Limited and Extended Care Planning Collective

Guaranteed income is the largest financial asset for most retirees, yet its role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability.

To kick off Long Term Awareness Month,  the Limited and Extended Care Planning Center held the 2021 Impact Week, November 1st - 5th.

Each day featured industry experts discussing a broad range of topics and emerging issues. All the presentations are now available on-demand.

Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.

Do you have the competency, confidence, and credibility to help your clients successfully plan for one of the greatest risks that come from living a long life – namely, the need for extended care?

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.

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.