Sponsors
Title Sponsors
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Exhibitors
Official Partners
Category Sponsors
LeadGen
NMA
Agent Symposium Sponsors
Presenting
Silver Sponsors
Bronze Sponsors
ACA Sponsors
Bronze Sponsors
Life & Annuities Sponsors
Interactive Event Map
Exhibitors
Adsync Media
Agent Force USA
Alignment Health Plan
Ambetter Health
BuddyIns
Golden Outlook Insurance Services
Health Agents for America, Inc. "HAFA"
Insurance Marketing Coalition
Search & Save
Spark Advisors
Twilight Wish Foundation
e123
Schedule of Events
Sunday, March 30th
| Time | Event Title | Location |
| 5:00PM - 7:00PM | Registration Open | Pre-Function Space |
Monday, March 31st
| 8:00AM - 6:30PM | Registration Open | Pre-Function Space |
| 12:00PM - 5:00PM | Agent Symposium | Tracks 1 & 5 |
| 12:00PM - 5:00PM | Life & Annuities Forum | Track 2 |
| 12:00PM - 5:00PM | ACA Health Summit | Track 3 |
| 5:00PM - 7:00PM | Kick-Off Party | Forum Plaza |
Tuesday, April 1st
| 7:00AM - 5:00PM | Registration Open | Pre-Function Space |
| 8:00AM - 9:30AM | Breakfast | Plenary Room |
| 8:30AM - 10:30AM | Plenary Sessions | Summit 216 |
| 10:35AM - 10:45AM | Transitions to Tracks | |
| 10:30AM - 5:00PM | Expo Hall Open | |
| 10:45AM - 12:00PM | Morning Tracks | Tracks 1-5 |
| 12:00PM - 2:00PM | Lunch | Expo Hall |
| 12:30PM - 1:30PM | Agent Roundtables | Summit 217-223 |
| 2:00PM - 4:15PM | Afternoon Tracks | Tracks 1-5 |
| 4:00PM - 5:00PM | Official Reception | Expo Hall |
Wednesday, April 2nd
| 7:00AM - 03:00PM | Registration Open | Pre-Function Space |
| 8:00AM - 9:30AM | Breakfast | Plenary Room |
| 8:30AM - 10:30AM | Plenary Sessions | Summit 216 |
| 10:30AM - 5:00PM | Expo Hall Open | |
| 10:35AM - 10:45AM | Transition to Breakouts | |
| 10:45AM - 12:00PM | Morning Tracks | Tracks 1-4 |
| 12:00PM - 2:00PM | Lunch | Expo Hall |
| 12:30PM - 1:30PM | Agent Roundtables | Summit 217-223 |
| 2:00PM - 4:15PM | Afternoon Tracks | Tracks 1-4 |
| 4:00PM - 5:00PM | Closing Reception | Expo Hall |
| 9:00PM - 11:00PM | Official After Party | Brooklyn Bowl |
Detailed Agenda
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Sunday, March 30th, 2025
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| TIME | SESSION NAME | SPEAKERS |
| 5:00 pm - 7:00 pm . |
Registration Open
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Monday, March 31st, 2025
|
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| TIME | SESSION NAME | SPEAKERS |
| 8:00 am - 6:30 pm . |
Registration Open
|
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| 12:00 pm - 5:00 pm . |
Sponsor Tabletops
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Tracks
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|---|---|---|
| 12:00 pm - 12:05 pm . |
Track 1
Agent Symposium Welcome
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Track 2
ACA Health Summit Welcome
|
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Track 3
Life & Annuities Forum Welcome
|
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| 12:05 pm - 12:45 pm . |
Track 1
The CMS 2026 MA/PD Proposed Rule: What It Means For Agents, FMOs, & Our Industry
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| 12:05 pm - 12:50 pm . |
Track 2
Debate: Current and Future Changes, Ethics, and Challenges of ACA
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| 12:05 pm - 12:40 pm . |
Track 3
Expanding Horizons: Why Medicare Agents Should Build Annuity Practices
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| 12:40 pm - 1:00 pm . |
Track 3
Grow Your Business With Annuity & Life Sales
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| 12:50 pm - 1:10 pm . |
Track 1
The Power of Diversification: Strategies for Increasing Revenue and Driving Business Growth
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| 12:55 pm - 1:15 pm . |
Track 2
Aflac Direct and ACA: A WINNING Combination
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| 1:00 pm - 1:35 pm . |
