Agent Symposium Welcome

Amanda Brewton

Owner

Medicare Answers Now

Sonya Larson

Director of Program Development

Connectiv

ACA Health Summit Welcome

Arthur Barlow

President & CEO

Compass Insurance Advisors

Life & Annuities Forum Welcome

Laura Dinan Haber

Innovation Brand Director

Nassau Re/Imagine

The CMS 2026 MA/PD Proposed Rule: 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: Current and Future Changes, Ethics, and Challenges of ACA

This high-energy debate will feature industry leaders with differing perspectives on the most effective strategies to combat unethical behavior. Should we rely on stricter regulations and enforcement, or would self-policing and industry-led initiatives be more effective? How can technology and transparency play a role in weeding out bad players without overburdening honest agents and agencies?

Arthur Barlow

President & CEO

Compass Insurance Advisors

Joshua Brooker

CVO & Co-Founder

SnapHealth

B. Ronnell Nolan, HIA

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.

Mitch Anderson

Owner

Rochester Senior Solutions

Robert Brzyski

VP, Marketing

Pinnacle Financial Services

Mark Fitzgerald

Head of Distribution

Saybrus Partners

Patrick Kelly

CEO & Co-Founder

Signal Advisors

Sean Ruggiero

Chief Distribution Officer

Brokers International

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

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.

Larry Cassar

President & Co-Founder

Focused Health

Dan Loveless

National Growth Director

Empower Brokerage, Inc.

Jaime Rosales

CEO

JAR Insurance Services

Anthony Rose

President & CFO

Diversified, an Integrity Company

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.

Craig Andrews

Aflac Tier One, Market Strategy & Execution

Aflac

Mario Haifa

VP of Consumer Markets

Aflac

Dave Keller

President

INSXCloud

Annuities 101: Essential Knowledge for Medicare Agents

You've heard of annuities. Maybe you even have a basic understanding of how they function, but haven't given much thought to what new mindset, skillset, and technical knowledge you'll want to start selling them. This panel will focus on the fundamentals of selling annuities, tailored specifically for Medicare agents looking to expand their practice.

Cathy Fan

Head of Life & Health Product

Nassau Financial Group

Aaron Niedorf

EVP of Sales

IFC National Marketing

David Paul

Vice President, Life.

Amerilife

Todd Villeneuve

Managing Partner

IFC National Marketing

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

Let’s face it—insurance agents and distributors aren’t exactly topping the popularity charts. But what are regulators misunderstanding about the vital work of agents, and what can we do about it? This session dives into the often-complicated relationship between the industry and regulators, offering strategies for turning compliance into collaboration. Learn how to align your business practices with regulatory expectations, advocate for your community and industry, and maintain your competitive edge in this ever-shifting regulatory environment.

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 for Marketplace and U65 Clients

With recent regulatory changes limiting short-term health plans to just three months of coverage, many healthy and high-income individuals are left searching for affordable, flexible alternatives outside of the ACA marketplace. This session explores innovative strategies to help clients navigate these limitations while ensuring they still have access to quality healthcare coverage.

Guy Ezekiel

CEO & Co-Founder

Zorro

Tony Feijoo

CEO

New Health Partners

Kris George

Founder & Co-Owner

ACA Academy & Next Step Insurance

JC Moreno

National Sales Director, ACA

Amerilife

Daniel Wray

VP of Brokerage Sales

Allstate Health Solutions

Technology and Tools for the Multifaceted Agent

With new kinds of products, especially life and annuities, comes new technology imperatives for every Medicare agent to learn. This panel will explore the technological resources and tools available to agents who are expanding their services.

Jake Christensen

Senior Director of Product Management

Integrity

Dror Katzav

CEO

Atidot

Ashlyn Lackey

Director, Innovation Strategy

Prudential

Sharon Rodriguez

CEO

HighPeak AI

John Winner

CEO

Kizen

Don’t Roll the Dice with Your Future. Ensure it with an AmeriLife Partnership

The Medicare market is changing fast—are you playing your cards right, or just hoping for a lucky break? In this session, we’ll show you why going it alone is the riskiest bet of all. Learn how partnering with AmeriLife can give you the tools, technology, and support you need to thrive in an increasingly complex industry. From lead generation to compliance to expanding your product portfolio, this session will cover how the right partnership isn’t just a safety net—it’s a jackpot move for your career. Don’t leave your future to chance—stack the deck in your favor!

Joshua Borders

CEO

Senior Market Advisors

Paul Hoffman

VP of Corporate Development (M&A)

AmeriLife

Mike Tobitsch

EVP of Corporate Development

AmeriLife

What the Future Holds From a Carrier Perspective

Join us as we explore emerging trends, upcoming challenges, and strategic opportunities that will define the future of health insurance in the ACA space. Whether it’s expanding plan options, improving affordability, or enhancing provider networks, this discussion will shed light on how carriers are adapting and what it means for brokers, consumers, and the industry as a whole.

