ACA Health Summit Welcome: Why ACA, and Why Now?

Arthur Barlow

President & CEO

Compass Insurance Advisors

Agent Symposium Welcome

Amanda Brewton

Owner

Medicare Answers Now

RetireTech Welcome

Paul Tyler

Chief Marketing Officer

Nassau Financial Group

Jay Weintraub

CEO & Co-Founder

Connectiv

ACA Market Overview: Results from the IFP Shopping & Switching Study

The 21.4 million ACA consumer total for 2024 may continue to rise this year as new carrier participants hit the market, enhanced subsidies stay in effect, and federal spending is in play for these individual market plans. This presentation will examine the growth of the market, the channels that best connect with consumers, how these individuals shopped for coverage, and the value of agents in supporting the decision-making process.

Tim Brousseau

SVP of Client Services

Deft Research

The CMS 2025 Call Letter: What It Means For Agents, FMOs, & Our Industry (*For Agents Only*)

The Centers for Medicare & Medicaid Services (CMS) will have just issued its final ruling when Medicarians 2024 takes place, and agents, principals, and IMOs/FMOs nationwide will be wondering the same questions: What are the latest regulation changes, and what do they mean for you? Hear directly from major influencers and of the 2025 Rule, and their expert analysis of what to expect, prepare for, and switch up for your book of business in the coming year.

Amanda Brewton

Owner

Medicare Answers Now

John Greene

Senior VP of Government Affairs

National Association of Benefits and Insurance Professionals (NABIP)

Ryan Kimble

President, Integrity Health

Integrity Marketing Group

Danielle Kunkle Roberts

Co-Owner

Boomer Benefits

Future of the Annuity Market: The Macro Trends

What will drive growth in the annuity and broader retirement market over the next three years? Demographic shifts will continue to drive demand. However, the industry must navigate a presidential election cycle, global conflicts, higher interest rates, market volatility, and regulatory change. Scott Hawkins will paint the picture and predict how our industry will look three years from now.

Scott Hawkins

Managing Director, Head of Insurance Research

Conning

ACA Carriers: Current and Future State of ACA

To help clients at the highest level for their needs agents need to have the right carrier partners to help support, service, and offer clients the right solutions. With the rapidly changing carrier spread from market to market each year it is important for agents to know what is the current state of ACA for the carriers and their long-term viability, and where will that be in the future? From the carriers to the FMO’s to the agent and then the consumer; we need alignment and long-term stability. Come learn where the carriers stand now with ACA and where it will be in the future.

Brandon Bowsky

CEO & Founder

Minerva Marketing

Debbie Harrison

Senior Director, Government Affairs & Public Policy

Cigna

Nate Watters

CSO

Ambetter

The Shape of Distribution To Come

Consolidation has permanently changed the face of independent distribution forever. Or has it? We will explore the next phase of consolidation and new forms of distribution that may potentially evolve.

Tyler End

CEO & Co-Founder

Retirable

Patrick Kelly

CEO & Co-Founder

Signal Advisors

Brian Lucius

Chief Distribution Officer

Gradient Financial Group

Wes Severin

EVP, Retirement Division

Symetra

James Wong

Founder

The Founder's Chair

Historic Changes in Medicare Part D: Prescription Drug Coverage & the Inflation Reduction Act (*For Agents Only*)

Some experts say that the 2023 Inflation Reduction Act’s impact drug pricing is the most significant change to Part D since it was established nearly 20 years ago. Correspondingly, average Part D premiums are expected to meaningfully increase in 2025. What are the downstream effects for carriers and key stakeholders? How will individual agents and agencies navigate these massive changes? Come join this important presentation about the new Part D landscape and preparing your business for 2025.

TJ Gibb

Head of Medicare Part D

Humana

How To Survive and Grow in the Changing ACA Landscape

ACA as an industry is still in its infancy. Understanding how to adapt to the industry as it quickly evolves and not only protect your book of business but also grow it is essential to not just surviving in this vertical but thriving. Come learn about some of the current challenges we are facing as an industry, how to overcome them, what can be done about it from all stakeholders, and how you can leverage it to grow your practice.

Arthur Barlow

President & CEO

Compass Insurance Advisors

Scott Kipper

Insurance Commissioner

Nevada Division of Insurance

Dean Mohs

Division Director, Strategic Stakeholder Engagement & Operations

Centers for Medicare & Medicaid Services (CMS)

Ronnell Nolan

CEO

Health Agents for America (HAFA)

Adapting to Disruption: 5 Things Brokers Must Know in the Era of CMS Overhaul and AI Integration (*For Agents Only*)

In an era of rapidly-evolving regulation and emerging AI technologies, brokers must stay informed and incorporation these changes to their business. Come hear 5 top things that every broker should know right now.

Brooke Ivey

Chief Sales Officer

Bloom Insurance

Victor Rivera

VP Business Development

Bloom Insurance

Building Purpose-Driven Retirement Plans

Our industry favors left brain approaches to retirement planning - all concepts tend to revert to spreadsheets. However, clients think and act with their emotions on the right side of the brain. How do we better connect the two? Joe Jordan, and industry icon will talk about these challenges and how to connect retirement plans with purpose.

Joe Jordan

Former SVP, Retail Product Development

MetLife

The View from Washington on Medicare Advantage & Supplemental Benefits (*For Agents Only*)

Medicare Advantage has just surpassed traditional Medicare enrollment for the first time since its inception. What do agents and broker needs to know in this rapidlly-changing landscape? Join us for a frank, lively presentation on the evolution of the Medicare Advantage program to date, an understanding of supplemental benefits, and the new compliance environment for MA marketing and sales.

John Gorman

Chairman & Founder

Nightingale Partners LLC

ACA & U65 – Same Industry?

With ACA now over 20 million enrolled in marketplace coverage, is there still a niche and a consumer need outside of Marketplace coverage? Many consumers qualify for tax credits, however there are many that do not and some need coverage off the exchange or through a private market fully insured plan. Come learn about how there is significant crossover in the ACA and U65 market for consumers needs, budget, and the overall agent toolbag.

Charlie Harris

President

National Health Insurance Company (Allstate Health Solutions)

Dee Hohenberger

Area President

Gallagher Affinity

Michael Howard

President

Howard Insurance Corporation

Seeking Stable Growth: Designing the Next Generation of Annuities

In the past decade, interest in fixed-indexed annuities has surged, grabbing a substantial market share. With ongoing innovation in indices and shifts in the macro-economic landscape, various crediting strategies have emerged. Looking ahead to 2024, amidst persistent high rates and market volatility, what transformations can we expect in our products? And, crucially, how should advisors adapt their recommendations to navigate this dynamic landscape?

Jason Fichtner

Chief Economist

Bipartisan Policy Center

Branislav Nikolic

Managing Director, Head of Insurance

The Index Standard

Bobby Samuelson

The Life Product Review

Executive Editor

Tamiko Toland

Toland Consulting, LLC

Principal

The Power of Partnership: Taking Some Chips off the Table (*For Agents Only*)

Join AmeriLife and a panel of recent sellers on a journey through their selling process; how the process came together for them; how it met their cash, security and growth needs; and how ultimately it came down to the best approach that would secure their legacy and that of their families and their business.

Justin Haskell

CEO & Founder

Maximum Senior Benefits

Darren Houck

CEO

MCC Brokerage

Alex Hyer

VP of Corporate Development

AmeriLife

Patrick Nichols

SVP of Biz Dev

AmeriLife

How to Start, Grow, or Integrate ACA Into Your Agency

If you are an Agent or an Agency in Medicare, or even currently in ACA this is one you can’t miss. With ACA growing in numbers and the need to expand your current verticals or raise the ceiling on what you are already doing this segment is for you. Come learn how you can incorporate ACA into your business practice to help your current and new clients fulfill a need, cross-sell them products they actually want, and build a large book of business in the health space.

