Agent Symposium – View Details

The Agent Symposium is a brand new pre-conference program for agency and agency principals, and it is included with a ticket to Medicarians Vegas 2023. The Agent Symposium is designed to help agents grow their books of business, provide even better support to their customers, and navigate the ever-changing regulatory landscape.

Show Us the Money! Roundtable on Public and Private Funding Opportunities for Agetech Startups

AgeTech start-ups need funding, of course, and there are innovative ways to get it while expanding your network and resources too. Come join this lively conversation important to startups, investors, and payors alike, as they discuss the in's and out's of private funding, hybrid private/public funds, and fully public funds.

Mel Barsky

Director, Business Development

Centre for Aging + Brain Health Innovation (CABHI)

Todd Haim

Director

NIA Office of Strategic Extramural Programs (OSEP)

Sarah Thomas

CEO

Delight by Design LLC

Max Zamkow

Managing Partner

Third Act Ventures

Hemorrhage Chicken: Winners, Losers, and the Rating Future of MedSupp

New business MedSupp premium rates and rate increases continue to generally lag emerging medical inflation and post-COVID claim experience. In acknowledging this ongoing game of “hemorrhage chicken,” panelists will explore this emerging and continuing dynamic. Who wins that game, if anyone? We expect the provocative session content to engage and challenge the MedSupp market and audience to think critically while delving into both the short-term viability and long-term vitality of the MedSupp market for all affected parties – policyholders, insurers, sales/distribution, platform developers, and regulators.

Nick Ortner

Senior Consulting Actuary

Milliman

Bret Voith

Founder

Tenure Health

Using Diversity, Equity, and Inclusion to Drive Success Metrics for the Health Insurance Ecosystem

Inclusively-run FMO's, IMO's, and plans translate directly into better business, better care for older people of color, and lower costs for everyone. Join this lively session as we focus on how your business can best engage with diverse communities, and meet their unique needs.

Gus Alvarez

CEO & President

Team Alvarez Insurance Services

Manuel Anzaldua

Director of Operations

InTouch Medical Marketing

Ebonie Patterson

VP of Sales

Trusty.care

Readus Smith

President, Eastern United States

Wellvana

Official Kick-Off Reception

Open to all registered attendees. Come meet and mingle in advance of Medicarians Vegas 2023.

Holistic Planning: Medicare’s Role in Life, Health and Wealth

Join Ryan Kimble, President of Integrity Health-- the nation’s leading independent distributor of health insurance products-- to discuss industry matters that are most urgent and interesting to Integrity in 2023.

Ryan Kimble

President of Integrity Health

Integrity Marketing Group

Craig Ritter

CEO

Ritter Insurance

Supplemental Benefits: Aggregators vs. Point Solutions

Over the past decade, new supplemental benefit have prolifereated in both MA and MedSupp markets. New platforms are arising to help insurers provision and coordinate these services. Join a panel of experts from benefit providers and plans as they discuss the future of how these benefits are selected and make their way to members.

Ashish V. Shah

CEO & Co-Founder

Dina

Oren Shatken

Co-Founder

Jukebox Health

Celia Wilkinson

Product Development Manager, Health Outcomes & Value-Based Innovation

Mutual of Omaha

Medicare Distribution: State of the State

Hear from 2 leaders in the Medicare Distribution space – Steve Warner (UHC) and David Graf (SunFire) – about the current and future state of the Medicare Distribution landscape and what it means for you. Topics include new regulations, increased focus on quality, and how do we best service the beneficiary.

David Graf

CEO

SunFire

Steve Warner

Chief Distribution Officer, Government Programs

UnitedHeathCare

Speech Analytics Creates Compliance & Revenue

The power of Speech Analytics and QA goes beyond just CMS regulations and carrier oversight. The insights, best practices, and call handling guidelines that you want from your agents can be incorporated into a holistic Speech solution. QA isn’t just a cost center anymore- it can drive better phone calls with better results. This session will demonstrate how using the power of Speech analytics to listen to 100% of your calls, with targeted insights to your agents, can be transformative. Provana’s speech analytics solution helps your team with both Compliance and better performance. Save money on a better QA solution and create more revenue with Provana, today. Learn more at www.provana.com.

Sean Clark

SVP of Platforms

Provana

Presentation by iGuard Home Solutions Inc.

iGuard’s #1 goal is to protect older adults and their property from the leading (47%) cause of fires in the home - forgotten cooking. Available for electric and gas stoves, iGuard’s patented non-intrusive solution stands guard in the kitchen, 24/7, to monitor stove activity, remind users of their activity, and step in to automatically shut off the stove if the threat of fire due to inattention becomes imminent. Our solution is unique to the marketplace as it prevents kitchen fires before they can start versus alternative solutions that either suppress or shut off the stove after a fire has started.

Ken Deering

CEO

iGuard Home Solutions Inc.

