NAIFA LIVE ~ From Tampa
Thursday ~ November 21, 2019
Join NAIFA Tampa Bay as we host a very special November meeting. The program will be broadcast LIVE from NAIFA Tampa Bay across the country!
Understanding the Broadening Options for Extended and Long Term Care Planning
Presented by: Carroll Golden
Networking ~ 11:30 AM
Program & Lunch ~ 12:00 PM
NAIFA LIVE PRESENTATION 12:45 PM
The Centre Club
123 S. Westshore Blvd.
Tampa, FL 33609
In this program, you will:
- Learn about the scope of the problem.
- What is the current state of the LTC and Extended care marketplace?
- What is happening on the State and Federal government levels?
- Gain insight into how to approach the topic and integrate it into client conversations and planning.
- Discuss various options and where to find proper information and education about these options.
- Learn effective actions that advisors and agents can take to help individuals and families plan and protect their plans.
Many consumers, as well as, advisors, agents, and investment professionals have "outdated" information concerning options to avoid the social, familial and financial risks associated with the need for extended or long term care. With a world-wide population "maturing" with services and personnel projected to be overwhelmed, we need to start conversations, educate ourselves and others, and increase communications about established and newer approaches to options.
Thank you to our Sponsor!!!
Carroll Golden is a forward-thinking organizational consultant and business strategist with a diverse international background holding senior leadership roles within the healthcare and insurance marketplace. Carroll is recognized by industry peers for her contributions in the long-term care insurance (LTCI) field and is a frequent speaker and noted author across numerous professional benefits and financial services organizations. Carroll has an extensive business background focused on business development, solutions selling, risk management and insurance distribution. As a Senior VP in charge of a leading carrier’s LTCI Sales and Marketing department, her nationwide responsibilities spanned formulation of strategic sales plans, product development, innovative and traditional marketing initiatives. She excels in developing relationships and adding value within both small, privately-owned companies and large global corporations. Working with a Certified Public Account audience, Carroll did a
local radio spot on LTCI, focusing on the Executive Carve-Out Business market and later specialized in Group/Worksite Long Term Care Insurance. For several years, she contributed a monthly feature to Benefits Selling Magazine. Carroll gained brokerage and field perspective working with East Coast, and later with West Coast, national LTCI distributors. Carroll entered the professional world as an International translator, having spent several years as a student at the Sorbonne in Paris and continuing her studies in Reims, France. Traveling to more than 44 countries while working with a prestigious Manhattan, NY law firm, Carroll gained insight into how different customs and traditions influence governments and businesses. As an active member of the Society of Financial Service Professionals (SFSP), Carroll served as Chapter President and taught continuing education (CE) classes. Additionally, she served as Chairperson for both the Society of Actuaries Fifth Annual Long Term Care Conference and Tenth Annual Intercompany LTCI Conferences. She currently participates on the Board of Directors of the Intercompany Long-Term Care Conference (ILTCI).