Resource Library Archives




2016 Conference Presentations

Fool Me Once: A Look at Underwriting Fraud from Your Peers in the Trenches - Sheri Jones, Northwestern Long Term Care and Michael D. Rafalko, Drinker Biddle & Reath - PDF

Ruminating on Rheumatology - Marjorie Keymer, MD, Genworth - PDF

Semantics and Pragmatics: Why Words Matter When it Comes to Undefined Terms Part II - Patrick Reeder, Genworth and Stephen Serfass, Drinker Biddle & Reath - PDF

Should We Do Surveillance? Why? When? How? - Coventbridge - PDF

Contemporary Underwriting of Neurodegenerative Disease - Dave Rengachary, MD, VP & Medical Director, RGS - PDF

The Doctor's Challenge - Wayne F. Heidenreich, MD, Medical Director, Northwestern Mutual - PDF

LTCi Litigation in 2015 - a Look Back (and Ahead) - Patrick L. Carmondy, Esquire, Former SVP and General Counsel, SHIP/Fuzion and Sandra K. Jones, Esquire, Drinker Biddle & Realth, LLP - PDF

When Leaky Valves are ata the Heart of the Problem - Kace Kaiser, RSS CV Consultant, NM, Sheri Jones, AD NLTC Underwriting, and Amy Vanselow, AD NLTC Claims, Northwestern Mutual - PDF

2015 Conference Presentations

President's Welcome - Peggy Murray, Long Term Care Partners PowerPoint PDF

Looking Rear View Mirror - Sue Corey, MIB, Inc., Director, Membership & Disclosure - PowerPoint PDF

Midnight in the Garden of Fraud and Adjudication - Pamela Cathlina, Northwestern Mutual, Patrick Carmody, SHIP/Fuzion Analytics, and Michael Rafalko, Drinker Biddle & Reath - PowerPoint PDF

Vascular Contributions to Cognitive Impairment - David W. Lovejoy, Psy.D., FACPN,. AVP & Director of Behavioral Health, MassMutual Financial Group PowerPoint PDF

Stump the Chumps - Underwriting Case - Stephen K. Holland, Chief Medical Officer, LTCG PowerPoint PDF

Stump the Chumps - Claims Case - Stephen K. Holland, Chief Medical Officer, LTCG PowerPoint PDF

Bipolar Disorder - A Claims and Underwriting Challenge - Marjorie Keymer MD, Genworth PowerPoint PDF

Semantics and Pragmatics: Why Words Matter When it Comes to Undefined Terms - Peter Smalbach, Genworth and Stephen A. Serfass, Drinker Biddle PowerPoint PDF

What are the Alternatives? Analyzing the Administration of APOC Claims - Roger Desjardins, Great American, Noah Rice, Tri-Plus, and Nolan Tully, Drinker Biddle PowerPoint PDF

Best Practices for Managing Claims in a Rapidly Changing LTC Environment - Dave Dysart, New York Life, Daryl Lepak, CNA, John Tomaszewski, Prudential PowerPoint PDF

Addicted Grans - Drugged Dowagers - Marjorie Keymer MD, Genworth PowerPoint PDF

Huntington's Disease: Clinical and Insurance Risks - Wayne Heidenreich, MD, Northwestern Mutual PowerPoint PDF

President's Closing - Peggy Murray, Long Term Care Partners PowerPoint PDF


2014 Conference Presentations

Breaking Down the Silos - The Importance of Communication Between Underwriting, Claims and Actuarial - Dawn Helwig, Milliman, Amy Chambers, Genworth, Joe Furlong, RGA - PowerPoint PDF

Breast Cancer Claims and LTCIF Risk: Malignant or Benign? - Steven K. Holland, MD, Univita - PowerPoint PDF

Breast Cancer Claims and LTCIF Risk: Malignant or Benign? -- Wayne F Heidenreich, MD, Northwestern Mutual - PowerPoint PDF

HIPAA & Chronically Ill Certifications: Weighing the Clinical and the Business Decisions - Dr. Stephen Holland MD, Univita, Denise Liston RN, LifePlans, Doris Kraemer RN, Assuricare, Robbin Grulke RN, Great American Insurance Group PowerPoint PDF

At a Crossroads.. Combo Products - Margaret S. Czellecz, LifePlans PowerPoint PDF

Cyber Liability Landscape - Patrick Reeder, Genworth, Stephan Serfass, Drinker Biddle & Reath, LLP PowerPoint PDF

The Doctor's Challenge Underwriting Cases - PowerPoint PDF

The Doctor's Challenge - Wayne F Heidenreich, MD, Northwestern Mutual PowerPoint PDF

Playing the Litigation Links: How to Stay in the Fairway When the Company Gets Sued - Michael D. Rafalko, Drinker Biddle & Reath LLP PowerPoint PDF

Medical Director Panel - PowerPoint PDF

Mental Nervous Disorders - Organic or Non-Organic PowerPoint PDF


2013 Conference Presentations

The Doctors' Challenge - Dr. Stephan Holland, Chief Medical Officer, Univita Health; Dr. Bruce Margolis, Medical Director, Genworth Financial; Dr. Bryan yanaga, Medical Director, Bankers Life and Casualty

Fibromyalgia Claims - Dr. Stephan Holland, Chief Medical Officer, Univita Health

LTC Police Academy2: Their First Assignment - Brian Landry, Claims Bureau; Robert Russ, Prudential; Karen Smyth, Prudential; Nolan Tully, Drinker Biddle & Reath LLP

