Presentation Documents

Speakers

• 

  FRANK
  ABAGNALE

  Author,
  Catch Me If You Can

  Join Frank for a special Fraud Seminar.
  
  

• 

  LOIDA
  ABRAHAM

  LTC Chief Actuary,
  Genworth

  Loida R. Abraham joined Genworth in August of 2011,
  

• 

  MARY
  ALEXANDER

  Director of Business Relationships,
  Home Instead Senior Care Franchise Network

  Mary Alexander is director of Strategic Alliances.
  

• 

  JOLINE
  ALLEN

  Director, Underwriting and Audit,
  RGA

  Joline Allen currently acts as Director of Underwriting
  

• 

  Teresa
  Allmond

  Consultant,
  Sr. Risk

  Teresa B. Allmond, BSN, BSHA, RN-BC, LNCC, specializes in risk management
  

• 

  JODI
  ANATOLE

  Vice President, Voluntary & Worksite Benefits,
  MetLife, Inc.

  Jodi Anatole is Vice President in MetLife’s Voluntary.
  

• 

  MARK
  ANEMA

  Vice President of New Product Management
  Thrivent

  Mark Anema is Vice President of New Product Management
  

• 

  GENE
  ARSENAULT

  Long-Term Care National Director of Sales
  John Hancock

  In April 2004, was appointed as the West Coast Regional Director
  

• 

  BRENT
  AUSTIN

  Partner,
  Edwards Wildman

  Brent Austin is a partner in the Litigation Department of Edwards Wildman,
  

• 

  YOLANDA
  AUSTIN

  Program Manager, Life & Annuity,
  ACORD

  Yolanda is ACORD Life & Annuity Program Manager where she is responsible,
  

• 

  CAROL
  BABOUR

  President
  Friends Life Care

  Carol A. Barbour serves as President of Friends Life Care System and of each of its subsidiary corporations,
  

• 

  ROSS
  BAGSHAW

  Principal and Consulting Actuary
  Wakely Actuarial Services

  As Principal and Consulting Actuary at Wakely, Ross is taking a leadership role
  

• 

  CAROL
  BARBOUR

  President
  Friends Life Care

  Carol A. Barbour serves as President of Friends Life Care System
  

• 

  MARGIE
  BARRIE

  National Marketing Coordinator & Principal
  Hagelman-Barrie LTC Sales Training Solutions

  Margie is an agent specializing in long term care insurance.
  

• 

  ANGIE
  BATTERSON

  Assistant Vice President, Operations
  CNA

  Angie is Assistant Vice President of Operations.
  

• 

  JOHN
  BELIC

  Director, Live+Well Program
  Genworth Financial

  John graduated from the University of Pittsburgh in 1987.
  

• 

  JACQUELINE
  BENCOMO CARRENO

  Director
  CHCS Services, Inc.

  Jacqueline Bencomo Carreno is Director of Care Management,
  

• 

  DAVID
  BENZ

  LTC Pricing Leader,
  Employers Reassurance Corporation

  Deal pricing & Employer Profitibility.
  

• 

  JAMES
  BERGER

  A&H Valuation Actuary
  Employers Reassurance Corporation

  Jim Berger joined Employers Reassurance Corp in 2003.
  

• 

  VINCENT
  BODNAR

  Director
  Towers Watson

  Vince is a Director with Towers Watson and leads the firm’s long-term care efforts
  

• 

  GARY
  BOLDIZSAR

  National Accounts Executive
  Maxim Healthcare Services

  Gary Boldizsar received his BA in Biology from The College of Wooster,
  

• 

  MIKE
  BRIDGES

  President
  PaperClip, Incorporated

  Since 1995, Mike has served as President, Vice President of Marketing & Sales,
  

• 

  ROBERT
  BROWN

  Risk Management Leader
  MassMutual Financial Group

  Rob has twenty years of insurance industry experience,
  

• 

  LOUIS
  BROWNS-
  TONE

  Chairman
  California Long Term Care Insurance Services, Inc.

