The CMS 2026 Call Letter: What It Means For Agents, FMOs, & Our Industry

The Centers for Medicare & Medicaid Services (CMS) will have recently issued its final ruling when Medicarians 2025 takes place, and agents, principals, and distributors 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 2026 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

Chalen Jackson

Compliance Officer

McNerney Management Group

Danielle Kunkle-Roberts

Founding Partner

Boomer Benefits

Dwane McFerrin

SVP, Medicare Solutions

Senior Market Sales

Debate: What’s the Best Way to Root out Bad Actors in our Industry?

Arthur Barlow

President & CEO

Compass Insurance Advisors

Joshua Brooker

Chair, Individual Markets

NABIP

Ronnell Nolan

CEO

Health Agents for America (HAFA)

Expanding Horizons: Why Medicare Agents Should Build Annuity Practices

If you think annuities are just for retirement specialists, think again. Medicare agents are uniquely positioned to help clients secure their financial futures beyond healthcare. In this session, we’ll explore how adding annuities to your portfolio can not only boost your bottom line but also deepen client relationships. Learn the ins and outs of integrating annuity offerings into your practice and discover why diversification isn’t just smart—it’s essential.

The Power of Diversification: Strategies for Increasing Revenue and Driving Business Growth

‘Think Outside’ the Medicare Annual Enrollment Period, discover new opportunities within your existing client base, and broaden your lead funnel by marketing new and different products.

Aflac Direct and ACA: A WINNING Combination

When you think of Aflac, you might think of voluntary benefits offered through the worksite. Aflac is so much more than that, now offering direct-to-consumer insurance plans. Join Aflac and IHC for an engaging session on building your ACA business with Aflac ancillary plans. Adding Aflac Direct will help your clients maintain the lifestyle they are used to by reducing out-of-pocket exposure associated with accidents and illness.

Mario Haifa

VP of Consumer Markets

Aflac

Dave Keller

President

INSXCloud

Grow Your Business With Annuity & Life Sales

Want to know how to grow your business with the same agents, same license, and the same clients you already serve? Brokers International has created the revolutionary new Life & Annuity Resource Center (LARC) for getting up-to-speed quickly. LARC is a turnkey system that will enable your agents to start writing more life and annuity cases. Best of all, you simply have to turn the switch. Come visit our booth and see how.

Sean Ruggiero

Chief Distribution Officer

Brokers International

Scott Truka

Chief Sales Officer

Brokers International

We’ve Got an Image Problem: How Agents & Distributors Can Work With (and Not Against) Regulators

Calvin Bagley

Founder & President

Nuvo Health & The Medicare Store

Amanda Brewton

Owner

Medicare Answers Now

Jessica Brooks Woods

CEO

NABIP

Gaylan Hendricks

CEO

Senior Security Benefits

Creative Solutions to Support Clients Who Don’t Need MP Coverage

Guy Ezekiel

CEO & Co-Founder

Zorro

Daniel Wray

VP of Brokerage Sales

Allstate Health Solutions

Annuities 101: Essential Knowledge for Medicare Agents

A New- And Reconstituted- Debate About The Affordable Care Act

For those of us who lived through the “ACA Wars” of the early 2010s, the relative Pax Romana experienced since 2017’s Repeal and Replace effort has been welcome. Wherever you may fall in regards to the ACA as a piece of public policy, it appears Republican health policy thinkers are developing new ways of framing the law which stakeholders need to know. Come for the latest updates about where ACA policy stands now, and where it may be headed

Andrew Schwab

CEO & Founder

Platform Government Strategies

Technology and Tools for the Multifaceted Agent

Ashlyn Lackey

Director, Innovation Strategy

Prudential

Sharon Rodriguez

CEO

HighPeak AI

John Winner

CEO

Kizen

Looking Back at a Wild AEP: Lessons Learned & How to Prepare for 2025

If you thought last year’s Annual Enrollment Period (AEP) was a rollercoaster, buckle up—2025 might just be a whole new ride. Join us as we dissect the highs, lows, and unexpected twists of the most recent AEP. From marketing missteps to surprising consumer trends, we’ll share real-world lessons and actionable tips to help you not just survive, but thrive in the year ahead. Bonus: We’ll also hand out metaphorical seat belts for next year’s ride.

