Diane R. Boyle is the senior vice president of government relations for the National Association of Insurance and Financial Advisors. Her responsibilities include developing and implementing NAIFA's comprehensive state, interstate, and federal legislative and regulatory strategies and daily executing association activities to provide advocacy services for insurance and financial professionals to support a private, competitive insurance marketplace. She serves as NAIFA’s chief federal lobbyist specializing in tax legislation focused on life and health insurance products, workplace benefits, pensions, and small business issues. Boyle is a proud Capitol-level contributor to IFAPAC and works closely with the political affairs team to develop strategies and programs to maximize NAIFA’s grassroots efforts around the country.

Boyle is an expert NAIFA spokesman on legislative issues with national and trade media outlets. She is a frequent contributor to many NAIFA publications and internet forums. She also represents NAIFA on various industry coalitions and panels and is a regular speaker during NAIFA’s signature events.

Boyle joined the NAIFA family in April of 1991. Before expanding health and workplace benefit representation to all NAIFA members in 2010, she served as the executive vice president for the Association of Health Insurance Advisors, the former health conference of NAIFA. She was instrumental in developing the association’s comprehensive legislative program. Boyle developed the State Legislation Association Planning Process and the award-winning Rx for Health Care Lobbying Kit.

Boyle's legislative career began in the Louisiana State Legislature, where she served as a legislative assistant for the Jefferson Parish Delegation, consisting of 14 Representatives and seven Senators. She further enhanced her knowledge in the legislative arena by working for two Louisiana Congressmen. A political and public relations consulting firm also employed Boyle, where she developed legislative grassroots programs and public relations strategies for numerous clients.

National Association of Insurance and Financial Advisors
1000 Wilson Blvd | Suite 1890 | Arlington VA 22209 (703) 770-8252
dboyle@naifa.org
@DianeRBoyle

Donna Wilcock, PhD is a professor of neurology and Director of the Center for Neurodegenerative Disorders at Indiana University School of Medicine. She is also the Barbara and Larry Sharpf Professor in Alzheimer's Disease Research, a member of Stark Neurosciences Research Institute, and a member of the Indiana Alzheimer's Disease Research Center (IADRC).

Dr. Wilcock's research focuses on the intersection of Alzheimer's disease and vascular cognitive impairment and dementia. Using mouse models and patient samples, Dr. Wilcock is exploring the role of neuroinflammation and dysregulated angiogenesis in VCID. In addition, she has several active projects exploring the underlying mechanisms of beta-amyloid immunotherapy-related ARIA. Her research is funded by the NINDS and NIA.

Natalie Sutton joined the Alzheimer’s Association Greater Indiana Chapter as Chapter Executive in June 2017. A native Hoosier, Natalie has experience working locally, regionally and nationally for voluntary health organizations.

Natalie is a 2003 graduate of DePauw University and earned a Master of Public Affairs in Nonprofit Management from the Indiana University School of Public and Environmental Affairs in Indianapolis.

Natalie is proud to be a part of the Alzheimer’s Association and to lead the Chapter’s work, making a difference in the lives of 121,000 Hoosiers living with Alzheimer’s disease and their caregivers. The Alzheimer’s Association leads the way to end Alzheimer’s and all other dementia – by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

Ramona Neal has 33 years of experience in the life insurance industry with roles in field sales, competitive intelligence, advanced sales, and policy administration. She has extensive history helping producers and wholesalers position insurance products.

Today, Ramona is President, of Living Benefit Review, LLC. This company provides independent, impartial, competitive intelligence services for life insurance with LTC solutions: Hybrid products, Chronic Illness, Critical Illness, and LTC riders.

Prior to the insurance industry, Ramona served as an Information Manager in the Ohio Air National Guard where she was awarded the Air Force Achievement Medal. She has her Bachelor of Arts degree from The Ohio State University, in Psychology and Communication and holds the following insurance designations: CLU, ChFC, CLTC, REBC. Ramona resides in Columbus, Ohio with her husband and three sons.

Erin Doty, M.D., is the associate vice president, clinical research physician (CRP), global medical affairs-Alzheimer's Disease for Eli Lilly and Company.

In her role, Erin builds upon decades of innovation to develop new therapies and diagnostic tools to be used for the treatment of neurodegenerative diseases like Alzheimer's disease at Lilly.

Prior to joining Lilly in 2018, Erin operated her own practice, serving as president, medical director and founder of First Coast Neurosciences in Jacksonville, Florida.