  Louis H. Brownstone is Chairman of California
  

• 

  JANE
  BRUE

  Compliance Director
  Univita

  Compliance Director at Univita since 2002, Jane’s responsibilities include
  

• 

  BOB
  BUA

  President,
  CareScout

  Eldercare Innovator and Author
  

• 

  MIKE
  BURCHILL

  Vice President, Financial Planning & Analysis
  CNA

  Michael is the finance leader for CNA’s non-core operations,
  

• 

  PETER
  BURKE

  Assistant Vice President, Long-Term Care Claims Operations
  John Hancock Financial Services

  Peter has been in the financial
  

• 

  STUART
  BUTLER

  Distinguished Fellow and Director, Center for Policy Innovation
  The Heritage Foundation

  Bio Coming Soon
  

• 

  STEVEN
  CAIN

  Principal, National Sales Leader
  LTCI Partners, LLC

  Steve Cain is a Principal and National Sales Leader for LTCI Partners,
  

• 

  TERESE
  CAPIZZI

  Director of LTC Operations
  Northwestern Mutual Life Insurance Company

  Terese J. Capizzi, CLTC, is the director of Long Term Care Operations for Northwestern
  

• 

  DANIEL
  CATCHCART

  Chief Marketing Officer
  Ability Re

  Dan Cathcart is Chief Marketing Officer for Ability Re, located
  

• 

  LINDA
  CHOW

  Consulting Actuary
  Milliman, Inc.

  Linda is a Consulting Actuary with the Chicago office
  

• 

  TOM
  COBLE

  Founder and CEO
  Elmbrook Management Company.

  Tom C. Coble is the founder and CEO of Elmbrook Management Company (EMC).
  

• 

  MARK
  COHEN

  Chief Research and Development Officer
  LifePlans, Inc.

  Marc A. Cohen, Ph.D. is the Chief Research and Development Officer
  

• 

  BRUCE
  COLBECK

  VP, Market Growth & Development Consultant
  Wells Fargo

  Bio Coming Soon
  

• 

  JEFF
  CONDIT

  SVP Finance - Closed Block Operations
  UNUM

  Bio Coming Soon
  

• 

  JOHN
  CRISWELL

  CEO
  Pulse8, LLC

  John Criswell is founder and CEO of Pulse8, a solutions company focused
  

• 

  MARGARET
  CZELLECZ

  LTC Underwriting Director
  LifePlans Inc.

  Margaret S. Czellecz is the LTC Underwriting Director at LifePlans Inc.
  

• 

  GLENN
  DALY

  AVP, LTC Contracts & Legislative Services
  John Hancock

  Glenn Daly is Assistant Vice President of LTC Contracts
  

• 

  JULINE
  DIERS

  Director Insurance Administration Services – Customer Service
  Univita

  Juline has over 18 years of customer service
  

• 

  RALPH
  DONATO

  Actuarial Consultant
  Towers Watson

  Ralph is an Actuarial Consultant with Towers Watson.
  

• 

  JEFF
  DRAKE

  Vice President & Actuary
  OneAmerica

  Over the past 30+ years, Jeff has worked in the consulting arena
  

• 

  BILL
  DYESS

  President
  Dyess Insurance Services

  Bill Dyess CLTC, is a licensed insurance professional for 35 years
  

• 

  ANDY
  FALVEY

  
  Aplifi

  An insurance agent from 1988 to 2000, then as an IT Manager and Consultant.
  

• 

  ANGELA
  FORSELL

  Vice President, Clinical Services
  Univita

  Angie Forsell is Vice President, Clinical Services for Univita Health's Insurance.
  

• 

  Michael
  Francescone

  Vice President & Actuary
  New York Life Insurance Co.

  Mike Francescone in Vice President & Actuary
  

• 

  CARL
  FRIEDRICH

  Principal and Consulting Actuary
  Milliman

  Carl is a principal and consulting actuary with the Chicago office of Milliman.
  

• 

  KELLY
  FUNK

  Senior Associate Director of Corporate Initiatives and Business Development
  Alzheimer's Associations

  Kelly Funk is Senior Associate Director of Corporate Initiatives and Business Development.
  

• 

  JOSEPH
  FURLONG

  Associate Director of Claims
  RGA Reinsurance Company

  Joe joined RGA in November 2010 to oversee their reinsured block of LTC Claims.
  

