9:30-11:30am CE Presentations
11:45am-1:00pm Lunch & Member Meeting
Why Long Term Care is Critical to Retirement & Estate Planning
This presentation gives tools to help advisors gain confidence in the LTCI industry. Learn how to best propose long term care insurance to your estate planning and business clients. Our presentation includes a pricing discussion, product trends and designs, as well as, tax incentives for individuals and employers. We will also share case studies and creative design elements
Speaker: Lori Gubash
Lori Gubash joined Newman Long Term Care in June 2009 as the Business Development Manager. Lori’s focus is on cultivating and managing relationships with LTCI Specialists and Brokers. To build and maintain relationships, Lori will provide case design, proposal development and point-of-sale assistance in the Multi-Life Sales market.
Lori may be a familiar face to many of you in the employee benefit broker and health care agent communities. She brings to her new position numerous years of experience with insurance marketing, training and development. Lori worked with the Catholic Aid Association, a fraternal life insurance organization based in St. Paul where she started as a field representative and diligently worked to become promoted to regional manager of the East Metro/Western Wisconsin territory. There, she mentored representatives selling Life, Health, Disability and Long Term Care insurances. Lori also worked several years in the individual and business voluntary benefits market working with health brokers and agents in the Metro area.
Firsthand, Lori learned of the need for long term care insurance when she worked as a nurse’s aide in a long term care facility during college. Lori also helped take care of her grandmother during her final stages of cancer. It was during this time that Lori experienced the personal toll that not having proper care protection in place can have on the caregivers’ health and finances.
Lori earned a Bachelor’s degree in Business Management from the College of St. Scholastica. She also obtained a certificate as a Fraternal Insurance Field Manager from The American College in 2007. Lori is currently working towards her designation as a Certified Financial Planner.
There is no fee to attend this meeting.
Attendees will receive 2 MN Insurance CE Credits for attending this meeting. You will need to provide your license number in order to receive credit.
Cancellation Policy: N/A
Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.