Erin completed her residency at Emory University School of Medicine as chief resident physician, neurology. Erin earned her medical degree from the University of Florida College of Medicine and her bachelor’s degree from the University of Florida.

Jan Graeber is a Senior Actuary at the American Council of Life Insurers (ACLI) where she is currently responsible for industry advocacy on long term care, risk classification, disability income and algorithmic accountability. Jan is responsible for industry advocacy regarding these products before federal and state policymakers and at the National Association of Insurance Commissioners (NAIC) and other groups that influence insurance policy, laws and regulations. Prior to joining ACLI, Jan spent over 20 years at the Texas Department of Insurance where she served as Chief Actuary over life and health products. Jan received her B.B.A in Actuarial Science from the University of Texas at Austin. She is a member of both the Society of Actuaries and the American Academy of Actuaries.

Dennis Martin serves as president of Individual Life and Financial Services at OneAmerica Financial^®, and he leads the organization's Life Insurance, Annuity and Asset-Based Long Term Care businesses.

An authentic and adaptive leader, Martin has a proven track record of success across many facets of the insurance and financial services businesses. He is passionate about the mission of the Life Insurance and Long-Term Care industry, and he's committed to creating a transformational environment to elevate its impact on customers, distribution partners and associates.

Martin actively drives positive change in the insurance industry. He is currently chair of the Life Insurance Advisory Board for the Life Insurance and Marketing Research Association (LIMRA), and very engaged with distribution associations, including FINSECA and NAIFA.

Martin graduated from the University of Manitoba with a Bachelor of Science degree in Statistics and Actuarial Science. He is a Fellow in the Society of Actuaries and Canadian Institute of Actuaries, and a Member of the American Academy of Actuaries. While part of his heart will always remain in Canada, he has made Indiana home, even appearing in the Hoosier by Choice video campaign.

TBD

Stephanie is a Principal with the Actuarial Practice of Oliver Wyman and co-leads their Long-Term Care Practice. She has over 14 years of experience as an LTC consultant, specializing in both traditional LTC and combination LTC products. Stephanie has supported a wide range of clients across nearly all facets of the actuarial work, including in the areas of pricing, assumption development, modeling, in-force management (including aging-in-place initiatives), mergers and acquisitions, and public programs.

Jeff Ferrand currently serves as illumifin’s Vice President of Fraud Services, where he leads all fraud mitigation efforts and special investigations. Jeff is renowned in the long-term care insurance industry for his expertise in designing, improving, and implementing Fraud, Waste, and Abuse (FWA) programs as well as building fraud detection technology for insurance carriers and third-party administrators. He excels in integrating analytics and technology into fraud detection, strengthening Special Investigation Unit (SIU) investigations, and developing formalized FWA claim mitigation strategies.

Before joining the long-term care insurance community, Jeff spent nearly 15 years as a trial attorney, specializing in insurance coverage and fraud defense. He holds a degree in Psychology from Wabash College and earned his Juris Doctorate from Indiana University Robert H. McKinney School of Law.

In addition to his role at illumifin, Jeff is a frequent speaker at industry conferences, where he shares his expertise in insurance fraud prevention strategies. He also serves as the Chair of the Long-Term Care Insurance Anti-Fraud Forum as and is Past-President of the National Society of Professional Insurance Investigators. His multifaceted background and dedication to combating insurance fraud make him a respected leader in his field.

Waterlily's COO and Co-Founder, previously founded and served as CEO of Clara Health and UpperBoundAI. Before his entrepreneurial journey, Evan attended college when he was 11, graduating from UC Berkeley with his bachelor’s degree in Cognitive Science and Computational Modeling when he was 16. He then went on to pursue his Ph.D. at MIT in Computational Neuroscience where he used machine learning and computer vision modeling to advance computational neuroscience and AI research. Evan dropped out of his Ph.D. just before defending his thesis when he was 21 to scale Clara Health as it took off.

Waterlily's Founder and CEO, started college at 14. By 16, Lily was working for NASA. She founded Waterlily after a personal experience with a long-term care event in her family. This experience, combined with her Data Science and Genetics degree from UC Berkeley and a decade in healthcare, including leading roles in startups focusing on product development and engineering, inspired her to create Waterlily. Her goal: to simplify the complexities families face in caring for their elderly loved ones.

At Finseca, we advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.

Alex leads the development of Finseca's federal and state policy efforts to support the organization’s mission and strategy - managing policy setting working groups, develop policy solutions, analyze relevant marketplace, legislative, and regulatory developments to identify impacts on the profession and their clients.