Gary Culp

Chief Distribution Officer

Cigna

Jessalyn Pito

Owner

JP Maven Insurance Benefits

Leveraging Medicare Client Relationships for Retirement Planning and Annuity Sales

Laura Dinan Haber

Innovation Brand Director

Nassau Re/Imagine

The Great Wealth Transfer: Unlocking Annuity Opportunities in Medicare Markets

With an estimated $84 trillion set to change hands by 2045, Medicare agents have a unique opportunity to expand their impact and income by introducing annuities to their clients. Learn how to seamlessly integrate annuities into your Medicare seminars and hear the inspiring success story of a top family planning and top retirement professional who started with Medicare and built a thriving annuity business.

John Terry

Special Projects Sales Director

Legacy Marketing Group

The Time is Now to Diversify: The Growing Supplemental Product Landscape

Tom Beauregard

CEO & Founder

HCG Secure

Dennis Rinner

Director of Strategic Accounts

GoldenCare

Todd Tippets

President

Standard Life & Casualty, a ManhattanLife Company

Serving Veterans

Mary Forey

AVP, Health Solutions

USAA

Tracy Nolan

SVP, Marketpoint

Humana

Ron Ray

Owner

Turning 65 Solutions

The Next Generation of Agents: What the Agent of Tomorrow will Need to Know

Gone are the days when a firm handshake and a stack of brochures sealed the deal. Today’s agents need tech savvy, regulatory know-how, and a dash of social media charm to succeed. This session explores what the next generation of agents will need to stay ahead of the curve—from mastering digital tools to understanding evolving customer expectations. Whether you're mentoring new talent or reinventing yourself, this is your roadmap to future-proofing your career.

Victoria Cabrera

Owner

The Insurance Space

Ryan Murchie

CEO

Ryan Murchie & Associates

Dustin VanDuine

Director of Strategic Relations

Rick Young Insurance

Lessons From the Front Lines

Robert Dehncke

Owner

Dehncke Insurance Services

Exceptional Hearing Care Through​ Transparent Analytics

Birdsong’s solution increases engagement and positive member outcomes for the hearing care of your members through personalized care plans. Proactively addressing hearing health among your patients reduces comorbidities and improves overall health. A healthier patient population can positively impact the overall cost of care and can improve MLR.

Streamline Medicaid Waiver Compliance and Reduce Risk (Using Automation)

This session will explore how automation can transform quality assurance processes, streamline operations, and reduce regulatory risks—leading to measurable efficiency gains and cost savings.

Sarah Richard

CEO & Founder

Vara

Presention by Nextere

Ernesto Pena

CEO & Co-Founder

Nextere

Retain to Sustain: How to Enroll, Keep, and Grow Your Customer Base in 2025

Find out why member retention is a powerful key to agent success, understand what’s driving health plans’ retention goals (and how they can benefit your business), and discover the power of renewal efficiency to increase overall revenue.

The Not-So-Final Final Rule

Not so long ago, CMS’s Final Rule meant exactly that– it was final. But 2024 saw an unprecedented level of carriers and distributors pushing back against the government…and winning. After the Proposed Rule phase, the Final Rule phase, is there now an unofficial Litigation phase? How can the industry plan ahead in these circumstances? Join us as we dissect the ever-evolving regulatory landscape, exploring the latest challenges, overrules, and "final" rules that just can't seem to commit. Spoiler alert: we'll probably have updates even after this session.

Lynn Holland

Director of Sales Compliance

Devoted Health

Jeffrey Kee

Chief Compliance Officer, Multi-Carrier Solutions

CVS Health/Aetna

Julie Mason

Founder

Mason Medicare Advocates

Innovative Sales Channels

Tired of cold calls and lukewarm leads? Explore creative, effective, and forward-thinking sales channels that go beyond traditional methods, and have positive benefits for everyone involved– especially seniors. We’ll show you how to meet clients where they are—without accidentally sliding into their DMs.

Shaily Gupta

Mabel

CMO & Co-Founder

Robert McFillin

President

Medicare Choice Group

Craig Villwock

Owner & Founder

TLC Insurance Group and Wealth

Changing the Culture of Lead Generation

Lead generation doesn’t have to feel like a telemarketing nightmare. Learn how to shift from "just get names" to creating meaningful connections, with a strong ethical and compliant-forward approach. Less cold-calling, more warm handshakes (virtual or otherwise).

Greg Durkee

Director of Telesales & Retention

Priority Health

Helaine Fingold

Partner

Epstein Becker & Green, P.C.