Track 3
Annuities 101: Essential Knowledge for Medicare Agents
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| 1:10 pm - 1:50 pm . |
Track 1
We’ve Got an Image Problem: How Agents & Distributors Can Work With (and Not Against) Regulators
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| 1:20 pm - 2:05 pm . |
Track 2
Creative Solutions for Marketplace and U65 Clients
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| 1:40 pm - 2:10 pm . |
Track 3
Technology and Tools for the Multifaceted Agent
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| 1:55 pm - 2:15 pm . |
Track 1
Don’t Roll the Dice with Your Future. Ensure it with an AmeriLife Partnership
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| 2:10 pm - 2:50 pm . |
Track 2
What the Future Holds From a Carrier Perspective
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| 2:10 pm - 2:45 pm . |
Track 3
Leveraging Medicare Client Relationships for Retirement Planning and Annuity Sales
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| 2:15 pm - 2:55 pm . |
Track 1
Looking Back at a Wild AEP: Lessons Learned & How to Prepare for 2025
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| 2:50 pm - 3:10 pm . |
Track 3
The Great Wealth Transfer: Unlocking Annuity Opportunities in Medicare Markets
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| 3:00 pm - 3:35 pm . |
Track 1
Working Smarter, Not Harder: Ways to Boost Agent Efficiency
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| 3:00 pm - 3:20 pm . |
Track 2
Making Sense of the ACA
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| 3:10 pm - 3:45 pm . |
Track 3
The Time is Now to Diversify: What Agents Should Know About Short-Term Care, Long-Term Care, & More
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| 3:25 pm - 4:10 pm . |
Track 2
A Tale of Two Governments
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| 3:35 pm - 4:15 pm . |
Track 1
Serving Veterans
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| 3:50 pm - 4:25 pm . |
Track 3
Why Medicare Agents Should Build Life Insurance Practices
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| 4:15 pm - 5:00 pm . |
Track 2
Growing ACA in Changing Times
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| 4:20 pm - 5:00 pm . |
Track 1
The Next Generation of Agents: What the Agent of Tomorrow will Need to Know
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| 4:25 pm - 5:00 pm . |
Track 3
Lessons from The Front Lines: Stories from Agents Who Have Successfully Expanded into Life and Annuities
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| 5:00 pm - 7:00 pm . |
Kick-Off Party
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Tuesday, April 1st, 2025
|
||
| TIME | SESSION NAME | SPEAKERS |
| 7:00 am - 5:00 pm . |
Registration Open
|
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| 8:00 am - 9:30 am . |
Breakfast
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Plenary
|
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|---|---|---|
| 8:30 am - 8:35 am . |
Plenary
Welcome to Day 1 of Medicarians
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| 8:35 am - 9:05 am . |
Plenary
What a Difference a Year Makes: The 2024 Final Rule, “The Lawsuit,” and Where We Go from Here
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| 9:05 am - 9:35 am . |
Plenary
Running a Profitable MA Distributor at Scale
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| 9:35 am - 10:05 am . |
Plenary
AI-Driven Distribution: Unlocking Customer Acquisition, Operational Efficiency & Growth
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| 10:05 am - 10:35 am . |
Plenary
Navigating Medicare’s Changing Landscape: How Policies & Regulations Impact Beneficiaries
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Tracks
|
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| 10:30 am - 11:00 am . |
Innovation Stage
Is Your Software Giving You More Free Time? It Should Be.
