LECP IMPACT DAY

Steve Cain is the Chief Revenue Officer at LTCI Partners and leads the firm’s sales & business development efforts nationally. His focus is revenue growth – whether it’s coming from existing client relationships to the acquisition of new institutional and group accounts. Steve has 20+ years in the Insurance & Financial Services industry, working closely with independent broker-dealers, wirehouses and employee benefits consultants. Steve is a graduate of the University of California at Santa Barbara. After graduation, he had a brief career in professional baseball, pitching in the farm systems of three professional teams. Steve resides in Los Angeles, CA. 

Brad Shepard, CLTC - For the past 28 years, Brad has specialized in designing, selling, training and marketing Long Term Care insurance and Asset Based Long Term Care planning solutions as a licensed agent and carrier sales support leader. His current role, Account Director with OneAmerica Financial, is to assist distribution partners, advisors and agents develop and grow their Long Term Care Planning business through extensive business planning, marketing, training and support. He has also been a featured speaker, on the topic of Long Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.

Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife Denise, son Logan, and daughter Linsay. 

Donna Bowman is the Director of National Education Consulting for AGIS Network. Born and raised in Arkansas and a Texas resident for more than 30 years, Donna brings a deeply personal and compassionate perspective to the conversation about long-term care. After serving as a minister for more than 25 years, she has walked alongside families through life’s greatest celebrations as well as its most difficult seasons. The message, “Don’t Be Afraid of Long Term Care,” is rooted in the belief that planning ahead is not simply about care settings—it is about preserving choice, making personal wishes known, and loving your family well by preparing for the future.

Holly Westervelt, MBA, CLF, LUTCF, CLTC, serves as Vice President of Sales at Krause Agency where she leads sales strategy, agent development, and distribution growth across the country. She brings over three decades of insurance industry experience, including sales and project leadership roles at American Family Insurance, where she led agents, built growth strategies across multiple product lines, and ran training and development programs. Holly earned her Bachelor of Science in Management and Leadership and her MBA from Capella University. She is licensed in Life/Health and Property/Casualty insurance and holds the CLF, LUTCF, and CLTC designations. Her personal experience with long-term care shapes how she thinks about the difference the right planning can make. Outside of work, Holly lives in Omaha with her husband Shawn and their black lab Lucy, and she is almost always planning her next trip.

Samir Shah is President & CEO of CareScout, where he is building a national platform that helps families plan, pay for, and find care as they age. CareScout is creating the infrastructure for aging in America, operating at the intersection of healthcare, financial services, and caregiving to bring greater structure, quality and scale to a fragmented system.  As CEO, Samir leads CareScout’s strategy and growth, focused on building a new category that 
integrates long-term care insurance, aging services, and care navigation into a more coordinated experience for families, providers, and enterprise partners. Samir’s work centers around building the capabilities, the partnerships, and distribution needed to scale CareScout nationwide.  Before joining CareScout, Samir spent over a decade at J.P. Morgan in senior leadership roles across Banking, Capital Markets, and Wealth Management, helping build and scale businesses in 
highly regulated markets. Earlier, he was an Associate Principal at McKinsey & Co, advising financial services leaders on strategy and transformation. He began his career at Goldman Sachs. Samir holds an MBA from the University of Chicago and serves on Genworth’s Executive 
Council. Outside of work, Samir enjoys exploring mixology, experimenting in the kitchen, and planning his family’s next adventure. He lives in New Jersey with his wife, two children, and 
their Havanese dog. 

 Jon joined Amada Senior Care in 2023 after 15 years as a financial and insurance professional, most recently with Securian Financial. Drawing on firsthand experience caring for aging loved ones, he is passionate about the dignity and freedom that quality long-term care (LTC) solutions can provide. He leads Amada’s National & Strategic Accounts department, building relationships across the insurance and financial industries to connect and coordinate insurance and financial planning with the challenges of aging and care. He holds the ChFC and CLTC designations and is a graduate of Morehouse College.  

Ron Hagelman, CLTC, CSA, LTCP has been involved in helping to protect retirement assets ad income by leveraging insurance protection for the LTC risk for over 35 years. He is the author of over 250 articles on LTC. A marketing and distribution consultant, he has built over 50 new insurance products for 16 companies. He has been involved in LTCI Research with LIMRA and the SOA. He has served as executive officer of several national NMO’s and was a former chief marketing officer for State Life. He currently very proudly serves as a consultant to Amada Senior Care.