The Do’s and Don’ts of a Highly Valuable Tech-Enabled FMO

Explore how technology can help increase your company’s value to partners, shareholders, and investors. Learn how carriers, IMOs and agencies use technology to increase sales and widen margins.

Robert Hurley

Healthtech Advisor & Past Senior Executive

eHealth

Brendan McLoughlin

President & CMO

e123

Prasanna Nathan

Senior Manager, Business Digital Solution

Aetna Senior Supplemental Insurance

Austin Siegel

Chief Operating Officer

NEO Insurance Solutions

Medicare Marketing: The Twin Challenges of Cost and Compliance

Even with increasing customer acquisition costs, declining member retention, and significant CMS updates being enforced, Medicare carriers and TPMOs still have an opportunity to cut through the noise and come out on top. Achieving success in the new era of Medicare marketing begins with evaluating your consumer experience and de-risking your marketing strategies. Join Kris Schneider and John Busby of Centerfield Insurance Services alongside Michael Cho of MyMedicareBot as they discuss tactics for overcoming the twin challenges of cost and compliance.

John Busby

CMO & Managing Director, Digital Brands

Centerfield Insurance Services

Michael Cho

CEO

MyMedicareBot

Kris Schneider

SVP Medicare

Centerfield Insurance Services

Product vs. Brand: What Drives a Customer’s Purchase Decision?

Abstract: In this session we will discuss our recent research on the Medicare Supplement insurance market. We will tackle questions such as: What do customers actually care about when making a purchase decision? Do price, ease of doing business, trust with their agent all play an equal part in the ultimate decision? Does branding matter when making a purchase decision? What additional factors do consumers consider when researching and purchasing? We will also discuss ways to address customer hesitations impacting their purchase triggering decisions along with strategies to overcome them.

Jason Krasula

Chief Sales Officer

iptiQ Americas

Nicolas Olson

VP of Strategic Accounts

iptiQ Americas

Who Cares for the Caregiver?

Almost one in five Americans provide unpaid care to an adult over the age of 50, and that percentage will only grow as Baby Boomer age. Generational and cultural expectations will only further put pressure on the hidden caregiver. These vital sources of care are often thrust into the role, unsupported, and unaware - a pamphlet and a pat on the back. Fortunately, this group is finally being not just recognized but the focus of some amazing innovation. It is arguably one of the biggest areas of opportunity in enabling better care. In this panel, those on the forefront share insights and innovations to equip the ever-growing caregiving population and what those who interact with the aging population should know.

Ali Ahmadi

CEO & Co-Founder

TCARE

Greg Cangialosi

Founder

Twilight Technologies

Sonal Panda

Principal

Tau Ventures

Nikhil Patel

CEO & Founder

Craniometrix

How Enabled Health is Reaching the Hardest to Access Patients in Rural Areas to Improve Care

Enabled Health is a tech enabled clinic that is expanding high quality healthcare to the most challenging patients in rural areas through a model of collaboration with community organizations. We help community organizations with footprints and trust in their local communities develop sustainable business models through partnering and synergistically providing healthcare through recognized ICD-10 billing codes, with our clinic physicians overseeing their work. We have partnered with 3 of the largest community based organizations in Washington with pilots to expand healthcare and improve outcomes to 3 counties in Washington with the poorest health outcomes.

Bethany Doran

CEO

Enabled Health

Driving Medicare & Insurance Sales Through Social Security Optimization as a Paradigm Shift

RSSA® is a turn-key Social Security education, technology, marketing, & support program, to help your organization build sales funnels which will translate into Medicare & insurance sales. The RSSA® program will help you identify current and future Medicare sales opportunities and gain a competitive edge with the 10,000 baby boomers moving into Social Security and Medicare eligible age, each day for the next 15 years. Learn how to use Social Security optimization to engage with prospects outside of restrictive CMS guidelines. Learn how the RSSA Roadmap® can be customized, white-labeled, and used in a collaborative environment throughout the customer journey. This gives the appointed agent the ability to discover all aspects of their clients’ financial status. Agents are then able to use pertinent data to accurately, intelligently and holistically guide clients through their retirement financial and insurance solutions and make one of the most important financial decisions that they will ever face - when to claim their Social Security. Discover why the RSSA® strategy is disruptive and a blue ocean opportunity. It starts with education and culminates in an understanding of where clients are on their life journey holistically addressing their concerns and worries.

Martha Shedden

President and Co-Founder

National Association of Registered Social Security Analysts

Together by Renee – Magically Easy Healthcare with Generative AI

Renee - the latest startup from Nick Desai and Dr. Renee Dua - founders of Heal, has spent 18 months harnessing the power of generative AI to make routine healthcare tasks magically easy. This breakthrough will be revealed at Medicarians in a new app called Together. Designed for aging Americans, those with 2+ chronic disease and their overwhelmed caregivers, Together uses AI to build dynamic health profiles, ensure timely refills, increase Rx adherence, schedule preventive and primary care, communicate with loved ones and so much more. All in a voice-powered app designed for aging and less tech savvy Americans.