Dawnann Baldwin

Sales Director of Individual Business

SelectHealth

Vinnie Cacciatore

VP, Markets & Distribution

Aetna

Sean Egan

VP of National Sales

Oscar Health

Giuletta Rudon

Director of Network Management & Contracting

Imperial Health Plan

Kevin Truebenbach

Agency Owner

Transition Health Benefits

Nate Watters

Chief Sales Officer

Ambetter

Leveraging Medicare Client Relationships for Retirement Planning and Annuity Sales

Your Medicare book of business likely already has enormous opportunities to protect your clients' financial health and diversify your sales. But how do you get started? What signifiers among your clients should you look for, and how can you begin to have broader discussion with them about their financial planning? This panel will focus on how Medicare agents can effectively transition conversations with existing clients from healthcare to broader retirement planning needs.

Brent DeGroot

Regional Account Director

OneAmerica

Laura Dinan Haber

Innovation Brand Director

Nassau Re/Imagine

Aaron Niedorf

EVP of Sales

IFC National Marketing

Brian Sedlachek

Founder & President

Central Choice Financial

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

Gaylan Hendricks

CEO

Senior Security Benefits

James Jiang

CEO & Co-Founder

Spark Advisors

Jessalyn Pito

Owner

JP Maven Insurance Benefits

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

Working Smarter, Not Harder: Ways to Boost Agent Efficiency

If you've hit a ceiling on your growth because your operations and workflows can't scale, this panel is for you. Learn how to leverage technology and services from three agency principals whose agents are, on average, doubling enrollment year over year. They'll share best practices and their preferred platforms of choice, leaving you with actionable tips and a list of tools to explore.

Nick Bias

President

Universal Benefits Group

Brent Crawley

CEO

The Premier Agency

Tony Feijoo

CEO

New Health Partners

Henry Figueroa

VP of Sales

Spark Advisors

Making Sense of the ACA

I’m going to go over the challenges the ACA faces. How things have evolved. Why things are the way we are. Ways we can improve them and the roles we play.

Micah Mathews

VP of Marketing

Messer Financial Group

The Time is Now to Diversify: What Agents Should Know About Short-Term Care, Long-Term Care, & More

Most older adults will need extended care in a health facility at some point in their lives, and the financial cost to them and their loved ones can be devastating. That's why extended care insurance-- whether short-term care, long-term care, or other such products-- are so vital to protecting your clients' health AND wealth. But what are these products like, and how can you get started selling them? Come for a fascinating and very useful new set of products to add to your set.

Michael Gende

Regional Sales Manager

GTL

Dennis Rinner

Director of Strategic Accounts

GoldenCare

Todd Tippets

President

Standard Life & Casualty, a ManhattanLife Company

A Tale of Two Governments

With a new administration and CMS leadership come hear insights from Jeff Grant who recently retired from 29 years of service at CMS with his most recent title being Deputy Director of Operations. There are certain to be changes that will impact the ACA Health industry. Come learn about how the new administration and CMS will work together, coming changes, and how that will impact consumers, agents, brokers, carriers, and all involved in our industry.

Jeffrey Grant

President & Founder

Schedule F Healthcare Strategies

Serving Veterans

Veterans deserve more than just a “thank you for your service”—they need agents who understand their unique healthcare needs and benefits landscape. This session will guide you through the ins and outs of serving the veteran community, from navigating VA benefits to understanding TRICARE and Medicare overlaps. We’ll cover products specifically tailored to veterans’ needs, common pitfalls, best practices, important sensitivities, and how to build trust with those who’ve served.

Mary Forey

AVP, Health Solutions

USAA

Jess Gronholm

Director of Wellness

Total Life

Ron Ray

Owner

Turning 65 Solutions

Doug Teff

VP, External Partner Sales

Humana

Why Medicare Agents Should Build Life Insurance Practices

This panel will explore the benefits and opportunities for Medicare agents and IMOs in expanding their services to sell life insurance, specifically Final Expense.

Jon Cole

President of Sales

FYM Financial

Martin Haile

Chief Marketing Officer

Advantage Insurance Network

Tony Morrison

National Sales Manager

Foresters

Steven Weber

National Sales Manager- Life Insurance / Brokerage

Transamerica

Growing ACA in Changing Times

The ACA landscape is constantly evolving, with regulatory shifts, market fluctuations, and new consumer demands reshaping the industry. To stay ahead, agents and agencies must adapt, innovate, and expand their strategies. In this session, we'll explore emerging trends, legislative updates, and proven tactics to grow your ACA business despite industry changes.

Arthur Barlow

President & CEO

Compass Insurance Advisors

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

Angela Palo

President & COO

Pinnacle Financial Services

Dustin VanDuine

Director of Strategic Relations

Rick Young Insurance

Lessons from The Front Lines: Stories from Agents Who Have Successfully Expanded into Life and Annuities

Thinking about branching out into life insurance and annuities but not sure where to start? Hear firsthand from agents who’ve made the leap—and lived to tell the tale. This session features real stories, hard-earned lessons, and practical advice from professionals who’ve successfully expanded their practices. Find out what worked, what didn’t, and how you can avoid common pitfalls on your own path to growth.

