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2024 LTCIF Annual Conference

Sheraton Salt Lake City Hotel

October 8-11, 2024

REGISTER TODAY!

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2024 ANNUAL SPONSORSHIP

$1,800

Includes FREE registration for up to two Forum attendees.

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2024 FULL CONFERENCE

$950/attendee

Includes reception, dinner, and Forum attendance.

Need to make an additional payment? Choose an amount.

LTCIF 2024 Conference Agenda

TUESDAY, OCTOBER 8, 2024

5:00 PM - 7:00 PM

LTCIF Registration

5:00 PM - 6:30 PM

*Mentorship Program Event - By Invitation Only*

6:30 PM - 8:00 PM

LTCIF Welcome Reception

WEDNESDAY, OCTOBER 9, 2024

7:30 AM - 8:30 AM

LTCIF Registration

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 8:45 AM

President's Welcome

8:45 AM - 10:00 AM

Session #1: Inconsistencies vs. Fraud, Waste, & Abuse – What’s the Tipping Point?

10:00 AM - 10:15 AM

Break

10:15 AM - 11:45 AM

Session #2: The How’s and Why’s of Focus Groups and Other Types of Actionable Research

11:45 AM - 1:30 PM

Lunch

1:30 PM - 3:00 PM

Session #3: Using Technology to Drive Decisions in Operations, & Legal/Regulatory Challenges and Updates

3:00 PM - 3:15 PM

Break

3:15 PM - 4:45 PM

Session #4: LTCi Hybrid Policies, Operational Nuances, & Litigation Updates

4:45 PM - ?

Dinner On Your Own

THURSDAY, OCTOBER 10, 2024

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 10:00 AM

Session #5: MD Specialist Panel – Underwriting and Claims Topics Discussion;  Maximizing your Resources

10:00 AM - 10:15 AM

Break

10:15 AM - 11:45 AM

Session #6: Your Role in Protecting Vulnerable Clients…and What Happens Next

11:45 AM - 1:00 PM

Lunch

1:00 PM - 2:30 PM

Session #7: Claims Workshop – Best Practices, Trends, & Challenges

2:30 PM - 3:00 PM

Break

3:00 PM - 4:30 PM

Session #8: Underwriting Workshop – Best Practices, Trends, & Challenges

6:30 PM - 8:30 PM

LTCIF Dinner Reception

FRIDAY, OCTOBER 11, 2024

8:00 AM - 9:00 AM

Breakfast

9:00 AM - 10:15 AM

Session #9: The Great Wellness Debate: Holistic Perspectives and Hot Topics

10:15 AM - 11:30 AM

Session #10: FWA Jeopardy: What’s in Your Fraud, Waste, & Abuse Toolbelt?

11:30 AM - 12:00 PM

Closing of the LTCIF

2024 LTCIF Program Sessions

LTCIF’s premier conference brings together Long-Term Care Insurance industry leaders and professionals. The 2024 program features multiple sessions with well-known speakers addressing a wide-range of important issues. Please refer to the Session summaries below for more information about the speakers and sessions.

Session #1: Inconsistencies vs. Fraud, Waste, & Abuse - What's the Tipping Point?

Inconsistencies, lies, and videotape . . . when can these amount to fraud, waste, or abuse?  Come join seasoned litigators for this lively discussion about real world case studies that have hit the “tipping point”.  You’ll laugh, you’ll cry, you’ll hear new perspectives about sufficiency of the evidence (including documents, surveillance, and social media).  You’ll walk away with  helpful tips and a new appreciation for addressing the realities of our LTC world.  It’s the hottest ticket in town! 

 

SPEAKERS:

Melissa Cowan, Esquire, Burke, Wiliams & Sorensen LLP

Jessica Loesing Gallagher, Esquire, Faegre Drinker Biddle & Reath

Jane Menin Bagley, General Counsel & Chief Fraud Officer - Fuzion

Session #2: The How's and Why's of Focus Groups and Other Types of Actionable Research

Gathering customer feedback is an art that blends science, psychology, and hands-on experience. This session delves into the world of Focus Groups, a powerful tool that has provided invaluable insights for LTCi providers across a variety of topics. 

 

Join us as we engage in a mock focus group and discuss the steps to design, execute, and learn from Focus Groups, ensuring you leave with a clear roadmap to implement strategies to help enhance policyholder engagement and customer loyalty.