Arthur Barlow

President & CEO

Compass Insurance Advisors

Buying Habits & Trends of Seniors Today (*For Agents Only*)

We know the broad trends in enrollment in Medicare Advantage, MedSupp, Part D plans, and more. But what kinds of plans are seniors buying in the most recent months-- and as important, why and how? Come for an overview and discussion of the latest AEP (and beyond) trends in plan enrollment, switching, and more.

Tim Brousseau

SVP of Client Services

Deft Research

Chalen Jackson

Compliance Officer

McNerney Management Group

Anna Patrick

Director of Strategic Partnerships

CSG Actuarial

Jared Strock

Principal & Consulting Actuary

Telos Actuarial

Reinventing Customer Experience and Service in an AI-Driven World

We spent the last 5 years building a better digital experience for consumers - a lofty goal given the legacy systems still running behind the scenes. However, the next wave of innovation driven by AI will change customer expectations again. How should our industry respond? Can we use this wave of innovation to finally create the customer and agent experience we all want to deliver?

Scott Campbell

SVP & Chief Client Experience Officer

American National

Dan Gremmel

Chief Data Officer

Zinnia

Sean O'Donoghue

Chief Technology Officer

Security Benefit

Jay Singh

CEO

Hedgeness

Sam Zimmerman

CTO

NCD

The Latest CMS Compliance Protocol and How To Do It Efficiently

With all the new ACA CMS regulations requiring Consumer Consent AND Attestation it is vital that agents across the country have an understanding of current compliance rules. Come for a helpful overview of how to stay complaint, and as efficiently for your business as possible.

Dr. Anthony Bowen

COO & CDO

Quantum

Joshua Brooker

Chair Of Individual Market Working Group

National Association of Benefits and Insurance Professionls (NABIP)

Al Castellanos

President

Premier Insurance Contracts

Josh Van Drei

Deputy Director, Division of Compliance, Oversight, & Monitoring

Centers for Medicare & Medicaid Services (CMS)

Will Artificial Intelligence Replace Insurance Agents? (*For Agents Only*)

In five years, will seniors be talking to a human agent on the phone or a human-sounding AI. Hear Fair Square's vision on the future of AI in insurance sales.

Daniel Petkevich

CEO & Founder

Fair Square

Managing Medical Spend via VBC: Moving from Primary to Specialty Care

Between v28, STARs program changes, and 2025 Advance Notice, pressure on Medicare Advantage plan revenue is driving both health plans and risk bearing providers to keep a close eye on medical spend. Managing total cost of care via primary care contracts has been a key strategy for several years now, but payors also now appear to be turning an eye toward high cost specialties that are driving utilization – oncology, cardiology, and MSK among others. Come learn how organizations are thinking about managing medical spend via VBC contracting with providers.

Eugene Hsu

Chief Medical Officer & RVP II, Medicare Duals, West Region, Group Retiree Solutions

Elevance Health

Tej Motiwala

SVP, Medical Management

Oak Street Health

Kevin O'Leary

Co-Founder

Health Tech Nerds

John Petito

Chief Strategy Officer

TailorCare

Insuring Tomorrow: Navigating the Regulatory Environment of the AI and Tech Revolution

From AI governance to best interest standards, state regulators will continue to play a pivotal role in defining the shape of innovation to come. Top regulators across the country will discuss their view of the future and how innovators should respond.

Kathleen Birrane

Maryland Insurance Commissioner

State of Maryland

Troy Downing

Montana State Auditor

Montana Commissioner of Securities and Insurance

George Esposito

Chief Administrative Officer

Zinnia

Nathan Houdek

Commissioner

Wisconsin Insurance Department

Andrew Mais

President

NAIC

How to Apply AI to ACA and Open Enrollment

AI is rapidly evolving with the ever-changing insurance business landscape. It will be a large part in many respects to how we maximize our business now and in the future. But is now the time to implement? We will pose questions to AI experts on how AI can help in the ACA insurance vertical finding the right balance with consumer experience vs efficiency.

Alex Doonanco

Growth

AI Rudder

Tisson Mathew

CEO & Founder

Skypoint

Royce Simmons

COO

Compass Insurance Advisors

Vivek Zaveri

CEO & Founder

Meera.ai

What Professional Organizations Do for Agents & How to Get Involved (*For Agents Only*)

You know how to build your book of business (or will soon know after Medicarians). You take on the challenges of ever-changing regulations. But did you know that you can team up with other agents across the nation to advocate for changes in Washington, keep up-to-date on the latest courses, and more? Join this excellent overview and discussion of the major associations that serve America's agents, how they advocate for agents and provide education and services, and how agents get involved and empower themselves in their careers.

Diane Boyle

SVP, Government Relations

NAIFA

Danielle Kunkle Roberts

Co-Owner

Boomer Benefits

Ronnell Nolan

CEO

Health Agents for America (HAFA)

Keith Wallace

Membership Council Chair

NABIP

Building Culturally-Sensitive MA Plans

Too often we design MA plans without adequately considering the way that different cultural groups might hear our message, evaluate what we offer, or engage with America's healthcare system in the first place. In an increasingly diverse country, how can we build MA plans that truly meet the needs of *every* older adult? Come for this exciting and important conversation.

Andy Higgins

Vice President, Product Development

Clever Care Health Plan

How To Ensure You Have the Best ACA Technology

Like all insurance industries the technology platforms are essential to efficiently conducting business, tracking, compliance, and being able to scale to the level you desire. Yet, there are so many options out there. Come learn about how you can navigate all the options for ACA and technology platforms and how to get the right ones for your business!

Arthur Barlow

President & CEO

Compass Insurance Advisors

Chad Hogan

President & Marketplace Compliance Officer

Quotit

George Kalogeropoulos

CEO

HealthSherpa

Dave Keller

President

INSXCloud

Manal Mehta

CEO & President

Benefitalign, LLC

Finding, Funding, and Improving the Future Retirement of GenX and GenZ

When should retirement planning start? How should the experience change not only for Baby Boomers but for Millenials, Gen Z and Gen Y? We will talk about innovations in product and engagement that will change how the process occurs in the future.

Jonathan Kalman

Founding General Partner

Eos Venture Partners

David Macchia

Wealth2k, Inc.

CEO & Founder

Sri Reddy

SVP, Retirement & Income Solutions

Principal Financial Group

Farooq Sheikh

Global Head of Banking, Insurance and Healthcare

Unqork

Alison Susko

VP of Community & Partnerships

Asset-Map

Get More Sales Working With Medicare Express (*For Agents Only*)

Medicare Express is working with Humana, Aetna, Anthem, Florida Blue, AmeriLife, and dozens of independent brokerages redefining their prospecting activities and lead generation efforts. We provide high intent meetings, right to the calendars, of thousands of field agents, plus scheduled phone calls, and live transfers for agents that prefer servicing their beneficiaries over the phone. In AEP 2023, we delivered nearly 40,000 in person meetings with a 48% conversion rate to new policies. And we sent over 117,000 transfers to licensed agents over the phone. We offer Medicare, Final Expense, Life & Annuity, Ancillary sales, Hospital Indemnity, Cancer, Health Risk Assessments, and other services for licensed agents.

Gary Gore

National Director of Sales

Medicare Express

Rob Graham

Founder

Medicare Express

Jason Holley

Business Development Specialist

Medicare Express

Doug Winslow

Risk Consultant

Medicare Express

The Promise and Peril of Back Office Automation with AI

Perhaps no phrase is buzzier in innovation circles than “AI” at the moment. The allure is strong for both payor and provider organizations to leverage AI and automation more generally to streamline SG&A costs, while also improving member experience. Particularly in a Medicare Advantage market where every basis point matters for payor profitability, it’s no surprise we're seeing so much interest in automating core payor functions. At the same time, recent press and lawsuits have highlighted the potential backlash toward automation. Come learn how MA organizations are evaluating, implementing and governing the use of AI and automation.

Zach Kosky

CFO

Gold Kidney Health Plan

Jacob Goldstein Luria

President & Founder

N1 Health

Kevin O'Leary

Co-Founder

Health Tech Nerds

Back Office Systems that Agents & Agencies Need (*For Agents Only*)

With a high volume of communication, many moving parts to track, and the intensity of AEP, great technology isn't just helpful to an agent-- it's a necessity. Join this vital overview of useful backend systems to make running your business more efficient, speedy, and organized.