Nick Desai

CEO

Renee

Focusing on Social Determinants of Health: The Results are Real

Advocates have made the case for years - where we live, the connections we have, our financial stability, access to quality care, and especially our mental health all have a direct impact on our physical health. The question wasn’t whether SDoH matters, but how measurable are the impacts, and which of the determinants that matter can be affected in a ROI positive manner at scale. It is still early innings for benefits focusing on SDoH, but the results are more than encouraging. We are excited to present a group that is making a difference that millions will feel.

Ali Ahmadi

CEO & Co-Founder

TCARE

Cynthia Benjamin

CEO & Co-Founder

Together Senior Health

Brian Park

CEO & Founder

Hank

Steve Schoonveld

Managing Director, Global Insurance Services

FTI Consulting

MA Member Engagement

Medicare beneficiaries have more choice than ever before, thanks to new products and new entrants to the Medicare Advantage market. With steady increases in annual new member churn (15%) and total member churn (10%), plans are laser focused on retention. Learn best practice from the companies who partner with MA plans to drive retention via improved plan selection, onboarding, member benefits navigation and member enrollment in new benefits.

David Duel

CEO

EasyHealth

Abby Levy

Managing Partner & Founder

Primetime Partners

Amanda Rees

CEO

Age Bold

Maria Thomas

COO

GetSetUp

Karl Ulfers

CEO

Duos

Innovation in Care, Cost, Comfort, and Community for Senior Housing: from Independent to Long Term Care

This is a dive into the accelerated evolution of senior housing to accommodate our newest consumer – the baby boomer. We are here to discuss the latest trends and innovations in the 4 C’s: Care ( Nursing/delivery of health care/tech), Cost (how do we pay for this private pay/government subsidies/insurance), Comfort (development of the physical housing/building), and Community (engagement of residents with each other, staff & families). There is a theory that if we can get these 4 C’s right, it can and will/should lead to more engaged residents, staff, and families, equaling better-quality health care outcomes.

Joe Jedlowski

Chairman & CEO

Distinctive Living

Severine Petras

CEO & Co-Founder

Priority Life Care

Doris-Ellie Sullivan

President

Retirement Unlimited, Inc

Lauren Wilson

VP Sales & Marketing

TSO Life

Innovation for Field Agents

Chat GPT. There we said it. Perhaps next year it will write our abstracts for us. If tech can write like a rapper explaining algebra to a middle-schooler, surely, it can make the process of selling Medicare better and more efficient. The one thing it should not do is replace the agent. But, agents aren’t technologists. It shouldn’t be their job to uncover new tools or know which may help and which may not. That’s part of our job, and sharing some of the more promising options is the focus here.

Laura Dinan Haber

Innovation Program Manager

Nassau Re/Imagine

Sarah Jacobson

Co-Founder

FairStreet

Susan Plumer

Chief Growth Officer

ConnectureDRX

Craig Ritter

CEO

Ritter Insurance

Niji Sabharwal

CEO & Co-Founder

AgentSync

Presentation by Bankers Fidelity

This presentation will discuss who Bankers Fidelity is and what we have to offer the Insurance Industry. With specific emphasis on our new Vantage Flex Plus Hospital Indemnity Product.

Ryan McMillan

VP, Senior/Individual Markets, Marketing

Bankers Fidelity

Improving Digital Health Literacy: Best Practices to Help Older Adults Get Comfortable with Technology

CMS has just realized new rules for 2024 that include requirement for Medicare Advantage plan to provide digital health education for members with low digital health literacy. Candoo Tech CEO Liz Hamburg will share best practices for helping older adults get comfortable with their technology and how to comply with the new regulation.

Liz Hamburg

CEO & Founder

Candoo Tech

PacSanaLife: How Virtual Care Can Augment Home Care and Senior Living Services To Improve Outcomes for Clients and Carers

Based in Boston and Dublin, PacSana are realising their vision of digitally transforming the Home Care and Senior Living world.PacSana uses its wearable technology to gather data on exercise, gait, falls and location in the home to develop an accurate picture of care needs. PacSana helps Home Care and Senior Living organisations profile urgent and emerging risk, plan service and manage client transitions in the home or in a facility.

