Limited and Extended Care Planning Collective

For years, our industry has searched for the perfect balance between efficiency and service. Clients expect timely decisions, agents want proactive communication, and organizations strive to create a seamless experience from application submission to policy placement. The challenge has never been a lack of dedication. Insurance professionals have always worked tirelessly to move cases forward. The challenge has been finding ways to eliminate unnecessary delays, reduce administrative burdens, and create greater visibility throughout the process.

Today, technology and artificial intelligence are helping make that possible. The insurance industry is experiencing a significant transformation as modern tools streamline workflows, improve communication, and provide greater insight into the status of each case. While expertise, judgment, and relationships remain at the heart of what we do, technology allows professionals to focus more of their time on meaningful interactions and less on repetitive administrative tasks.

Join us on January 11, 2022, at 1 pm eastern for "Financial Technology that Builds Long-Term Relationships for Long-Term Care", a special webinar presented by Carefull co-founder Todd Rovak and product strategy lead Michael Rubel.

Rovak and Rubel will discuss the challenge of client engagement and how Carefull's technology can help overcome it. The webinar will also feature a Q&A with NAIFA-National President-Elect Bryon Holz speaking on his own experience with long-term care insurance and how it has affected his family. 

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.

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.

Since the inception of the computer, it has opened doors, transformed current industries, and created new ones at breakneck speed. With each new development, such as the internet, the cellphone, and the smartphone, the pace at which our society evolves has increased exponentially. The future is now, but it is also tomorrow. However, there is an interesting divide that we can actively observe between generations.