Korey Ashton

Director, SunFire Services

SunFire

Amanda Brewton

Owner

Medicare Answers Now

Aaron Davis

Director, Product

ConnectureDRX

Steve Ogden

Sales Manager

AgencyBloc

How To Double or Triple Your ACA Book of Business

Are you already in the game? There are best practices, resources, and uplines that can help you accelerate your growth in building a scalable ACA book of business. In attempting to do this many agents struggle to identify the real constraints holding them back from doubling, or in many cases tripling, their book in a short amount of time. Join us to hear from those who have done it, and have helped others accomplish the same.

Arthur Barlow

President & CEO

Compass Insurance Advisors

David Cutter

Partner & President

HealthQuotes

Dave Maman

CEO

WeCall

Tracy McMillan

President

Marketplace Insurance Exchange

Manny Zuccarelli

CEO & Founder

QuoteVelocity

The End of Accelerators As We Know Them – Meet the Next Model of Corporate Innovation

What is innovation and how does it occur? The answer for companies has changed dramatically since the launch of the first Insurtech accelerators in 2011. Ten years later, what is the future model for corporate innovation? Leaders in the space will share their learnings and recommendations for other carriers to follow over the next three years.

Laurissa Berk

Director, Global & Experiential Education, Graduate STEM Programs

UConn School of Business

Jason Gross

VP, Head of Platform

ManchesterStory

Alexis Cierra Vaughn

Founder & CEO

Off Course

John Wilson

Academic Director, MS FinTech

University of Connecticut

First Light Insights: 3 Keys to Navigating the MA Storm

Delve into the imminent CMS rule changes affecting brokers and agencies, explore the potential impact on income generation, and strategize ways to adapt to industry upheaval. Explore the looming presence of AI in the Medicare Advantage sales process, and its potential to reshape client relationships. Dissect potential repercussions, such as commission caps and heightened sales-marketing restrictions, and strategize ways to adapt to industry upheaval and the rapid emergence of new technology.

Sherman Rogers

CEO & Founder

Bloom Insurance

Welcome – Plenary Stage Day 1

Jay Weintraub

CEO & Co-Founder

Connectiv

Tech Modernization: Innovation, Digital Transformation, and Meeting Market Demand

Insurance is undergoing a profound shift, propelled by digital transformation and the integration of AI. A remarkable 65% of insurance companies are committing substantial investments, exceeding $10 million, in AI initiatives over the next three years. Zinnia will host a discussion on powering growth through the strategic use of innovative technology. We'll cover topics including how a single system of record can create reliable, secure information transfer across the entire insurance ecosystem, the rise of embedded distribution, and other specific ways in which technology can support core workflows throughout the client lifecycle from awareness through sales, fulfillment, and long-term relationships.

Michele Trogni

Chairman & CEO

Zinnia

Paul Tyler

Chief Marketing Officer

Nassau Financial Group

Fireside Chat With Tim Barry, CEO, Chair, & Co-Founder of VillageMD

As CEO, Co-Founder, Chair of VillageMD, Tim Barry leads a 20,000-person workforce in providing high-quality, accessible health care services for patients and communities across the United States. Through Village Medical, Village Medical at Home, Summit Health, CityMD and other practices, VillageMD serves millions of patients throughout their lives, wherever and whenever they need care. Join us for an intimate discussion of Tim Barry's vision for VillageMD, this year and beyond.

Tim Barry

CEO, Chair, & Co-Founder

VillageMD

Neelam Brar

Founder

Total Life Therapy

Launch Showcase: Level Up With Ascend Broker

Discover Ascend Broker, a feature-rich, multi-carrier quoting and enrollment toolkit that empowers agents and agencies to thrive in the evolving CMS landscape. This intuitive, easy-to-use platform is designed to support brokers at NO COST to agents and agencies, ensuring they remain indispensable in a changing landscape.

Sherman Rogers

CEO & Founder

Bloom Insurance

Health & Wealth: The Keys to Retirement

Seniors estimate their future healthcare costs to be around $2,400 a year. Seniors actually spend $6,784 a year per capita on healthcare, according to Deft Research, Medicare Shopping and Switching Study 2023. At the same time, studies continue to show that running out of money is the number one concern for Baby Boomers retiring in the next decade. A recent Allianz Life survey found that more than 60% of baby boomers are more afraid of running out of money than dying. This unique intersection of rising healthcare costs alongside growing financial worry is where eHealth and Retirable have partnered on a mission to create better health and wealth outcomes for everyone. Join Fran Soistman, CEO of eHealth, Tyler End, CEO & Co-Founder of Retirable alongside Abby Levy of Primetime Partners for a conversation on the importance of health and wealth outcomes for seniors as approximately 10,000 Baby Boomers retire every day.

Tyler End

CEO & Co-Founder

Retirable

Abby Levy

Managing Partner & Founder

Primetime Partners

Fran Soistman

CEO & Director

eHealth

In Search of the Next Big Thing: Fortuna Health

Dubbing itself "TurboTax for Medicaid," Fortuna Health is already making waves in its short life, promising to make enrolling for Medicaid much easier for lower-income seniors nationwide. Come hear CEO & Founder Nikita Singareddy's vision for the company firsthand.

Nikita Singareddy

CEO & Founder

Fortuna Health

In Search of the Next Big Thing: Twilight Technologies

Upon the emergence of a chronic diagnosis, Greg Cangialosi quickly found himself thrusted into the role of caregiver for his mother. Knowing there had to be a better way to manage all of the moving parts involved, he created Twilight Technologies to build solutions for the aging population and their caregivers. Hear the story of Twilight Technologies and how it will help caregivers at every stage in the process.

Greg Cangialosi

Founder

Twilight Technologies

Regulations, Commissions, & AI, Oh My! – Using Technology To Thrive Amid Constant Change

Brendan McLoughlin

President & CMO

e123

Prasanna Nathan

Digital Delivery & Transformation Leader

Aetna/CVS Health

Deirdre Ragan

CEO & President

Pivot Health

Chris Reuter

SVP of Carrier Sales

UnitedHealthOne

Michael Tobias

CEO & Founder

GetMeHealthcare

The Future of MedSupp

Let’s (finally or at least publicly) address the elephant in the room: Medicare Supplement has taken a back seat to Medicare Advantage in more than just consumer interest. Those within plans must share resources, attention, and dollars once focused on MedSupp no longer being there. Yet, MedSupp is clearly a vital offering that millions of older adults prefer and plays a key role in enabling choice for consumers. Come for a frank, lively discussion of how carriers and distribution partners are thinking about the short and long-term future of MedSupp.

Calvin Bagley

CEO & President

Nuvo Health

Gaylan Hendricks

CEO

Senior Security Benefits

Marc Wheeler

Managing Partner

Strategic Options

Ty Wooldridge

President

Aetna Health & Life Insurance

Supplemental Benefits: Will People Use What They Say They Want?

Need a platform to nudge patients to get checkups? There is a vendor for that. But, colonoscopy screenings don’t sell plans. If there is no perceived fun, no one will select the plan. But, if there is only fun, there is often no improvement in outcomes and paradoxically, low utilization. And, with expected budget constraints, there is a potential paradigm shift with respect to what gets included. How are plans going to evaluate new benefits? What are they prioritizing? What have they learned from the tests and usage so far? Come learn about these should-be-exciting, definitely-thorny questions around member plan construction and benefit usage.

Matthew Herrera

VP of Sales

Careington

Andy Higgins

Vice President, Product Development

Clever Care Health Plan

Christine Leo

VP Senior Products

Cigna

Max Zamkow

Managing Partner

Third Act Ventures

Investment Horizons – How Do We Make Smart Bets on the Future of Retirement?