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Innovation Stage
The Hidden ROI of Social Engagement: Healthier Members, Lower Costs
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Innovation Stage
AI, Automation, and AgeTech
|
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| 10:30 am - 5:00 pm . |
Expo Hall Open
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Tracks
|
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| 10:45 am - 11:20 am . |
Track 1
Maximum Value Generators: 3 Ways to Stay Successful in an Unpredictable MA Environment
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Track 2
Using Technology To Grow Your Business
|
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Track 3
The Not-So-Final Final Rule
|
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Track 4
Innovative Sales Channels
|
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Track 5
Changing the Culture of Lead Generation
|
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| 11:00 am - 11:30 am . |
Innovation Stage
Beyond the Hype: Unlocking Medicare Sales in 2025 with AI-Powered Precision
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Innovation Stage
Exceptional Hearing Care Through Transparent Analytics
|
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Innovation Stage
Nextere: Powering Next-Level Solutions for the Insurance Industry
|
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| 11:25 am - 12:00 pm . |
Track 1
How GenAI Is Shaping The Present And Future Of Insurance Agents, Agencies, And FMOs
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Track 2
Driving Smart Growth: Understanding Agent Behavior in a Disruptive Market
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Track 3
The Future of Medicare Supplement Part 1: Not All Pain is Gain
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Track 4
Member Engagement & Experience
|
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Track 5
The IRA, Commissions, & the Future of Part D
|
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| 11:30 am - 12:00 pm . |
Innovation Stage
Commissions Clarity: Mastering Accurate Payments and Seamless Reconciliation
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Innovation Stage
MedicareCopilot™: How AI is Revolutionizing Medicare Navigation and the Agent-Carrier-Consumer Experience
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Innovation Stage
AI Robotics Altering Care
|
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| 12:00 pm - 2:00 pm . |
Lunch
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Tracks
|
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| 2:00 pm - 2:30 pm . |
Innovation Stage
Grand-App AI: Transforming Senior Care with AI-Driven Wellness & Risk Prevention
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Innovation Stage
AI-Powered Member Retention: How to Save $2M in 90 Days Through Intelligent Post-Enrollment Engagement
|
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Innovation Stage
Living Solutions: Transforming Eldercare At Home
|
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| 2:00 pm - 2:50 pm . |
Track 1
Trump, Oz, and You – How Technology Can Help You Compete in an Ever-Changing World
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Track 2
The AI PDP Agent and How AI Will Make Field Agents 10x More Productive
|
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Track 3
Maximize Your Medicare & MedSupp: Exploring Opportunities, Challenges and Trends
|
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Track 4
The Latest Enrollment & Consumer Behavior Patterns from Deft Research
|
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Track 5
The Road Traveled and the Path Ahead: Predictions for the Future of Medicare Marketing
|
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| 2:30 pm - 3:00 pm . |
Innovation Stage
Revolutionizing Hearing Care Accessibility and Affordability with Tele-Audiology
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Innovation Stage
REM: Automating Commission Management for Insurance Agents with AI
|
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Innovation Stage
CheckRx: Review Prescriptions In Seconds
|
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| 3:00 pm - 3:30 pm . |
Innovation Stage
Presentation by Blue Zones Health
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Innovation Stage
Friendi.fi: What if Every Healthcare Consumer Thought of You as a Friend?
|
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Innovation Stage
A.I. Fall Detection: A New Standard in Senior Safety
|
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| 3:00 pm - 3:35 pm . |
Track 1
How Can Innovative Customer Acquisition Solutions Help You Achieve Your Medicare Enrollment Goals?