Robert Dehncke

Owner

Dehncke Insurance Services

Mindy McIntosh

Owner

McIntosh & Associates

Atesha Barnes Nelson

Executive Director

Central Choice Financial

Justin O'Keefe

CEO & Founder

Memorial Asset Protection Plan

Welcome to Day 1 of Medicarians

Jay Weintraub

CEO

Medicarians

What a Difference a Year Makes: The 2024 Final Rule, “The Lawsuit,” and Where We Go from Here

Last summer, The CMS final rule gave us a lot to ponder, from massive cuts to broker compensation to possible elimination of revenue in all lines of service. Then, a large lawsuit and a subsequent stay occurred, with a new administration following in its wake. A year later, we’re still pondering. But are things really trending in favor of brokers, or are we all in for an unpleasant surprise? Our expert insider panel will decode the real situation at HHS, the future of Medicare Advantage, and how you can fortify your business against the inevitable headwinds coming your way.

Edo Banach

Partner

Manatt, Phelps & Phillips, LLP

Tim Barry

Founder & Managing Director

Red Moose Investments, LLC

Shawn Holt

Chief Revenue Officer

Bloom Insurance

Sherman Rogers

CEO

Bloom Insurance

Running a Profitable MA Distributor at Scale

In the ever-evolving Medicare Advantage market, scaling a distribution business while maintaining profitability requires strategic planning, operational efficiency, and a keen understanding of industry dynamics. This session will dive into a few proven strategies for optimizing growth, managing risk, and leveraging technology to drive sustainable success. Join us for an engaging discussion on scaling smartly—and profitably!

Chris Giuliani

CEO

Spring Venture Group

Sam Melamed

CEO

NCD

Ben Pajak

CEO

HealthPlanOne

AI-Driven Distribution: Unlocking Customer Acquisition, Operational Efficiency & Growth

AI is transforming medicare distribution by offering innovative ways to improve operational efficiency. From customer acquisition to the day-to-day operations, AI is opening doors to maximizing business output throughout the entire customer journey. This session will explore the areas that AI is making a difference and providing ways that you can leverage the technology to outpace the competition.

Federico Guardia

President

Precision Senior Marketing

Bryan Keeven

Affiliate Partnerships, Health Distribution

AmeriLife

David Minaya

SVP

Senior Healthcare Direct

Sean Taylor

CEO

Healthcare.com

Navigating Medicare’s Changing Landscape: How Policies & Regulations Impact Beneficiaries

This panel will dive into the latest regulatory developments impacting Medicare, with a focus on CMS (Centers for Medicare & Medicaid Services) policies. Experts will explore recent changes, upcoming regulations, and their broader implications for Medicare beneficiaries, healthcare providers, and insurers. The discussion will address how, in a changing political landscape, policymakers, regulators and the private sector can better collaborate to serve beneficiaries’ best interests.

Mary Beth Donahue

CEO & President

Better Medicare Alliance

Woodrow Myers

Managing Director

Myers Ventures

Fran Soistman

CEO & Director

eHealth

Noah Tong

Staff Writer

Fierce Healthcare

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

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

AI, Automation, and AgeTech

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

Maximum Value Generators: 3 Ways to Stay Successful in an Unpredictable MA Environment

With Medicare Advantage undergoing its most sweeping changes in more than twenty years, brokers and payers face a difficult set of challenges. Bloom Chief Administrative Officer Whitney Adkins discusses these challenges and how agents can combat them by expanding and amplifying three key capabilities, otherwise known as "Maximum Value Generators (MVGs)”.

Whitney Adkins

Chief Administrative Officer

Bloom Insurance

Using Technology To Grow Your Business

Discussion around the technology ecosystem, and how you (agencies and agents) can use Integrity technology to be as effective as possible - from leads and quoting to submitting applications through post-enrollment. Technologies can solve your current process frustrations and help you thrive during this era of market disruption.

Jake Christensen

Senior Director of Product Management

Integrity

Ryan Kimble

President of Integrity Health

Integrity

Anna Patrick

Director of Strategic Partnerships

Integrity

Jeremie Pielemeier

EVP

Eldercare Insurance Services

Harsh Singla

Chief Technology Officer

Integrity

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? What's likely to happen with the latest 2026 Proposed Rules? Join us as we dissect the ever-evolving regulatory landscape, exploring the latest challenges, court decisions, and what's in the latest proposed rule. Spoiler alert: we'll probably have updates even after this session.

Jeff Halperin

Chief Risk & Compliance Officer

Amerilife

Jeffrey Kee

Chief Compliance Officer, Multi-Carrier Solutions

CVS Health/Aetna

Julie Mason

Founder

Mason Medicare Advocates

Craig Ritter

CEO

Ritter Insurance Marketing

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

CMO & Co-Founder

Mabel

Benjamin Isgur

VP, Thought Leadership

Fidelity Health

Robert McFillin

President

Medicare Choice Group

Vikki Vilcek

Leader of Medicare Market Development

Blue Cross Blue Shield of North Carolina

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; nor does it have to follow a "race to the bottom" spiral of business practices. There are much much better, more effective, cost-savings approaches to the ever-important task of finding quality leads, but what are they? What is required of carriers, distributors, and other industry professionals to do this vital work ethically and meaningfully? Learn how to shift from "just get names" to creating excellent connections, with a strong compliant-forward approach. Less cold-calling, more warm handshakes (virtual or otherwise).