2023 may go done in Insurtech as the year of the great valuation reset. However, the annuity & broader retirement markets continue to grow at a record pace. What opportunities show the greatest promise in 2024 in this space and which ones will win funding?

Ray Jang

Principal

Primetime Partners

Marie-Christine Razaire

Principal

Northwestern Mutual Future Ventures

Doug Roth

Managing Director

Connecticut Innovations

Andrew Wegrzyn

Principal

SixThirty Ventures

The 1st AI Enhanced Products For Agencies & Agents

Save time and grow faster with Kizen’s new, AI-Enhanced Agency CoPilot, Agency Portal, Agent CRM with CoPilot, and 150+ Carrier API Feeds. Streamline and save time across your back-office contracting, commissions, marketing, and data science functions with the first Agency AI assistant. Get AI recommendations to grow your book of business and downlines faster and automate more in your business. In this presentation we’ll introduce key features and detail the core capabilities of each product and API. Learn more and see the products in action in this presentation and dive deeper at booth 706.

John Winner

CEO

Kizen

The Future of Medical Alert Systems: Addressing Stigmatization with Innovation

Unaliwear offers the only stylish wearable device you need – a Fall Detection & Medical Alert Watch with voice-activated technology, emergency assistance, and health monitoring for seniors and those with disabilities. Experience the benefits of our innovative solution.

Richard Hirsch

Chief Marketing Officer

UnaliWear

Circadian Lighting and AI from Skyjoy

Skyjoy is a new company created to develop a concept utilising Circadian Entrainment and Artificial Intelligence to improve the lives of millions of people living with cognitive impairment.

Lloyd Crawford

Director

Skyjoy

Social Determinants of Health: The Fight Against Isolation and Insecurities

We could easily host an entire conference on Social Determinants of Health (and, we are sure someone probably does!) – the holistic inclusion of non-traditional factors that impact a person’s physical health, including housing, food, financially, mental health, and so much more. Instead, we are going to do our best to boil the ocean on a topic that deserves the increased attention it receives. SDOH straddles classic clinical outcomes with product features. They are at times anything and everything. That is why, as we attempt to boil the ocean, we want to help those in attendance not fall down the rabbit hole (too far).

Ed Likovich

CEO

Nymbl Science

Jim Meyerle

Founding General Partner

Prufrock Ventures

Daniel Murphy

General Manager - Government Solutions

The Helper Bees

Amanda Rees

CEO & Co-Founder

Age Bold

Dr. Francesca Rinaldo

SVP of Clinical Product & Innovation

Sharecare

Grow with Your FMO: Understanding the Value of Your Most Important Relationship

Joshua Borders

CEO

Senior Market Advisors

Federico Guardia

President

Precision Senior Marketing

Bryan Keeven

SVP of Health Distribution

SVP of Health Distribution AmeriLife

Angela Palo

COO

Pinnacle Financial Services

Chase Urich

President

The Equita Group

Technology in Senior Living from Home to Housing

A lot of companies want to sell new technology to senior living facilities, imagining that they have exactly the solution for headaches faced by these important communities. But a shocking proportion of sellers haven't bothered to learn what, in fact, these facilities actually want! Come learn from an esteemed panel of senior living owners and operators exactly what kinds of technologies they seek, what works best in their communities, and what people often misunderstand about this important market.

Bob Kramer

Founder & Fellow

Nexus Insights

Satish Movva

CEO & Founder

CarePredict

George Netscher

CEO

SafelyYou

Severine Petras

CEO & Co-Founder

Priority Life Care

Katie Schmitz

Chief Administrative Officer

Ziegler Link-age Funds

CEO Roundtable: Where Will The Industry Be in Three Years?

Our industry faces great opportunities in the next three years...and also great challenges. Emerging new technologies show promise of changing some fundamental economics of the business. Engagement with agents may get easier. Service may improve. Legacy systems may be cheaper to convert. However, the underlying currents of interest rates, market volatility, and regulatory change still play a predominant role driving the direction of our industry. Hear how top CEOs in our business think about navigating their companies through a turbulent time.

Bruce Donaldson

CEO & President

Simplicity Group

William Egan

Chairman & CEO

Oceanview Life and Annuity

Paul Tyler

Chief Marketing Officer

Nassau Financial Group

Doug Wolff

CEO

Security Benefit

Healthy Hearing: Critical Key to Quality of Life

Brad Volkmer

Senior Consultant

Great Hearing Benefits

The Key to Solving the HEI Puzzle: Loneliness: How Pyx Health Uses AI-Enabled Peers and Tech To Improve Outcomes

Pyx Health is a healthcare technology company focused on supporting individuals dealing with loneliness through member engagement and SDOH screening tools.

Cindy Jordan

CEO

Pyx Health

Enhancing the Brain with Vielight Photobiomodulation: Scientific and Practical

Photobiomodulation (PBM), known as red light therapy, is a technique gaining traction for its health benefits. Leading this emerging field, Vielight is at the forefront for brain health, developing devices backed by rigorous research. Currently, while its products are available for consumer use, Vielight are preparing for clinical trials leading to FDA approval for treating dementia, long COVID, and traumatic brain injuries. Notably, UFC World Featherweight Champion Ilia Topuria uses Vielight technology to help with performance. This underscores Vielight's multifaceted efforts on medical rigor, consumer use and athletic excellence, positioning them as versatile pioneers in PBM applications.

Lew Lim

CEO & Founder

Vielight

Retaining Members in an Age of Regulatory Change: Innovative Approaches to Supporting Agents

Join us as we explore Medicare digital quoting, shopping, and enrollment distribution trends. Engage with our panel of FMO and health plan leaders as they offer valuable insights into supporting agents throughout the member journey amidst regulatory change.

Gary Culp

Chief Distribution Officer

Cigna

Dan Garrison

President

HealthMarkets Insurance Agency

Grant Hoffman

CEO

ConnectureDRX

Kyal Moody

CEO & Co-Founder

MyPlanAdvocate

Susan Plumer

Chief Growth Officer

ConnectureDRX

Recruit, Accelerate, Retain: A Toolkit for Scaling Your Business

Join us for a panel discussion featuring Ryan Kimble, Bill Kiray, and Chris Kolowich of Integrity, as they delve into the strategies for agency growth through effective recruitment, sales enablement, and retention. This session offers insights into the methodologies and practices that have helped build some of the top agencies in our industry. The panelists will share perspectives on attracting and nurturing top-tier talent, optimizing sales processes to enhance performance, and fostering a culture that encourages long-term engagement as you scale your agency. Attendees will gain access to experiences from our panel, including actionable tactics and business cases, aimed to empower agency leaders to drive sustainable growth and operational excellence.

Ryan Kimble

President, Integrity Health

Integrity Marketing Group

Bill Kiray

VP, Partner Engagement

Integrity Marketing Group

Chris Kolowich

VP, Health Sales

Integrity Marketing Group

Reading the Legislative and Regulatory Tea Leaves for Medicare Advantage Marketing

The newest CMS rule makes changes that impact nearly every aspect of Medicare distribution. Where do we go from here? What might the future hold? Learn what your business needs to succeed under these new rules, and what to expect in the future with Helaine Fingold—former CMS regulator and a 30-year health law and regulatory expert.

Helaine Fingold

Partner

Epstein Becker & Green, P.C.

FCC Changes & More: Telemarketing, Privacy Laws, and the Impact on our Industry

In November, the Federal Communications Commission (FCC) acted to restrict small businesses' access to lead information. The new ruling has vast implications for our industry; come learn how to navigate these new waters from this important panel of legal experts.

Aaron Burstein

Partner

Kelley Drye & Warren LLP

Steve Kaplan

Chief Legal, Privacy, Compliance Officer

Health Plan One

JillAllison Opell

Partner

Foley & Lardner LLP

Paul Rosenthal

Partner

Faegre Drinker Biddle Reath LLP

Data and Response: Unveiling Insights in Direct Mail

Contact Marketing is a direct marketing service provider. We specialize in the everlasting direct mail marketing channel. We work specifically with response lists, buyers, subscriber and hand raisers. We love taking new ideas to new places, finding creative matches between campaigns and relevant markets.

