The CLTC 2024 Summit
By Invitation Only

We are excited to host the 3rd Leadership Summit this September in Charlotte, NC. We will once again assemble industry leaders and strategic thinkers to help us see beyond the day-to-day demands of our industry to envision what the future holds and how we can shape it for a more secure tomorrow for our profession, the industry, care recipients, and their caregivers. This will be our most interactive session yet. We are inviting “the best and brightest” within our industry to help elevate and inform these discussions.

Agenda Highlights

Keynote: Behavioral Economics and LTC Purchase Decision

Richard Frank, Senior Fellow, The Brookings Institute

Insights into the LTCI Landscape – A Producer’s Perspective

Mary Ann DeKing, Plan and Care
Steve Eilliott, LTC Capstone
Richard Horowitz, LTC Consumer
Scott Olson, LTC Shop

Companies Stepping Up to Address the Caregiver Crisis in the Workplace

Maritza Campbell, Wellthy
Dominic Salvato, Transamerica
Kevin Sypniewski, AGIS Network
Representative from a Local Employer offering Caregiver Support Benefits – TBA

Day 2 Interactive Workshops
LTC Planning Solutions for Middle Americans

Defining Middle America

Kari Benson*, Deputy Assistant Secretary for Aging, U.S. Administration on Community Living (formerly, Deputy Assistant Secretary for Aging, MN)
Liz Cristopher, HCG Secure
Steve Schoonveld, FTI Consulting

A Perspective on Planning and Caregiving from Charolotte-based Middle Americans

Insights and Needs as Shared by Genworth-sponsored focus group participants

New Ideas for Products and Services for the Middle America Market

Innovative Concepts Developed by a Committee of Industry Actuaries and Product Development Leaders Commissioned by CLTC
Audience Roundtable Discussion and Vetting of Concepts

And much more!

This will be a 360° industry view encompassing distribution, carriers and consumers.

* Commitment pending

Thank you for the generous support of our sponsors.