The 2008 LTCIF 2008 Program

Session Presentations Are Available for Download

(Presentations also available in the Resource Library)

Session Time Program Session
Wed., May 7
Early Bird Underwriting - Margaret Czellecz 3:00pm-5:00pm These sessions are an open forum that includes identified topics of interest for underwriting and claims. Come and share your thoughts and get some new ideas.

Early Bird Claims
Stephen LaPierre
3:00pm-5:00pm  
Welcome Reception 6:30pm-7:00pm Join us for cocktails!
Welcome Dinner 7:00pm-9:00pm Network with your peers for fun and business!
Thurs., May 8
Networking Breakfast 7:00am-8:00 am Network with your peers for fun and business!
President's Welcome
David Swaim
8:00am-8:15am  
Genetic Risk Assessment for Alzheimer’s Disease
Dr. Robert C. Green
8:15am-9:15am Genetic Testing and Insurance Purchase: The Example of Alzheimer’s Disease: Dr. Robert C. Green, Professor of Neurology, Genetics, and Epidemiology at Boston University will discuss the explosion of consumer-oriented genetic testing services (such as 23andMe, DeCodeMe and Navigenics) and their implication for the insurance industry. As an example, he will present information regarding experimental disclosure of genetic risk assessment for Alzheimer's disease, and how this information affects insurance purchasing behavior.
Pre-read Document #1
Pre-read Document #2

Break

9:15am-9:30am

 
The Value of Being Complementary
Barry Eagle and Steve Rowley
9:30am-
10:30am
With the target age for LTC declining, our insureds are not as worried about becoming marginally frail but are concerned about becoming severely impaired by a catastrophic illness. By combining LTC and Critical Illness, we can offer protection that can be cost effective for consumers, overcome sales objections, can differentiate a Carrier and increase its revenue, and improve experience. Learn how this concept affects underwriting and claims, and how it can be beneficial for consumers, distribution, and Carriers.

Multi-Life vs. True Group Underwriting
Laura Smith and Mark Wilson

10:30am-11:30am Compare the advantages and disadvantages of Multi-life and Group from point of sale, enrollment and underwriting perspective.

Multi-Life vs. True Group Underwriting Presentation Available

True Group and Multi-Life LTC Underwriting Advantages and Disadvantages
Presentation Available

Lunch 11:30am-12:30pm  
Neuropsychology Primer for the LTC Underwriter
Dr. Geoffrey Tremont
12:30pm-1:30pm This session will provide a discussion on cognitive impairments stressing the differences between mild, moderate, and severe levels of cognitive impairments and the role of neuropsychological testing in establishing a diagnosis of mild cognitive impairment, early dementia and pseudodementia. This educational session will provide an understanding of neuropsychological testing in the context of LTCI underwriting.
Presentation Available

Managing a Plan of Care
Mary Ann Wilkinson
1:30pm-2:30pm This will be an interactive discussion with case studies relating to managing a care plan for claims.
Presentation Available

Break 2:30pm-3:00pm  
What's Age Got To Do With It?
Deborah Grant and Dr. Jack Nuschke
3:00pm-4:30pm Deborah Grant from Milliman will present research findings on claim incidence rates by age bands. She will also examine the impact the type of underwriting utilized had on the likelihood of a claim. Dr. Nuschke will look at several medical conditions and the impact age of onset has on the clinical course and overall prognosis. Sharing with us his experiences as a treating physician for over 25 years and the overall prognosis related to recovery.
Presentation Available


Friday May 9    
Networking Breakfast 7:30am-8:30am Network with your peers for fun and business! 
Physician Panel:Cognitive Impairments
Dr. Bruce Margolis and Dr. David Engelking
8:30am-10:00am There will be a physician panel to discuss cognitive impairments from both an underwriting and claims perspective. What is ‘normal aging’ vs. ‘mild cognitive impairment’ and what are the indicators for a potential problem. Should we retest on a failed cognitive test? When a claim is filed how much information is necessary to appropriately assess the cognitive status. What should we do if you find a discrepancy between what the assessor documents, what the family tells you and what the physician documents? How much information is needed for an accurate assessment at the time of claim? What do you do if you receive conflicting information?

Severe Cognitive Impairment - The Relationship to Behavior
Presentation Available

Underwriting Cognitive Issues
Presentation Available
Supplementary Readings


Break 10:00am-10:15am  
Fraud Prevention Stephen Serfass and Juanita Calahan 10:15am-11:15am Fraud is always on the mind of long term care insurance carriers. What are some proactive measures that can be taken to prevent fraud? You will understand the difference, if any between fraud and material mis-representation and what is needed to make a strong case of fraud.

Long Term Care Fraud Prevention

Presentation Available


Identifying Possible Claim Fraud

Presentation Available


Wrap Up 11:15am-11:30am