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Track 2
Delivering Personalized Member Experiences: Strategies from Total Expert & The Baldwin Group
|
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Track 3
Navigating Medicare Advantage in 2025
|
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Track 4
ACA for Beginners
|
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Track 5
The Emergence of Dental
|
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| 3:40 pm - 4:15 pm . |
Track 1
WellBe Senior Medical and XSELL: Engaging Seniors with Empathy and Trust
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Track 2
The Agency Sales Breakthrough
|
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Track 3
Keeping Members Close: Strategies in Member Retention
|
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Track 4
Industry Thought Process from A-Z
|
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Track 5
An Agent’s Guide to Underwriting in the Digital Age
|
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| 4:00 pm - 5:00 pm . |
Official Reception
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Wednesday, April 2nd, 2025
|
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| TIME | SESSION NAME | SPEAKERS |
| 7:00 am - 3:00 pm . |
Registration Open
|
|
| 8:00 am - 9:30 am . |
Breakfast
|
|
|
Plenary
|
||
|---|---|---|
| 8:30 am - 8:35 am . |
Plenary
Welcome to Day 2 of Medicarians
|
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| 8:35 am - 9:05 am . |
Plenary
Sustainable and Strategic Growth
|
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| 9:05 am - 9:35 am . |
Plenary
The State of Medicare Today
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| 9:35 am - 10:05 am . |
Plenary
Smart Tech, Smart Seniors, Smart Health
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| 10:05 am - 10:35 am . |
Plenary
Financial Security 2030: Navigating Demographic, Economic, and Political Trends Impacting the Future
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| 10:30 am - 5:00 pm . |
Expo Hall Open
|
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Tracks
|
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| 10:45 am - 11:20 am . |
Track 1
Strategic Revenue Management – How Local Health Plans Are Beating National Carriers
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Track 2
Quantifying and Optimizing the Medicare Unit Economics of Distribution: Aligning Customer Acquisition with Lifetime Value
|
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Track 3
PACE: A Growing Opportunity for Brokers to Help Seniors Stay in Their Homes
|
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Track 4
Navigating the Changing Landscape for Health/Life/Annuity Distribution, InsureTech/AI, and Alternative Financial Security Strategies
|
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| 11:25 am - 12:00 pm . |
Track 1
Direct from the Field: Generating Leads for Free (Or Really Close)
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Track 2
The View from Venture Capital
|
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Track 3
The Future of Medicare Supplement Part 2: When Once is Not Enough
|
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Track 4
Understanding a Rapidly Evolving Environment for Financial/Health Security, Aging/Long-Term Care, and Opportunities Created by the Coming Wealth Transfer Tsunami
|
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| 12:00 pm - 2:00 pm . |
Lunch
|
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Tracks
|
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| 2:00 pm - 2:30 pm . |
Innovation Stage
Unlock Cost Savings Via Proven and Scalable Dementia Care Program
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Innovation Stage
Presentation by Safr Care
|
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Innovation Stage
How Lynx Is Delivering a Unified Medicare and Medicaid Experience for Members
|
||
| 2:00 pm - 2:50 pm . |
Track 1
C-SNPs & D-SNPs: A Quickly-Growing & Unique Space
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Track 2
The Broker-Carrier Relationship: An Untapped Future
|
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Track 3
Regulatory Impact: What Carriers Want in a Distribution Partner Right Now
|
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Track 4
All About ICHRA
|
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| 2:30 pm - 3:00 pm . |
Innovation Stage
Family Caregivers: Engaging a Key Partner in Healthcare Decisions
|
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Innovation Stage
Unlocking Distribution Growth with AI-Powered Care Navigation
|
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Innovation Stage
AI Companions for Seniors: Eliminating Loneliness and Social Isolation
|
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| 3:00 pm - 3:35 pm . |
Track 1
Medicare Advantage Headwinds – Not Necessarily Tailwinds for MedSupp
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Track 2
The State of Supplemental Benefits
|
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Track 3
Tech-Savvy and Medicare-Ready: Preparing for a Healthcare at Home Future
|
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Track 4
ACA with the Kaiser Family Foundation
|
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| 3:40 pm - 4:15 pm . |
Track 1
Technology Needs in the Wake of Industry Disruption: Reacting to Change by Sticking to the Fundamentals
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Track 2
MA Marketing Under CMS’s Changing Terms
|
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Track 3
From Social Security to Medicare: Breaking Barriers and Opening Doors
|
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| 4:00 pm - 5:00 pm . |
Closing Reception
|
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| 9:00 pm - 11:00 pm . |
Official After Party with Flo Rida
|
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Destinations of Interest
Destinations of Interest
1:1 Meeting Zone Presented By
In the Expo Hall sits the 1:1 Meeting Zone Presented By NCD, a purpose-built meeting space that allows the connections that will change the face of how senior health and wealth distribution happens. It is where all 1:1 meetings scheduled via the App take place and offers a convenient place for more casual conversations and a jumping-off spot for all our Expo Hall has to offer.
