​​​​​​​​​Reference Based Pricing Insurance Strategies for Employer Groups

Presented by Savoy

Speaker: Nicholas Castellano, President and CEO Castle Benefits Consulting Group

  • One of the more revolutionary healthcare cost-containment efforts undertaken by some U.S. employers is “reference based pricing.” This option for self-funded employers seeks to limit costs by providing a fixed amount for certain healthcare services. Reference based pricing is typically used for procedures with high cost is variation, like joint replacement surgeries or certain medical tests. This course will discuss the different types of reference based pricing models available to employers, the basic components of reference based pricing programs, the possible pros and cons regarding reference based pricing as it compares to the traditional PPO model, and the current reference based pricing options available to employers in their geographic area.

What Your Clients Need to Know About Enrolling in Medicare in 2018
Presented by HTA

Speaker: Tracy Russo, CLTC

  • “Your Resource for Retirement Healthcare”​ Specializing In Medicare and Long Term Care Planning 
  • In Jan 2014, she was quoted as an expert LTCi resource in the Wall Street Journal’s online MarketWatch report and over 300 major print and broadcast national news services.

20 Common Annuity Planning Mistakes: Annuities, 1035 Exchange, Taxes, Trusts, Gifting and Income
Presented by Lincoln Financial Group
Speaker: Tom Sundstrom, ChFC, RICP, CLU, CFS, CRPC, CMFC, Regional Marketing Director Lincoln, Financial Distributors, Lincoln Annuities

  • Tom’s particular area of specialty is distribution liability. He acts as a consultant to his financial advisor clients by assisting them in delivering solutions that provide investors a greater likelihood of living in retirement with dignity, independence and long term financial security.

The Impact of Alzheimer's
Presented by New York Life
Speaker: Stephen Rathford, Corporate President with New York Life  

  • ​He is responsible for helping third party National Brokerage firms and Bans build a well thought-out retirement distribution strategy for clients.

Portfolio Management in an Age of Disruption: Capital Markets Update
Presented by Lockwood Advisors
Speaker: Matthew Forester, Chief Investment Officer and Director of Investments for Lockwood Advisors, Inc. (Lockwood) and a Director for Pershing, a BNY Mellon company.

Reverse Mortgages
Presented by Fairway Mortgage
Speaker: Harlan Accola, CRMP

​Building Social Champions: Creating Centers of Influence on Steroids
Presented by Leaders Coach: Tom Guzzardo

  • ​Recognized by CNN News and Fortune Magazine for innovating leadership and sales coaching.

An Institutional Approach to Commercial Real Estate Investing
Presented by NorthStar Securities

Speaker: Peter Zucco

Ethics - Practical Approach to Professional Conduct
Presented by Ron Duska, PhD

  • Ethics credit filed for Insurance (DE and PA)

May 9, 2018

Day in the Hall

​Save the Date - registration opening soon.


​​March 13, 2018

NAIFA Delaware CE 1 Full Day Symposium

Earn up to 8 Insurance CE's for Delaware and Pennsylvania 
​In addition, you can earn up to 8 CFP CEs and 4 CLEs.
Location: Frog Hollow Golf Course Banquet Room, Middletown, DE
Time: 8 am – 5 pm

NAIFA Delaware members attend for FREE
​Guests are welcome - see registration form for applicable fees

Presentation lineup below (not in order of presentations)