William DeCourcy

Chief Lead Generation Officer

AmeriLife

Greg Durkee

Director of Telesales & Retention

Priority Health

John Henson

Attorney

Troutman Amin LLP

Mark Seghers

CEO & Co-Founder

Inspire Health Tech

Teddy Truong

CEO

Scale Up Media Agency

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

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.

Sharon Fletcher

CEO & President

Birdsong Hearing Benefits

Nextere: Powering Next-Level Solutions for the Insurance Industry

This presentation introduces Nextere, a comprehensive SaaS platform designed to streamline the operations of agents, agencies, and FMOs in the health insurance sector. By centralizing essential functions such as onboarding, compliance, commission management, and CRM into a single ecosystem, Nextere addresses everyday challenges and enhances efficiency, positioning itself as a game-changer in the industry.

Megan Whitehead

VP of Operations

Nextere

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

The 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.

Brent Ehlers

VP, Sales & Marketing

Premier Marketing

Frank Reilly

Owner

Medi-Solutions Insurance Agency

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

Michael Franks

SVP of Plan Product

Arizona Complete Health – Centene

Robert Garber

Managing Partner

7wireVentures

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.

Samantha George

Director Client Relationships, Medicare

The Baldwin Group

TJ Gibb

President, Medicare Part D

Humana

David Kline

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

Cigna

Grace Totman

Director, Co-Head of Healthcare Practice

Capstone

Commissions Clarity: Mastering Accurate Payments and Seamless Reconciliation

EvolveNXT is launching its all-in-one platform for commissions management; licensing, onboarding, and RTS management; and lead management / CRM. We are taking our decade of experience with carrier commissions and bringing that accuracy to agencies for the first time!

Sundar Ramayya

CEO

EvolveNXT

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

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

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

Living Solutions: Transforming Eldercare At Home

Senior Housing Industry’s Big Challenge: A demand surge without the supply or staffing to match. Living Solutions is stepping up, addressing these critical challenges, and doing it more affordably.

Mark Hunter

Founder

Living Solutions

Trump, Oz, and You – How Technology Can Help You Compete in an Ever-Changing World

Join Brendan McLoughlin, President at e123; Health Economics Professor Dr. Makayla Lavender at UNLV; Suzanna Roberts, Chief Executive Officer at Sonder Health Plans; Cristin Hopkin-Bishop, Chief Operating Officer at the Brokerage, Inc. on what you need to know about the new administration’s impact on health insurance sales and distribution, and learn how to leverage technology and turn these changes into your competitive advantage.

Cristin Hopkin-Bishop

Chief Operating Officer

The Brokerage, Inc.

Dr. Makayla Lavender

Assistant Professor

University of Nevada, Las Vegas

Brendan McLoughlin

President

e123

Suzanna Roberts

CEO

Sonder Health Plans

The AI PDP Agent and How AI Will Make Field Agents 10x More Productive

See what all the buzz is about with Voice AI. Beyond just a glorified IVR, AI is now screening leads, answering client calls, booking meetings and helping members re-shop their Part D plan in AEP. What does this mean for agents? Fewer administrative tasks and more time for producing.

Scott Cole

Brokerage Manager

MedicareVox

John Connor

VP of Business Development

MedicareVox

Daniel Petkevich

CEO & Founder

MedicareVox

Trevor Uptain

Head of Engineering

MedicareVox

Maximize Your Medicare & MedSupp: Exploring Opportunities, Challenges and Trends

Medicare Supplement (MedSupp) insurance is balancing standardization and innovation. Despite no changes since 2010, the industry is enhancing plans with ancillary health products like Dental, Vision, and Hearing (DHV), health memberships, and specialized coverage for conditions like cancer and high-risk individuals (HIP). While Medicare Advantage (MA) plans are gaining popularity, MedSupp remains relevant for the 14-15 million Americans currently enrolled, with expected growth. Agents advocate for their clients by collaborating with the Centers for Medicare & Medicaid Services (CMS) and adapting to state-level changes and technological advancements, including digital and direct-to-consumer (DTC) sales. These efforts lead to more personalized and flexible coverage options, ensuring MedSupp's continued relevance and securing the future of those on original Medicare.

Bryan Keeven

Affiliate Partnerships, Health Distribution

AmeriLife

Danielle Kunkle-Roberts

Founding Partner

Boomer Benefits

Dwane McFerrin

SVP, Medicare Solutions

Senior Market Sales

Angela Palo

President & COO

Pinnacle Financial Services

Steve Patton

SVP of Simplified Issue Solutions

AmeriLife

Andrew Saul

Sales Director

Physicians Mutual

The Latest Enrollment & Consumer Behavior Patterns from Deft Research

In a rapidly evolving healthcare landscape, data-driven decision-making is more critical than ever. This session will explore the latest statistics, trends, and research shaping the health insurance industry, from enrollment patterns and consumer behavior to cost projections and policy impacts.