John Henson

Attorney

Troutman Amin LLP

Mark Seghers

CEO & Co-Founder

Inspire Health Tech

Teddy Truong

CEO

Scale Up Media Agency

The Hidden ROI of Social Engagement: Healthier Members, Lower Costs

What if the key to reducing hospital visits was as simple as keeping people engaged? Vermut helps turn older adults from passive patients into active participants, improving their health and reducing costs. See how organizations are leveraging this solution to drive results.

Fernando Dellepiane

CEO & Co-Founder

Vermut

Beyond the Hype: Unlocking Medicare Sales in 2025 with AI-Powered Precision

As Medicare evolves, so must your strategy. Join Marc Bernstein, CEO of Balto, to discover how top organizations use AI to transform lead qualification, improve customer conversations, and thrive under new regulations—all while staying compliant. Gain actionable insights to tackle rising lead costs and shifting consumer expectations. Leave equipped with five practical approaches to achieve complete compliance visibility, pinpoint enrollment opportunities, and make data-driven leadership decisions. You’ll also explore workflows ready for immediate implementation—no additional software required—and learn innovative, secure ways to harness different AI tools to uncover business insights. This is your chance to embrace AI with confidence and precision to maximize ROI and deliver a competitive edge in 2025.

Marc Bernstein

CEO & Founder

Balto

Is Your Software Giving You More Free Time? It Should Be.

Discover how one insurance agent transformed her busiest season into vacation time—all by leveraging the right software.

Adam Dugan

CEO & Founder

Versytech

AI Robotics Altering Care

Discover how AI robotics is revolutionizing care for dementia and heart failure (CHF) patients with HiDO Health innovative approach, combining behavior-driven technology and medication adherence solutions to reduce caregiver burden, hospitalizations, and costs. Lets explore the transformative potential of robotics in enabling patients to live independently and improving outcomes in Medicare patients within the home care settings.

Charles Gellman

CEO & Co-Founder

HiDO Health

How GenAI Is Shaping The Present And Future Of Insurance Agents, Agencies, And FMOs

In this presentation, John Winner, CEO of Kizen, will showcase real-world examples and results, demonstrating how Generative AI is helping Insurance agents and agencies solve the 6 big challenges in insurance today—saving time, improving client service, acquiring more clients, accelerating licensing, ensuring accurate commissions, and cross-selling in a way clients love. Attendees will learn how to leverage existing and upcoming AI capabilities to grow their business, enhance client relationships, and make day-to-day operations more efficient and effective.

John Winner

CEO

Kizen

Driving Smart Growth: Understanding Agent Behavior in a Disruptive Market

Explore how personalized, timely data can transform the way agents engage beneficiaries, navigate market disruptions, and build stronger customer relationships. This session provides actionable insights for carriers and FMOs to address the pressing challenges of agent fatigue while uncovering new opportunities for growth and efficiency. Including a compelling FMO case study.

Aaron Davis

Head of Hosted Solutions

ConnectureDRX

Chris Hagerstrom

Executive Director of Communication & Training

Jack Schroeder & Associates

Grant Hoffman

CEO

ConnectureDRX

Susan Plumer

Chief Growth Officer

ConnectureDRX

Future of Medicare Supplement Part 1: Not All Pain is Gain

Dive into the nitty-gritty of Medicare Supplement’s future– what’s the sustained importance of the Med Supp product, who’s buying it, and what’s happening in the market? Why should agents have it in your portfolio of offerings, what headwinds are to come, and how can you strategize for the future? We'll discuss why not every challenge translates to growth, and how to differentiate between genuine opportunities and just plain headaches. Bring your aspirin, but leave your pessimism at the door.

Frank Reilly

Medi-Solutions Insurance Agency

Owner

Fred Roth

President, Medicare Supplement

Humana

Ty Wooldridge

President

Aetna Health & Life lnsurance

Member Engagement & Experience

Forget boring customer service scripts, or the workaday, uninspiring outreach that doesn’t truly excite our older adults. Discover fresh strategies to genuinely engage members, boost satisfaction, and avoid the dreaded "please hold" purgatory. It’s time to turn passive members into raving fans—or at least get them to answer your emails, get to their appointments, improve health outcomes and drive down costs for all.

Jayme Ambrose

CEO

Adobe Population Health

Greg Marion

SVP Health Products & Services

AARP Services Inc.

The IRA, Commissions, & the Future of Part D

The Inflation Reduction Act is already impacting commissions for those selling Medicare Part D, with the most recent AEP showing us just how dramatically things can change overnight. How can we make sense of these changes, and anticipate what’s to come? How can carriers and distributors pivot and stay nimble? Join us for a rollercoaster ride through financial regulations of the last year and beyond, their potential (and current) impact on commissions, and the future of Part D. Seat belts optional.