Ari Ginsberg

CEO

Contact Marketing Inc.

Zida- Inspired by My Grandfather, How I Disrupted the Treatment of Incontinence

The Zida Control Sock is a wearable sock that uses a detachable neuromodulation device to deliver transcutaneous tibial nerve stimulation which has been clinically proven to treat incontinence.

Isaac Oppenheim

CEO & Founder

Zida

The MediZues Edge: A New Era in Client Retention

MediZues allows Medicare agents to see if their MAPD client is getting flipped within 12 hours of the new MAPD being submitted by another agent. View the future contract ID and plan name. Monitor your entire BoB in one click. Sync with your CRM.

Evan MacGuffie

Founder

MediZues

Maximizing Medicare Growth: Strategies from Total Expert & Guided Solutions

Market dynamics and regulations pose unique challenges to marketing Medicare effectively. Join Blake McCoy from Guided Solutions, an affiliate of Baldwin Risk Partners, and Joe Welu from Total Expert as they share insights on driving comprehensive customer engagement to facilitate streamlined marketing, filling up pipeline, and adhering to compliance standards. They’ll also explore how Guided Solutions agents are leveraging digital tools to boost productivity, drive growth, and increase retention for their businesses. Key Takeaways include: 1.) Strategies for Differentiation: Explore innovative approaches to stand out in a competitive Medicare market including compelling messaging, unique value propositions, and differentiation strategies that resonate with potential beneficiaries; 2.) Effective Prospect Engagement: Learn strategies for managing your pipeline, engaging your prospects, and optimizing marketing efforts to reach individuals with diverse demographics, healthcare needs, and preferences; and 3.) Navigating Regulatory Compliance: Gain insights into navigating the intricate landscape of Medicare marketing regulations, ensuring compliance with guidelines to avoid regulatory pitfalls and legal issues.

Blake McCoy

Executive Director Medicare

Guided Solutions

Joe Welu

CEO & Founder

Total Expert

Targeted Audience Equals Qualified Leads

The ABC’s of audience development to insure a more positive customer experience. How market research, data and analytics can improve your closing ratio all year. While analytics is key, bypassing the non-interested and possessing competitive intelligence are crucial to agent satisfaction and success.

Aaron Hail

Owner

Hail Financial Group

Mike Hail

CEO

Data Decisions Group

Supplemental Benefits: A Seat at the Benefits Table

Meal delivery, online communities, even home remodeling…there are a lot of great supplemental benefits being included in Medicare Advantage plans to improve health outcomes, lower costs, and yes, better market the plan itself. If a benefit works, who gets the credit? If a benefit doesn’t work or isn’t used, who gets the blame? What makes some plans more successful with the same benefit than others? The supplemental benefits industry is both maturing but constantly in flux. Hear what those selling to and ultimately serving the end user have to say on what leads to success, failure, cooperation, or worst of all, cynicism.

Zachary Clark

Head of Growth

Uber Health

Michelle McRae

Director of Health

Instacart

Jason Montrie

Senior VP of Healthcare & Products

Nations Benefits

Roberto Rodriguez

Managing Partner

Sequential Ventures

State of Value-Based Care: How It’s Going & Where We’re Headed

Value-Based Care began as a response to a healthcare system that pays for treatments of problems, but treating problems does not correlate to better health outcomes. It certainly doesn’t lead to a reduction in costs. The problem isn’t a philosophical one. It was an alignment one. Now, incentive structures are finally starting to align in a way that makes what everyone wants - keeping people healthy - possible. What’s the state-of-play today for VBC, for providers, plans, actuaries, and more? What can we expect in the year ahead, and what new innovations and obstacles are along the path? This panel will discuss what needs to happen to keep the VBC industry moving forward.

Scott Handlon

Vice President, Managed Care Partnerships

Oak Street Health

Jill Henderson

VP & Chief Operating Officer

Neishloss & Fleming

Brian Laskin

VP of Growth & Field Sales

Centerwell

Kevin McGavick

Chief Growth Officer

ChenMed

Streamlined Part D Management: Elevating Broker Success with RxCare.ai

RxCare.ai streamlines the Part D plan comparison and ​enrollment process, for Medicare agents and beneficiaries, ​ensuring the best coverage at the lowest cost, hassle-free.

Gustavius Smith

Founder & CEO

Rxcare.ai

Aloe Care’s AI Time Machine

Do you wish you could travel back in time to get your members help faster and to look for warning signs before a fall or hospitalization happens? Aloe Care's platform does just that with voice-powered emergency response and ambient sensing that predicts falls before they happen. At an average cost of $35k per fall, we can save carriers $70m/year per 100k MA members. Join us to enter Aloe Care's AI Time Machine to deliver better outcomes and quality of life for your members.

Paul Rooney

Chief Growth Officer

Aloe Care Health

Waterlily – AI Personalized LTC Planning

Waterlily's AI modeling software shows families what their long term care needs and costs will be in retirement. With these projected needs Waterlily guides families through selecting the best fitting care environments and caregiver roles, personalized to them, their finances and their family.

Lily Vittayarukskul

CEO & Founder

Waterlily

Not Your Mama’s Medicare: Creating a Beneficiary Experience for the Modern Era

Today’s seniors aren’t your average Golden Girls—they’re active, tech-savvy, and are living and working longer. But when it comes to Medicare, they’re only feeling one thing: Dread with a capital D. That’s bad news for your customer experience, star ratings, and plan use. Join this session to learn why traditional Medicare education no longer resonates with today’s users, and how to turn those frowns upside down with a more delightful, human-first experience.

Chrissy Krampert

Chief Strategy Officer

Jellyvision

Advancing Health Equity, Access, and Outcomes

Many people today struggle to navigate the healthcare system. For those who are dealing with multiple chronic conditions, complex care needs, and Social Determinants of Health barriers, this can prevent access to care. By enabling and bringing high-quality primary and preventive care services to the home, we advance health equity, increase access and convenience, and most importantly improve health outcomes for those who are most vulnerable. Additionally, through health assessments and gap closure screenings conducted in the patient’s home, we can identify and manage their true health risks, chronic conditions, and other care needs. Learn how home-based care offerings can improve health outcomes and patient experience, having a direct and material impact on several HEDIS/STAR measures as well reducing overall costs and enhancing patient care.

Melissa Steffan

President, Home-Based Care

Evernorth

John Young

Chief Strategy & Development Officer, Home-Based Care

Evernorth

No Trade-Offs: Outbound Campaigns Driving Impact While Maintaining Compliance

Think engaging campaigns can't go hand-in-hand with regulatory boundaries? Think again. In this dynamic panel, industry leaders from Western Asset Protection, Spring Venture Group, and Independence Blue Cross shatter the myth that compliance hampers creativity. Learn how to craft SMS campaigns that not only resonate with your audience but also stand up to the strictest regulatory scrutiny. Discover the tactics that can make your outbound campaigns truly outstanding—without sucking the life out of them through over-regulation.

Dan Fox

Managing Director of Healthcare

Drips

Theresa Lauer

VP, Medicare Sales & Marketing

Independence Blue Cross

Jon Legler

EVP, Marketing

Spring Venture Group

Jean Lentsch

Compliance Officer

Western Asset Protection

A Practical Approach to AI in Member Enrollment & Engagement

Join us to discuss the state of AI in healthcare, and to learn more about novel, yet trusted, ways carriers and brokers are using technology to augment their agents to deliver a better (and more compliant) enrollment and member experience that impacts the bottom line in months, not years. Hear from the leader in real-time agent assist for Medicare, XSELL CEO and Co-Founder Matt Coughlin joined by a panel of industry and tech leaders.

Matthew Coughlin

CEO & Founder

XSELL Technologies

Jillian Murphy

Director of Client Coordination & Communications

XSELL Technologies

Sean Robbins

Managing Director

Accenture

Mark Smith

Former President

HealthMarkets Insurance Agency

Jake Soloman

CEO & Co-Founder

True Choice LLC

Presentation by Motivity Care

Motivity Care takes the complexity out of caregiving management providing a tech-enabled service solution delivered through one point of entry.

