Life & Annuities Forum

About Life & Annuities Forum

Life insurance and annuities professionals will soon be impacted by the biggest wealth transfer in history. This massive generational shift will impact insurers and force them to identify new ways to connect with this new generation of customers. They will need to leverage strategic innovations, embrace new technology, comply with evolving regulations, and foster digital transformation to provide a more efficient and elevated experience for policyholders. As the industry faces these changes, industry stakeholders will need to adapt to stay ahead and circumvent the imminent challenges ahead.

We will bring together insurance professionals across the senior health and financial protection landscape to host meaningful conversations on an array of senior-related financial offerings, including life insurance and annuities, reverse mortgages, final expense, life settlement, and more.

Join us at Medicarians Vegas, to learn how to elevate and incorporate life insurance and annuities products into your portfolio.

Who Should Attend

Life Insurance & Annuities Executives

Professionals involved in the development, operations, marketing, distribution, technology, or administration of life insurance products and annuities.

ACA & Medicare Agents/Brokers

Agents, Brokers, and Agency Principals interested in learning more about senior wealth products and how to incorporate them into a portfolio.

Technology & Service Providers

Leaders introducing innovative solutions into the marketplace and looking to accelerate growth and establish company-defining partnerships.

Notable Speakers

Mitch Anderson

Owner

Rochester Senior Solutions

Doug Bradt

Regional VP, Broker Channel

HealthSpring

James Brenneis

Owner

Trinity Insurance Partners

Marie-Laure Chandumont

Managing Director

Barclays

Tyrone Clark

CEO & Founder

Brokers Choice Of America

Jim Codney

Chief Sales Officer

The Annuity Link

Jay Csipkes

VP Of Sales And Marketing

American-Amicable Group

Bob Dehncke

Owner

Dehncke Insurance Services

Ryan Dietz

Manager, Competitive Intelligence

F&G

Paul Garofoli

Regional VP

The Standard

Michael Gende

Regional Sales Manager

GTL

Eric Izquierdo

President

InTouch Financial Group

Eric Izquierdo

President

InTouch Financial Group

Eric Izquierdo is the President of InTouch Financial Group and a principal leader within 129 Holdings LLC, a diversified holding company spanning insurance distribution, healthcare operations, MSOs, and clinic networks. His career has taken him through every layer of the protection ecosystem — from scaling ACA and Medicare organizations to supporting provider‑side operations that serve thousands of patients — yet his foundation has always been rooted in life insurance. This blend of life‑first expertise and deep operational experience across health and clinical environments gives Eric a rare vantage point in today’s converging industry. He understands how consumers move, how agencies grow, and how life and annuity solutions can be integrated into health‑driven businesses without disrupting their core momentum. He has built high‑performing teams on both sides of the industry and developed activation models that help agents protect more families while strengthening retention and long‑term revenue. Today, as the market shifts toward holistic protection, Eric brings all of his experience together to help agencies evolve with clarity, confidence, and a forward‑looking strategy that aligns with where the industry is headed.

Kent Jacquay

Founder

Index Resource Center

Rudy Mehl

Head Of Sales & Distribution

Farmers Life Insurance

James Mills

CEO & Founder

Ironvest Financial Partners

Oscar Mink

Life Insurance Director

Compass Insurance Advisors

Aaron Niedorf

EVP Of Sales

IFC National Marketing

Dennis Rinner

Director Of Strategic Accounts

GoldenCare

Todd Tippets

President

Standard Life & Casualty, A ManhattanLife Company

Emmanuel Villasenor

Owner

Futuro Insurance

Marc Wheeler

Managing Partner

Strategic Options

Schedule of Events

Monday, April 20th

8:00 am - 6:30 pm

Registration Open

12:00 pm - 12:05 pm

Welcome to the Life & Annuities Forum

12:05 pm - 12:45 pm

The Importance & Opportunity of Expanding into Annuities

12:40 pm - 1:20 pm

Building Your Base From Medicare Clients

1:20 pm - 1:40 pm

Session Presented by Legacy Marketing Group

1:40 pm - 2:20 pm

Landscape of Annuity Products

2:25 pm - 3:00 pm

Landscape of Life Products

3:00 pm - 3:35 pm

Marketing For Life & Annuity

3:40 pm - 3:55 pm

Associations Spotlight

3:55 pm - 4:30 pm

Extended Care: Picking Up Where Medicare Leaves Off

4:30 pm - 5:00 pm

Leveraging AI without Losing the Human Touch

5:00 pm - 7:00 pm

Official Kick-Off Reception

Venue

Medicarians Vegas will take place April 20th – 22nd, 2026 at Fontainebleau, Las Vegas.

We have secured a limited number of discounted rooms at the Fontainebleau for attendees beginning Sunday, April 19th and departing Thursday, April 23rd.

About Life & Annuities Forum

Who Should Attend

Notable Speakers

Schedule of Events

Venue

Hosted Agent Program

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