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Limited and Extended Care Planning Collective

The LECP Collective empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

1 min read

Carefull Presents Webinar on Tech Tools and Long-term Care

By NAIFA on 12/14/21 8:00 AM

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. 

Topics: Long-Term Care Technology Webinar Potential Partners for Advisors
1 min read

Leaders in Long Term Care Technology Present at Impact Week

By LECP Center on 10/28/21 9:00 AM

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:

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

On-Demand

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

Topics: Technology Limited & Extended Care Planning Center
1 min read

Carefull Co-Founder Todd Rovak Will Speak at LECP Impact Week

By LECP Center on 10/27/21 12:06 PM

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.  

On-Demand

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.

Topics: Long-Term Care Technology Potential Partners for Advisors
3 min read

Prepare for the Great Wealth Transfer

By LegacyShield on 3/3/21 11:07 AM

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. 

Topics: Professional Development Technology Limited & Extended Care Planning Center

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