George Dippel

President

Deft Research

The Road Traveled and the Path Ahead: Predictions for the Future of Medicare Marketing

Learn about current and proposed Medicare marketing regulations, understand recent litigation and enforcement actions involving Medicare marketing entities, review Medicare marketing actions during the first Trump Administration, and explore what to expect moving forward.

Helaine Fingold

Partner

Epstein Becker & Green, P.C.

Revolutionizing Hearing Care Accessibility and Affordability with Tele-Audiology

Untreated hearing loss does not only significantly affect someone's quality of life, but is increasingly correlated with far more sinister - and costly - conditions, such as cognitive decay and dementia. Yet, the traditional model of hearing care can often lead to unnecessary delays, postponement and large costs for both patients and payers. This is in large part due to limited provider networks, accessibility issues for individuals and outdated pricing models. With the goal of eliminating barriers to care, Audicus' tele-audiology program is designed to ensure immediate and convenient access to high quality hearing care - at a fraction of the cost. By embracing technology and patient care, we empower members to embark on their hearing health journey from the comfort of their homes - and live longer, healthier lives.

Patrick Freuler

CEO & Founder

Audicus

REM: Automating Commission Management for Insurance Agents with AI

Commission management is broken—agencies lose money to errors, delays, and manual work. Rem’s AI Commission Analyst automatically reconciles commissions with no manual input or mapping, detecting missing and underpaid commissions in real time. Rem automates commission processing for agents, agencies, and carriers. With millions in commissions already processed, Rem is the financial backbone of modern insurance distribution.

Jorge Banuelos

CEO & Co-Founder

REM

CheckRx: Review Prescriptions In Seconds

As an agent, you must check a client’s prescriptions before recommending a plan. But it doesn’t have to be slow or frustrating. With CheckRx, you can review medications in just seconds. Save time. Be accurate. Do more.

Augustus Holm

Founder

CheckRx

Presentation by Blue Zones Health

The mission of Blue Zones Health is to empower everyone, everywhere to live better, longer. In our presentation we are going to show you how our clinical model addresses the root cause of disease. This allows you to talk to your clients about better health, not just benefits.

Kegan Williams

Chief Marketing Officer

Blue Zones Health

Friendi.fi: What if Every Healthcare Consumer Thought of You as a Friend?

Experience the future of health consumer engagement with a personal demo you can take with you beyond Medicarians! People can be more influenced in their daily behaviors and healthcare choices by a friend they regularly talk with than by a care provider they seldom see. People tell their friends about "personal problems" they don't realize we consider to be "care gaps," like a broken car keeping them from getting preventive care. People stick with their friends for many years, if not a lifetime. What could you achieve if you could have such a high-trust, high-engagement relationship with each and every healthcare consumer? Learn how Friendi.fi is leveraging >13 years of experience building digital friendships with older adults, >$15 million in NIH-funded R&D, and state-of-the-art AI to realize this vision. We'll share how our human-in-the-loop model keeps the AI safe and empathic, consumer piloting results, and an exclusive code for attendees to talk with Friendi.fi Fara™ first-hand!

Victor Wang

Co-Founder

Friendi.fi

A.I. Fall Detection: A New Standard in Senior Safety

Kami Care's A.I.-powered fall detection instantly alerts caregivers and loved ones, ensuring a quick response and clear visibility to the cause of a fall—without relying on wearables, pull cords or other sensors. This session explores how A.I. is reducing liability, improving care quality, and setting a new benchmark for fall management and response.

Felix Danciu

COO

Kami Vision

How Can Innovative Customer Acquisition Solutions Help You Achieve Your Medicare Enrollment Goals?

Medicare agencies and providers constantly face challenges in reaching the right customers—at the right price, through the right channels, and with the right technology. But what sets the top 10% apart in achieving their enrollment goals? In this session, we’ll break down the best practices driving success. Is it dynamic pricing the leads they buy? Or smarter retention tactics like monitoring their book of business for early signs of churn? Join us to explore the strategies and innovations that are making a real impact on their bottom line.

Marc DeSimone

Managing Partner

Clearview Medicare

Marcelle Gathing

VP, National Strategic Accounts

Zing Health

Bas Offers

COO & Co-Founder

PX

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

Navigating Medicare Advantage in 2025

The Medicare Advantage landscape is shifting. This session will analyze and uncover key trends driving market disruption and correction from the latest AEP data from CMS. Learn where health plans should focus to achieve long-term growth in this evolving environment.

Alexis Levy

Senior Partner

Healthscape Advisors

Lee Stuck

Senior Partner & Chief Analytics Officer

Healthscape Advisors

ACA for Beginners

New to the Affordable Care Act (ACA) or looking to expand your offerings? This session is designed for agents, brokers, and industry professionals who want to understand the fundamentals of ACA plans and successfully incorporate them into their business strategies.

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 standalone dental is the next big thing for many seniors, and how to capitalize on this growing market without biting off more than you can chew.

