7th Annual Intercompany LTCI Conference

Below you will find presentations from various sessions at the SOA 7th Annual LTCI Conference, held on March 25 to March 28, 2007 in Dallas, TX. Please note that some have multiple presentations from different authors/presenters and that some are not available.

• Session 1
• Principles Based Reserves & Regulatory Update
• Amy Pahl, Janet Perrie, William C. Weller
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• Session 2
• Benchmarking In LTC Claim Management
• Deborah Grant, Stephen R. La Pierre, Joan Stear
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• Session 3
• Partnership Implementation–Let The Games Begin!!!
• Suzanne Gore, Amanda Matthiesen, Rod Perkins, Paul Strebe
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• Session 4
• A Profitable LTCi Business Model
• Jeff Condit, Carroll Golden, Peter Goldstein, Dawn Helwig
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• Session 5
• What Do People Want? Can We Provide It? (Handout Not Available)
• Lindsay Resnick
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• Session 6
• Vendor Relationships...What Works? What Doesn't?
• Jim Corbett, Derrick Halvey, Kelli Martin, Mike Mayer
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• Session 7
• Consumer Contact: Can We Get Through on LTC?
• Emily Currey, John A. Cutler, Nancy Morith, Eileen J. Tell
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• Session 8
• Marketing & Underwriting LTC Combo Products
• John Connelly, Mark Doherty
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• Session 9
• ACME Insurance LTC–Original Pricing Assumptions
• Dawn E. Helwig
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• Session 10
• From the Trading Floor
• Ty Wooldridge
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• Session 11
• Marketing Nuances
• Michael Ball, Ash Brokerage, Sally Leimbach, Phyllis Shelton, Claude Thau
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• Session 12
• Family Members: Reaching & Enrolling
• Joan Melanson
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• Session 13
• Turning Non–Producers into Producers
• Patrick Bradley, Jason Goetze, Tom Weilert, Eric M. Williams
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• Session 14
• Reaching the Consumer through Financial Advisors
• Alan Goldfarb, Nancy P. Morith, Jeremy D. Pincus
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• Session 15
• Your Signature
• David Briggs, Patrick Hatfield, H. Thomas Lane, Pat Sara
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• Session 16
• LTCI Partnerships: The States' View of Implementation
• Ilana Cohen, Suzanne S. Gore, Mark R. Meiners, Paul Strebe
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• Session 17
• Getting Heard on Capitol Hill. Why Good Legislation Fails (Handout Not Available)
• John K. Heins, Robert J. LaLonde, Mark A. Walker
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• Session 18
• A Swap Meet: How to Expedite an LTCI Claim
• Patricia Flynn, Joseph Furlong, April Miller
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• Session 19
• Direct Mail and Advertising To Generate Local LTCi Leads
• Louis H. Brownstone, Mark Goldberg, Lindsay R. Resnick
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• Session 20
• Are Group Plans Kept Up to Date?
• Roger Gagne
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• Session 21
• Partnership Expansion
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• Session 22
• Introducing & Demystifying SOA, Service Oriented Architecture
• Jessica Cloninger
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• Session 23
• The Probablility of the Improbable
• Mark Costello, Stephen K. Holland, Brigitte Emmons–Touchette
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• Session 24
• Untangling The Regulatory Environment (Handout Not Available)
• Irene Juthnas
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• Session 25
• Actuarial Debate
• Greg Gurlik, John Timmerberg
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• Session 26
• An Operations Round–Up: That's Why They Call It Compliance
• Jane Brue, Francine Cardon, Dennis Pompa, Janice Dimon
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• Session 27
• Point of Sale Marketing Tools
• Jesse Slome
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• Session 28
• How to Succeed By: Really Trying "And which Horse to ride in the Process"
• Ronald R. Hagelman
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• Session 29
• Consumer Messaging Trends (Handout Not Available)
• Chris Perna
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• Session 30
• LTCI as a Core vs. Non–Core Product
• Laura Moore, Christopher Perna, Ray Welnicki
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• Session 31
• Emerging Trends: Alzheimer's Research and Assistive Technologies
• Janet Dunn Gale
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• Session 32
• Creating a Claims Model that achieves operational efficiency, a superior experience and strong results
• Lori Watson
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• Session 33
• Advertising Round–up
• Jack Evins, Robin Hall
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• Session 34
• Is Wellness Right for LTCI?
• Patricia A. Bomba
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• Session 35
• Building Worksite Capabilities For Your Agency: Getting Started on a Successful Path
• Beth DeMartino, David Hillesohn, Ed Jette, Kyle Metcalf
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• Session 36
• How Do Group Underwriting, Marketing and Actuarial Concerns Relate?
• Cathi–Lynne Ames, Neil Haskell, Christine McCullugh
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• Session 37
• Effective LTC Training is not about just Product Training anymore
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• Session 38
• How to Handle the Future
• David Benz, Bill Bigelow, Brian Millsap
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• Session 39
• Data Warehousing
• Gretchen McRae, Kevin Pledge, Patricia Prusha
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• Session 40
• View to the Future: Managed Long Term Care
• Pamela Coleman, Diane Flanders, Gary Jacobs, Pamela Parker
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• Session 41
• Using Experience Analysis in Pricing
• Dwight Bell, Todd Petit, Al Schmitz
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• Session 42
• Revolutionizing LTCi Forms
• Lisa Watt–Bucci, Lynn Hartung, Sandra Latham, Kelli Martin
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• Session 43
• Field Marketing Technology
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• Session 44
• The DRA and Group Sales
• Joe Lessen, Gail Holubinka
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• Session 45
• What's Working in Worksite Marketing
• Steve Cain, Carol Gardner, Henrik Larsen, Phyllis Morris
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• Session 46
• An LTCI Litigation Game Show
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• Session 47
• Long Term Care Dynamics: Policy, Providers & Payers
• Kathy Hamby
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• Session 48
• Aging and its Impact on Long Term Care
• Ruth H. Mitman
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• Session CF
• CEO Forum
• David Acselrod, Ross Bagshaw, Andrew Mako, Laura Moore, Buck Stinson
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• Session MF
• Medical Directors Risk Forum
• Patricia Bomba, Steve Holland, Robert Lund, Bruce Margolis, Robert Watson