4th Annual Intercompany LTCI Conference

Below you will find handouts from various sessions at the SOA 2004 LTCI Conference, held on February 9/10, 2004 in Houston, TX. Please note that some sessions have multiple handouts from different authors/presenters and that some handouts are not available for certain sessions.

• Session #1
• LTCI Combination Products
• Moderator: Steve Plummer
• Presenters: Matt Carpenter, Richard Merril, Mike Leboeuf
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• Session #2
• Care Coordination–Fact or Fiction
• Moderator: Barb Davis
• Presenters: Deborah Grant, Pat Pannone, Kelly Jo Lundgren
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• Session #3
• There Oughta be a Law!
• Moderator: Dave Martin
• Presenters: Marsha Seeley, Guenther Ruch, Bob Glowacki
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• Session #4
• Motivation: Increasing Group LTCI sales
• Moderator: Shellie Gillard
• Presenter: John O'Leary, Scott Becke, Christine McCullugh
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• Session #5
• Optimal Management Reports and Data
• Moderator: Ron Wolf
• Presenters: Van Beach, Roger Gagne
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• Session #6 (Handout Not Available)
• Agents–"Are They Friends or Foes?"
• Moderator: Rob Brown
• Presenters: Gary Katelman, Eric Holtzman, Jean Garner
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• Session #7
• LTCI Operations in Multi–Line Companies
• Moderator: Roger Soppe
• Presenters: Pete Petersen, Angela Bresadola, Robin Aeshliman
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• Session #8 (Handout Not Available)
• How to Deal with Discovery of Information
• Moderator: Maureen Lillis
• Presenters: Steve Rowley, Denise Liston, Cam Cook
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• Session #9
• Pricing Intricacies
• Moderator: Amy Pahl
• Presenters: Amy Pahl, Wes DeNering, Dennis O'Brien
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• Session #10
• Improve Profit: Exceed Risk Assumptions
• Moderator: Maureen Lillis
• Presenters: Maureen Lillis, Dawn Helwig, Sharon Reed
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• Session #11
• HIPAA Privacy Implementation
• Moderator: Kirk Shearburn
• Presenters: Beth Lovaas, Marc Catalano
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• Session #12
• Group Claims: Exploring & Exploding Myths
• Moderator: Caroll Stuart
• Presenters: Joe Hancock, Cheryl McNamara, Dr. Stephen Holland
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• Session #13
• Capital and Risk Management Strategies
• Moderator: Will Baker
• Presenters: Marco Bravo, Brad Smith
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• Session #14
• Success in the Executive Market
• Moderator: Jason Goetze
• Presenters: Ralph Leisle, Dan Hefferman
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• Session #15
• International Outsourcing
• Moderator: Van Beach
• Presenters: Suresh Kothapalli, Peter Goldstein
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• Session #16
• Morbidity Data by ADL Loss
• Moderator: Karen Pope
• Presenters: Denise Liston, Irene Juthnas, Yolanda Iki
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• Session #17
• Worksite Market Successes and Challenges
• Moderator: Andrew Herman
• Presenters: Alex Bagby, Norman Hill, Caroll Stuart
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• Session #18
• System Access and Compliance
• Moderator: Lori Evans
• Presenters: Lisa Wendt, Stephen R. La Pierre, Lori Evans
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• Session #19
• Compliance Touchpoints: Who is Affected?
• Moderator: Beth Ludden
• Presenters: Rich Luttrell, Bonnie Burns, Cindy Carpenter
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• Session #20
• Consumer Directed Benefits and Features
• Moderator: Brian Vestergaard
• Presenters: Pamela Doty, Joyce Ruddock, Joe Hancock
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• Session #21
• Solving the LTCI Financing Crisis
• Moderator: Barbara Stucki
• Presenters: Susan Polniazsek, Dr. Robert Friedland, Stephen Moses
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• Session #22
• Appropriate Plan Design: Stump the Panel
• Moderator: Cathy Bandurraga
• Presenters: Debra Newman, Julie Gelbwaks Gewirtz, Ron Downs
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• Session #23
• "Expections"–A View From All Angles
• Moderator: Tonia Nix
• Presenters: Van Beach, Dirk Weisiger
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• Session #24
• Depression and Cognitive Deficits
• Moderator: Peggy Murray
• Presenters: Stephen Holland, Brigitte Emmons-Touchette
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• Session #25
• Inforce Rate Increases–Actuarial Issues
• Moderator: John Timmerberg
• Presenters: John Timmerberg, Peggy Hauser, Loretta Jacobs
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• Session #26
• Evolution of LTCI Policy Language
• Moderator: Carolyn Heindl
• Presenters: Bob Glowacki, Marie Roche
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• Session #27
• Changing LTC Public Policy: Why-What-When?
• Moderator: Winthrop Cashdollar
• Presenters: Stephen Moses, Judith Feder
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• Session #28
• Enrollments: Start to Finish & Beyond
• Moderator: Ken Running
• Presenters: Jeremy Pincus, Margie Barrie, Denise Nowak
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• Session #29
• What Went Wrong and What's Going Right
• Moderator: Peter Goldstein
• Presenters: Bruce Stahl, Ron Hangen, Jan Soppe
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• Session #30
• Consumer Behavior: Marketing to Boomers
• Moderator: Ron Hagelman
• Presenter: Jim Gilmartin
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• Session #31
• Better, Faster, Cheaper: Admin Staffing
• Moderator: Lynn Hartung
• Presenters: Lynn Hartung, Maureen Lillis, Phil Norris
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• Session #32
• Psychiatric Issues
• Moderator: Amy Chambers
• Presenters: Todd Grove, Karen Pope, Carole Wright
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• Session #33
• Current LTCI Valuation & RBC Issues
• Moderator: Edward P. Mohoric
• Presenters: Bob Yee, John Hartnedy, Edward P. Mohoric
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• Session #34
• Almost Eligible: The Brink of Eligibility
• Moderator: Stephen R. La Pierre
• Presenters: Stephen R. La Pierre, Steve Rowley
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• Session #35
• So You Got It Right–What's Missing?