Todd Cowan

National Sales Director

Ameritas

Mayra Garza

Head of Group Benefits Strategy & Retail Segment

Guardian

Benjamin Harrison

Chief Revenue Officer

NCD

Chad Wells

Chief Marketing Officer

Physicians Mutual

WellBe Senior Medical and XSELL: Engaging Seniors with Empathy and Trust

This session with be a dialogue between leadership from XSELL Technologies and WellBe Senior Medical focused on how to engage seniors in a way that is compassionate and mitigates concerns, confusion, and discomfort. WellBe Senior Medical is a team of geriatric specialists that provide complete care to high complexity seniors at home or wherever their patients are. They have been utilizing XSELL’s real-time coaching to support agent outreach to members to educate on WellBe’s mission while scheduling in-home assessments. Brie Farmer (COO WellBe) and Matt Coughlin (CEO XSELL) will discuss the approach that, with support of XSELL’s AI tool suite, sets WellBe apart from the rest.

Matthew Coughlin

CEO & Founder

XSELL Technologies

Brie Farmer

Chief Operating Officer

WellBe Senior Medical

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

Keeping Members Close: Strategies in Member 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.

Blake Amos

Head of Customer Retention for Medicare Business

Cigna

Kevin Brown

FMO Principal

Wealth Alliance Group

Brock Emery

CEO & Partner

Emery Insurance Group

Sam Wiener

EVP of Growth

Spark Advisors

Industry Thought Process from A-Z

This session will bring together leaders from various sectors to explore the key decision-making processes, industry trends, regulatory shifts, and innovative strategies driving health insurance today. We’ll examine the landscape from product development to consumer engagement, shedding light on how different players navigate challenges and opportunities in the evolving healthcare space.

Arthur Barlow

President & CEO

Compass Insurance Advisors

Cynthia Cox

Vice President

Kaiser Family Foundation

Jeffrey Grant

President & Founder

Schedule F Healthcare Strategies

Clelland Green

President

Benepath

Michael Howard

President

Howard Insurance Corporation

George Kalogeropoulos

CEO

HealthSherpa

An Agent’s Guide to Underwriting in the Digital Age

Not so long ago, agents still closed most sales over the customer’s kitchen table. That “field underwriting” put agents on the underwriting front line. Covid and changing customer expectations shifted emphasis to less-invasive purchasing experiences and caused carriers to pivot to new data sources and SaaS tools for risk assessment. As a result, carriers’ new goal to get as many applicants as possible into the funnel and let the data do more of the heavy lifting. For agents, data-driven underwriting means increased sales, faster time-to-decision, and quicker commissions, but it’s not without occasional frustrations. Understanding underwriting in the digital age can improve agent performance and job satisfaction, making this a great topic for this year’s Medicarians.

Chris Haire

VP & Actuary

Mutual of Omaha

Andrew Jenkins

SVP – Life, Accident, & Health

Gallagher Re

Emily Rowland

Marketing Actuary

Milliman IntelliScript

Welcome to Day 2 of Medicarians

Jay Weintraub

CEO

Medicarians

Sustainable and Strategic Growth

Payers are undeniably facing headwinds in Medicare – medical utilization is up, shopping is up, reimbursement is down, and challenges facing Stars and Risk accuracy have been unavoidable. However, Medicare remains a growth segment for payers. Demographics and economics alike tell us all that payers must persevere and find the sustainable and profitable growth strategies with their distribution partners closely partnered. Kortney and Gabe will discuss how Independence Blue Cross is on the leading edge of navigating these tradeoffs and what other payers and brokers can do to win amidst these challenges.r

Kortney Cruz

SVP of Government Markets

Independence Blue Cross

Gabe Isaacson

Partner

McKinsey & Company

The State of Medicare Today

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 Jain, MD

President & CEO

SCAN Group & SCAN Health Plan

Arundhati Parmar

VP & Editor-in-Chief

MedCity News

Smart Tech, Smart Seniors, Smart Health

With rapid technological innovation, digital health is transforming the landscape of senior care, offering unprecedented opportunities for independence, proactive health management, and enhanced quality of life. This fireside chat brings together two visionary leaders, Kristen Valdes, Founder & CEO, b.well Connected Health, and Ricky Choi, Head of Digital Health, Samsung, to explore how cutting-edge technologies are reimagining senior wellness. From intelligent wearable devices and real-time health monitoring to personalized medication management and seamless care coordination, we'll dive into how digital solutions are not just supporting seniors, but empowering them to take control of their health journey. Our discussion will unpack the latest advancements in remote patient monitoring, AI-driven personalization, and interconnected health ecosystems that are breaking down traditional barriers in senior care. We'll examine how these technologies provide peace of mind for seniors and their families, enable more proactive and preventative health strategies, and create a more responsive, individualized approach to aging well.