Bag Check
Taking the red eye back home? Didn’t get to check in before the Kick-Off Day Summits started? No problem, we have got you covered. Head on over to the desk opposite Summit Ballroom 223 to store your stuff! It will be open 11:00 am to 7:30 pm Monday and 8:00 am to 5:30 pm both Tuesday and Wednesday.
Biergarten
Okoberfest in Spring? Yes! Raise a stein to toast a new deal thanks to a Medicarians meeting or take a meeting that might lead to a deal in our Biergarten. Walk into the Expo Hall and make a right … Prost!
Champagne Pop Up Presented by
Pop by the Champagne Pop Up Presented by Physicians Mutual to grab a glass of bubbly. Located at Booth #319.
Coffee Bar Presented by
It is often called the third space – where people go between work and home. At events, it is often the first space, the fuel for the activities ahead. Medicarians is proud to offer a custom built Coffee Bar, conveniently located in the Expo Hall on the left side near the lunch tables.
Headshot Studio Presented by
Lights, Camera, Headshot! It’s a new year, and what a better time to upgrade your LinkedIn profile with a new photo of you at the Headshot Studio Presented by Humana. Located in the 300 aisle of the Expo Hall, your new headshot is waiting to be taken by our professional photographer. The photo studio will be open both Tuesday and Wednesday so make sure to stop by in between meetings!
Ice Cream Social Presented by
I scream, you scream, we all scream for ice cream! The cherry on top to Medicarians is the Ice Cream Social Presented by VanillaSoft. Stop by Booth #400 from 12:00 pm – 2:00 pm & 4:00 pm – 5:00 pm both Tuesday and Wednesday for some sweet treats and good humor!
Innovation & Product Showcase Stage Presented by
Innovative companies deserve a stage worthy of their pioneering spirit, and that is what you will find in the heart of the Expo Hall – a stage specifically built for some of the brightest companies changing the built world. Look for the Innovation & Product Showcase Stage Presented by SunFire on the agenda to see the detailed list of companies presenting Tuesday and Wednesday.
Destinations of Interest
Kick-Off Day Tabletops
Medicarians Kick-Off Day is composed of the Agent Symposium, ACA Health Summit, and the Life & Annuities Forum. But that’s not all. Join our Tabletops in Room 220 for a boutique Expo area. Open from 12:00 pm – 5:00 pm on March 31st, this curated area will be filled with 40 exhibitors waiting to network with you!
Medicarians 2026 Lounge
The early bird catches the sponsorship! Stop by our 2026 Lounge in Forum 101, to secure your plans for Medicarians Vegas 2026. Be it sponsored speaking slots, activations, or a spot on the Expo Hall floor. We move to the Fontainebleau April 20th – 22nd, 2026 and look forward to seeing familiar faces there as well!
Medicarians Live Presented by
Take a walk by our TV studio, you know it as Medicarians Live Presented by Bluewater, on both Tuesday and Wednesday right near the entrance to the Expo Hall, and get a sneak peek at interviews happening with those changing senior health and wealth distribution. Exclusive content JUST for our Medicarians Vegas 2025 attendees!
Pantry Presented by
Feeling famished? Don’t have time for a proper meal in between meetings? Not to worry. Stop by the Pantry Presented by Aetna for a quick bite anytime while the Expo Hall is open in the #700 aisle. Grab a quick snack or a boxed lunch to eat in between meetings and sessions!