• 

  MICHAEL
  GILBERT

  President
  HireFamily LLC

  Michael Gilbert is the President and Founder of HireFamily LLC
  

• 

  HOWARD
  GLECKMAN

  Resident Fellow
  The Urban Institute

  Howard Gleckman is the author of Caring for Our Parents
  

• 

  JAMES
  GLICKMAN

  President and CEO
  LifeCare Assurance Company

  Jim is President and CEO of LifeCare Assurance Company,
  

• 

  CARROLL
  GOLDEN

  Sr. VP Sales and Marketing
  Transamerica Long Term Care

  Carroll entered the professional world as an International Translator,
  

• 

  JENNY
  GOODYEAR

  Vice President, Operations
  Senior Health Insurance Company of Pennsylvania (SHIP)

  Jenny Goodyear is Vice President of Operations at Senior Health Insurance
  

• 

  HARLEY
  GORDON

  President
  CLTCC

  Harley Gordon is a founding member of the National Academy of Elder Law Attorneys.
  

• 

  MISSY
  GORDON

  Actuary
  Milliman

  Missy is an actuary with the Minneapolis office of Milliman.
  

• 

  MICHAEL
  HAMILTON

  AVP, Linked Benefit Product Leader
  Lincoln Financial Group

  Mike Hamilton serves as the Head of Institutional Product Solutions
  

• 

  RANDY
  HARDOCK

  Partner
  Davis & Harman

  Randy Hardock's practice concentrates on tax and ERISA matters
  

• 

  PEGGY
  HAUSER

  Senior Vice President, Actuarial Services
  Univita Health

  Peggy has been with Univita
  

• 

  ANDREA
  HELMS

  Director, Long Term Care Claims Review
  Bankers Life and Casualty

  Andrea Helms is the Director of Long Term Care Customer Service with Bankers Life
  

• 

  DAWN
  HELWIG

  Consulting Actuary and Principal
  Milliman, Inc.

  Dawn is a principal and consulting actuary with the Chicago office of Milliman.
  

• 

  DR. STEPHEN
  HOLLAND

  Cheif Medical Officer
  Univita

  As Chief Medical Officer of Univita Health, Dr. Holland is responsible for all clinical strategies
  

• 

  DIANNA
  HOWELL

  Account Director
  Sherry Matthews Advocacy Marketing

  Dianna Howell is an Account Director for Sherry Matthews Advocacy Marketing
  

• 

  LORETTA
  JACOBS

  Senior Manager
  Ernst & Young

  Loretta Jacobs joined Ernst & Young’s Insurance and Actuarial Advisory Services
  

• 

  LAUREL
  KASTRUP

  Director, Life/Health Actuarial Services
  KPMG LLP

  Laurel is a Director in the Actuarial practice of KPMG located in the Dallas office.
  

• 

  TIM
  KEMPEN

  
  Milliman

  Bio Coming Soon
  

• 

  DEAN
  KERR

  Principal, US Actuarial Life Practice
  Oliver Wyman Actuarial Consulting

  Dean Kerr is a Principal in the Toronto
  

• 

  DAVID
  KERR

  Principal,
  Oliver Wyman Actuarial Consulting

  More than 29 years of insurance experience.

• 

  LARHAE
  KNATTERUD

  Director of Aging Transformation
  MN Dept of Human Services (DHS)

  LaRhae Grindal Knatterud has a BA from Augsburg College in Minneapolis,
  

• 

  TIM
  KNEELAND

  President
  Transamerica

  Tim started in the life insurance business in 1982
  

• 

  GREGG
  KROMAN

  National RCI Director & Product Coordinator
  LTC Edge

  Mastering interpersonal communication since 1980.
  

• 

  MARK
  LANFORD

  Manager, Special Investigation Unit
  MetLife, Inc.

  Mark Lanford is Manager of the Special Investigation Unit for MetLife.
  

• 

  SANDRA
  LATHAM

  Project Manager and Principal
  LTCI Partners, LLC

  Sandra Latham is a Project Manager and principal at LTCI Partners, LLC.
  

