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NAIFA's Limited & Extended Care Planning Center

The LECP Center empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

1 min read

OneAmerica Presents at LECP Impact Week

By David Lahoud on 10/27/21 4:30 PM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

Topics: Long Term Care Members Potential Partners for Advisors
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Carefull Co-Founder Todd Rovak Will Speak at LECP Impact Week

By LECP Center on 10/27/21 12:06 PM

Todd Rovak, co-founder of Carefull, will be a featured panelist at this year’s Limited and Extended Care Planning Center Impact Week. Founded in 2020, Carefull is a platform that provides resources for financial caregiving, helping aging loved ones manage their day-to-day finances.

Rovak will participate in the panel, "Technology Shark Tank: Taking the Robot out of the Advisor/Agent," which will address how to use technology to increase productivity, profitability, and personal connection with clients.  Rovak will be joined by representatives from the technology companies: Equisoft, BackNine Insurance, and Proformex. The panel will be moderated by Ken Leibow of InsureTech Express.

The panel will take place Thursday, November 4th, from 12 - 1 pm eastern.  

Each day of the LECP Impact Week will feature thought leaders and industry experts in long-term care.  

Register

Carefull is a NAIFA partner and supports the Limited and Extended Care Planning Center and financialsecurity.org. Members can learn more about Carefull and how to partner within the Member Portal.

Topics: Long Term Care Technology Potential Partners for Advisors

Earn Free CE at Special Webinar: The Newest Trends in Life Settlement

By NAIFA on 10/19/21 2:02 PM

As American seniors find that their old life insurance policies may no longer suit their needs, there has been increased interest in life settlements.

Join Peter Hershon, CLU, ChFC, Senior Vice President of Account Services at Coventry, for a one-hour, free continuing education webinar to discuss rising demand and strategies to best serve clients.

The webinar will take place on Wednesday, October 20, 2021, at 1 pm eastern.

 

Register
Topics: Extended Care Continuing Ed webinar Limited & Extended Care Planning Center Potential Partners for Advisors
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NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 3:40 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

Topics: Caregiver Resources Financial Wellness Potential Partners for Advisors
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The Importance of Long-Term Care Planning From an ER Doctor’s Perspective

By NAIFA on 9/3/21 1:15 PM

As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.

Topics: Long Term Care Financial Planning Planning in Advance webinar Potential Partners for Advisors
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Special Webinar: The Psychology of Retirement (1 CFP credit)

By NAIFA on 8/9/21 4:40 PM

NAIFA's Limited & Extended Care Planning Center partner, Mutual of Omaha Mortgage, will be hosting an exclusive webinar on Thursday, August 19th at 2 pm eastern. Join Robert Laura, AAMS, CPRC for "The Psychology of Retirement." Explore the psychology of retirement and how to win at retirement by developing a new mindset. This program has been approved for 1.0 hour of CFP credit.*

Topics: Retirement Potential Partners for Advisors

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