Pre-Game Meeting Point
Time for that BIG MEETING so what better place to have it then at the Pre-Game Meeting Point located at the bottom of the escalator. When the 1:1 Meeting Zone Presented By NCD is closed the Pre-Game Meeting Point will be open for you! Make your meetings in the App and then find your colored dot on the floor!
Puppy Park Presented By
Get your daily dose of Awww! From our senior friends to four-legged friends! We know all the meetings you will be taking could get to be a bit ruff, so take a mental health break with man’s best friend in our Puppy Park Presented By e123 located in the #100 aisle of the Expo Hall. Don’t think twice or take a paws, Fido is waiting for a belly rub on 12:00 pm – 2:00 pm to 3:00pm – 5:00 pm Tuesday and Wednesday!
Registration Presented by
It’s the first place to go and the most important place to go. We are talking about Registration Presented by Integrity. Kick off your Medicarians Vegas experience right by stopping by 5:00 pm to 7:00 pm on Sunday, 8:00 am to 6:30 pm on Monday, 7:00 am to 5:00 pm on Tuesday and 7:00 am to 3:00 pm on Wednesday. Remember access to all Medicarians Vegas activities requires a badge starting with the Kick-Off Summits and Kick-Off Party on Monday all the way through to the Official After Party!
Relaxation Station Presented By
Sessions … Meetings … Networking Events. Medicarians Vegas has it all packed into almost 3 days. In need of a break? Head to the Relaxation Station Presented by JSA in the Expo Hall in the #400 aisle for a few moments of Zen.
Destinations of Interest
Swag Store
Wanna take home a little bit of Medicarians Vegas? No problem the Swag Store has Medicarians Vegas branded tee-shirts, hats, sweatshirts, and more for sale. Located next to Registration. Proceeds go to Twilight Wish Foundation.
Tee Time Presented by
Practice your putt or hole-in-one swing at Tee Time Presented by Mutual of Omaha. Meetings are par for the course at Medicarians Vegas, and with Tee Time, this mini green is a great place to talk business or debate Woods vs. Nicklaus or Palmer vs. McIlroy. Head to the #700 aisle and take a swing!
The Backyard Presented By
Want a more casual setting for your meeting? Then head over to the #300 aisle where you can find The Backyard. We’ve got Ping Pong, Giant Jenga, Corn Hole, and more games for you to talk business while having some friendly competition.
The Office Presented by
Need to check in with colleagues back home or update the team on all the meetings and connections you’ve had at Medicarians? We’ve got you covered – check into our coworking lounge called The Office Presented by Molina Healthcare conveniently located in the hall opposite the entrance to the Expo Hall. A great place to maximize your productivity while on-site.
Technology at Medicarians
Be sure to use all these offerings to be sure you have all the event information so you can network and meet with others. Access the WI-FI to stay connected!
WI-FI
Network: DigipeakMedia@Medicarians
Password: FindUsat143
Presented by: 
NETWORKING APP
Medicarians wouldn’t be the same without the ability to find, connect, and set meetings with other attendees. The Medicarians 2025 private network can be accessed here:
Presented by: 
MAKING CONNECTIONS WITH THE INTERACTIVE BUTTON
To connect, each person should press the Interactive Button once within 2 to 6 feet from each other.
After pressing the button make sure you see a solid green light. This confirms that a successful connection was made.