Feargal Duignan

CEO & Founder

PacSana

ConnectureDRX 2023: A Year of Collaboration

ConnectureDRX develops innovative Medicare, value-based care and drug transparency technologies, unparalleled distribution networks and actionable healthcare insights to deliver a personalized member experience that contributes directly to our customers’ growth. Our solutions support the entire Member Journey— from acquisition to engagement to retention—driving member satisfaction, reducing costs for both members and health plans, elevating CAHPS scores and positively influencing Star ratings. For more information visit www.connecture.com or contact marketing@connecture.com

Aaron Davis

Director of Product

ConnectureDRX

Addressing the Neuropsychiatric Symptoms of Dementia with Digital Music Therapy

Neuropsychiatric symptoms including agitation, anxiety, and depression affect up to 98% of people with dementia. Agitation, which drives one-third of the overall cost of care, is detrimental to clinical outcomes and quality of life, and contributes to caregiver burnout, is currently treated with anti-psychotic medications with significant risks and side effects. LUCID is developing a new medicine for these symptoms using a familiar medium: music. Leveraging novel biosignals and AI-driven personalization, this solution delivers effective, safe, engaging, and humanizing care for people living with dementia. This presentation will provide an overview and demonstration of the intervention and details on ongoing research.

Zoë Thomson

CIO & Co-Founder

LUCID

Increase Cross-Sales by 76% Using Marketing Automation

Learn how AMPlify, the new automated insurance marketing platform from AgentMethods, is helping senior market agents rapidly increase renewals, cross-sales, and referrals. AMPlify completely automates your retention marketing so you can focus on what you do best: helping your clients.

Aaron Kassover

Founder

AgentMethods

Agents and Provider Partnerships

Agents play a critical role in growing and servicing a provider’s patient panel, and provider partners can be a key source of growth for agents, but there is no one size fits all solution for how to devise a truly win-win partnership that wins for the agent, provider, and member. Learn how one fast-growing agency turbocharged its growth through crafting unique provider partnerships.

Claudio F. Arellano

President & CEO

Associated Medical Care

Tony Feijoo

Partner

New Health Partners

Sam Wiener

EVP of Growth

Spark Advisors

Added Benefit Selection With Utilization and Outcomes in Mind

Food delivery, fitness classes, home remodeling…it’s no wonder that many seniors are attracted to the ever-increasing added benefits in Medicare Advantage plans. But how can we make sure that added benefits actually deliver on their promise? How should plans evaluate which benefits truly improve health outcomes and drive down costs? How should benefits make their case, and help seniors learn about (and keep using) what they offer? We’ll tackle all these questions and more, helping seniors get the full benefit of their benefits.

George Dippel

President

Deft Research

Dr. Nathan Estrada

VP of Clinical

Nymbl

Jenn Kerfoot

Chief Experience Officer

FarmboxRx

Carrie Meyer, Au.D.

Director of Clinical Programs

Amplifon Hearing Health Care

Max Zamkow

Managing Partner

Third Act Ventures

Cleaning Up Medicare Marketing

The challenge, we all know, is that customer acquisition at scale is expensive. Human behavior does not help. Attention is scarce. People often don’t like to read. And, Medicare is immensely complicated. Add them all together, it is perhaps no surprise certain corners of the marketing ecosystem have at times turned into a race to the bottom. Forthcoming CMS rule changes aim to clean up some of the less than savory practices, but it is not a cure. In fact, to many, it punishes unfairly those who never joined the fray. Some tension between marketers, plans, and consumers will always exist. Having it exist in a way that does not hurt the consumer experience is vital. And, that has to come from within the industry. Join this panel of experts in Medicare marketing and compliance as we explore how to strike this balance well, and help seniors safely discover the plans that are right for them.

David Francis

CEO & Founder

Healthpilot

Jean Lentsch

Compliance Officer

Western Asset Protection

Angela Palo

President & COO

Pinnacle Financial Services

Marc Wheeler

Managing Partner

Strategic Options

Steve Yi

CEO & Co-Founder

MediaAlpha

Venture Capital: What the Money Hopes to See

Tech is having its senior moment (in a good way). The result is a term that didn’t exist all that long ago - AgeTech. In addition to entrepreneurs challenging the status quo, they need money, and not just a little bit of money - not just millions, even tens of millions. For AgeTech to make an indelible, positive mark, billions of dollars will need to be invested in companies where the only thing they may have at times is an idea. Who are the investors that have made it their mission to help people age gracefully and afford to do so? Why have they made it their mission? If you are a startup, are there things you should be doing differently to attract their (and others’) capital? How is AgeTech different from healthtech or fintech? All this and more awaits at this highly anticipated conversation.

Eric Dobosh

Senior Associate

Route 66 Ventures

Robert Garber

Partner

7wireVentures

David Greenbaum

Partner

Quiet Capital

Sonal Panda

Principal

Tau Ventures

The New Trust

Seniors have too often been the target of predatory marketing campaigns, leading to a breakdown of trust that can be seen in declining consumer response rates & LTV year over year. The key to unlocking growth over the next decade is to become a trusted resource to a new generation of digital-savvy seniors who are looking for guidance and support, to bridge the gap between profit and service. New entrants will be successful over the long-term by providing seniors with the tools, resources, and technology they need to make informed decisions about their healthcare.

