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Wendy Boglioli

Keynote Speaker | Long-Term Care Expert | Healthy Aging Advocate | Olympic Gold Medalist

Advising Financial Professionals and Their Clients on the Latest Ways to Plan for Extended Care

Wendy Boglioli brings professional versatility and captivating insight to audiences and clients across the country. A former top-grossing long term care broker and national LTC spokesperson, Wendy’s enthusiasm, knowledge and conversational ease leaves financial professionals, their clients and others thirsty for more. Her message encourages everyone to take a holistic approach to their financial and physical outlook while her riveting personal story resonates and persuades.

Drawing from her Olympic experience, personal care-giving story and a refined acumen from almost 2 decades working as a Long Term Care Planning specialist, Wendy’s powerful presentations are a call-to-action for clients and advisors alike. Her presentation, “Physically Strong and Financially Sound”, emphasizes the importance of having a long-term care strategy in place which includes the entire picture- physical, mental and financial health.

As National LTC Spokesperson and advocate from 2006-2015 for Genworth Financial, Wendy was one of the most successful and requested LTC specialists in the country. She was among the very first to recognize the unique role that women play and her message empowered financial advisors to assist female clients in proactively planning for their futures. Her message targets the young and young-at-heart alike. On behalf of Genworth, Wendy advocated on Capitol Hill and Washington state’s legislature for LTC awareness and policy.

From the Olympics to Long Term Care Specialist
Wendy’s team won the only gold medal in the women’s swimming events in the 1976 Olympics. In doing so they beat the heavily favored, and systemically-doped East German team. Wendy’s relay race is still one of the most notable in Olympic history.

Before the Olympics, Wendy’s father had become ill. After the Olympics, Wendy’s father’s situation worsened, so Wendy began helping her family research nursing homes to prepare for her father‘s future needs. What Wendy found, among other things, was that the majority of the people in the homes were women – and that their savings had been depleted. Many had spent their lives caring for their loved ones, but now, in their time of need, there was no one available to care for them. And, for most of them the cost of in-home care was prohibitive. Wendy immediately began educating families and businesses about the importance of planning for long-term care.

  • Long Term Care Financial Planning
  • Aging and Longevity
  • Women and Long Term Care Planning
  • Women and LTC Recruiting
  • Women and leadership “Swimming and Winning in the Deep End
Array

“In a word – WOW.  Thank you for being a part of Oneamericas year end activities where we offered our customers and partners a glimpse of how they cam improve their service, with their clients and prospects alike through your powerful life experiences.

Your wisdom, your passion, your emotion as well as your drive left my group wanting to hear more from Wendy. You have the uncanny ability to take an audience to the highest of Highs and then bring them to their knees with genuine, raw emotion which took their breath away. It did mine.

I hope we have a repeat performance by you at a future OneAmerica event. No question in my mind you will help me make the function a lifetime memory. And for me, that was the goal and objective from the beginning.”
Mitchell Haber, OneAmerica

Wendy is a respected and treasured asset across the nation to financial institutions, associations and businesses by helping consumers understand the importance of planning for a long term care event.  Sharing her personal story, infused with humor, of coping with caregiving issues has helped so many.  Her passion garners repeat invitations to national events. As a successful businesswoman and Olympic Gold Medalist, she is a driving force with her mantra of Living Financially Sound and Physically Strong, balancing financial health and wellness.
Catherine Ruffing, Relationship Marketing, LLC

Wendy has proved to be an incredible asset in public policy advocacy.  Her knowledge, expertise and presentation skills come to the forefront in any setting.  Her athletic accomplishments open doors in such welcoming manner that actually led a US Congressional Committee Chairman to thank HER on behalf of the American people.
Sam Morgante, Government Relations Consulting Services

Wendy was a vital and eloquent contributor to our Olympic documentary project, The Last Gold. Our film features the stunning history she helped to make. The swim competition at the Montreal Games was fundamentally compromised by East Germany’s state-sponsored doping. Nonetheless, Wendy became a two-time medalist, setting American and World Records. In the final event, her blazing U.S. swim relay staged one of the greatest upsets in Olympic and sports history, defeating East Germany with a performance that superbly testifies to the power and possibility of perfect teamwork. As importantly, Wendy has long been a brave and steadfast advocate in the fight for clean sport. Her voice and her perspective remain as relevant and as essential as ever.

Brian T. Brown, Director, The Last Gold  

 

A Partial List of Companies Wendy Has Worked With

  • OneAmerica
  • Ash Brokerage
  • Ameriprise Financial
  • Bank of West
  • First Command
  • Merrill Lynch
  • Wachovia
  • Edward Jones
  • Genworth Financial
  • Morgan Stanley Smith Barney
  • Citigroup(Women and Co, a program that I was involved in for 2 years with the focus on Women in leadership, financial wellness, physical health.)
  • Raymond James
$5,001 to $10,000
 Oregon
Travels From:  Oregon
City:

Biography

Featured speaker, long term care expert, healthy aging advocate and Olympic gold medalist Wendy Boglioli brings professional versatility and captivating insight to audiences and clients across the country. A former top-grossing long term care broker and national LTC spokesperson, Wendy’s enthusiasm, knowledge and conversational ease leave financial service clients and others thirsty for more. Her message encourages everyone to take a holistic approach to their financial and physical outlook while her riveting personal story resonates and persuades.