More Than Just a Conference
Kick-Off Day Content
Monday, March 31st | 12:00 PM – 5:00 PM
Location: Summit Ballrooms
Official Kick-Off Party
Monday, March 31st | 5:00 PM – 7:00 PM
Location: Forum Plaza
Presented By:
Breakfast
Tuesday, April 1st | 8:00 AM – 9:30 AM
Wednesday, April 2nd | 8:00 AM – 9:30 AM
Location: Plenary Stage – Summit Ballroom
Presented By:
Lunch
Tuesday, April 1st | 12:00 PM – 2:00 PM
Wednesday, April 2nd | 12:00 PM – 2:00 PM
Location: Expo Hall
Presented By:
Expo Hall Receptions
Tuesday, April 1st | 4:00 PM – 5:00 PM
Wednesday, April 2nd | 4:00 PM – 5:00 PM
Presented By:
2025 Speakers
SPEAKER NAME
TITLE
COMPANY
Renée Balcom
CEO & Founder
Scroll.care
Arthur Barlow
President & CEO
Compass Insurance Advisors
Robert Berg
President, Medicare Sales
MedCARE Health Advisors
Jonathan Bodwell
Owner
Bodwell Insurance Solutions
Amanda Brewton
Owner
Medicare Answers Now
Liz Lopez Cepero
Chief Growth Officer
Baylor Scott & White Health Plan
Matthew Cornish
Managing Director
Solomon Partners
Cynthia Cox
Vice President
Kaiser Family Foundation
Bob Dehncke
Owner
Dehncke Insurance Services
Manny Felix
Senior Manager, Medicaid Sales
Blue Cross Blue Shield of Arizona
Helaine Fingold
Partner
Epstein Becker & Green, P.C.
Michael Gende
Regional Sales Manager
GTL
Samantha George
Director Client Relationships, Medicare
The Baldwin Group
Tom Goila
Partner, Head Of Originations, & Co-Head Of Healthcare
Comvest Credit Partners
Darwin Hale
CEO & Founder
Advocate Health Advisors
Michael Hilf
CEO & Co-Founder
Healthcare Funding Partners
Kent Jacquay
Founder
Index Resource Center
Sachin Jain, MD
President & CEO
SCAN Group & SCAN Health Plan
Lauren Jenkins
CEO
Native Oklahoma Insurance
Greg Lamanna
SVP & Head Of Medicare Market Performance
Wellcare Medicare
Alexis Levy
Senior Partner
Healthscape Advisors
Dawn Maroney
CEO & President
Alignment Health Plan & Alignment Health
Sam Melamed
CEO
NCD
James Mills
CEO & Founder
Ironvest Financial Partners
Patrick Murphy
CEO & President
LeadScorz
James Napoli
Managing Partner
Diceros Law
Alexandra Nguyen
Senior Leader Of FMO Distribution
Florida Blue
Vipan Nikore, MD
CEO
Homecare Hub
Ronnell Nolan
CEO
Health Agents for America (HAFA)
Rohit Nuwal
Partner
TELUS Global Ventures
Duncan Orrell-Jones
CEO & Co-Founder
Camino Robotics, Inc.
Graylon Perkins
VP Of Lead Performance
Qualfon
Susan Plumer
Chief Growth Officer
ConnectureDRX
Richard Rash
Owner
Health Options USA
Randy Schellenberg
President
Comfor Tek Seating
Mark Seghers
CEO & Co-Founder
Inspire Health Tech
Avery Smith
President
Kelsey National Corporation
Tom Stevens
Founder
TomBot
Jared Strock
Principal & Consulting Actuary
Telos Actuarial
Yael Swerdlow
CEO & Founder
Maestro Games SPC
Celine Tien
CEO & Founder
Flowly
Todd Tippets
President
Standard Life & Casualty, a ManhattanLife Company
Caitlin Walsdorf
Partner
Healthscape Advisors
Chad Wells
Chief Marketing Officer
Physicians Mutual
John W. Wheeler, Jr.
Executive Senior Partner
Totus Wealth Management
Kevin Wu
CEO
Leaping AI
Jordan Yospe
Senior Director, Marketing Channels & Operations
Integrity
Max Zamkow
Managing Partner
Third Act Ventures
Speaker Bios
Arthur Barlow, President & CEO, Compass Insurance Advisors
Arthur Barlow is the CEO and Co-Founder of Compass Insurance Advisors. Compass supports its 450+ agents in helping individuals, families, and businesses find the right solutions for HEALTH, MEDICARE, GROUP, and LIFE Insurance products. Arthur has been in the insurance space for over 13 years and is hoping to help lead the ACA industry to a more stable and transparent experience for the consumer and the agent.
