PROGRAM AGENDA 2012
MAY 2nd - 4th, 2012, MIAMI, FLORIDA
WEDNESDAY MAY 2nd
Time
Speaker
Registration
1:00pm – 5:00pm
Early Bird- Underwriting
3:00pm- 5:00pm
This is an open forum that
includes topics of interest for
underwriting.
Early Bird - Claims
3:00pm – 5:00pm
This is an open forum that
includes topics of interest for
claims.
Jacqueline BencomoCarreno, CHCS Services
Welcome Reception/Dinner
6:30pm - 9:30pm
Session Description
Speaker(s)
Joline Allen, RGA
Reinsurance Company
THURSDAY MAY 5th
Breakfast
7:00am 8:00am
SESSIONS
TIME
President’s Welcome
8:00am – 8:15am
Valvular Heart Disease
8:15am – 9:30am
Break
9:30am–9:45am
Evaluation of Movement
Disorders
9:45am-11:00am
Neurogenerative Disorders
Claims in LTC Insurance
Margaret Czellecz,
Lifeplans
This session will provide you
with an understanding of the
impact valvular heart disease
has on Long Term Care
including co-morbid cardiac
histories and its’ implications
relative to morbidity and
mortality.
Dr. Vincent E. Friedewald,
M.D., Associate Editor,
The American Journal
of Cardiology, New
York, NY
•
Dr. Bryan Yanaga, MD,
Medical Director, Bankers
Differentiate between
significant and nonsignificant movement
disorders, expected
diagnostic tests and
results.
Dr. Stephen Holland, MD,
Chief Medical Officer,
Univita
•
•
Boomers and Below
11:00am-12:00 noon
•
Identify the risks, pros and
cons of underwriting the
younger applicant.
Are obtaining the right
requirements to adequately
assess the risk for the risk
pool?
What could I be missing?
Discuss the types of claims
that are seen in the
younger population and
identify some of the
associated challenges with
adjudication and
reassessment of the young
insured.
Denise Liston, RN, Vice
President, Lifeplans
During this session, we will
explore the three most
common mental disorders in
the aging population: Delirium,
Dementia, and Depression.
Many people tend to confuse
the three conditions,
especially delirium and
dementia because all of them
have symptoms in common.
However, there are quite a
number of marked differences
between them.
Whether you are underwriting
an application for long term
care coverage or adjudicating
a claim for long term care
benefits, our speakers will
explore and help you
understand these three D’s
and their distinct
signs/behaviors, symptom and
treatments.
Dr. Jeffrey Davids, Sr.
Adjudication Specialist,
Genworth
•
•
•
LUNCH
12:00 – 1:00pm
A Brain Mystery – Is It
Cognitive Impairment, Normal
Aging or Something Else?
1:00pm- 2:00pm
Evaluate the risk
associated with
inconclusive testing and
recommendations for
repeat testing in the future.
Provide a claims
perspective on the
adjudication of a claim and
potential for improvement
vs. a reasonable
progression of the
symptoms over time.
Sally Lord, LTC
Consultant, Genworth
Dr. Stephen Holland, Chief
Medical Officer, Univita
Break
2:00pm – 2:15pm
Genetic Testing
2:15pm – 3:15pm
Overview on genetic testing
and the latest updates as it
pertains to long-term care
insurance.
Dr. Shelly Rahn, MD, Mass
Mutual,
Denise Liston, RN, Vice
President, Lifeplans
Mike Rafalko, Drinker,
Biddle & Reath, LLP
The Doctors Challenge
3:15pm – 4:45pm
Take advantage of the
opportunity to share in real
case studies and get the
opinion of our Medical
Directors regarding both the
underwriting and claims cases.
Bring your own case for
presentation and discussion
during this valuable session.
Dr. Bruce Margolis,
Medical Director,
Genworth
Dr. Dan Elliott, Sr. Vice
President and Medical
Director, Univita
Dr. Sheila MacDonnell,
Medical Director, John
Hancock
Dr. Deborah Van
Dommelen, Assistant
Medical Director,
Northwestern Mutual
FRIDAY MAY 4th
Breakfast
7:30am -8:25 am
Lining Up for Joint
Replacements
8:30am – 9:30am
•
•
•
•
Break
9:30am -9:45am
What are the
challenges associated with
underwriting?
What is key to determining
the initial eligibility and
assessing the recovery for
ongoing eligibility?
How do I interpret the
therapy notes?
This very interactive
session will look back on
the industry experiences
and discuss future
opportunities.
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
Wrap up
9:45am – 11:00am
11:00am – 11:30am
Congratulations! You have
each been selected to the
prestigious Miami LTC Police
Academy, and training starts
immediately. This ain’t no
“Mission to Moscow”; it’s
“Assignment: Miami Beach”.
An insurance carrier inundated
with bad claims is like a “City
Under Siege” and claims
professionals should consider
it “Their First Assignment” to
identify those bad claims and
take appropriate steps to
mitigate risk. You are, in effect,
the carrier’s “Citizens on
Patrol”. Follow your instructors
–each a bona fide LTC Police
Officer—through a series of
stern-to-stem, real life
contestable claim case
studies, from identification of
issues, to SUI involvement and
surveillance, to rescission and
litigation avoidance. Your skills
will be tested. Promotions will
be offered to those who pass.
Failure will result in you being
placed “Back in Training”.
Command Lassard awaits your
participation.
Mike Rafalko, Drinker,
Biddle & Reath, LLP and
others TBD
Bob Russ, Prudential, VP
of SIU
Stephen Holland, MD,
Chief Medical Officer,
Univita