Always a trailblazer, Wendy’s Olympic bronze and gold medal story continues to compel audiences. In the 1976 Olympic Games, she and her U.S. Women’s Olympic freestyle relay team defeated the heavily favored & systemically-doped East German team, earning the US’s only gold. Dubbed the ‘greatest swimming upset never told’ (Swimming World Magazine), Wendy’s story was the subject of the 2016 NBC/USA Swimming documentary ‘The Last Gold’, narrated by actress Julianna Margulies, aired nationally on NBC, & available on iTunes & Netflix.

In the years following the Olympics, Wendy served as a collegiate coach (Yale University), motivational speaker and cofounder of a speakers bureau. Witnessing the effects of aging and caregiving for her parents, Wendy turned her attention to healthy aging and long term care two decades ago. She fast became renowned for her speaking abilities and nuanced understanding of financial issues affecting American families. A mother of three and grandmother of three, she continues to redefine what it means to age well and brings her multi-faceted messaging to eager audiences.

Wendy’s passion and dedication has led her to these accomplishments:

  • Gold Medal winner, 4 X 100 meter freestyle relay, world record time, 1976 Olympics
  • Bronze Medal winner, 100 meter butterfly, American record time, 1976 Olympics
  • Swim Coach at Yale University
  • Former National spokesperson for Genworth, on Long Term Care, Annuities and Life Insurance
  • Contributor and Participant, Doping for Gold – PBS Documentary on the effects of state- sponsored doping of the East German Women’s Olympic Swim Team in 1976
  • Contributor and Participant, Higher, Faster, Stronger – the only female swimmer featured in the international BBC Documentary, Higher, Faster, Stronger about the history of swimming and also featuring Michael Phelps and Mark Spitz.
  • Guest expert on television and radio, including CNN and NBC’s Today Show.
  • Speaker par excellence, reaching thousands over 35 years with the message “Financially Sound, Physically Strong.”

Presentations

Without proper planning, from Life Insurance(LTCI), to health care insurance, Disability Insurance(which should always be put in place as a sister product,(solution) with LTCI, Power of Attorney for Health and Finance one leaves enormous decisions for loved ones to make, and far too often on the fly’.

Wendy’s  goal in every presentation regardless of the audience, men, women, mixed audiences including the events she has given to the LGBT communities, is that proper planning is essential. We have the opportunity in our lives to control so many things, and these are some of those.

Your audience will walk away with a better understanding:

  • That Long Term Care is a Woman’s issue:
    • Longevity
    • Caregiving
  • About the Cost of Care: The Impact individually, family and community
    • Financially
    • Physically
    • Emotionally
  • How to Promote Long Term Care Solutions through, insurance, annuities, Life Insurance products with LTCI benefits.
    • Less than 40% of people needing long-term care are under 65
  • About Financial Planning for long-term care: Long Term Care is all about FAMILY.
    • Have the conversation
    • Putting a long-term care financial plan in place and why
    • Financial solutions: Only 4 Ways To Pay for Care Self, Family, Government, Insurance solutions
  • Health and wellness:
    • The importance of getting healthy, staying healthy and fit for yourself and for your family.

 

Without proper strategies in place, both of these issues will be faced by every generation from the standpoint of weakness, from the standpoint of financial and physical failure.  I help clients understand it is never too late to become more fit, mentally, physically and financially.  Again, I use my personal experience as very successful Olympic athlete, businesswoman, entrepreneur, caregiver and financial ltc planner.

Wendy helps clients understand it is never too late to become more fit, mentally, physically and financially.  She uses her personal experience as very successful Olympic athlete, businesswoman, entrepreneur, caregiver and financial ltc planner.

Wendy was one of the first in the LTC industry to recognize the distinct needs of women clients. She addresses LTC needs of families and individuals by focusing on both the Financial and Physical wellness.

Women are the primary caregivers in this country and the primary recipients of people needing care in the country. She works with consumers to better understand how and why being prepared today is critical, not only for ourselves, but our families and our communities for the future.

The financial industry has been trying to not only recruit women into the field of wealth management but help them understand why their voice as a women is so strongly suited for the insurance side of that business. This is geared toward recruiting and retaining female advisers.

This presentation is designed to help women to prepare and break the barriers they face in their personal lives and their careers. Wendy draws on her own personal life experiences as both an Olympic Gold Medalist and businesswoman, providing insight and resources.

Areas of expertise

  • Long-Term Care
  • Insurance
  • Peak Performance
  • Health, Wellness & Fitness
  • Leadership
© 2016 Ro Morrison & Assoc.