Prior to joining Finseca, Alex spent over two decades working in the life insurance industry – Adv Markets and Compliance director at a life insurance agency, Adv. Case Design at a boutique financial planning shop specializing in wealth and business planning for family offices and businesses, and as an attorney in the Adv Markets team for a life insurance carrier.

He lives in New Jersey with his wife, eagerly waiting (and encouraging) for the last of his three children to leave the nest.

Tafa Jefferson is the Founder and CEO of Amada Senior Care, a franchise devoted to enriching the lives of seniors by providing compassionate, non-medical, in-home care and consulting services. With 180 locations spanning 42 states, Amada Senior Care has established itself as a trusted provider of concierge care.

Tafa was featured in Forbes, Inc., and Entrepreneur, and was named as a standout honoree on several prestigious “40 under 40” lists of business innovators. As member of the Aspen Institute and Global Leadership Network and 2017 graduate of the Henry Crown Fellowship Program, Tafa was appointed in September 2022 to serve on the Executive Board of Directors for the Lincoln Institute. Since November of 2023, Tafa serves as a Dementia Care Provider on the National Roundtable Board for the Alzheimer’s Association in Chicago IL.

As a director on the American Board of Home Care since 2009, Tafa continues to pursue his passion of senior care – in particular, caring for seniors in need. He is a 2007 graduate of the University of the Pacific’s Eberhardt School of Business where he seeks to give back and contribute as a newly appointed trustee and regent in 2023.

Through these many diverse roles, Tafa strives to make a meaningful impact in his community by identifying needs and acting to provide solutions. When he is not engrossed in service, Tafa obsesses over smoking meats and creating new rubs as he pursues a personal goal of becoming a semiprofessional pit boss. Tafa lives in Southern California and is married to his high school sweetheart Alysia. Together, they have four children: Helena (22), Natalie (20), Nile (17), and Taylor (15), along with their 3-year-old fur baby, Lucy the Labradoodle.

Career History
Brian Kendall currently serves as the product manager for care solutions at OneAmerica Financial^®. In this role, he is responsible for developing and maintaining the Care Solutions suite of Asset Based Long-Term Care solutions.

Brian began his insurance career as an agent in 1997. In 2006, he joined the companies of OneAmerica Financial as an Internal Wholesaler for Care Solutions and has been with the organization ever since. Brian was promoted to Unit Leader for the Care Solutions Sales Desk in 2010, became Manager if ILFS Inbound Sales in 2011 and was later named Manager of Care Solutions Internal Sales, serving in that role from 2013-2016. He has also served as Director of Care Solutions Internal Sales and became Director of ILFS Internal Sales in 2018. He was promoted to his current role in 2019.

Brian earned his Chartered Life Underwriter and Chartered Financial Consultant designations from The American College and also holds a CLTC designation. He graduated from the United States Air Force Academy with a degree in political science. He received commission as 2nd Lt. in the U.S. Air Force in 1990 and was medically discharged in 1991. Brian and his wife Nancy currently reside in Brownsburg, IN with their three children and two stepchildren.

Melissa is the Portfolio Director for Individual Life & Financial Services Marketing at OneAmerica Financial, where she brings a wealth of experience in driving growth, retention, and loyalty through integrated lifecycle marketing programs. With a background in news reporting, she transitioned into marketing, where she now specializes in helping brands maximize their visibility and impact through strategic marketing, activation, and communication initiatives that deliver measurable business results.

Throughout her career, Melissa has successfully led high-profile name entitlement sponsorships in major sports and music venues, as well as spearheaded integrated marketing and communications efforts for leading insurance and financial brands, including Indiana Farm Bureau Insurance and Gainbridge within the Group1001 enterprise.

Melissa holds a Bachelor of Science degree in Journalism from Ball State University.

Jaime Mueller serves as vice president, ILFS Product & Market Innovation at OneAmerica Financial^®, leading the Product Strategy team, providing business leadership in developing innovative products, fostering industry relationships alongside the Distribution team to position product offerings at the forefront of the market, and collaborating closely with ILFS Leadership and cross-functional teams to ensure alignment between strategic initiatives and sales efforts.

Mueller previously served as vice president, Long-Term Care (LTC) at New York Life. In this role, she drove LTC product innovation and played a critical role in developing the long-term strategy of the company’s LTC business. She also took part in a variety of industry advocacy groups and state-level LTC government program committees. Prior to joining New York Life, Mueller served as the head of LTC Solutions at the Advantage Insurance Network, where she created and executed an innovative strategy to wholesale asset-based LTC solutions and grew the company’s LTC premium by more than 400% in a three-year period.

