2005 Orlando Fifth Annual Intercompany LTCI Conference Meeting Handouts

Below you will find handouts from various sessions at the SOA Fifth Annual Intercompany LTCI Conference Meeting in Orlando, FL held on January 23-26, 2005. Please note that some sessions have multiple handouts from different authors/presenters and that some handouts are not available for certain sessions.

• Session #1
• Hot Topics in LTC Pricing
• Amy Pahl, David Plumb, Bruce Stahl
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• Session #2
• Beyond the Staffing Model
• Angela Bresadola, Cheryl Bush, Anne Harrington, Kathleen Rose
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• Session #3
• Moving Up, Moving Out, Moving On!
• Jason Goetze, Dwight Jones, Kirk Shearburn, Karen Smyth
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• Session #4
• True Group vs. Multi-Life Individual
• Scott Beck, Christine McCullugh, Roch Rodrigue, Brian Vestergaard
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• Session #5
• Distributor’s Roundtable
• Tom Eaton, Michael Gordon, Ron Seilback, Tom Skiff, Terry Truesdell
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• Session #6
• Improving Presentations Scientifically
• Lane Kent, Bill Pomakoy, Rich Thau
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• Session #7
• Carriers & Agencies: It’s Not Just Sales
• Sandra Latham, Kelli Martin, Shannon McLaughlin, Jon Trend
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• Session #8
• What Are Our Next Medical Challenges?
• Tom Bacher, Amy Chambers, Linda Jonides, Bruce Margolis
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• Session #9
• Seeing the Future of a Claim
• Jim Berger, Loretta Jacobs, Mark Walker
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• Session #10
• Plan of Care as a Risk Management Tool
• Noreen Guanci, Julie Norris, Sharon Reed
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• Session #11
• Ask the Regulator
• Mary Ann Hack, Yen Lucas, Dave Martin, Rich Robleto
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• Session #12
• Plan Upgrades and Transfers
• Charlene Berry, Roger Gagne, Dianne Jones, Jody Swanson Ross
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• Session #13
• Outsourcing: Silver Bullet or Minefield?
• Peter Goldstein, Julie Larkin, Nicholas von Moltke
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• Session #14
• Methods of Educating Producers
• Margie Barrie, Pat Brogon, Ron Hagelman, Joseph Princz, Scott Tucker
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• Session #15
• The 1st Annual LTCI Operation Survey
• Van Beach, Lynn Hartung, Pete Petersen
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• Session #16
• New Treatments, Tests and Outcomes
• Tom Bacher, Stephen Holland, Irene Juthnas, Denise Liston
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• Session #17
• Pricing in a Low Interest Rate Environment
• Malcolm Cheung, Ed Mohoric, Mark Newton
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• Session #18
• Sound Bytes – Snippets of Claims Data
• Roger Desjardins, Dawn Helwig, Maureen Lillis, Sharon Reed
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• Session #19
• My Trade Association Works for Me!
• Lynn Boyd, Steven Chies, Mike Fager, Kevin Wrege
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• Session #20
• How Research Improves Market Results
• Marc Cohen, Denise Nowak, Jeremy Pincus, Eileen J. Tell
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• Session #21
• Dealing with the Sins of the Past
• Bill Hunt, Loretta Jacobs, Tom Skiff, John Timmerberg
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• Session #22
• Women in the Boomer Generation
• Jim Gilmartin, Beth Ludden
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• Session #23
• Customer Satisfaction Measurements
• Gray Miller, Pete Petersen, Debbie Tinker
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• Session #24
• Marketing and Underwriting
• Alan Bedell, Barry J. Fisher, Tim Juneau, Denise Liston, Peggy Murray
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• Session #25
• LTC Rate Increases
• Todd Petit, Al Schmitz, Bruce Stahl
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• Session #26
• Reducing the Risk Exposure Through Fraud Detection
• Jack Mackin, Jim McDonald, Kathleen Rose, Tim Springer
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• Session #27
• Demystifying the LTCI Conundrum
• John Chreno, Beth Ludden, Marie Roche, Claude Thau
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• Session #28
• Putting “Today” Benefits in Group LTCI
• Cathi-Lynne Ames, Ellen Eichelbaum, Diane Piktialis, Paul Strebe
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• Session #29
• Growing Business: Managing Closed Blocks
• Nicholas von Moltke, John Timmerberg
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• Session #30
• Claims Paying: Benefits New LTCI Sales
• Winthrop Cashdollar, Marc Cohen, Jesse Slome
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• Session #31
• How to Create a Staffing Capacity Model
• Lynn Hartung, David Swaim, Debbie Tinker
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• Session #32
• Risk and Rate Classes
• Cheryl Bush, Karen Pope, Gary Schoefernacker, Bruce Stahl
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• Session #33
• Experience Studies and Methods
• Gary Corliss, Jake Lucas, Steve Pummer, Eric Stallard
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• Session #34
• Emergence of Informal Caregiving
• Anne Harrington, Mary Lou McGuinness, Don Trexler, Carol Wright
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• Session #35
• Federal Action on LTC: Moving Past Reaction
• John Cutler, Kathy Hamby, Melissa Kahn, Janet Trautwein
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• Session #36
• Inflation Protection – The Great Debate
• Scott Beck, Malcolm Cheung, James R. Lowder, Rob Schlau
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• Session #37
• Dealing with the Media
• Withrop Cashdollar, Ken Grubb, William H. Werfelman, Jr.
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• Session #38
• MGA/GA Role and Positioning with Insurers
• Mark Cogen, Barry J. Fisher, Peter Gelbwaks, Art Jetter
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• Session #39
• Vendor Management – Who is in Control?
• Phil Harker, Sandra Latham, Tonia Nix, David Swaim
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• Session #40
• A Fresh Look at Cognitive Testing
• James M. Jacobson, William Rodman Shankle, Jennifer Vey
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• Session #41
• Using Profit Measures as Management Tools
• Bill Bigelow, Michael Frings, Greg Gurlik, Kevin Waterman
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• Session #42
• Innovations in Treatment Modalities
• Joe Coughlin, Jocelyn Gordon, Anne Ingoldsby
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• Session #43
• Speed to Market: Compact/Federal Charter
• Bill Carroll, Bob Glowacki, Jack Mackin, Amanda Matthiesen, Rich Robleto
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• Session #44
• Group LTCI: Today and Tomorrow
• Paul Forte, Janet Kennedy, Joan Melanson, Rob Schlau
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• Session #45
• A Current View of Reinsurance
• Dan Cathcart, Gary Corliss, Tim Hale, Mark Newton, Andrew Perkins
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• Session #46
• Internet Selling and Marketing
• Robert W. Davis, Patrick Hatfield, Emily McConkey, Claude Thau
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• Session #47
• Practical & Profitable Inforce Solutions
• Van Beach, Mark Dinsmore, Neil Lund, Jon Trend
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• Session #48
• Claims Data (By dx and Underwriting!!!)
• Rob Brown, Deborah Grant, Noreen Guanci, Amy Pahl, John Wilkin
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• Session #49
• CEO General Session
• Jim Glickman, Ken Grubb, Stan Johnson, Dick Merrill, Joyce Ruddock, Buck Stinson, Michele Van Leer, Ty Wooldridge
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