Ricky Choi, MD, MPH

Head of Digital Health

Samsung Electronics America

Kristen Valdes

CEO & Founder

b.well Connected Health

Financial Security 2030: Navigating Demographic, Economic, and Political Trends Impacting the Future

As the United States approaches 2030, significant demographic, economic, and political shifts are poised to reshape the financial landscape. For professionals in the insurance and financial services industries, understanding these trends is crucial to effectively guide clients in creating a holistic approach to financial and health security, planning for retirement, and managing age-related challenges. Join our Mainstage Panel of Experts where we discuss these issues addressed in the Retirement Genius-Medicarians White Paper Financial Security 2030 from the perspective of brokerage distribution, financial planning, and carrier leadership.

Dennis Martin

President, Individual Life & Financial Services

OneAmerica Financial

Chris Orestis

President

Retirement Genius

John W. Wheeler, Jr.

Executive Senior Partner

Totus Wealth Management

Strategic Revenue Management – How Local Health Plans Are Beating National Carriers

Learn how local health plans are using technology for valuable data and insights to gain market share and beat the competition. A white paper to follow this session for attendees.

Brendan McLoughlin

President

e123

Quantifying and Optimizing the Medicare Unit Economics of Distribution: Aligning Customer Acquisition with Lifetime Value

Medicare distributors can achieve greater precision by aligning customer acquisition with lifetime value (LTV). This panel will provide insights for carriers refining distribution and marketing strategies, agency distributors measuring success, and marketing sources in understanding and quantifying Medicare customer acquisition. Experts will discuss how data-driven strategies optimize acquisition costs, enhance decision-making, and improve long-term profitability. The session will also cover how distribution dollars flow from carriers through distributors to acquisition sources, the economics of distribution, common pitfalls, and practical approaches for refining segmentation and acquisition strategies. Panelists will discuss the measurement of LTV from a Medicare distributors' perspective, common pitfalls, and how Medicare distributors can leverage data intelligence to enhance decision-making. Attendees will gain insights into actionable strategies for improving customer segmentation, valuing acquisition costs more precisely, and integrating intelligence into internal and external distribution teams.

Tim Nardoni

Chief Distribution Officer

Heartland Financial Group

Jared Stock

Principal & Consulting Actuary

Telos Actuarial

Howard Yeh

Co-Founder & CRO

Healthcare.com

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.

Cherie Jelinek

PACE Senior Director of Center Operations

Central Valley PACE

Angie Karr-Nystrom

Broker Relations

WelbeHealth

Lisa LaMagna

Strategy Lead

Generations Now

Robbie Pottharst

CEO & Founder

myPlace Health

Xing Su

Co-Founder

Seen Health

Navigating the Changing Landscape for Health/Life/Annuity Distribution, InsureTech/AI, and Alternative Financial Security Strategies

This breakout session explores the evolving landscape of health, life, and annuity distribution, the rise of InsureTech and AI, and emerging alternative financial security strategies. Building on insights from the Financial Security 2030 Mainstage Panel and Report, industry experts will analyze key trends shaping the future of insurance and financial planning.

Peter Hershon

SVP Account Services

Coventry

Chris Orestis

President

Retirement Genius

Todd Villeneuve

Managing Partner

IFC National Marketing

Amanda Yoho

CEO

Proformex

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.

Charley Tinsley

1st VP, General Manager – Thomas Insurance Group

Senior Market Sales

Christopher Westfall

1st VP

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

Arundhati Parmar

VP & Editor-in-Chief

MedCity News

Max Zamkow

Managing Partner

Third Act Ventures

The 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.

Craig Andrews

Aflac Tier One, Market Strategy & Execution

Aflac

Dwane McFerrin

SVP, Medicare Solutions

Senior Market Sales

Jamie Sarno

VP of Medicare Supplement & Health Specialty Products

Amerilife

Ty Wooldridge

President

Aetna Health & Life lnsurance

Understanding a Rapidly Evolving Environment for Financial/Health Security, Aging/Long-Term Care, and Opportunities Created by the Coming Wealth Transfer Tsunami

This breakout session explores the evolving landscape of insurance and financial planning, aging and long-term care, and the impact of the great wealth transfer tsunami on the future growth of insurance distribution. Building on insights from the Financial Security 2030 Mainstage Panel and Report, industry experts will analyze key trends shaping the future of insurance and financial planning.

Tara Ballman

Longbridge Financial & Executive Director

The National Aging in Place Council (NAIPC)

Mike Mathweg

Consultant

Relentless Consulting

Chris Orestis

President

Retirement Genius

Justin Reinig

CEO & Founder

Oberlin Marketing

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

Presentation by Safr Care

Syed Gilani

CEO & President

Safr Care

How Lynx Is Delivering a Unified Medicare and Medicaid Experience for Members

A modern approach to frictionless benefit administration, generating value-driven experiences.

Jennifer Brooks-Kaluza

Head of Government Solutions

Lynx

C-SNPs & D-SNPs: 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

John Hedgecoth

Strategy & Program Development Director, Duals - SNP Management

Elevance Health

Cara Repasky

Partner

McKinsey & Company

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.

Liz Lopez Cepero

Chief Growth Officer

Baylor Scott & White Health Plan

Elizabeth Davis

VP of National Broker Distribution & Strategy- Medicare Advantage

Cigna

Gabe Isaacson

Partner

McKinsey & Company

David Milligan

SVP of Sales

Alignment Health Plan

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?