Anthony Kavouras

CEO

OpenMedicare

Moving Together, an Evidence-based Program Helping People with Dementia to Remain Healthy and Independent

Together delivers evidence-based digital brain health programs for people with dementia or cognitive decline. Our unique programs are seeing real-world and research outcomes such as increased function, reduced falls and reduced social isolation, showing significant healthcare savings for our Medicare Advantage customers and improved quality of life for members with Alzheimer’s or dementia and their caregivers.

Cynthia Benjamin

CEO & Co-Founder

Together Senior Health

iCoura Health – Disrupting Dependency

At iCoura Health, we are disrupting the traditional approach to Food Prescription programs with our clinically proven, evidence-based methodology that continuously optimizes metabolic health and weight management.
Obesity and consequential metabolic conditions in the United States affects 100.1 million (41.9%) adults and 14.7 million (19.7%) children and accounts for approximately $147 billion in annual health care costs. iCoura’s program is the optimal solution for nutritious food consumption in a way that elevates health by helping individuals and families independently improve their overall health status at rates never seen from any other “diet and/or nutrition” program. We are on a mission to make nutrition understandable, adaptable, and rewarding for everyone to optimize their health and quality of life.

Robert Ferguson

CNO

iCoura Health

Mabel: Provider Medicare Marketing at Scale

Mabel is a marketing automation platform that sends letters and emails to Medicare patients on behalf of the person they trust most—their doctor. Mabel allows MA plans and their top-performing providers to compliantly execute personalized and segmented campaigns (T65, DSNP, CSNP, affiliation letters, FFS-to-MA conversion, retiring soon, etc) in multiple languages and at scale. With response rates up to 10% and an average cost per enrollment of $200 to $400, Mabel is one of the highest performing marketing channels for MA growth.

Shaily Gupta

Co-Founder & CMO

Mabel

Abhas Gupta

CEO & Co-Founder

Mabel

Let’s Reimagine Call Centers – The Synthesis of Technology and Human Engagement

PlanAllies is an interactive virtual assistant for call center agents. Technology bolsters subject matter expertise with plan benefits, campaign goals and compliance. Reacting to discussions, PlanAllies curates real time scripts enabling conversational engagement. Plan benefits and health screenings are introduced in the context of how they support the member’s lifestyle and aspirations. PlanAllies’ prompts agents to discuss and diffuse churn drivers, real time. Outputs include proactive churn risk assessment, requested benefits, HRA/SDoH data and the member’s social profile. Conversational engagement is the cutting edge of call center outreach, enhancing literacy, satisfaction, retention and LTV. It's time to “ditch the scripts."

Dan Alloway

Chief Product Officer

PlanAllies

Dignify: End of Life Planning Which Reduces Healthcare Costs

Dignify is a small start up with a mighty purpose: We want people to take control of how they want to die whilst helping healthcare payers realize savings by avoiding unwanted and often unecessary care. Most end of life directives are rigid PDFs, limited in scope and often written - and shared - far too late in the caregiving process. Dignify wants to change all that with a new generation of end of life directives for the modern senior. In this short presentation we'll explore some indsutry data around costs at end of life and provide a sneak peak into the new Dignify user experience.

Gus Waller

Founder & Product Designer

Dignify

CMS and TPMOs: What to Know

The newest CMS rule makes changes that impact nearly every aspect of Medicare distribution. 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.

Creating Loyalty & Reducing Rapid Disenrollment

In today’s always-shopping world, seniors have more opportunities (and are often encouraged) to jump ship for other plans. While some amount of change can be beneficial for seniors and plans, rapid disenrollment is an endemic that harms the machinery on which so many rely. Do we actually know why people are switching? 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 the best time in someone’s life.

Anna de Paula Hanika

CEO & Co-Founder

Uno Health

Jay Newton-Small

CEO & Founder

PlanAllies

Kevin Owens

President

Kellogg Insurance

Marc Wheeler

Managing Partner

Strategic Options

Differences in Selling MedSupp and MA

MedSupp and Medicare Advantage are two critical pieces in securing the health of the aging population. The Medicarians community is a special one, dedicated to helping their customers get the right coverage. While people will undoubtedly specialize in what is sold, one size does not fit all; it does not fit most. As a result, it is critical to understand the product landscape, especially as what is offered and how they can be sold change continually as new innovations arise. Come for a lively session where we translate big-picture MA and MedSupp differences into useful tips and advice.

Melissa Crawford

SVP & CMO

Physicians Mutual

Brian Garity

CEO

GarityAdvantage

Gaylan Hendricks

CEO

Senior Security Benefits

Matthew Kessler

Director, MedicareGenius

AWL

Chris Patrick

President

Midwestern Marketing

Financial Security and Income Planning

What fun is it to age gracefully if you cannot afford it? When thinking about health, it is all too easy to ignore one very important type of health, financial health. It is not easy. More money solves many things, but more money is not necessarily a realistic option for the vast majority of the aging population. How can we elevate the topic of financial wellness in conversations about senior health? How can physical health and financial health be more intertwined? How can those serving one part of the equation help those working the other? What are the options, new ways of thinking, and/or new technologies that are now available that weren’t previously? Join this panel as we discuss the inextricable links between senior health AND wealth.

