2003 Las Vegas 3rd Annual Intercompany LTCI Conference

Below you will find presentations from various sessions at the SOA 3rd Annual Intercompany LTCI Conference in Las Vegas, NV held on January 26–29, 2003. Please note that some may have multiple presentations from different authors/presenters and that some are not available.

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• Session #1
• Current Topics in LTCI Valuation
• Warren Jones, Amy Pahl, Tony Tokarz
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• Session #2
• Regulatory, Actuarial, & Claims Management Dynamics–A Paradox
• Roger Desjardins, Marie Roche, Lori Watson, Bob Yee
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• Session #3
• Doing It Right–Keeping Market Conduct in Mind
• Brian Atchinson, John Dohmen, Paul Hogan, Richard Luttrell, Eileen Mangold
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• Session #4 (Handout Not Available)
• What Went Wrong?
• Peter Goldstein, Lane Kent, John Timmerberg, Lisa Wendt
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• Session #5
• LTCI Training & Designation Programs
• Margie Barrie, Harley Gordon, Ron Hagelman, Jr., Jan Kaplan, Robert Pearson, Edwin J. Pittock
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• Session #6 (Handout Not Available)
• Crossfire: Accept/Reject vs. Rate Classes
• Rob Brown, Cherrie Freeman, Deborah Grant, Tim O´Brien
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• Session #7
• Rate Stabilization–What Does It Mean to Me?
• David Benz, Peggy Hauser, Dennis O’Brien, Al Schmitz
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• Session #8
• Fraud in LTCI
• Jay Belichick, Carolyn Heindl, James Kopf, Scott Weathers
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• Session #9
• The Compliance Perspective: An Individual Wine in a Group Bottle
• Kathy Hamby, Norman Hill, Beth Ludden, Marie Roche
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• Session #10
• Group Executive Carve–Out: Taking the “Meat” Off the Bone
• Roy Gosselin, Peter Gelbwaks, John Haslett, Carroll Stuart
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• Session #11
• LTCI Quote Engines
• Matt Carpenter, Laura D´Anna, Brian E. Millsap, Steve Pummer, Claude Thau
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• Session #12
• Effective Underwriting in the Shortest Time
• Margaret Czellecz, Neal McVean, Angelo Palo, Mike Rauch, Gary Schoefernacker
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• Session #13
• Enrolling More Spouses/Relatives
• Cathi-Lynne Ames, Sandra Pierce-Miller, Joe Pulitano, Eileen Tell, Claude Thau
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• Session #14
• Top Ten Claims Diagnoses
• Cam Cook, Carolyn Eickenberg, Jocelyn F. Gordon, Dawn Helwig
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• Session #15
• A Few Words From the Regulators: Agreeing to Disagree
• Carroll Fisher, Marsha Seeley, Kirk Shearburn
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• Session #16
• International LTCI–Where To Go; How To Get Started
• Gary Corliss, Cheryl DeMaio, Mark Litow, Lou F. Londono
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• Session #17
• Marketing 101–The Basics
• Barry J. Fisher, Ron Hagelman, Jr., Arthur C. Jetter, Debra C. Newman
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• Session 18
• In–Depth Look at Cognitive Impairments
• Dawn E. Helwig,
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• Session #19
• Common Knowledge? What Actuarial, Claims and Underwriting Wish They Knew
• Tom Bacher, Jim Berger, Kathleen M. Rose
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• Session #20
• Care Delivery Options for LTCI
• Karen Stevenson Brown, Robert N. Bua, Sharon M. Reed
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• Session#21
• Blowing Our Own Horn: LTCI Industry Advocacy
• Winthrop Cashdollar, Anne Eowan, Don E. Kauke
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• Session#22
• Management 101–The Basics
• Jill Burns, John Clark, Mark Dinsmore, Diane Hartlep, Michael Murphy
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• Session#23
• Meaningful Success in Association/Affinity Markets
• Charles Bennett, Jesse Slome, Claude Thau
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• Session#24
• Psychiatric Issues
• Dean Knudson, Patty Sullivan, Lori Watson, Carol Wright
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• Session#25
• Cash Flow Testing: What Have You Done For Me Lately?
• Cathy Charles, Jim Stoltzfus
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• Session#26
• Wellness, Rehab & Returning to Work
• Dr. Nancy Ball, Malcolm Cheung, Bonnie Beaudette Davis, Stacey Doyon
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• Session#27
• Compliance 101–The Basics
• Kathleen Chrusciel, Karen Danese, Cheryl McNamara, Karen Smyth, Bill Weller
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• Session#28
• Building Your LTCI Business Through Acquisition and Mergers
• Richard Barasch, William Naylon, Chris Perna
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• Session#29
• One Call versus Two Call Close
• Tom Eaton, Todd Grove, Ed Hutman
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• Session#30
• Co–Morbidity & Lifestyle Underwriting
• Margaret Czellecz, Hank George, Denise Liston
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• Session#31
• Managing LTCI Capital Needs with Reinsurance
• Richard Ashley, Vince Bodnar, Kurt Hopper, Richard Pitbladdo, Cameron Waite
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• Session#32
• Claims 101–The Basics
• Bonnie Harrington, Roger E. Desjardins, Noreen Guanci, Anne Harrington
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• Session#33
• Selling to the Consumer, the Company and the Regulators: Agreeing to Disagree
• Brenda Etzel, John O´Leary, Phyllis Shelton, Eileen J. Tell
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• Session#34
• Achieving Profitable Growth
• Gary Corliss, Pam Delaney, Roger Gagne, Timothy Tongson
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• Session#35
• Policies for Dummies: Should We Simplify?
• Kathy Hamby, Gary Jacobs, Dale Larson
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• Session#36
• Group LTCI Underwriting Methods
• Bill Bigelow, Irene Juthnas, Steve Rowley, Hans Vicente
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• Session#37
• Actuarial 101–The Basics
• Deborah Grant, Brad Linder, Mark Newton
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• Session#38
• HIPAA Issues
• Diane Brown, Lori Evans, Noreen Guanci, Marie Infante, Kenneth Vander Wal
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• Session#39
• Client Needs Through the Compliance Eye–Regulating Suitability
• Dana Adams, Kathy Hamby, John T. Mackin, Jr., Claude Thau
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• Session#40
• LTC Partners: The Ultimate Challenge
• Jodi Anatole, Paul Forte, Joyce Ruddock, Frank Titus
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• Session#41
• Measuring the Effectiveness of Training
• John Baez, Jason Goetze
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• Session#42
• New Trends in LTCI Product Design
• Pat Hennessy, Anita Potter, Barbara J. Stahlecker
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• Session#43 (Handout Not Available)
• Advanced Topics in LTCI Pricing
• Ray Nelson, Mike Rauch, Scott Weltz
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• Session#44
• Aging and Disability–What is the Next Challenge
• Dr. Nancy A. Ball, Dr. Stephen Holland, Carol McBayer,
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• Session#45
• Consumer Protection: Does the LTCI Industry Get a Passing Grade?
• Guy Bertsch, Catherine A. Keane, Dr. Sandra Timmerman
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• Session#46 (Handout Not Available)
• The Federal LTCI Program Marketing Impact
• Kevin Corcoran, Ed Neveleff, Sandra Pierce-Miller
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• Session#47
• Underwriting 101 - The Basics
• Todd Armstrong, Norm Kono, Pam Kreager