Lifetime HealthCare
Planning Center

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.

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.

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.

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.  

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.

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Significant inflation - something that the majority of Americans have not seen in their lifetime - has been a primary news topic.  From concerns about exploding national debt and high government spending levels to an expanding post-pandemic economy, many people are concerned about sustained inflation and decreased purchasing power.  Or, as many economists are assuring us, this could be a short-term event as the economy bounces back from the pandemic. Nobody knows!

Most clients say they want to receive care in their homes. But they also say they don’t want to be a burden on family or friends.

Both goals are understandable and maybe in conflict when care is needed. As with so many things in life, it can be wise to be careful of what we wish for.

The June LECP webinar featured OneAmerica Sales Director, Tim Vannoy, who presented the “Hybrid Annuities and the Long-Term Care Provisions.” Using case studies, Vannoy addressed the following issues:

• Who would benefit from the Pension Protection Act?
• How large is the market for the Pension Protection Act?
• How can a client get tax-deferred gains out tax-free?