Kortney Cruz

SVP of Government Markets

Independence Blue Cross

Pete English

EVP & General Manager

Genie Energy Health

Chris Houlihan

Chief of Staff to the CEO

Amerilife

Joe Kanatzar

Medicare Growth Executive- Government Programs

Blue Cross Blue Shield of North Carolina

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.

Justin Clements

Co-Founder

RemodelHealth

Tanner Dobbs

VP of Strategy

Take Command

Stacy Edgar

CEO

Venteur

Michael Levin

SVP of ICHRA

HealthSherpa

Bret Voith

Chief Strategy Officer

NCD

Family Caregivers: Engaging a Key Partner in Healthcare Decisions

Family caregivers are the invisible force behind many healthcare decisions, yet they are often overlooked in Medicare Advantage engagement strategies. These individuals—spouses, adult children, and other loved ones—play a pivotal role in researching, selecting, and managing health plans for beneficiaries. When brokers recognize and engage caregivers, they don’t just gain a customer; they build trust with the person who is most invested in ensuring high-quality care. This session will explore how brokers can embrace caregiver engagement as a powerful strategy to drive enrollment, retention, and satisfaction.

Shara Cohen

CEO & President

Carallel

Unlocking Distribution Growth with AI-Powered Care Navigation

The future of senior care is coordinated, continuous, and AI-enabled. Aviator partners with health plans, agencies, and care providers to deliver a fully reimbursed care navigation solution that keeps members engaged and loyal. Learn how our Copilot model improves health outcomes while increasing plan retention.

Ian Lim

CEO & Founder

Aviator

AI Companions for Seniors: Eliminating Loneliness and Social Isolation

As aging populations grow, loneliness and social isolation have become critical challenges. This session will explore how AI-powered companions can provide empathetic, human-like interactions, enhance emotional well-being, and support caregivers in delivering better senior care. Discover how AI is redefining companionship and transforming the future of aging.

Abhishek Mohanty

CEO & Founder

CareFlick, Inc.

Medicare Advantage Headwinds – Not Necessarily Tailwinds for MedSupp

It's no secret that Medicare Advantage is facing big headwinds in the coming year, and in this session we'll tackle the subject straight-on. How can carriers and agents best position themselves in this current, shifting market? We'll discuss the various financial, enrollment, and benefit challenges facing MA, and whether bad news for MA is actually good news for MedSupp. The short answer is, “maybe, but not necessarily.” Come learn how to stay ahead of the MA-MS balance.

Mike Hardle

Chief Revenue Officer

Agent Boost Marketing

Jonathan Lowe

Director of Health Plans Sales & Account Management

Baylor Scott & White Health Plan

Nick Ortner

Senior Consulting Actuary

Milliman

Chad Wells

Chief Marketing Officer

Physicians Mutual

The State of Supplemental Benefits

We know that the landscape for supplemental benefits has vastly changed in the last 2 years, but what are we to make of it? Will the boom times return for supplemental benefits? We acknowledge that this year is not, it but consumers literally choose plans based on them, and some have real clinical value. The ingredients are there-- what has to happen for supplemental benefits to be back in the spotlight? Is it a temporary blip, or the start of something that changes the MA landscape more permanently?

Michael Anderson

Director of Flex Card Partnerships

Uber Health

Tyler End

CEO & Co-Founder

Retirable

Dave Etling

SVP & General Manager, InComm Healthcare

InComm Payments

Adam Wallace

Director

Instacart Health

Tech-Savvy and Medicare-Ready: Preparing for a Healthcare at Home Future 

With the youngest Baby Boomers aging into Medicare in the next few years, and Generation X set to follow in 2030, the way these aging populations access and receive healthcare services is on the brink of a major transformation. The shift toward more personalized, tech-enabled, and home-based care is fast approaching—are you ready? In this session, we’ll explore how health plans are reimagining Medicare Advantage plan design, focusing on a more integrated, member-centric approach to care delivery. By leveraging technology—such as remote patient monitoring, virtual care, ambient sensors, and more—to support seniors aging in place, these plans are meeting the needs of today’s more tech-savvy populations, while driving down healthcare costs and improving outcomes.

Timothy Glover

National Broker Sales Director

Elevance Health

Sheila Krocak

Senior Director of Commercial Strategy

Best Buy Health

ACA with the Kaiser Family Foundation

Join us for an exclusive session where an industry professional provides a firsthand look at the current state of the health insurance market. From regulatory changes and market trends to consumer behavior and industry challenges, this session will offer valuable insights from someone who has navigated the complexities of the field.

Cynthia Cox

Vice President

Kaiser Family Foundation

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

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.

Cory Schmidt

CTO & Founder

AgencyBloc

Elka Soussana

CEO & Founder

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.” How should carriers and distributors understand this evolving area of compliance, and maximize their outreach while remaining compliant? Find out how to adapt your Medicare Advantage marketing strategies without pulling your hair out.

William DeCourcy

Chief Lead Generation Officer

AmeriLife

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