• Moderator: John Cutler
• Presenters: Leta Blank, Van Ellet, Jason Goetze
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• Session #36
• LTCI Core/Buy-Up Plans: Present and Future
• Moderator: Denise Nowak
• Presenters: Brian Vestergaard, Chris Rogers, Christine McCullugh
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• Session #37
• Inforce Rate Increases–Image vs. Profits
• Moderator: Jim Berger
• Presenters: Darrell Spell, Amy Pahl, Ben Iacovetti
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• Session #38
• Inflation Protection–Value vs. Risk
• Moderator: Mark Cogen
• Presenters: Phyllis Shelton, Harley Gordon, Arthur Stein
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• Session #39
• Admin System–Buy or Build Your Own?
• Moderator: Jonathan Trend
• Presenters: Anita Stepanowski, Mike Murphey, Ernie Iannucci
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• Session #40 (Handout Not Available)
• Underwriting Case Studies
• Moderator: Rob Brown
• Presenters: Margaret Czellecz, Cam Cook, Todd Armstrong
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• Session #41
• Actuarial Modeling: Art vs. Science
• Moderator: Tim Gustafson
• Presenters: Tim Gustafson, Gretchen McRae
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• Session #42
• Benefits of Disease Management In LTCI
• Moderator: Anne Harrington
• Presenters: Dr. Paul Kaplan, Dr. Sandeep Wadhwa
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• Session #43
• An Art Form–LTCI Product Approvals
• Moderator: Kathy Hamby
• Presenters: Marie Roche, Dianne Jones, Etienne Dupourque
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• Session #44
• Are Group LTCI Products Adequately Priced
• Moderator: Malcolm Cheung
• Presenters: Roger Gagne, Loretta Jacobs, Andrew Dean
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• Session #45
• How Do We Reach the Middle Class?
• Moderator: Claude Thau
• Presenters: Jodi Anatole, Hunter McKay, John Greene
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• Session #46
• Successful Seminar Selling
• Moderator: Ron Hagelman
• Presenters: Marlee Driscoll, Sandi Miley, Larry Klein
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• Session #47
• Flex Admin Models: Options in Outsourcing
• Moderator: Gary Jacobs
• Presenters: Neil Lund, Mary Lou Martin, Pam Delaney
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• Session #48
• Summary & Evaluation of Cognitive Tests
• Moderator: Irene Juthnas
• Presenters: Carole Wright, Dr. Dean Knudson, Jennifer Vey
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• Session #49
• Implications of Consumer Choice
• Moderator: Carl Friedrich
• Presenters: Greg Gurlik, Beth Ludden, Everett Thorne
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• Session #50
• Managing Claim Risk: Chaos to Opportunity
• Moderator: MaryAnn Wilkinson
• Presenters: MaryAnn Wilkinson, Peggy Hauser, Pat Orford
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• Session #51
• Ask the Regulator!
• Moderator: Jack Mackin
• Presenters: Guenther Ruch, Marsha Seeley, Tom Foley, Cindy Carpenter
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• Session #52
• Public Entities Offering LTC Insurance
• Moderator: Eileen Tell
• Presenters: John Cutler, Hunter McKay, Cherie Mollison, Paul Strebe
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• Session #53
• CEO Roundtable Discussion
• Moderator: Tyree Wooldridge
• Presenters: Buck Stinson, Steve Mannik, Andy Perkins, Loida Abraham
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• Session #54 (Handout Not Available)
• To Buy or Not...To Sell or Not To Sell
• Moderator: Jennifer Douglas
• Presenters: Jennifer Douglas, Ron Hagelman
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• Session #55
• Policy Evolution–What's Your Strategy?
• Moderator: Diann Hartlep
• Presenters: Diann Hartlep, Phil Norris, Mark Dinsmore, Clark Heitkamp
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• Session #56
• Underwriting Operations
• Moderator: Noreen Guanci
• Presenters: Irene Juthnas, Laurene Polignone, Amy Chambers
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• Session #57
• LTCI Urban Legends
• Moderator: David Benz
• Presenters: David Benz, Scott Weltz, Mark Newton
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• Session #58
• Claims Staffing Models
• Moderator: Noreen Guanci
• Presenters: John O'Mara, Kathleen Rose, Rene Roberti-Klemenok
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• Session #59
• Voyage of the Partnership Enterprise
• Moderator: Karen Smyth
• Presenters: Gail Holubinka, Patricia Lanza
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• Session #60
• Industry Data Uses and Value
• Moderator: Gary Corliss
• Presenters: Mike Lynch, Mike Murnane, Brian Millsap
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• Session #61
• How Rate Stabilization Affects Marketing
• Moderator: Darrell D. Spell
• Presenters: Kathy S. Hamby, Phillip Gallant, Bryan Langdon
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• Session #62
• Can You Hear Me Now?
• Moderator: Stu Weiss
• Presenters: Bob Glowacki, Dennis Rinner, John O'Leary
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• Session #63
• Underwriting Younger Applicants
• Moderator: Anne Harrington
• Presenters: Brigitte Emmons-Touchette, Peggy Murray, Dr. James Fegan