TJ Gibb

President, Medicare Part D

Humana

David Kline

PDP Growth Leader & Senior Business Advisor to the Medicare Chief Growth Officer

Cigna

MedicareCopilot™: How AI is Revolutionizing Medicare Navigation and the Agent-Carrier-Consumer Experience

MedicareCopilot™ is revolutionizing Medicare by unifying the fragmented sales and enrollment landscape with an AI-powered platform that delivers unprecedented efficiency for agents, higher member growth for carriers, and confident decision-making for consumers through hyper-personalized recommendations and simplified Medicare navigation.

Fred Camacho

CEO & Founder

HealthcareGPS

Grand-App AI: Transforming Senior Care with AI-Driven Wellness & Risk Prevention

At Medicarians 2025, Grand-App AI unveils its groundbreaking AI Seniormatics platform, designed to revolutionize senior care through real-time wellness insights, predictive risk prevention, and seamless care coordination. Learn how AI-powered analytics, insurance integration, and proactive interventions are reshaping aging-in-place strategies, improving outcomes, and reducing healthcare costs. Discover why leading insurers, care providers, and policymakers are embracing Grand-App AI as the future of senior wellness and risk management.

Tony Silva

CEO

Grand App AI

AI-Powered Member Retention: How to Save $2M in 90 Days Through Intelligent Post-Enrollment Engagement

In an industry plagued by 50% annual member churn, discover how AI-powered care teams are revolutionizing post-enrollment engagement and delivering millions in saved revenue for Medicare agencies of all sizes. Join careCycle CEO Alex Doonanco to learn how integrating intelligent automation with human expertise can slash member churn while enabling agents to focus on sales, drawing from real case studies including a leading FMO that generated $2M in saved revenue in just 90 days.

Alex Doonanco

CEO & Co-Founder

careCycle

Unlock Cost Savings Via Proven and Scalable Dementia Care Program

Improving care and outcomes in Medicare members living with dementia requires a caregiver-centric approach. Learn how caregiver enablement reduces medical costs by more than 30%.

Dirk Soenksen

CEO & Co-Founder

Ceresti Health

AI Transforming Medicare: Case Studies from Early Adopters

Daniel Petkevich

CEO & Founder

MedicareVox

ACA– Session with Deft Research

The 23.6 million ACA consumer total for 2025 may continue to rise this year as new carrier participants hit the market. With subsidies in question, and federal spending in play, there's a lot to cover regarding the future of 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.

George Dippel

President

Deft Research

Regulatory Analysis

Legal expert Helaine Fingold decipher the latest CMS regulations so you don’t have to. We’ll break down the latest changes, explain what they actually mean, and give you actionable insights—without the legalese headache.

Helaine Fingold

Partner

Epstein Becker & Green, P.C.

Presention by Audicus

Patrick Freuler

CEO & Founder

Audicus

Presention by CheckRx

Augustus Holm

Founder

CheckRx

REM: Reimagining Insurance Agency Software in the Era of AI

This session explores how Rem’s AI-driven solutions—spanning commission management, quoting, and enrollment—eliminate back-office inefficiencies and maximize revenue for health and life producers. Discover how AI-powered copilots, designed specifically for health and life producers, can help you grow your business.

Jorge Banuelos

CEO & Co-Founder

REM

Delivering Personalized Member Experiences: Strategies from Total Expert & The Baldwin Group

Market dynamics and regulations pose unique challenges to marketing Medicare effectively. Join Blake McCoy from The Baldwin Group and Joe Welu from Total Expert as they discuss how to deliver better client experiences and boost engagement by leveraging data insights and technology to show up for members in the moments that matter. They’ll also share real-world examples of how The Baldwin Group agents are growing their business, increasing productivity, and ensuring retention year over year.r

Blake McCoy

Executive Director Health

The Baldwin Group

Joe Welu

CEO & Founder

Total Expert

MA Distribution Strategies

Medicare Advantage distribution: it’s not just about casting a wide net, it’s about knowing where the fish are biting. We'll tackle innovative tactics, market trends, and why your current strategy might need a facelift. Learn how to optimize your sales and distribution strategies, and maximize acquisition and retention across direct and indirect channels for long-term value.

