families, with respect, patience and transparency.

As an approved Instructor with the Retirement Resource Center, Chris has taught hundreds of financial advisors, real estate agents and institutions how home equity can contribute to sound retirement income planning.

Chris serves on the Board of Directors of NAIFA-Tampa and is a 2019 graduate of the NAIFA Leadership in Life Institute (LILI). He is a member and Past President of the Financial Planning Association (FPA) of Tampa Bay, a member of the Greater Tampa Realtors and the South Tampa Chamber of Commerce. He has also achieved the designation of Certified Reverse Mortgage Professional (CRMP).

Chris resides on Davis island in Tampa but grew up in Cincinnati, OH and loves to play golf. He is married for 12 years to his wife, Laura a nurse practitioner at Tampa General. They have a 10 year- old son, Brantley who’s an avid sports fan playing baseball, hockey and golf.

Contact Chris

Patrick Cahill, CRPC, RICP

Head of Strategic Accounts
Coventry

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Head of Strategic Accounts
Coventry

Patrick Cahill, CRPC, RICP

Patrick Cahill is Head of Strategic Accounts for Coventry. Mr. Cahill leads the strategic accounts initiatives within the financial intermediary channel.

Mr. Cahill has extensive sales leadership and business development experience within the wealth management industry. 

He holds a Bachelor of Science from Saint Joseph’s University. In addition, Mr. Cahill holds accredited certifications on team dynamics and effectiveness from the Wharton School of Business of the University of Pennsylvania and the University of Maryland. 

Mr. Cahill has his Chartered Retirement Planning Counselor, and Retirement Income Certified Professional designations.

Steve Cain

Director of Sales &
Business Development Leader
LTCI Partners

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Director of Sales &
Business Development Leader
LTCI Partners

Steve Cain

Steve is a Director at LTCI Partners and leads the firm’s sales and business- development efforts. Steve’s focus is revenue growth--whether it’s coming from existing client relationships or coming from the acquisition of new institutional and group accounts. He has more than 17 years of experience in working with professional advisors and their clients.  Before joining LTCI Partners in 2009, Steve was the National Sales Leader for Long-Term Care at Marsh & McLennan Companies. He is a thought-leader in the LTCI industry and regularly writes articles for industry trade publications. Steve is also a CE instructor for insurance and accounting professionals and frequently addresses industry groups on various LTCI products.

Contact Steve

Robert Eaton

Consulting Actuary
Milliman

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Consulting Actuary
Milliman

Robert Eaton

Robert Eaton is a Consulting Actuary in Tampa, Florida. He is a Fellow in the Society of Actuaries and a Member of the American Academy of Actuaries. Robert focuses on long-term care insurance, life insurance, and combination life and health products. Robert works in pricing, valuation, mergers & acquisitions, and in predictive analytics. He was the 2018 Chairperson of the SOA’s LTC Section Council. Robert is the Chairperson of the 2020 ILTCI Conference and serves on the organization’s Executive Committee and Board of Directors.

Contact Robert

Lori Gubash, CLTC, FITF

National LTCi Director
The Krause Agency

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National LTCi Director
The Krause Agency

Lori Gubash, CLTC, FITF

Scott Hall

Regional Sales Director
OneAmerica

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Regional Sales Director
OneAmerica

Scott Hall

Scott works with financial advisors to grow the OneAmerica® Care Solutions product line. He provides training through group meetings and assists with workshops and other functions to support the growth of Care Solutions within their organization.

Scott has been in the financial services industry since 2005, representing a variety of products, such as mutual funds, separately managed accounts, institutional money management and annuities. Scott has experience working with industry leaders such as Hartford, Goldman Sachs and SEI. Traveling the Midwest, he successfully developed and expanded sales by effectively training and coaching financial professionals about investment solutions and income strategies and how to leverage solutions for their clients. Much of Scott’s effectiveness as a wholesaler is directly tied to his experience sharing ideas and educating his advisors on how to position solutions to benefit a variety of investors.

A resident of Greenwood, Indiana, Scott has been married to his wife, Shannan, for more than 20 years. They have three children. He has coached several sports over the years, such as football, basketball and soccer, and serves on the board of his local football program. He enjoys home improvement projects and attending sporting events with his family.

Contact Scott

Cindy Harris

Senior Director of Sales
LifeSecure

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Senior Director of Sales
LifeSecure

Cindy Harris

Cindy Harris is Senior Director of Sales at LifeSecure Insurance Company, where she leads the Sales department’s strategy, new business development and agent recruitment. She also oversees the team tasked with ensuring LifeSecure’s agent and business partners have the tools and training they need to succeed. In a previous role, she also directed the company’s agent support and licensing, worksite sales delivery, and national accounts teams.

Cindy has more than 20 years of sales leadership experience and a wealth of ancillary and long term care insurance knowledge. Prior to joining LifeSecure in 2012, she held sales management positions with multiple LTC industry leaders and was licensed to sell individual and worksite LTCi, life, and ancillary insurance across several states.

Cindy currently lives in Michigan with her family and enjoys boating in the summer.

Contact Cindy

Peter Hershon, CLU, ChFC

Sr. V.P., Account Services
Coventry

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Sr. V.P., Account Services
Coventry

Peter Hershon, CLU, ChFC

Peter Hershon is Senior Vice President, Account Services for Coventry. With more than 15 years of experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.

Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

Michael Hedge

Director of Federal Government Relations, NAIFA

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Director of Federal Government Relations, NAIFA

Michael Hedge

Michael Hedge serves on the NAIFA Government Relations team as the Director of Federal Government Relations. His primary focus centers on financial services, representing NAIFA before the House Financial Services Committee, the Senate Banking Committee, the Senate Special Committee on Aging, and federal regulators.

Before joining NAIFA, Michael served six years as a lobbyist for the Community Associations Institute, representing common- interest communities before state and federal legislators and regulatory agencies. He has worked for trade associations in the technology and energy fields and also spent four years representing the interests of the American University of Sharjah, in the United Arab Emirates as well as in the United States.

Michael got his start in DC on the staffs of former Ohio Congressmen John Kasich and David Hobson. He conducted his graduate studies at Georgetown University for social and public policy and completed his bachelor’s degree in history from the Catholic University of America, both located in Washington, D.C.

Contact Michael

 

 

Chalen Jackson

Key Accounts Specialist
Senior Marketing Specialists

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Key Accounts Specialist
Senior Marketing Specialists

Chalen Jackson

Chalen Jackson works directly with top-tier Medicare insurance brokers and agencies to establish and execute on their unique strategic vision for growth. By equipping them with the best resources, training, and systems, we are able to work collaboratively to engage their clients and prospects in the buying process while empowering them to access all the benefits they have available to them.

Jeff Levin

Divisional Vice President, Care Solutions OneAmerica

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Divisional Vice President, Care Solutions OneAmerica

Jeff Levin

Dan Mangus

Vice President of Sales
Senior Marketing Specialists

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Vice President of Sales
Senior Marketing Specialists

Dan Mangus

Dan Mangus has been in the insurance industry his entire life. Since starting his first insurance agency at age 18, Dan has been passionate about educating others about their insurance choices. At the age of 21, Dan became the President of his local Association of Life Underwriters and by the age of 26 was the Area Chairman of Life Underwriter Training Council.

As an agency owner, Dan’s partnership Senior Marketing Specialists began in the late 1990’s, and in 2010 Dan had the privilege of chairing their newly formed Advisory Council and continues to sit as Chairman of the Board today. After several years of consulting work with Senior Marketing Specialists, Dan joined the brokerage team full time in 2012 as the National Sales Director, serving over 10,000 agents nationwide. Today Dan’s current position of Vice President of Sales, gives him a unique line of sight to the customer, agent, and FMO staff.

Although Dan has been sharing his insights and knowledge since the early 1980’s, more recently you can find him teaching Medicare courses at Universities and keynoting national insurance conferences and Medicare certification courses for the both the National Guardianship Association (NGA) and the American Association of Daily Money Managers (AADMM). Dan is also an Expert Contributor for the RICP designation program through the American College and is the published author of TalkingMEDICARE, a resource guide for advisors in the Medicare market.

Contact Dan

Christine McCullugh

President at LTC Solutions Inc

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President at LTC Solutions Inc

Christine McCullugh

Christine McCullugh is the Founder & President of LTC Solutions. A National LTC expert. She is a graduate of the Rochester Institute of Technology, with a BS in Business. She started LTC Solutions in 1996 and has been running it for over 25 years. LTC Solutions is now the leading full-service national group long term care insurance brokerage firm, offering a complete LTC solution.

Christine brings professional and personal experience, knowledge, and dedication to helping other professionals in the insurance industry.

Tom Riekse, Jr.

Managing Director
LTCI Partners

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Managing Director
LTCI Partners

Tom Riekse, Jr.

Tom has been working in the LTCI business since 1991, with an emphasis on communicating the value of LTC planning to advisors, employers and consumers. He is the Managing Principal of LTCI Partners, a national brokerage. He has worked closely with carriers and vendors to make LTC Insurance easier to sell and enroll. Tom received his undergraduate degree from Hope College in Holland, Michigan.

Contact Tom

Scott Root

Lead Director, Product Management/Development at Aetna

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Lead Director, Product Management/Development at Aetna

Scott Root

As a Senior Leader of Product Development, Program Management and Competitive Intelligence, Scott Root has continually accomplished and exceeded business goals related to competitive intelligence and analysis focused on product portfolio creation and management, sales and marketing strategy, business and process improvement. His end-to-end and hands-on expertise, coupled with his focused approach, allow him to understand the full project cycle while building goals for the overall Program achievement, and to bring leadership with expertise that enhances the end result.

Todd Rovak

Co-Founder
Carefull

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Co-Founder
Carefull

Todd Rovak

 

 

Jamie Sarno

Vice President of Medicare Supplement & Specialty Health Products, AmeriLife

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Vice President of Medicare Supplement & Specialty Health Products, AmeriLife

Jamie Sarno

Kevin Sypniewski

President and CEO, AGIS Network Inc.

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President and CEO, AGIS Network Inc.

Kevin Sypniewski

Kevin Sypniewski, President and CEO, founded AGIS Network Inc. in 1998 to facilitate the exchange of caregiving information, insurance benefits and services to help individuals, employers, government agencies, and service providers meet caregiving challenges.

Sypniewski has been in the LTC insurance industry since 1992. AGIS Network Inc. is one of the largest employer-based LTC insurance distributors in the country. Sypniewski is a common speaker at national and local conferences.

Prior to founding AGIS/AssistGuide, he was a regional sales representative for UNUM in Texas and UNUM manager in Hawaii.