Mim Senft

Managing Director & Co-Founder

Motivity Care

Kyber LetterGen: Instantly Draft, Review, and Send Complex Claim Notices

Streamline your notice creation process with our AI and customizable templates purpose built for insurance teams. Build custom templates from scratch or choose from our library of common notices. Then use our letter drafting AI to instantly draft customer notices using these templates. Whether you're sending reservation of rights or coverage denials, our AI drafts quality insurance notices for any policy or claim at hand. Instantly!

Arvind Sontha

CEO & Co-Founder

Kyber

Mitigating Fall Injury Risk with Tango Belt, by ActiveProtective

The Tango® Belt is easy-to-wear, unobtrusive, and springs into action over the hips when sensors indicate a serious hip-impacting fall. By offering peace of mind, seniors are motivated to be more active and stay that way.

Wamis Singhatat

CEO

ActiveProtective

Building Value-Driven Technology: The Application of AI to the Modernization of Care in Alzheimer’s Disease and Related Dementias

Today Alzheimer’s disease and related dementias (ADRD) affects more than 6.5M American seniors. US health systems are still relying on antiquated approaches to detect and care for the ADRD population. As a result, it is estimated that ~50% of individuals with ADRD are undiagnosed, and for those that are diagnosed the process can take 2-5 years. Brittany Cassin, CEO and Co-founder of DigiCARE Realized, will share how their AI-powered platform is supporting health systems deliver routine brain care for our growing, aging population.

Brittany Casin

CEO

DigiCARE Realized

Re-Imagining the Call Center: Mandatory, Not Optional

The call center has come a long way in the last 30 years, and with rapidly-evolving regulation and new technologies emerging in AI and more, we seem at a inflection point once more for what the call center is, and can be. Come for a visionary discussion of what the (near) future holds for this most vital hub of Medicare sales activity, retention, and support for the seniors we serve.

Sean Clark

SVP of Platforms

Provana

Bryan Derheim

VP & GM- Supplemental Products

eHealth

Jagger Esch

CEO & President

Elite Insurance Partners

Daniel Petkevich

CEO & Founder

Fair Square

Sam Wiener

EVP of Growth

Spark Advisors

Advancing Health Equity through Digital Health Literacy

Recognizing that “low digital health literacy is one of the most significant obstacles in achieving telehealth equity,” CMS has issued new 2024 rules for Medicare Advantage organizations that could be game-changers for digital literacy and health equity. What does this mean for plans, providers, and the benefits helping to drive health outcomes? How does boost digital literacy among underserved populations help lower costs and boost plan performance? Join this discussion from early leaders in improving members' digital health literacy.

Raissa Hacohen

Managing Partner

Longevity Venture Partners

Susan Yates Miller

Director, Medicare Stars

CareOregon

Andrew Parker

CEO & Founder

Papa

The Art of Cross-Selling

In the best of worlds, cross-selling isn’t simply about hawking more products to clients. It’s about thoughtfully getting to know what a Medicare enrollee may need, now and in the future, and demonstrating the value of added protection. In other words, there’s an art to these conversations, especially around the sensitive issue of senior health and its likely decline over time. Come join a panel of seasoned agents, principals, and ancillary benefits themselves, moderated by the "Queen of the Bundle," as they offer their guiding principles and tips for effective cross-selling.

Eric Brennan

VP of Health Distribution

AmeriLife

Benjamin Harrison

Chief Revenue Officer

NCD

Gaylan Hendricks

CEO

Senior Security Benefits

Brad Volkmer

Senior Consultant

Great Hearing Benefits

Elevate Your Game: Power Up With MedSupp Innovation

Do you think all Medicare Supplement Plan Gs are the same? Contrary to popular belief, they aren’t! In this session, we’ll discuss innovative features in Medicare Supplement products and how they can help you better meet customer needs, differentiate yourself and sell more.

Melissa Crawford

SVP & CMO

Physicians Mutual

Welcome – Plenary Stage Day 2

Jay Weintraub

CEO & Co-Founder

Connectiv

Fireside Chat with Dawn Maroney, CEO of Alignment Health Plan & Markets President of Alignment Health

With more than 25 years in the healthcare space, Dawn Maroney is regarded not only as an industry expert but also a pioneer in positioning healthcare organizations for success. As CEO of Alignment Health Plan and markets president of Alignment Health, Ms. Maroney oversees Alignment’s consumer experience, growth, and expansion in all areas, and in a particularly innovative era of the company. Join us for a lively discussion of Ms. Maroney's vision for the coming years.

Jenn Kerfoot

Chief Strategy & Growth Officer

DUOS

Dawn Maroney

CEO

Alignment Health Plan

Fireside Chat with Vijay Kotte, CEO of Go Health

Vijay Kotte is the Chief Executive Officer of GoHealth-- the consumer-centric health insurance marketplace and Medicare-focused digital health company. His altruistic leadership is focused on providing trusted solutions for Medicare consumers, so they can find peace of mind in their healthcare decisions. Come hear his unique insights about the marketplace and GoHealth's vision in it.

Gabe Isaacson

Associate Partner

McKinsey & Company

Vijay Kotte

CEO

GoHealth

Fireside Chat with Sachin Jain, MD, President & CEO of SCAN Group & SCAN Health Plan

Sachin H. Jain, MD, MBA is President and CEO of SCAN, where he has led the company through immense growth, diversification, and emerging efforts to reduce healthcare disparities. Known for his powerful insights into how the U.S. healthcare system operates writ large, Dr. Jain will join our stage to describe his vision for SCAN and the state of forces in Medicare today.

Sachin H. Jain, MD

President & CEO

SCAN Group & SCAN Health Plan

Sam Melamed

CEO

NCD

Fireside Chat with Scott Perry, Chairman & CEO of AmeriLife

As AmeriLife’s Chairman and Chief Executive Officer and with more than 30 years’ industry experience, Scott Perry leads a multi-channel distribution business with a national network of over 300,000 insurance agents and financial advisors. Come listen to a true industry leader describe what's in store for Amerilife in these rapidly-changing times.

Matt McClure

Manager of Media Hosting & Production

Retirement.Radio

Scott Perry

Chairman & CEO

AmeriLife

Fireside Chat with George Kalogeropoulos, CEO of HealthSherpa

George Kalogeropoulos co-founded HealthSherpa in 2013 with the aim of helping every American feel the comfort and security of having health coverage. Under his leadership, HealthSherpa has become the largest and fastest growing marketplace for individual health plan coverage in the United States, enrolling more than 8.5 million people in ACA health plans in 2024 to date. Hear Mr. Kalogeropoulos' unique insights into the ACA market as it sets record enrollment every year.

Drew Aldrich

Managing Partner & Founder

Viewpoint Ventures

George Kalogeropoulos

CEO

HealthSherpa

Presentation by Spiraldot Health

Spiraldot Health is working to add Artificial Intelligence, Machine Learning and Deep Learning to create AI Enabled Tumor boards and lay the groundwork for the inevitable AI Oncologist. Our first product DORA - Digital Oncology & Radiology Assistant is ready to go.

Talha Basit

CEO & Founder

Spiraldot Health

Fixing Therapy for Older Adults

Behavioural Health care for older adults is broken - and the industry loses over $108 billion because of lack of proper care. Join us as we explore why therapy is important, how Total Life helps Medicare patients easily access therapy and improve, and how your institution can save costs and improve lives within days!

Neelam Brar

Founder

Total Life Therapy

Introducing e123 Commissions for Carriers

e123's Distribution Management System for Life and Health Insurance is a comprehensive system for managing and growing your business. e123 DMS modules enable you to quickly set-up, enroll, bundle/combine bill, test market, and scale distribution of new products. Designed to enable your ecosystem of carriers, marketers, and downline agencies, extended teams and partners can work together cohesively.