Cary Badger

Partner

Healthscape Advisors

Alexis Levy

Senior Partner

Healthscape Advisors

Lee Stuck

Senior Partner & Chief Analytics Officer

Healthscape Advisors

ACA for Beginners

New to ACA? No problem. We’ll break down the essentials without the jargon overload. Think of it as ACA 101—with fewer textbooks and more real-world tips.

Arthur Barlow

President & CEO

Compass Insurance Advisors

The Emergence of Dental

As some Medicare plans scale back their offerings and benefits, standalone dental coverage is a rising and compelling option for seniors. Discover why dental is the next big thing in supplemental insurance, and how to capitalize on this growing market without biting off more than you can chew.

Mayra Garza

Head of Group Benefits Strategy & Retail Segment

Guardian

The Agency Sales Breakthrough

See how MediCare Express helps agencies scale their annual enrollments using the proprietary “MeetingsTech” system to build lifetime customers without prospecting or cold calling.

Drew Rector

President

MeetingsTech

Retention

Keeping clients is cheaper than acquiring new ones—unless you enjoy burning money. 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 2025. 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.

Industry Thought Process from A-Z

An ACA alphabet soup of industry insights. We’ll cover the ACA landscape from the carrier’s perspective– how they’re thinking about our current times, what immediate and long-term changes are in store for ACA carriers and distributors, and how to stay on your toes and grow in the year ahead.

Cynthia Cox

Vice President

Kaiser Family Foundation

Clelland Green

President

Benepath

George Kalogeropoulos

CEO

HealthSherpa

An Agent’s Guide to Underwriting: Understanding How Decisions are Made, and How to Drive Up your Commissions

Underwriting doesn’t have to be mysterious– especially when it can impact your commissions. We’ll pull back the curtain on decision-making processes and show you how to boost your commissions without resorting to interpretive dance.

Jenna Fariss

Director & Actuary

Milliman Intelliscript

Regulatory Impact: What Carriers Want in a Distribution Partner Right Now

Think you know what carriers want in their distributors? Think again. This session dives into the evolving expectations carriers have for distribution partners, given new and shifting regulations. How are carriers evaluating what makes a great distributor right now? What do they want and expect in the next 1-3 years? And how can you meet—and exceed—their expectations?

Joe Kanatzar

Medicare Growth Executive- Government Programs

vBlue Cross Blue Shield of North Carolina

Retirement Session 1

Peter Hershon

Coventry

SVP Account Services

James Wong

Founder

The Founder's Chair

Direct from the Field: Generating Leads for Free (Or Really Close)

You can become self-sufficient in generating leads. Fresh off of the AEP season, top agents Chris Westfall (Senior Savings Network) and Charley Tinsley (Thomas Insurance Group) will share the strategies that worked for them. Brought to you by Senior Market Sales.

The View from Venture Capital

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.

Robert Garber

Managing Partner

7wireVentures

Ray Jang

Principal

Primetime Partners

Roberto Rodriguez

Founder & General Partner

Sequential Ventures

Future of Medicare Supplement Part 2: When Once is Not Enough

When once isn’t enough, we bring you Part 2. We’ll build on insights from “The Future of Medicare Supplement, Part 1,” diving deeper into trends, challenges, and the importance of offering other ancillary coverages to buyers of Original Medicare and MA. Going beyond the confines of the product is probably the real future of MedSupp, and we’re here to help you do it.

Dwane McFerrin

SVP, Medicare Solutions

Senior Market Sales

Jamie Sarno

VP of Medicare Supplement & Health Specialty

Amerilife

Ty Wooldridge

President

Aetna Health & Life lnsurance

Retirement Session 2

Mike Mathweg

Consultant

Relentless Consulting

Justin Reinig

CEO

Oberlin Marketing

CSNPs & D-SNP’s: A Quickly-Growing & Unique Space

CSNP and D-SNP plans are growing faster than your inbox on a Monday morning, as more and more plans are tailoring their products for dual-eligibles and seniors with chronic conditions. Learn what makes these plans unique, why they matter more than ever, and how agents can navigate this rapidly expanding market.

Manny Felix

Senior Manager, Medicaid Sales

Blue Cross Blue Shield of Arizona

Matt Van Der Bosch

Chief Growth Officer

Zing Health

The Broker-Carrier Relationship: An Untapped Future

Brokers and carriers: it’s complicated. But does it need to be? As the front-line advisors whom seniors trust most, agents had a unique role to play in helping their clients get to their appointments, adhere to their drug regimens, connect them with community resources, and improve their health outcomes. Not to mention the fact that this drives down cost for carriers and providers alike. We’ll explore how to strengthen this partnership, uncover hidden opportunities, and avoid common pitfalls—without couples therapy.