The Trifecta: otherwise known as Metabolic Syndrome - Dr. Bruce Margolis, Medical Director, Genworth Financial; Pam Jackson, LTC Underwriting Manager, New York Life; Joe Furlong, Associate Director, Claims, RGA

The Quest to Preserve Homecare Benefits - Mike Gilbert, HireFamily LLC


2012 Conference Presentations

Genetic Testing - Dr. Shelly Rahn, MD, Mass Mutual, Denise Liston, RN, Vice President, Lifeplans, Mike Rafalko, Drinker, Biddle & Reath, LLP

Valvular Heart Disease - Dr. Vincent E. Friedewald, M.D., Associate Editor, The American Journal of Cardiology, New York, NY

Evaluation of Movement Disorders - Dr. Bryan Yanaga, MD, Medical Director, Bankers Life & Casualty

Neurogenerative Disorders Claims in LTC Insurance - Stephen K. Holland, MD
Chief Medical Officer, Univita Health

Lining Up for Joint Replacements - Dr. Shelly Rahn, MD Mass Mutual Financial Group, Elizabeth Roberge, Mass Mutual Financial Group, Joseph Furlong, RGA Reinsurance Company

LTC Police Academy: A Cadet's Guide to Navigating Contestable Claims, SUI Investigations and Related Landmines - Mike Rafalko, Drinker, Biddle & Reath, LLP, Bob Russ, Prudential, VP of SIU, Stephen Holland, MD, Chief Medical Officer, Univita

2011 Conference Presentations

Oh My Aching Back - Deborah Van Dommelen, MD/MPH, Northwestern Mutual

Spinal Disorders Claims in Long Term Care Insurance - Stephen K. Holland, MD, Chief Medical Officer, Univita Health, Inc.

LTC Underwriting to Claims - Objects in the Rear-View Mirror Not Always as They May Appear - Pam Kreager, RN - Director of Clinical & Quality Standards, Univita and Joanne Masters, RN - LTC Risk Manager, MetLife


2010 Conference Presentations

Causes of Geriatric Visual Impairment and Their Long Term Care Implications - A Clinical Perspective

The Latest Trends in Alzeheimer's Research - The Buck Institute

LTCI Underwriting and Claims in the Midst of an Epidemic of Obesity


2009 Conference Presentations

DRA Partnerships - Three Perspectives

Fibromyalgia - Causes, Consequences and Future Directions - Wickersham

Challenges Adjudicating the Younger Claimant

Cardiovascular Disease - LTC Underwriting Perspective - Mastropolo

Cardiovascular Disease - LTC Underwriting Perspective - Margolis

Three Perspectives for Spotting Fraud and Keeping It Off the Books

2008 Conference Presentations

Cognitive Impairment - Physician Panel

Identifying Possible Claim Fraud

LTC Fraud Prevention - Part I

Managing a Plan of Care

Neuropsychology Primer for the LTC Underwriter

Supplementary Readings

True Group vs Multi-Life

Underwriting Cognitive Issues

Underwriting True Group and Multi-Life

2007 Conference Presentations

The ALF Explosion

Cancer Claims in Long Term Care Insurance

The Times They Are a Changing

Underwriting Cancer - An LTCI Perspective

The Impact of Psychiatric Conditions on Underwriting and Claims

Yes, You Will Have a Job in LTC Insurance Tomorrow.. if

Recissions and Fraud

A Clinical Psychiatric Underwriting Update

Previous Conference Presentations


Actuarial, Claim and Underwriting
Alternate Plan of Care
Genetic Testing for Alzheimers
Laboratory Testing in the Elderly
Doctor's Panel - Dr. Holland - LTCI Approach Managing Rheumatoid Arthritis
Doctor's Panel - Dr. Bomba - Osteoarthritis and LTCI
Doctor's Panel - Dr. Margolis - Osteoporosis
Netweaving
Polypharmacy
Preventative Screenings for LTC Policyholders
Underwriting Co-Morbidities and the Vices
Working With Producers
A Legislative Update on Long Term Care Issues     
Interventions for Independence     
Long Term Care Fraud      
Remote Work Programs  
Scope of Cognition     
State of Your Association
Actuarial View of Underwriting – 2004 Forum
Fraud – 2004 Forum
Long Term Care Claims Management – 2004 Forum
Preventing Alzheimer´s Disease and Related Disorders – 2004 Forum
Reining in Claims Costs While Delivering Outstanding Customer Service – 2004 Forum
Transformation of LTC Underwriting – 2004 Forum
Underwriting at Extreme Ages – 2004 Forum
Assessing the Older Age Risk
Basic LTC Underwriting
Brain Attack
Cognitive Underwriting - Its Impact on Profitability
Coronary Artery Disease
Detection and Significance of Frailty in Elderly Insurance Applicants
Developing a Substandard LTC Underwriting Program
Fun in Learning for the LTC Underwriter
Frailty: A Useful Concept in LTC Underwriting?
How Does Claims Data Impact Underwriting?
MIB & Long Term Care
Non-Medical Underwriting - Art or Science
Outsource Underwriting
Prescription Drug Database Test
Pros and Cons of the Reimbursement Model
Reducing Risks in LTCI Claims Through Relationship Building
Stepping into the International Market
The Face Behind the Case
Understanding Dementia
Underwriting 2002
Underwriting for Profit
Worksite Underwriting

Quick E-Surveys

Involvement with Claims and Underwriting with Actuarial - Jan. 2006
Underwriting Decline Rate - Underwriting Turn Around Rate 4/9/04