Mueller graduated from the University of Central Arkansas with a B.A. in English. She holds the designation of Fellow, Life Management Institute (FLMI), as well as Associate, Annuity Products and Administration (AAPA). She has also served as a panelist at a variety of industry conferences, including ILTCI and LIMRA.

Jeff Levin is Vice President of Distribution and Head Care Solutions with OneAmerica®. He leads a team of divisional vice presidents, regional sales directors and managers, and the account management team in the distribution, sale, and support of the company’s Care Solutions product line.

Before joining OneAmerica, Jeff spent almost 25 years with Genworth in various long-term care distribution, account management, product development, operations, and leadership roles.

A winning business leader with deep commercial expertise, Jeff is a collaborative, hands-on leader with a passion for helping others achieve their goals. He is certified in long-term care and Six Sigma. He is a sought-after panelist and thought leader among the industry’s associations and trade publications. Jeff is a current board member for the Intercompany Long Term Care Insurance Conference Association, Inc. (ILTCI) and participates in NAIFA’s Long Term Care Legislative Working Group.

Jeff is a graduate of the University of California at Santa Barbara. He is a fifth generation native of San Francisco, but now lives in the Richmond, Virginia area. He enjoys spending time with his wife and three children, reading, listening to music, and being outdoors.

With over 25 years of experience in the financial services industry, Amy Chinn currently serves as Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial^®, a role she started in 2024. Amy is responsible for a leading our strategic approach that combines customer care, proactive risk management, and operational excellence. Amy’s goal is to transform claims management into a true differentiator for OneAmerica Financial.

Throughout her career, Amy has collaborated with healthcare providers and technology innovators in the disability, life, dental, and long-term care insurance sectors. By integrating early intervention strategies and leveraging processes and technology, she drives solutions that make a difference for stakeholders. Amy previously worked for the companies of OneAmerica Financial from 2015 – 2022 when she served as Vice President of Claims Operations.

Amy graduated from Ball State University with a B.A. in Journalism. She holds the designations of Fellow, Life Management Institute (FLMI), Associate, Health Insurance Association (HIA), and Certified Executive Coach from the Hudson Institute. She currently serves on the board of Dollars for Scholars, supporting educational opportunities and scholarships for students in need.

Khaled Halabi serves as the Senior Client Engagement Director at Hanover Research’s Corporate Practice, where he specializes in professional services clients across a diverse array of industries. With over 13 years of experience in market research, Khaled expertly manages client engagements utilizing both qualitative and quantitative methodologies. His expertise encompasses a broad spectrum of techniques including surveys, in-depth interviews, focus groups, and advanced analytics.

Before his tenure at Hanover Research, Khaled held the position of Manager of Consumer Insights at Nielsen, where he was stationed in various regions including the Middle East, Africa, and Europe. In this capacity, he collaborated with clients to foster growth by enhancing retail sales tracking, refining strategy planning, and providing actionable insights. Throughout his career at Nielsen, Khaled provided exceptional service to several prominent multinational corporations, such as Mars, PepsiCo, Nestle, and Colgate-Palmolive.

Bridget works with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), Independent Insurance Professionals and Advisors, and Long-Term Care Specialists to grow the OneAmerica Financial^® Care Solutions Asset Based Long Term Care product line. She provides strategic planning and implementation, and training to IMO/BGA leadership, back offices, producers, and advisors to support and drive the growth of Asset Based Long Term Care solutions in the brokerage channel.

Career history
For over 25 years, Bridget has worked in the long-term care industry specializing in the distribution, sale, and marketing of long-term care planning solutions. Bridget has served as a product, marketing, operations, and technical subject matter expert in varying roles, most currently as a National Relationship Manager. Bridget is proud to be a member of the OneAmerica Financial team.

Education
Bridget earned a Bachelor of Arts from the Hutchins School of Liberal Studies, minoring in Political Science, from Sonoma State University in Rohnert Park, California.

Personal
Bridget resides in the San Francisco Bay Area with her husband Steve and their two children, Allena and Stephen, and their Labrador Milo. As a family, they are avid soccer enthusiasts. Bridget has served on the Board of Directors for several premier soccer clubs in the Bay Area. When she and Steve aren’t on the field watching their own children play, they all enjoy watching a good game together as often as they can.