Gabe Isaacson

Associate Partner

McKinsey & Company

Joe Kanatzar

Medicare Growth Executive- Government Programs

vBlue Cross Blue Shield of North Carolina

David Milligan

SVP of Sales

Alignment Health Plan

PACE: A Growing Opportunity for Brokers to Help Seniors Stay in Their Homes

PACE programs are more than just acronyms—they’re a lifeline for frail seniors who want to stay in their homes. Learn how brokers can tap into this expanding market, helping seniors stay in their homes while growing your business.

Xing Su

Co-Founder

Seen Health

All About ICHRA

ICHRA: hard to pronounce, easy to misunderstand. We’ll simplify the complex, explaining how this flexible reimbursement arrangement can be a game-changer for businesses and brokers alike. ICHRAs may be rapidly growing, and brokers have a big opportunity in them.

Stacy Edgar

CEO

Venteur

Medicare Advantage Headwinds – Not Necessarily Tailwinds for MedSup

Not every challenge is a disaster in disguise. We’ll discuss the headwinds facing Medicare Advantage, why they might be tailwinds for MedSupp, and how to turn industry shifts into strategic wins. How can carriers and agents best position themselves in this current, shifting market? Stay ahead of the MA-MS balance.

Innovative Supplemental Health Products for Seniors

Supplemental insurance isn’t just add-ons anymore. It’s becoming more and more vital for protecting seniors facing cancer, extended hospital stays, and more. But innovating in health insurance is never easy– we’ll discuss the reasons why, and how new and interesting products come to fruition. Discover the latest innovative products that can enhance your offerings, delight your clients, and maybe even make insurance exciting (we said maybe).

Ashlee Borcan

Principal & Actuary

Milliman

ACA with the Kaiser Family Foundation

The Kaiser Family Foundation brings incredible insights into ACA, its purpose, and where its future stands today. Expect data-driven discussions, expert analysis, and maybe a few surprising facts that’ll make you rethink what you know about healthcare reform.

Cynthia Cox

Vice President

Kaiser Family Foundation

Disruption is Here for Our Industry: How Can You Be Ready for the Changes That Will Unfold Not Just in 3-5 Years, But Tomorrow?

With the industry seemingly rocked by change, it is more important than ever for retailers to leverage tools to ensure they’re covering the fundamentals of agency management to storm-proof their businesses. For example: Leveraging workflows to optimize lead handling, Using automation to ensure a solid retention strategy, Engage your customers digitally to increase service & stickiness, and Keeping track of commissions.

Technology Needs in the Wake of Industry Disruption: Reacting to Change by Sticking to the Fundamentals

Cory Schmidt

CTO & Co-Founder

AgencyBloc

Elka Soussana

Agency Owner

Simpler Horizons Insurance Solutions

Melissa Sterling

President

Insurance Associates Agency

Jason Stevens

CEO

Stevens & Associates Agency

MA Marketing Under CMS’s Changing Terms

CMS rules are shifting—again. And particularly when it comes to the definition of “marketing.” Find out how to adapt your Medicare Advantage marketing strategies without pulling your hair out. Compliance can be fun! (Okay, maybe not fun, but definitely important.)

Helaine Fingold

Partner

Epstein Becker & Green, P.C.

Steve Kaplan

Chief Legal, Compliance, Privacy Officer

HealthPlanOne, LLC

Jean Lentsch

Compliance Officer

Western Asset Protection

From Social Security to Medicare: Breaking Barriers and Opening Doors

Finding ways to differentiate your Medicare business is no small task. With the industry undergoing significant disruptions this year and ongoing changes on the horizon, staying ahead requires a proactive approach. Now, more than ever, it’s crucial to expand your services, gain a competitive edge, and connect with clients before they turn 65. Instead of being just another agent sending out the same mailers with similar products, it’s time to take a more strategic path. Join this session to explore how becoming a Social Security subject matter expert through the RSSA Program can elevate your approach. Learn how to create a steady stream of leads by addressing Social Security—one of the most pivotal retirement decisions clients make—and seamlessly transition these conversations into Medicare discussions and sales. By guiding prospects through Social Security planning, you’ll build trust, establish meaningful client relationships, and position yourself for both immediate and long-term success in the Medicare market.

Thomas Drapala

Director of RSSA Services

National Association of Registered Social Security Analysts