Brendan McLoughlin

President & CMO

e123

Value-Based Care in Senior Living

The push for value-based care models aligns well with the goal of senior housing and care communities: to provide the best care and quality of life for residents. Senior housing and care operators are already part of managing chronic conditions and implementing more preventative care to keep residents safer, healthier, and out of the hospital. But how can we bridge the gap between the senior housing operators and the value-based care providers to create more integrated models of care? What are the obstacles, and what are tactics to overcome them? What are the available financial arrangements that can create alignment? There are incentives for all sides--higher-quality care for residents means fewer transitions of care, improved length of stay, reduced hospitalizations, and higher resident/member satisfaction, just to name a few. Come learn from senior housing and care operators and their partners who are leading the way in value-based care.

Alan Fairbanks

President of the Value-Based Care Alliance,

Serviam Care Network

Nick Gesue

CEO & Founder

Alder View Capital

Adam Kaplan

CEO & Founder

Solera Senior Living

Amy Kaszak

EVP, Strategic Initiatives

Curana Health

Building Member Trust: Experience, Quality, and More

The best plan in the world won’t matter if a member doesn’t trust it. Members need to feel that their plan is truly meant to protect them and serve their interests, that the plan will be transparent and accessible, and that it will address any grievances quickly and respectfully. The real question of course is how exactly does a plan build that trust, and how can you continue to do so consistently at scale? We’ll tackle all these questions from a panel of experts who put member trust at the heart of their work.

Jonathan Cho

Executive Director, Medicare Solutions & Delivery

Blue Cross and Blue Shield of IL, MT, NM, OK, & TX

Joe Kanatzar

Chief Growth & Strategy Officer

Clear Spring Health

Sam Melamed

CEO

NCD

Karl Ulfers

CEO & Co-Founder

DUOS

Has the Time for Annuities in the Workplace Arrived?

In 2023, some of the biggest players in the 401(k) space – Fidelity, BlackRock, and State Street Global Advisors –announced plans to include annuities as retirement savings options. Will employees in 2024 start to check the box and ignite one of the biggest untapped markets for the product? If not, what do we need to do next to make the worksite market take off?

Sherry Chan

Chief Strategy Officer

Atidot

Scott Hawkins

Managing Director, Head of Insurance Research

Conning

Ramsey Smith

CEO & Founder

ALEX.fyi

Tamiko Toland

Toland Consulting, LLC

Principal

Advancements in Preventing and Managing Cognitive Decline

Scientific knowledge about Alzheimers, dementia, and other forms of cognitive decline have rapidly expanded in recent years, with governmental interest helping to grease the proverbial skids. What advancements are particularly important for payers, providers, caregivers, and investors to know? How can this latest information be integrated into our existing care systems, to better prevent and care for older adults with dementia? Join us as we shine a light on this essential topic that’s drawing more and more national attention.

Julius Bruch

CEO & Co-Founder

Isaac Health

Diane Chau

President

California Geriatric Society

Hope Karnes, MD, PhD

Medical Director, Clinical Solutions

ExamOne, a Quest Diagnostics Company

Dave Meyer

SVP, Risk Management and Quality

Beacon Healthcare Systems

Gary Skole

CEO

AlzBetter LLC

Retirement Security Innovation for Younger Americans

Wealth2k® Innovation Lab is Wealth2k’s incubator for the solutions that we believe will propel life insurance, annuity, and retirement income planning sales in the years ahead. The “Lab” is Wealth2k Founder, David Macchia’s vehicle to turn his creative concepts into actionable solutions. Innovations such as Defined Benefit Life™, Digital-Assisted Selling™, Defined Benefit Annuity™ and the 4 th generation of The Income for Life Model® are redefining advisor marketing and sales processes. These bold innovations hold important implications for facilitating the ability of insurance professionals to harmonize their practice models with the imminent implementation of DOL 4.0’s ERISA investment advisor fiduciary standard.

David Macchia

Wealth2k, Inc.

CEO & Founder

Generative AI for Medicare Analytics and Prior Auth

Generative AI is presenting transformative opportunities to improve Medicare. Large Language Models (LLMs) are only the beginning. See how generative AI is being used for Medicare Analytics built on new GPT technologies called Large Medical Models (LMMs) trained on over 100M patient histories to predict risk, cost, and quality. Optimal trajectories from these LMMs are further being combined with utilization management rules to support automated prior authorization which can expedite approvals and reduce administrative burden. Join us for this thoughtful exploration of generative AI's role in Medicare, presented by the Founder and CEO of GenHealth.ai.

Ricky Sahu

CEO & Founder

GenHealth.ai

Guide Path – Innovative Culture Change Solutions for Senior Living

Guide Path is the newest innovation in Senior Living Certification and Risk Solutions. Guide Path’s solutions include 1) the Guide Path Senior Living Certification – a 9-module curriculum that will empower staff and differentiate your senior living community; and 2) the Resident and Family Insights Survey Suite – a scored risk survey completed by the resident/family on admission that identifies various risk areas (risk rating) that drive claims and losses. Guide Path’s solutions and collective of resources provide the most comprehensive risk mitigation and regulatory compliance and Guide Path is a leader is culture change certification and implementation.

Rebecca Adelman

Founder

Adelman Law Firm and Guide Path

Keeping Members Close: Strategies in Member Retention

In today’s always-shopping world, seniors have more opportunities (and are often encouraged) to jump ship for other plans. Therefore, it’s imperative for plans, distribution partners, and brokers to have a solid retention strategy that means our moment in 2024. What principles and tactical strategies should be kept in mind? What new factors are at play that weren’t even five years ago, and what factors are coming into play in the future? Join us as we tackle these questions and more and work to build meaningful relationships with members over years and even decades.

Blake Amos

Director, Head of Customer Retention for Medicare Business

Cigna

Marcelle Gathing

Director, National Strategic Accounts

Zing Health

James Jiang

CEO & Co-Founder

Spark Advisors

Brian Park

Founder & CEO

Hank

Kris Schneider

SVP Medicare

Centerfield Insurance Services

New Frontiers in Senior Care Delivery

New digital and telehealth technologies were already, if not on the horizon, being actively tested. Then came COVID. Add to that an existing shortage of primary care and geriatric physicians, and together, this has spurred and forced new models for delivering care to older adults. Delivering care when there are no other options is very different from what options deliver the best care. We explore which of these models are working; which need to go back to the drawing board? What does adoption look like today? What are patients, providers, and payers looking for? Come for all of this and more.

Jordan Harmon

Chief Innovation & Commercialization Officer, VP

Hospital for Special Surgery

Danny Kaplan

General Partner

Equitage Ventures

Randy Klein

CEO

Vesta Healthcare

Neil Patel, MD

Chief Health Officer

Patina Health

Rishi Sikka, MD

President, Village Medical

VillageMD

Optimizing Medicare Stars Unique Performance Levers

Improving a health plan’s Star Ratings can generate millions of dollars of additional revenue each year through Quality Bonus Payments (QBP) and rebate percentages. There are performance levers that exist that are unique to Stars and have the potential to add or subtract dozens of points to a health plan’s overall Stars score. These levers include the 5-weighted Quality Improvement (QI) measures, the Reward Factor (RF), and the upcoming Health Equity Index (HEI). Join this session to hear from industry experts who will share their views on why to focus on these levers, how to quantify the impact, and tactical actions to optimize them.

Eden Encarnacion

Sr. Manager, HEDIS - Medicare Star Program

Blue Shield of California

Elizabeth Haynes

DVP Risk Adjustment & Stars- Government Programs

Blue Cross and Blue Shield of Kansas City

Jessica Muratore

COO & Senior Consultant

Rex Wallace Consulting, LLC

Mick Twomey

CEO & Co-Founder

Hyperlift

Venture Capital View: The Time Is Now

AgeTech, most agree, is still in its early years. But changing demographics and increased demand is making it harder and harder for specialist investors– and even generalists– to ignore. Is AgeTech ready for its heyday? What successes, market changes, and cultural shifts will it take to get there? Come meet investors who have a deep thesis around innovation for older adults, learn why they care about it, and what it takes to attract their capital.

