Category: Long-Term Care

Larry Adams – LongevityQuest, Inc. Predictive Analytics To Drive Down Healthcare Spend

Join us for a conversation with Larry Adams at LongevityQuest.  Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals with a patented ranking compared to personal goals and others, and a comprehensive analysis of risk factors that may be impacting wellness and longevity — all from the convenience and confidentiality of home. For more information you can visit www.MyLongevityQuest.com or email: info@mylongevityquest.com.

Chris Gandy: Chicagoland NAIFA President and MDRT Financial Advisor

Take a few minutes to listen to a conversation with Chris Gandy.  Learn how Chris grew his business by helping his clients create custom financial strategies designed to help make their dream retirement lifestyle a reality.  In 1999, Chris started his own firm and, since then, has worked with business owners, physicians, professional athletes and key executives all over the country. Chris focuses on the areas of life insurance, disability income insurance, investments and tax-efficient strategies.

After playing basketball for the Fighting Illini at the University of Illinois, where he was co-captain and earned Second Team All-Big Ten honors, Chris played professional basketball for the Chicago Bulls and the San Antonio Spurs.  After his time in the NBA, and before founding his own agency, Chris worked as a Northwestern Mutual Financial network representative. While there, he became a Million Dollar Round Table Member.   So take a few minutes to learn from the best!

www.midwestlegacygroupllc.com

Harley Gordon – How to Have The Conversation about Long-Term Care

Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from Catastrophic Illness, with over 150,000 copies in print, along with his newest book, In Sickness & In Health, helps consumers understand the devastating emotional and financial consequences of long-term care. Mr. Gordon is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

Mr. Gordon’s views on long-term care financing have been featured in the PBS Frontline documentary, “Who Pays for Mom and Dad,” The Wall Street Journal, and the CBS Evening News. He has lectured extensively to consumers and professionals alike, about the importance of planning for long-term care. He has been a featured speaker at Million Dollar Round Table’s (MDRT’s) “Top of the Table,” the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU). He is currently working on a consulting basis with the Massachusetts Division of Medical Assistance in order to reform Medicaid eligibility.

https://www.ieadvisors.net/

Bill Wienhoff – Clear Cert

Bill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers.  His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert centralized data resource can be accessed by representatives of insurance carriers, their distribution partners, participating training firms and producers.  More recently, additional training requirements which insurance carriers are legally required to validate to  state insurance departments have been added to the platform. Prior to forming ClearCert Bill enjoyed a 30+ year career in retail, personnel and financial services, most recently as Director of Insurance Education with The National Underwriter Company.  Bill and his wife Jen have four grown children and eight grandchildren (so far!) In addition to time with family, he enjoys gardening (especially hot peppers) and fishing, and is a singer and musician in his church’s praise band.

http://www.clearcert.com

 

 

Jesse Slome – Long and Short Term Care Specialist

Jesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior to founding Sales Creators, Slome was president of PromoWorks, a California based agency that focused on senior and insurance products. He is the author of a Publicist’s Guide to Senior Media, a national compedium utilized by marketers nationwide. In 1999, Slome co-founded the American Association for LTC Insurance, the non-profit trade organization serving for the LTC insurance industry and still serves as the organization’s Executive Director. He also is Editor-in-Chief of the quarterly national magazine, LTC Insurance Sales Strategies. Slome has earned both the CLU and ChFC designations and has been quoted or bylined feature articles for The Wall Street Journal, Fortune, Money, Kiplingers, The New York Times as well as Financial Planning, National Underwriter and Senior Market Advisor magazine.

http://www.aaltci.org

Daniel Joye – Connecting with Millennial Agents and Consumers!

Daniel has been a self-described “computer geek” since his youth, when he made weekly visits to his local Radio Shack store to beg the manager for hands-on time with the TRS80 computer. An early science fair project found Daniel, then 13, writing code that created an animated “stick figure” graphic display loop. His teachers rated the project an “F” and told the young programmer that there was no category in the science fair for computers. Welcome to 1978!  In 1992, after serving as a Computer/Communications Officer in the U.S. Air Force, Daniel started Mindfulware, a computer software consultant group. His new team of talented “Digital Blacksmiths” had one simple goal: create high quality custom desktop software that was both easy to use and reliable for business use.  One of Mindfulware’s first clients requested a system that would allow agents to calculate long term care insurance rates quickly and accurately. The two goals for the software were simple and created by the agents involved:  1. “Make it easier for me to do business with this insurance carrier.” 2. “Get me my check faster!” Mindfulware now has custom systems covering nearly every type of insurance sold by an agent. In addition, it has expanded services to include the entire application process, directly connecting the agents to the carriers involved. Now, the time from client acceptance to paperwork delivered to the home office can be under 60 seconds! Mindfulware’s current projects include support for newer platforms such as web-based and tablet compatible systems for agents and automated group enrollment systems.  Daniel is also a proud homeschooling father of 4 and when not working can be found with his son raiding dungeons in the online video game World of Warcraft as a level 93 fire mage.

www.Mindfulware.com