• 

  KEN
  LEIBOW

  Director Operations
  Genworth Financial

  Ken Leibow is a Director of Operations at Genworth.
  

• 

  DARYL
  LEPAK

  Director of LTC Claims
  CNA

  Daryl Lepak is a registered nurse who worked in a High Risk Cardiac ICU
  

• 

  Denise
  Liston

  Vice President of Insurance Services,
  LifePlans, Inc.

  Denise is Vice President of Insurance Services at LifePlans.
  

• 

  Beth
  Lovaas

  Regulatory Compliance Administrator
  New York Life Insurance Company

  Beth Lovaas is a Director, Contracts & Compliance.
  

• 

  David
  Lovejoy

  Medical Director
  Mass Mutual

  Dr. Lovejoy is a Clinical Neuropsychologist and serves as the Director of Behavioral Health .
  

• 

  Beth
  Ludden

  Senior VP of Product Development
  Genworth Financial

  Beth Ludden is the Long Term Care Insurance Senior
  

• 

  Sheila
  MacDonnell

  AVP and General Medical Director for Long Term Care Insurance
  John Hancock Financial Services

  Dr. Sheila MacDonnell is a graduate of Tufts Medical School
  

• 

  Aileene
  MacEachern

  Director of Network Development and Provider Initiatives
  CareScout

  Aileene is the Director of Network Development.
  

• 

  Heather
  Majewski

  ,AVP and LTC Product Manager
  John Hancock Financial Services

  Heather Majewski is Assistant Vice President and Product Manager,.
  

• 

  Bruce
  Margolis

  Medical Director, Long Term Care Division
  Genworth Financial

  Dr. Bruce Margolis is the Medical Director for Genworth Financial’s
  

• 

  Amanda
  Matthiesen

  Policy Director – Long Term Care Insurance
  America's Health Insurance Plans

  Amanda Matthiesen is a Policy Director America’s Health Insurance Plans.
  

• 

  BARBARA
  McCANN

  Chief Industry Officer
  Interim HealthCare

  Barbara McCann is the Chief Industry Officer of Interim HealthCare Inc.
  

• 

  Mary Lou
  McGuinness

  Director, Care Coordination and Claims
  Long Term Care Partners

  Mary Lou McGuinness is the Senior LTC Specialist for Long Term Care
  

• 

  Shawna
  Meyer

  Corporate Vice President
  New York Life Insurance

  Shawna joined New York Life in May of 2009.
  

• 

  Christine
  Michals

  Vice President
  CNA

  Christine has been with CNA for over 15 years.
  

• 

  BRUCE
  MOON

  Vice President
  OneAmerica Companies

  Bruce Moon started in the financial services industry
  

• 

  TRICIA
  MOONEYHAN

  Director of Marketing & Communications
  MedAmerica

  Tricia Mooneyhan joined the MedAmerica Companies in 2006
  

• 

  Sam
  Morgante

  VP Government Relations
  Genworth Financial

  Sam Morgante leads Genworth Financial's Washington
  

• 

  Brian
  Morton

  Founder
  SuranceBay

  After graduating Duke University with a degree in Chemistry
  

• 

  David
  Moskowitz

  Founder
  SuranceBay

  After graduating Duke University with a degree in Chemistry
  

• 

  Ed
  Mullen

  Vice President
  Physician's Mutual

  Ed has been with Physicians Mutual since 1994
  

• 

  Susan
  Nelson

  Director, Project Management Office
  LifeCare Assurance Company

  Director of Project Management Office for LifeCare Assurance Company
  

• 

  Ross
  Newman

  Insurance Marketing, Team Leader, Protection
  Edward Jones

  Ross Neumann began his Edward Jones career in 2000.
  

• 

  Grace
  Nogueira

  Vice President of Risk Management
  Ability Resources

  Vice President of Risk Management at Ability Resources
  

• 

  JOHN
  O'LEARY

  President
  O'Leary Marketing Associates

  Frequent speaker at industry events
  

• 

  KATIE
  O'ROURKE

  Managing Partner
  California Long Term Care Insurance Services, Inc.

