Carroll S. Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, is the Executive Director of the NAIFA Lifetime Healthcare Center (LHC). Carroll has an extensive background in business development, solutions selling, risk management and insurance distribution. Carroll is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on extended and long term care. 

Carroll has held executive positions with both brokerage distribution and corporate carriers. She has been interviewed both on radio and television, has written numerous articles, and often presents at virtual meetings and various industry conferences. As a member of the Society of Financial Service Professionals (SFP), Carroll served as Chapter President and taught continuing education (CE) classes. She served as Chairperson for the Society of Actuaries Fifth LTC Conference. She has twice served as the Chairperson for the Intercompany Long Term Care Insurance Conference (ILTCI) where she currently serves on the Board of Directors. As a speaker for the International Retirement Resource Center (IRRC), she has presented on the topic of broadening client options for extended and long-term care planning. Carroll contributed the Long Term Care and Long Term Care Insurance module for the Plan4Life/Salem University Elder Planning Specialist Certification. 

Carroll can be reached via email at cgolden@naifa.org or 817-709-6859.

Steve is a Director at LTCI Partners and leads the firm’s sales and business- development efforts. Steve’s focus is revenue growth--whether it’s coming from existing client relationships or coming from the acquisition of new institutional and group accounts. He has more than 17 years of experience in working with professional advisors and their clients.  Before joining LTCI Partners in 2009, Steve was the National Sales Leader for Long-Term Care at Marsh & McLennan Companies. He is a thought-leader in the LTCI industry and regularly writes articles for industry trade publications. Steve is also a CE instructor for insurance and accounting professionals and frequently addresses industry groups on various LTCI products.

Amanda is the owner of Medicare Answers Now in Cleveland, Ohio which is Field Marketing Organization with agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She has been working in the Medicare field for over 17 years, working for both Aetna and Anthem. She continues teaching numerous courses across the country on such topics as: Ethics, Business Development, Sales, Marketing, and many Continuing Education courses. She was recently awarded “Educator of the Year” by her local state NABIP Chapter.

She is also the creator of the Ms. Medicare Conference, which provides an environment for women to network and learn from each other about work/life balance, being a business owner, industry trends and other fundamental skills to help them attain their dreams. She is also the creator of Medicare and Margaritas which is a conference open to ALL agents which focuses on subject deep dives and social networking. Last, Amanda is the partner for the Agent Symposium at the Medicarians: The Future of Senior Health, Retirees, and AgeTech Conference in Las Vegas, which is the industry’s largest event with over 4,000 of the Who’s Who attending.

Amanda has been a member for NABIP (National Association of Benefit and Insurance Professionals) since 2007 and held several seats on the Northeast Ohio Chapter board. She is currently serving on the National Media/Communications, and the NABIP Medicare Advisory Group which is a select group of leaders from across the country that work directly with CMS and various other legislative organizations to discuss the various concerns and issues facing the agents in our industry

Holly Westervelt, MBA, CLF, LUTCF is the Vice President of Sales at The Krause Agency, a national wholesaler specializing in Medicaid Compliant Annuities, long-term care insurance, funeral insurance, and other senior market and pre-retirement products. In her role, Holly leads the agency team, oversees product lines, and manages carrier relationships, all while ensuring Krause consistently uncovers new opportunities to help agents and advisors grow their businesses. With over 30 years of experience in the insurance industry, Holly is licensed in Life/Health and Property/Casualty insurance and holds both the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) designations.

Starting out as an agency owner at 18, Dan Mangus has been in the insurance industry his entire life . Dan’s partnership Senior Marketing Specialists began in the late 1990’s, and in 2010 Dan had the privilege of chairing their newly formed Advisory Council and continues to sit as Chairman of the Board today. After several years of consulting work with Senior Marketing Specialists, Dan joined the brokerage team full time in 2012 as the National Sales Director, serving over 10,000 agents nationwide. Today Dan’s current position of Vice President of Sales, gives him a unique line of sight to the customer, agent, and FMO staff.

Although Dan has been sharing his insights and knowledge since the early 1980’s, more recently you can find him teaching Medicare courses at Universities and keynoting national insurance conferences and Medicare certification courses for the both the National Guardianship Association (NGA) and the American Association of Daily Money Managers (AADMM). Dan is also an Expert Contributor for the RICP designation program through the American College and is the published author of TalkingMEDICARE, a resource guide for advisors in the Medicare market.