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Don't Be Scared of Long-Term Care

Impact Day

On Tuesday, October 31, 2023, NAIFA kicked off Long-Term Care Awareness Month on Halloween to get the message out that you don't need to be scared of long-term care conversations!

NAIFA's Limited & Extended Care Planning (LECP) Center held this free virtual program of interactive sessions from industry leaders who addressed the scariest of topics in the long-term care arena. 

Top members of the LECP Center and Advisory Council shared what advisors and agents need to know about the present and future of long-term care.

You can view the entire agenda below and get the recordings of each presentation to watch on-demand by filling out the access form.

ACCESS THE ON-DEMAND ARCHIVE

Schedule

Tuesday, October 31 | 12 to 3 pm eastern

 

12:00 - 12:20 pm
Don’t Be Afraid of too Many Choices! Why the Many LTC Insurance Options Are Great for Financial Security Professionals and Their Clients.
Tom Riekse, Managing Director, LTCI Partners
12:20 - 12:40 pm
Resurrecting the Sale
Jamie Sarno, Vice President of Medicare Supplement & Specialty Health Products, Amerilife
12:40 - 1:00 pm
Help Your Clients Avoid Skilled Nursing Purgatory - Mitigating Medicare Coverage Gaps
Chalen Jackson, Key Accounts Specialist, Senior Marketing Specialists
1:00 - 1:20 pm
The Secondary Market for Life Insurance: Uncovering the Hidden Value
Peter Hershon, CLU, ChFC, Senior Vice President, Account Services, Coventry
1:20 - 1:40 pm
Don't Be Scared of Hybrids!
Tim Vannoy, CLU, ChFC, CFP, Regional Account Director, Care Solutions, OneAmerica
1:40 - 2:00 pm
The DI Geek: Don't Be Scared of Disability Insurance
Corey Anderson, DIA, President and Founder, DI Geek
2:00 - 2:20 pm
Large Employer Worksite: Traditional LTC... Dead or Alive?
Kevin Sypniewski, President and CEO of AGIS Network
2:20 - 2:40 pm
Get Into the Spirit and Talk LTC With Your Clients
Cindy Harris, Director of Sales, LifeSecure
2:40 - 3:00 pm
Leveraging Medicaid-Compliant Annuities in Crisis Long-Term Care Planning
Lori Gubash, CLTC, FICF, National LTCi Director, The Krause Agency

Speakers

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.

Kevin Sypniewski

President and CEO, AGIS Network

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President and CEO, AGIS Network

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.

Lori Gubash

National LTCi Director, The Krause Agency

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National LTCi Director, The Krause Agency

Lori Gubash

Lori Gubash develops and manages successful distribution partner relationships with insurance agents, employee benefit brokers, and financial advisors who are committed to helping their clients (individuals, families, employer groups) plan for Long Term Care expenses.

Peter Hershon, CLU, ChFC

Senior Vice President, Account Services, Coventry

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Senior Vice President, 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.

Corey Anderson, DIA

President and Founder, DI Geek

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President and Founder, DI Geek

Corey Anderson, DIA

Corey Anderson is the DI GEEK. He is the owner and founder specializing in Disability Insurance. His primary focus is helping advisors and their clients with reviewing and implementing insurance plans. He is a passionate, energetic, experienced agent who brings a different business perspective to his clients.

Corey is frequently a featured speaker at industry meetings on the topic of Disability Insurance. He has co-authored and starred in a National Association of Insurance and Financial Advisors (NAIFA) video as the Disability Insurance expert.

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

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.

Tim Vannoy

Regional Account Director, Care Solutions, OneAmerica

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Regional Account Director, Care Solutions, OneAmerica

Tim Vannoy

As a Regional Sales Director, Tim Vannoy works with successful BGAs and IMOs to educate their marketers and financial professionals on how to implement plans for care by utilizing OneAmerica's asset-based LTC product suite.

Cindy Harris

Director of Sales, LifeSecure

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Director of Sales, LifeSecure

Cindy Harris

Cindy Harris has over 30 years of sales leadership experience and a wealth of ancillary and long-term care insurance knowledge. She oversees LifeSecure’s Sales department with key responsibilities that include planning and directing activities related to agent recruitment and new business development and focusing on the execution of sales strategies to ensure that agents and business partners have the right tools and training to sell LifeSecure products.