Tyler End

CEO & Co-Founder

Retirable

Dario Fusato

CEO & Co-Founder

Savvly

Chris Orestis

President

Retirement Genius

Allen Pauley

Vice President

Integrity Marketing Group

Max Zamkow

Managing Partner

Third Act Ventures

Transforming Medicare: AI Empowers Smart Shopping and Smooth Selling

Artificial Intelligence (AI) has the potential to assist beneficiaries in selecting the most appropriate Medicare plan, resulting in significant cost savings and improved health outcomes. By analyzing a patient's lifestyle, healthcare history, financial situation, prescription drug requirements, and physician preferences, AI can identify the most suitable plan options and align them to the right seller- simplifying and expediting the resulting sales engagement.

Joseph Boschert

Senior Director of Products

Milliman

Farzin Espahani

GM, Health & Medicare

QuinStreet Inc.

Mark Seghers

CEO & Co-Founder

Inspire Health Tech

Living Longer at Home: Does Reality Meet the Promise?

Moshe Bellows, JD, LMSW, LNHA

Managing Member

Maccabee Ventures

Cameron Carter

CEO & Co-Founder

Rose

Feargal Duignan

CEO & Founder

PacSana

Dr. Nathan Estrada

VP of Clinical

Nymbl

The Greatest Wealth Transfer in History

Strategies to navigate the $68 trillion great wealth transfer according to top ranked advisors. Baby boomers are set to pass to their children more then $68 trillion, the greatest wealth transfer ever. The keys to making sure you understand what it means as well as what strategy will work best for you. It’s not a one-size-fits-all!

Jason Allan Scott

Founder, Investor & Writer

Bootstrap Acquisition

Power of Recruiting Bi-Lingual Agents

Not all Spanish-speaking people have the same needs and/or communicate the same way. It’s important to work with an FMO that understands the cultural differences among the Spanish-speaking communities and relates to them on Universal Spanish. From Spain, Central America, South America, and the Caribbean, we all have different idiosyncrasies that set us a part. How are you prepared to service them?

JoAnna Barker

VP of Digital Marketing/Digital Strategy

Amerilife

William DeCourcy

SVP Growth Marketing & Customer Acquisition

AmeriLife

Ana Hernandez

Managing Director

Grupo Latinoamericano de Seguros

Malverne Varlack

Team Lead

Grupo LatinoAmericano de Seguros

Welcome

Jay Weintraub

CEO & Co-Founder

Connectiv Holdings

Partnership in Focus: A Conversation featuring AmeriLife’s Scott Perry

Join Retirement.Radio’s Matt McClure for a candid conversation with AmeriLife Chairman and CEO Scott Perry – alongside Pinnacle Financial Services President and CEO Kevin Shields – on the state of and opportunities in the Medicare market; what it means to drive meaningful business growth; and how partners can work together to empower agents to navigate and succeed in a constantly evolving sales environment.

Matt McClure

Producer & Co-Host

Retirement.Radio

Scott Perry

Chairman & CEO

AmeriLife

Kevin Shields

Pinnacle Financial Services

CEO

Family Caregivers: The Fundamental Shift that Demands Innovation

Jessica Kim, CEO and cofounder of ianacare, will share her personal story as a family caregiver and the impact it had on her life and career. She'll share her forward-looking approach on how we can directly impact care by building an infrastructure of support for caregivers.

Jessica Kim

CEO & Co-Founder

ianacare

Mergers, Acquisitions, and Organic Growth: A Fireside Chat with Bruce Donaldson

Jay Newton-Small, MemoryWell™ founder, TIME Magazine contributor, sits down with Bruce Donaldson, President and CEO, Simplicity Group - one of the nation's leading financial services firms - to discuss the company's growth, its future plans, and the state of the industry.

Bruce Donaldson

CEO & President

Simplicity Group

Jay Newton-Small

CEO & Founder

PlanAllies

Bringing Humanity Back to Health

As social drivers of health become an increasing focus for plans, providers, and regulators, this dynamic group will highlight why communities are the future of improving health and health care, and the impact social connection can have on member experience, costs, and outcomes.

Evan Falchuk

CEO

Family First

Scott Kaiser, M.D.