  Katie O’Rourke is Managing Partner of California Long Term Care
  

• 

  MARRYJO
  ORTIZ

  Compliance Associate
  New York Life Insurance Company

  Marryjo Ortiz has over 12 years of compliance experience in both the state
  

• 

  Andy
  Ouimet

  Senior Director, LTC Production
  Bankers Life and Casualty

  Andrew Ouimet was appointed Sr. Director, Long Term Care for Bankers.
  

• 

  Amy
  Pahl

  Principal and Consulting Actuary
  Milliman, Inc.

  Principal and Consulting Actuary in the Minneapolis office of Milliman.
  

• 

  Barbara
  Patton

  Director Human Resources Operations
  Univita

  Barbara is a Human Resources senior leader with over 25 years
  

• 

  Mark
  Pellicano

  Director of LTC
  Pacific Life

  Insurance industry..
  

• 

  Jimmy
  Perez

  Program Coordinator
  HHSC

  Jimmy Perez is the Program Coordinator for the Texas
  

• 

  Rod
  Perkins

  Senior Government Relations Manager
  Genworth Financial

  Vice President for Genworth Financial
  

• 

  Jeremy
  Pincus

  Principal
  Forbes Consulting Group

  Principal with Forbes Consulting Group, LLC
  

• 

  Michael
  Rafalko

  Attorney
  Drinker, Biddle & Reath LLP

  Attorney in Drinker Biddle's Litigation Department
  

• 

  Sharon
  Reed

  Senior Vice President
  Penn Treaty Network America

  Vice President, Corporate and Policyholder Services
  

• 

  Patrick
  Reeder

  Director of Government & Industry Relations
  Genworth Financial

  Pat Reeder is an attorney with more than 23 years of experience
  

• 

  Elizabeth
  Roberge

  
  Mass Mutual

  Insurance industry for over 25 years holding a variety of positions
  

• 

  Marie
  Roche

  Assistant Vice President
  John Hancock Life Insurance Company

  Assistant Vice President of LTC Contracts & Legislative Services.
  

• 

  Jonas
  Roeser

  President
  Roeser Resources, LLC

  Jonas Roeser is the President of Roeser Resources,
  

• 

  Dean
  Rosen

  Partner
  Mehlman, Vogel, Castagnetti, Inc.

  Nation's top health care experts
  

• 

  Chuck
  Roth

  Technical Director
  Genworth

  Chuck Roth has been in the LTC industry for over 25 years
  

• 

  Nathan
  Sanow

  Business Development Manager
  MasterCare Solutions Inc.

  Business Development Manager for MasterCare Solutions Inc.
  

• 

  Suzanne
  Schmidt

  AVP, Consumer Insights
  Lincoln Financial Distributors

  Suzanne Schmitt serves as AVP, Consumer Insights at Lincoln Financial Group
  

• 

  Allen
  Schmitz

  Principal and Consulting Actuary
  Milliman, Inc.

  Expertise is senior health care products,
  

• 

  Steve
  Schoonveld

  Head of Linked Benefit Product Solutions
  Lincoln Financial Group

  Linked Benefit Product Solutions for Lincoln Financial Group.
  

• 

  MAUREEN
  SHAUGHNESSY

  Actuary
  Northwestern Mutual Life Insurance Company

  Maureen is an Actuary with Northwestern Mutual in Milwaukee.
  

• 

  PHYLLIS
  SHELTON

  President
  LTC Consultants

  Phyllis Shelton is the President of LTC Consultants, a 21 year old Nashville-based consulting company
  

• 

  Joan
  Shumaker

  Advertising Manager
  Transamerica Life & Protection Division, Long Term Care

  Joan is currently the Advertising Manager for the Long Term Care Business
  

• 

  Petra
  Sifuentes

  Underwriting Support Services Manager, LTCP
  New York Life Insurance Company

  Petra has been with New York Life.
  

• 

  Lisa
  Simmons

  Partner
  Edwards Wildman Palmer LLP

  Lisa Simmons is a partner in the Litigation Department of Edwards Wildman.
  

• 

  Mike
  Skeins

  President and Owner
  MasterCare Solutions, Inc.

  President and Owner of MasterCare Solutions.
  