​

SPEAKERS:

Debbie Maas, Senior Vice President, Communications and Client Engagement, Fuzion

Kathrin Schumacher, Vice President, Financial Service Practice Lead, Zeldis Research

Session #3: Using Technology and Analytics to Drive Decisions in Operations and Legal/Regulatory Challenges & Updates

Join our panel of experts in an engaging discussion about the use of technology and analytics in LTCi Operations, including machine learning, analytic models, and AI.  We will also focus on various concerns with these technologies including regulatory and legal challenges, biases, and other considerations, as well as an NAIC update.

 

SPEAKERS:

Jared Bergantino, Davies Life & Health Inc.

Scott Kosnoff, Faegre Drinker Biddle & Reath

Kristen Orr, John Hancock

Session #4: The Hybrid/LTCi Market: Product Types, Experience, Operational Nuances, and Litigation Update

Sales of LTCi hybrid/combination products have increased in the marketplace. Join us as we discuss different Hybrid policy forms (historical and current), underwriting and claims nuances, and differences from traditional LTCi policies. We will also discuss important legal updates including LTCi hybrid litigation case updates, key takeaways, and lessons learned.

 

SPEAKERS:

David Dysart, New York Life

Sandra Jones, Faegre Drinker Biddle & Reath

Kace Kaiser, Northwestern Mutual

Ramona Neal, Living Benefit Review LLC

Session #5: MD Specialist Panel - Underwriting and Claims Topics Discussion; Maximizing Your Resources

Bring your LTCi medical claims and underwriting questions to the medical experts!This is an open and interactive session and will also include discussion related to challenging diseases and medical conditions.

​

SPEAKERS:

Brent Varnadoe, illumifin

Gregory Soltner, Northwestern Mutual Long-Term Care

Sandra Jones, Faegre Drinker Biddle & Reath

Kace Kaiser, Northwestern Mutual

Session #6: Your Role in Protecting Vulnerable Clients... and What Happens Next?

​This panel of experts will discuss real case examples, including giving you a glimpse “behind the curtain” to see what happens after a report is filed with appropriate agencies. The panel will also explore operational considerations for protecting elderly and vulnerable clients.Our guest speakers include professionals from the UT Adult Protective Services & State Ombudsman’s Office and the US Attorney for the District of Utah.

​

SPEAKERS:

Jennifer Gully, Assistant US Attorney for the District of Utah

Megan Schmidt, Utah Training Manager for Adult Protective Services

Alianne Sipes, UT State Ombudsman

Deb Martin, Manager, Vulnerable Adult Office, Thrivent

Session #7: Claims Workshop - Best Practices, Trends & Challenges

Join us for an engaging workshop session for peer-to-peer discussion specific to claims best practices, trends, and challenges. Bring your questions, knowledge, and experience.

 

MODERATORS:

Paula Johnson, illumifin

Tambree Borom, Continental General

Session #8: Underwriting Workshop - Best Practices, Trends & Challenges

Join us for an engaging workshop session for peer-to-peer discussion specific to underwriting best practices, trends, and challenges. Bring your questions, knowledge, and experience.

 

MODERATORS:

Kace Kaiser, Northwestern Mutual

Rachel Cabe, New York Life

Session #9: The Great LTC Wellness Debate: Holistic Perspectives on a Range of Hot Topics

During this round-table "debate", speakers from carriers at different points in their wellness journey will share their unique perspectives on a range of LTC wellness topics that are top of mind for the industry. We will cover business cases for and against wellness, potential roadmaps for implementing a wellness program, reactions to the ILTCI focus groups' views on wellness, and more. You won't want to miss this!

 

SPEAKERS:

Colleen Broomhead, North American Life & Health, a GE Company

Amanda Lynne Curtis, John Hancock

Michael Rustemeyer, Oliver Wyman

Rhett Wieland, Prudential

Mike Young, FedPoint

Session #10: FWA Jeopardy: What's In Your Fraud, Waste, & Abuse Tool Belt?

“I’ll take Fraud, Waste, & Abuse Investigations for $200, Alex!” – Join our panel for a fun and interactive Jeopardy-style session.  Our experienced panel will discuss different tools to detect, investigate, and mitigate FWA and will share different perspectives from the investigator, operations, and legal viewpoints.

​

SPEAKERS:

Roy Christenson, GE Aerospace

Paul Marquez, Diligence

Mike Rafalko, Cozen O’Conner

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