CEO

Determined Health

Dr. Ellen Rudy

Vice President of Health and Social Impact

Papa

Jason Worthen

AVP Medicare Advantage

SelectHealth

Building Great Experiences for Seniors

The senior of today is not the senior of yesterday. They are more technologically savvy. They text. They are on social media. They don’t want to be sent a discount card for products hidden in the back of a store. One not surprising challenge exists - the tech savvy entrepreneurs and engineers building so much of what the world uses today don’t actually understand what it means to be older. It may be unfair to say they didn’t care, but the products certainly weren’t designed to be accessible as seniors need them to be. That is changing, and you will meet the new breed of passionate entrepreneur dedicated to delivering just what seniors need in a way that is intuitive and takes advantage of today’s mobile-social world.

Douglas Armstrong

Vice President, Health Products & Services

AARP

Ellen Donahue-Dalton

Chief Marketing Officer

VillageMD

Sam Melamed

CEO

NCD

Brian Park

CEO & Founder

Hank

Sam Zimmerman

CEO & Co-Founder

Sagewell Financial

Mobilizing Older Adults to Stop a Million Falls

21% of MA Members Cost Twice as Much. Wonder Why? They are experiencing fall-related medical claims every year. Understand how Nymbl is redefining fall prevention programs and questioning the status quo. It is now the leading engaged program due to it being fun, easy, and quick to show results. Most importantly, the only program in history to show lasting impact with a real validated claim reduction in the first year of deployment. We are willing to take the risk to prove it.

Dr. Nathan Estrada

VP of Clinical

Nymbl

Activity Gift Boxes for Older Adults

Engaging older adults with company information is often unsuccessful or challenging because of the approach. Maria’s Place has created a leading edge way to connect with older adults and increase both retention of information and quality of life. By combining our curated activities with your company’s marketing campaigns, communication materials, onboarding information, or a simple greeting, we deliver your vital information in a fun and engaging way, right to their doorstep. Learn about our Sunshine Activity Gift Boxes and how they can strengthen your outreach and overall customer experience.

Nichole Bontrager

CEO

Maria's Place

Presentation by Shapa Health

Shapa Health is a revolutionary insurtech platform that drives behavior change through engagement and adherence since 2018. Come learn more and see our product in action.

Nati Lavi

CEO & Co-Founder

Shapa Health

Modernize Your Medicare Business and Provider Engagement with Visual Data Intelligence

Discover the transformative power of visual data intelligence, where healthcare executives and insurance agents come together to modernize Medicare businesses and provider engagement. Attend our conference panel to learn how CMS data, when integrated into a powerful search engine, can help Medical Groups, IPAs, and insurance agencies identify and contract with PCPs across the United States. This innovative approach enables attendees to effectively grow their book of business, sign up senior patients, and foster strong collaborations within the industry.

Johanna Cazares

Principal Consultant

Clarity Business Solutions

David Hunter

President & CEO

Health1 Medicare Insurance Agency

Scott McMillan

National Director of Sales

Golden Outlook

David Mellentine

Principal & Founder

David Mellentine Consulting

Vak Sambath

Co-Founder & CTO

Cuantafy

Erick Stella

CEO

Stella Health Insurance Agency

Long Term Care: Past. Present. Future.

Health and financial experts agree - most Americans would benefit greatly from investing in long-term care insurance. But only 10% of us have it. Why is that? Is it realistically an option only for the wealthy, and if so what can be done about this? Certainly there is an awareness problem and a perception problem. Where do the worlds of Medicare and long-term care overlap? But, most importantly, how can we help make sure people can afford all of the care they need? Perhaps, the answer is more about innovation than just financial planning.

Karan Aneja

COO & Co-Founder

reFrame Financial

Vince Bodnar

Senior Managing Director, Global Insurance Services

FTI Consulting

Marc Glickman

CEO

BuddyIns

Larry Nisenson

Chief Growth Officer

Assured Allies

Sarah Thomas

CEO

Delight by Design LLC

salesriver: Mastering Field Agency Management, Performance, & Growth

SalesRiver is the all-in-one solution for mastering field agency management, performance, and growth. With real-time lead and call routing based on agent availability, granular sales performance visibility, seamless co-op fund management and more, SalesRiver provides everything you need to succeed in today's competitive market. Join Founder and CEO Koby Hastings to discover how SalesRiver is revolutionizing field agency management for over 25,000 agents from more than 200 agencies and carriers.

Koby Hastings

CEO & Founder

SalesRiver

Attn: Grace— Modern Solutions for Age-Old Problems

Attn: Grace is the first and only female-founded, women-led incontinence care company in the United States. Their incontinence products and packaging combine innovative, plant-based materials with cutting edge technology to deliver high performance, skin-safe protection that women can trust. Mission-driven and a Certified B Corp.™, Attn: Grace is proudly working to eliminate the shame and stigma historically associated with women’s incontinence, all while meeting the highest verified standards of social and environmental performance, transparency and accountability.

