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2021 Impact Week:
November 1st - 5th

5 Days Focused on Industry Trends and How You Can Navigate the Options for Your Clients 

Join Us for the Power Hour Series

I.M. Pei stated, “Success is a collection of problems solved.”

We are hearing phrases like: “sandwich generation impact,” “product innovation,” “retirement impact,” “rising health care costs,” “technology transformation,” “legislation, and "regulation,” etc. Every American is impacted in some way by extended or long-term care needs.

Small and large towns, cities, and counties alike are looking to you for information and help. During Impact Week we will cover a broad range of topics that speak to current successes; emerging issues; leveraging technology; and customer communications across acquisition, onboarding, and service. 

Where do we see it growing, stalling? Where do we see opportunities for success?

Scroll down to see the complete agenda.

Register

Schedule

November 1st - 5th

12 - 1 PM eastern Daily

The agenda is being updated daily with more presenters and session details.

Monday, November 1st
What's in the Pipeline For 2022!
Ramona Neal, Living Benefits Review and CLTC; Tony Massenelli, Nationwide; Matt Gibson, John Hancock; Michelle Prather, OneAmerica
What’s in the pipeline? Plenty! We will kick off LTC Month with a primer on “riders.” How can your positioning products with riders enhance your sales? Join these industry experts to discuss how you can expand your practice by better understanding how to position these valuable products in today’s market environment. Steve Cain of LTCI Partners will moderate this panel discussion on what we can expect in product modifications and new innovative approaches.
Tuesday, November 2nd
Amplifying Your advocacy Voice
Diane Boyle, SVP of Government Relations, NAIFA
Educating legislators and regulators helps limit the risk to your business and your customers from legislative and regulatory actions and helps expand business opportunities. NAIFA effectively targets federal and state policymakers as well as outside influencers to build long-term relationships. Learn how to leverage the LTC Working Group survey results to educate policymakers. Amplifying your voice makes it harder for Congress and other lawmaking bodies to ignore the issues you care about.
Wednesday, November 3rd
Executive Leadership Roundtable
Bill Nash, Lincoln Financial Group; Jeff Levin, OneAmerica; Cindy Harris, LifeSecure; Greg Gurlik, Northwestern Mutual
The extended and long-term care industry has experienced a couple of back-to-back unprecedented years. Staying the course while creating and adapting to innovation takes commitment and dedicated resources. Join us as we discuss these challenges and other important issues with leaders of major insurers that managed both. The discussion will include the development of state and federal programs and the necessity of making sure they are designed to partner with industry and be sustainable long-term. We will look at the array of solutions available to address LTC financing needs and how that can help you grow your business and best serve consumers.
Thursday, November 4th
Technology Shark Tank: Taking the Robot out of the Advisor/Agent
Charles Pedneault, Equisoft; Ian Ryan, Back9ins; Todd Rovak, Carefull; Ken Leibow, InsureTech Express; Max Posner, Proformex
You’ve got questions and these presenters have answers! How do I take the busy “robotic” tasks out of my practice to make it more profitable? How do I stay in contact with current clients while seeking new clients? Which technology fits my practice and budget? At what point do I invest in my practice so that I can expand my outreach and professionalism? This “shark tank” style session offers four rapid-fire presentations!
Friday, November 5th
Conversations and Solutions
Kathleen Bilderback, Affinity Law Group; Peter Hershon, Coventry; Paul Sciacca, New York Life; Michael Soulis, MassMutual
Join this diversified talent group of presenters and open your mind to new ideas to increase your support of current and new clients. Each participant is a specialist in a field that you should understand in order to increase your professionalism and your profitability. Don’t always think of things as you always thought of things.

Speakers

Kathleen Bilderback, JD, LLM,

Affinity Law Group

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Affinity Law Group

Kathleen Bilderback, JD, LLM,

Affinity Law Group, LLC

kbilderback@affinitylawgrp.com

 

Diane Boyle

SVP Government Relations, NAIFA

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SVP Government Relations, NAIFA

Diane Boyle

Steve Cain

Director, Sales & Business Development, LTCI Partners

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Director, Sales & Business Development, LTCI Partners

Steve Cain

Matt Gibson

Head of Strategic Distribution Initiatives, John Hancock Insurance

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Head of Strategic Distribution Initiatives, John Hancock Insurance

Matt Gibson

Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, LECP, LACP

Executive Director, LECP

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Executive Director, LECP

Carroll Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, LECP, LACP

cgolden@naifa.org

Greg Gurlik

Vice President
Northwestern Mutual

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Vice President
Northwestern Mutual

Greg Gurlik

greggurlik@northwesternmutual.com

Cindy Harris

Sr. Director of Sales
LifeSecure

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Sr. Director of Sales
LifeSecure

Cindy Harris

Peter Hershon, CLU, ChFC

Sr. Vice President, Coventry

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Sr. Vice President, Coventry

Peter Hershon, CLU, ChFC

phershon@coventry.com

Jeff Levin

Divisional Vice President, Care Solutions, OneAmerica

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Divisional Vice President, Care Solutions, OneAmerica

Jeff Levin

Ken Leibow

CEO and Founder, InsurTech Express

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CEO and Founder, InsurTech Express

Ken Leibow

Tony Massenelli

Director Long Term Care Sales, Nationwide

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Director Long Term Care Sales, Nationwide

Tony Massenelli

massena@nationwide.com

 

 

Bill Nash

Senior Vice President, Lincoln Financial Distributors

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Senior Vice President, Lincoln Financial Distributors

Bill Nash

Ramona Neal, CLU, ChFC, CLTC, REBC

President, Living Benefit Review, LLC & CLTC

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President, Living Benefit Review, LLC & CLTC

Ramona Neal, CLU, ChFC, CLTC, REBC

livingbenefitreview@gmail.com

Max Posner

Sr. Customer Success Manager, Proformex

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Sr. Customer Success Manager, Proformex

Max Posner

Michelle Prather

Regional Sales Director, OneAmerica

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Regional Sales Director, OneAmerica

Michelle Prather

Charles Pedneault

Vice President, Insurance Distribution Solutions, Equisoft

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Vice President, Insurance Distribution Solutions, Equisoft

Charles Pedneault

Todd Rovak

Carefull

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Carefull

Todd Rovak

Ian Ryan

Brokerage Director, BackNine Insurance Services

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Brokerage Director, BackNine Insurance Services

Ian Ryan

Paul Sciacca

Financial Services Professional, New York Life

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Financial Services Professional, New York Life

Paul Sciacca

Michael Soulis, CLTC

MassMutual, Regional Manager

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MassMutual, Regional Manager

Michael Soulis, CLTC

Our Key Contributors

Sponsors

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