Ori Ben-Yishai

Partner

Viewpoint Ventures

Raissa Hacohen

Managing Partner

Longevity Venture Partners

Fatima Husain

Co-Founder & General Partner

Mosaic General Partnership

Jonathan Kalman

Founding General Partner

Eos Venture Partners

Presentation by Fortuna Health

Nikita Singareddy

CEO & Founder

Fortuna Health

Get the Aaptiv Advantage – The Innovative Fitness Solution

PEAR Training Intelligence creates personalized fitness experiences using patented AI technology. Our platform utilizes data from wearables and biometric feedback to dynamically build and adapt plans.

Pete English

SVP & GM – Medicare

PEAR Health Labs

Innovation @ Keen: Multi-Carrier Enablement Technology

To solve the problem of efficiently onboarding large numbers of agents and getting them ready to sell both MA and Supplement products from a wide range of carriers quickly, Keen shares two internally developed technology solutions. See how Keen has shortened the cycle of agent onboarding, licensing, contracting, and certification and made it easier for new agents to handle selling a wide range of products. Keen (www.choosekeen.com) is a 50 state licensed Health and Life agency with the singular focus of building long term relationships by putting customer's interests first.

Scott Matthews

CEO & Co-Founder

Keen

Using Apo AI to Deliver Digital Health Literacy

Carevocacy helps seniors learn about technology through live online classes. We host these sessions one-on-one or in a group setting. We are helping seniors stay social, stay connected, and learn new skills.

Stefano Selorio

CEO & Founder

Carevocacy

Improving Star Ratings in an Era of Change

As CMS continues introducing significant measure-level and program changes to Medicare Advantage and Star Ratings, this session will include review of known and proposed Star Ratings changes impacting 2024 and 2025; review of key Medicare Advantage operational changes impacting Star Ratings; discussion of the impact known and proposed changes will have on operations, budgets and QBPs; and aligning the organization around the New Needs of Stars.

Melissa Newton Smith

Founder

Newton Smith Group

Boost Your Medicare Sales With Social Security Expertise

Why is it so important for Medicare agents to help their clients with this social security knowledge? What value do Medicare agents bring to the topic? Why is there a need for RSSAs, and why do people need a Social Security Expert? Join us for this important conversation, and hear real client case examples demonstrating the power of social security expertise, and the amount of money advisors are helping their clients gain.

Thomas Drapala

Director of RSSA Services

National Association of Registered Social Security Analysts

Martha Shedden

President & Co-Founder

National Association of Registered Social Security Analysts

Building Global Retirement Corridors

In 2022, the UK Government announced a formal agreement with Connecticut Insurance & Financial Services (CT IFS), the MetroHartford Alliance (MHA), the Connecticut Insurance Department, and Insurtech UK to launch a new InsurTech Corridor. Susan Winkler, the architect of the agreement, will lead a discussion with the head of trade missions across the world about what is the next opportunity for state-assisted innovation.

Gene Goddard

Chief Business Investment Officer

MetroHartford Alliance

Laura Dinan Haber

Innovation Program Manager

Nassau Financial Group

Michael Hendy

Senior Trade & Industry Officer

UK Department of Business & Trade

Susan Winkler

VP & ED

Connecticut Insurance and Financial Services

Managed Care in Senior Housing: Current & Future Outlook

The seniors housing and care industry is “only” about a half century old, but some people would say it is still in its formative years. In just 20 years, it has evolved beyond what anyone would have imagined in the 1980s when assisted living hit the market. And the evolution continues. The COVID-19 pandemic did its damage, but the full impact will be felt for years to come, and some of it will be positive. As the baby boomers enter into retirement living age, what has been provided in the past will not suffice for the future. There will be a convergence of health systems, Medicare Advantage plans, hospitality companies, apartment owners and yes, seniors housing providers that will have to start working together in order to address the needs of this huge and diverse population. Opportunities will abound for those who want to invest or provide services to this unique market. In this session, you will: 1.) Learn how the market has evolved and why; 2.) Understand what has happened to values and where they are going; 3.) Discover whether it is a real estate or operating business, and what that means for values; and 4.) Find out why the baby boomers may not be the panacea everyone thinks they will be.

Steve Monroe

The SeniorCare Investor

The SeniorCare Investor

Generative AI in our Industry: The Hope, the Hype, & What’s Actually Happening

Perhaps more than any consumer technology to come before, generative AI holds the promise of revolutionizing all of healthcare-- from consumer touch points to clinical diagnosis and patient engagement to pharmaceutical innovations. In this session, we'll showcase groundbreaking new ways that AI can improve health and wealth for older adults, and we'll separate the "hype" from what's actually happening now.

Pete English

SVP & GM – Medicare

PEAR Health Labs

Akash Magoon

CEO & Co-Founder

Adonis

Lily Vittayarukskul

CEO & Founder

Waterlily

John Winner

CEO

Kizen

Balancing Transparency and Profitability in Medicare Marketing: Introducing the Insurance Marketing Coalition

Amidst a backdrop of evolving consumer expectations and escalating regulations, we delve into the critical importance of ethical conduct and transparent communication in fostering trust and credibility with seniors seeking Medicare coverage. It's time for Medicare marketers to come together to define and activate pragmatic strategies to navigate this complex terrain, and define new standards and best practices as we balance our profitability goals with the ethical imperatives of today's Medicare market. Join us as we advocate for a future where consumer transparency and trust are not only regulatory requirements but become the cornerstones of a successful Medicare marketing strategy. Through this presentation, you will learn how your organization can be part of a transformative shift in the insurance marketing landscape, by joining the IMC or by promoting your own internal culture of responsibility, transparency, and innovation. At the IMC we believe by embracing a set of unifying standards, we can envision a new future where trust and excellence define the insurance marketing sector, ultimately benefiting both Medicare professionals and the beneficiaries we serve.

William DeCourcy

SVP Growth Marketing & Customer Acquisition

AmeriLife

Farzin Espahani

GM, Health & Medicare

QuinStreet Inc.

Chris Michelson

Chief Revenue Officer

SalesRiver

Mark Seghers

CEO & Co-Founder

Inspire Health Tech

The MedSupp Wondrous Dichotomy: Filtering High-Morbidity Applicants AND Issuing More Business with Medical Claims Data

Data from medical billing codes has become a table-stakes tool for Medicare Supplement risk assessment, but its utility as a sales and business growth enabler is equally as valuable. Jenna Fariss, Director and Actuary at Milliman IntelliScript, will show how and why this data-driven solution is changing the entire Medicare Supplement sales and underwriting workflow, including agent recruitment and onboarding. Eric Johansson, the Executive Vice President and Chief Operating Officer of Liberty Bankers Insurance Group, will explore the fascinating history of Medicare Supplement underwriting technologies, and how leveraging medical data can enhance the performance of tools currently being used, leading to faster processing times without compromising target morbidity. Then Chris Pike, Underwriting Manager at CVS Aetna (reinsurer and direct writer), will explain how inferring risk from medical billing codes has enabled point-of-sale decisioning that effectively filters out high-morbidity lives that would otherwise be clean-sheeted, as well as instantly clearing low-risk profiles for immediate sales to high-quality prospects. He’ll go further and share how his team uses medical billing codes to uncover previously undetected macro conditions, issue more policies, unburden the department of overtime, and direct resources to other business initiatives.

Jenna Fariss

Director & Actuary

Milliman Intelliscript

Eric Johansson

EVP & Chief Operations Officer

Liberty Bankers Insurance Group

Chris Pike

Senior Manager of Underwriting

CVS Health / Aetna

Official After Party

Close out an unforgettable event with the Medicarians Vegas 'Pop 2000' Official After Party featuring a performance from the following pop superstars: Chris Kirkpatrick of *NSYNC, LFO, O-Town, and Ryan Cabrer. Access to the Medicarians Vegas 2024 'Pop 2000' After Party, sponsored by AGA, Bloom, and Wellcare, is included with your All-Access pass.