Alex Fennell

Co-Founder

Attn: Grace

Addressing the Lack of Adequate Care For Chronic Urologic Disease in the Aging Population

Urologic disease including urinary incontinence, urinary tract infections, BPH, sexual dysfunction, and urologic malignancies such as kidney, bladder, and prostate cancer, is prevalent in elderly populations and has been shown to substantially decrease quality of life and cause depression. As most urologic diseases are not life-threatening, they are easily neglected by health care providers. Patients also regard these symptoms as part of the normal process of aging, although they should not be considered so. While the geriatric population is increasing at a rapid rate, the shortage of urologists and decreasing reimbursement rates make access to urological care even more inaccessible. Increased awareness of urologic health and better monitoring tools can help clinicians to provide better targeted care for older adults patients. MenHealth has developed software based remote patient monitoring tools to address this gap in urological care.

Michal Tavrovsky

CCO & Co-Founder

MenHealth

Ethical Lead Generation

Brad Burd

General Counsel

GoHealth

William DeCourcy

SVP Growth Marketing & Customer Acquisition

AmeriLife

Rick Natsch

CEO & Co-Founder

Presidio Interactive

Laurie Poulos

General Counsel & Chief Compliance Officer

TRANZACT

This Changes Everything: How Generative AI Transforms Engaged, Data-Driven Healthcare for Aging Americans

Perhaps more than any consumer technology to come before, generative AI and GPT4 hold the promise of revolutionizing all of healthcare-- from consumer touch points to clinical diagnosis and patient engagement to pharmaceutical innovations. In this session, successful husband-wife health-tech entrepreneurs Nick Desai and Dr. Renee Dua (who previously founded, built and sold Heal) will showcase groundbreaking new ways GPT4 engaging Aging Americans and their caregivers with magically easy, effective and organically engaging healthcare. See the future come to life in this interactive, lively session.

Nick Desai

CEO

Renee

Dr. Renee Dua

Chief Strategy Officer

Renee

Using Social Security to Increase Medicare Sales

Jumping the market and being able to speak with your target demographic years before they reach Medicare age, and outside of Medicare marketing guidelines, will create an endless sales funnel of 10,000 Baby Boomers per day, who will be claiming Social Security and Medicare for the next 15 years.

Thomas Drapala

Director of RSSA Services

National Association of Registered Social Security Analysts

Martha Shedden

President and Co-Founder

National Association of Registered Social Security Analysts

State of Value-Based Care

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.

Darrik Erikstrup

COO & Co-Founder

iCoura Health

David Greenbaum

Partner

Quiet Capital

Sara Hemminson

Actuary

Susquehanna Actuarial Consulting

Dan Hoemke

Western Region President

VillageMD

Scott Kaiser, M.D.

CEO

Determined Health

Raising Expectations for Healthy Longevity Via Technology

There seems to be a large gap between the traditional understanding of aging, and what research is learning what’s possible. Join industry experts from Cenegenics, New Amsterdam Genomics and Wavi to learn about the latest breakthroughs in performance health age management and what tests and tech people should utilize to take control of their healthy aging.

Kristy Berry

CEO

Cenegenics

Kevin Finnegan

Senior Medical Consultant

XYMOGEN

Heidi Freitas

CEO & Co-Owner

Project Wellbeing

Rudy Inaba

VP of Performance Health

Cenegenics

Sindhu Pandit, MD, MBA

Global Lead, Digital Health Strategy & Innovation

Salesforce

Paul Sorbo

Director of Sales

WAVi

A New Approach for Carriers, FMOs, & Brokerages Pursuing Growth at Scale

What if you could convert your ordinary Medicare field agents into extraordinary producers...and your current producers into bigger producers? The problem with leads is they are difficult to reach and often have no interest in what the agent is selling. They are not qualified. They frustrate the agents. Direct mail isn’t working as well as it once did. Referrals are great but they’re a byproduct of top line sales. Not enough top line sales, not enough referrals. Producers spend a significant amount of their week on prospecting. What if that time could be replaced with in-person sales meetings where the agent can build a lasting relationship with the person in need? The expert, local, licensed agent becomes a trusted advisor…and advocate. This is happening right now. Problems Solved: In person, qualified, high intent, sticky prospects to meet with. Up to 12 meetings per week, per agent, available. No more prospecting. Agents spend their time presenting to interested, qualified people in need of their help. Lasting, local relationships that stay on the books. And finally: Deal flow at scale.

William DeCourcy

SVP Growth Marketing & Customer Acquisition

AmeriLife

Rob Graham

Founder

Medicare Express

Mark Ingles

President

Medicare Express

Doug Winslow

Former Managing Director

Marsh

Official After Party featuring Ne-Yo

The Official After Party performer is singer, songwriter, actor, dancer, producer Ne-Yo. He has also worked with some of the greatest names in music- Rihanna, Beyonce, Carrie Underwood, and Mariah Carey.

Ne-Yo brings his vocal stylings to Vegas for an exclusive performance for Medicarians Vegas 2023 ticket holders