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NAIFA LECP Impact Week will feature industry leaders for a panel discussion on "Technology Shark Tank: Taking the Robot out of the Advisor/Agent.”

The panel will address how to use the right technology to increase your profit, outreach, and professionalism. Ken Leibow, Founder and CEO of InsurTech Express, will moderate the discussion.

The panelists will be LECP Impact Week sponsors:

• Charles Pedneault, Vice President of Insurance Distribution Solutions at Equisoft
• Ian Ryan, Brokerage Director at BackNine Insurance and Financial Services
• Todd Rovak, Co-Founder of Carefull
• Max Posner, Customer Success Manager at Proformex

Join us virtually on November 4, 2021 from 12 - 1 pm eastern.  

NAIFA thanks our LECP Impact Week sponsors Equisoft, BackNine Insurance and Financial Services, Carefull, and Proformex.

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.

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.  

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.

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1st - 5th. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

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.

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!

Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.

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. 

It would be an understatement to say that it is critical for the extended and long-term care (LTC) industry to weigh in on the Washington State legislation that creates a publicly funded LTC program. The industry has historically welcomed a public-private option and we are hopeful that the various state legislatures contemplating instituting publicly funded programs of their own will embrace knowledgeable suggestions from insurers, business processing firms, distributors, agents, and advisors. At the federal level, there are proposals that would also benefit from industry participation.

Ah, retirement. The reward at the end of years in the labor force, of saving and investing and planning for financially sound, restful, and even adventure-filled golden years. Millions of Americans enter retirement annually, but increased reliance on Social Security income and Covid-19’s impact on employment, access to social supports, and mental and physical health have altered the retirement experience for retirees across the U.S. With retiree numbers significantly increasing in the last year and predictions of more to come at an accelerated rate, we wanted to know if retirement still lives up to expectations. Are retirees experiencing the retirement they expected, or do they have regrets? 

On August 31st, NAIFA’s LECP Executive Director Carroll Golden, was on the Producers XL broadcast: The Long-Term, Angie's Advice for Agents with NAIFA member Angie Hughes.