• 

  Karen
  Smyth

  Vice President, LTC Risk Management
  Prudential Insurance Company of America

  Experience with contracts, compliance and more recently, product development functions
  

• 

  Peter
  Sosnow

  Vice President, Corporate Development
  SeniorBridge/Humana

  Mr. Sosnow joined SeniorBridge in 2000 as part of the start-up team building
  

• 

  Darrell
  Spell

  Principal & Consulting Actuary
  Milliman

  American Academy of Actuaries Task Force on Genetic Testing
  

• 

  Timothy
  Springer

  Associate Director
  John Hancock - Special Investigative Unit

  Director of John Hancock's Investigative Services department.
  

• 

  Craig
  Springfield

  Partner
  Davis & Harman LLP

  Craig R. Springfield has been a partner with the Washington
  

• 

  Bruce
  Stahl

  Vice President and Actuary, Long Term Care Insurance U.S. Division
  RGA Reinsurance Company

  Bruce Stahl is RGA's Long Term Care (LTC) actuary
  

• 

  Joan
  Stear

  Vice President of Claims and Case Management
  Penn Treaty Network America

  Joan Stear is Senior Vice President of the Claims and Case Management.
  

• 

  Jim
  Stoltzfus

  Consulting Actuary
  Milliman, Inc.

  Philadelphia office of Milliman.
  

• 

  David
  Swaim

  Director of Underwriting/Chief Underwriter
  Transamerica Long Term Care

  Director of Underwriting for Transamerica Life and Protection’s
  

• 

  Georjean
  Sweis

  National Director of Private Duty
  Addus Health Care

  Georjean Sweis, National Director of Private Duty for Addus HealthCare,
  

• 

  Scott
  Sykora

  Senior Vice President
  Univita

  Vice President Northern Operations,
  

• 

  Eileen
  Tell

  Senior Vice President, Product Development and Analytic Services
  Univita Health

  Eileen J. Tell is Senior Vice President for Product Development for Univita
  

• 

  Val
  Troffer Clark

  Vice President, Products and Services
  EbixExchange

  Val Clark leads Product Development for EbixExchange USA
  

• 

  Grant
  Trombetta

  
  Genworth Financial

  American Express Long Term Care Insurance Division
  

• 

  Terry
  Truesdell

  President/CEO
  National LTC Network

  Insurance industry veteran with more than 25 years
  

• 

  Nolan
  Tully

  Associate
  Drinker Biddle & Reath LLP

  Nolan B. Tully is an associate in the firm’s Life Insurance
  

• 

  Cameron
  Truesdell

  CEO
  LTC Financial Partners, LLC

  Cameron Truesdell was the Co-founder and President.
  

• 

  Chuck
  Vanasdalan

  Property & Casualty Market Analysis Supervisor
  NH DOI

  Chuck Vanasdalan is the Property & Casualty Market Analysis Supervisor
  

• 

  David
  Vega

  Vice President - Underwriting and New Business
  Bankers Life and Casualty

  Vice President of Underwriting and New Business at Bankers Life and Casualty
  

• 

  Jennifer
  Vey

  Assistant Vice President of Underwriting Clinical Services
  LifePlans, Inc

  Strong geriatric nursing background, having worked in both acute and long-term care settings
  

• 

  Jim
  Von Bruchhaeuser

  LTC Career Account Manager
  MedAmerica

  Jim Von Bruchhaeuser (Von B), currently the Vice president of Sales
  

• 

  Jon
  Westin

  Director of Health Policy
  Jewish Federation of North America

  Bio Coming Soon
  

• 

  Stephanie
  Wierzbicka

  Director of Business Development
  ComForcare Health Care

  Stephanie Wierzbicka is the Director of Business Developmentcorey
  

• 

  SCOTT
  WILLIAMS

  Vice President of Sales
  John Hancock Financial Services

  Scott Williams is Vice President of Sales.
  

• 

  JAY
  WINDSOR

  Trader and Risk Manager, Capital Markets Group
  John Hancock Financial Services

  CURRENT RESPONSIBILITY
  

• 

  Bob
  Yee

  Fellow
  Society of Actuaries

  Actuaries and a member of the American Academy of Actuaries.