Robert Berg, President, Medicare Sales, MedCARE Health Advisors
A decorated U.S. military veteran, holding a degree in Aviation and a deep passion for service. As President of Medicare Sales at MedCARE Health Advisors, he leads a nationwide team focused on delivering exceptional healthcare solutions. With extensive experience in veteran healthcare, Robert is a recognized expert in helping veterans navigate the complexities of Medicare, TRICARE for Life, CHAMPVA, and VA benefits. His mission-driven approach and grassroots engagement have made him a trusted voice in the industry. Robert continues to champion better access, education, and advocacy for our nation’s heroes through innovative Medicare strategies.
Jonathan Bodwell, Owner, Bodwell Insurance Solutions
Founder and 20-year owner of Bodwell Insurance Solutions, I’ve
built a career rooted in integrity, service, and results. A proud
graduate of West Virginia University, I’m also a passionate sports fan
and devoted father to three grown children. I have personally served
thousands of clients and now find fulfillment in teaching and coaching
fellow insurance agents, helping them unlock their full potential and
succeed in a competitive industry. With decades of experience and a
commitment to excellence, I strive to lead by example—both in business
and in life—while staying true to the values that shaped my journey
from the start.
Amanda Brewton, Owner, Medicare Answers Now
Amanda Brewton is the founder of Medicare Answers Now, a national FMO supporting over 350 agents. With 18+ years in the Medicare industry, she focuses on strategic growth, compliance, and real-world education—without relying on recruitment tactics. Amanda serves on NABIP’s Medicare Advisory Group, contributed to the Medicare & You handbook, and leads national events including Ms. Medicare, Medicare & Margaritas, and is the Creative Director for the Agent Symposium at Medicarians. She has also been recognized as Educator of the Year and 2025 Momentum Maker, she is committed to raising industry standards and equipping agents to serve with integrity, clarity, and purpose.
Matthew Cornish, Managing Director, Solomon Partners
Matthew Cornish is a Managing Director in the Financial Institutions Group at Solomon Partners, a leading investment bank. He focuses on Insurance Services, Illiquid Financial Assets, and related sectors. Matt has over 15 years of experience in financial services, having successfully executed a wide variety of transactions across multiple industries and asset classes, including benefits, TPAs, P&C claims, Medicare, ACA, self-funded healthcare, life settlements, tax receivable agreements, capital raising, minority equity, secondaries, and private equity and hedge fund LP interests. Prior to joining Solomon, Matt was a Director in the Financial Services Group & Illiquid Financial Assets Group at Houlihan Lokey. Earlier, he worked at Ernst & Young in the Valuation & Business Modeling practice.
Cynthia Cox, Vice President, Kaiser Family Foundation
Cynthia Cox is a vice president and Director of the Program on the ACA, where she conducts economic and policy research on the Affordable Care Act and its effects on private insurers and enrollees. Her work focuses on enrollment, pricing and competition in the ACA’s exchange markets. Cox also directs the Peterson-KFF Health System Tracker, a partnership of the Peterson Center on Healthcare and KFF aimed at monitoring the performance of the U.S. health system over time and in relation to other large, high-income countries. Her work on this project focuses on trends in health care costs, access and affordability, as well as measures of health care quality and outcomes. Prior to joining KFF, she held research and advocacy positions at Columbia University Medical Center and the American Cancer Society. She also served on the board of directors of the Berkeley Free Clinic in California. Cox holds a bachelor’s degree from the University of California, Berkeley, and a Master of Public Health degree from Columbia University.
Bob Dehncke, Owner, Dehncke Insurance Services
Bob has worked in the insurance industry for almost 30 years. He is an author and is part of Marquis Who’s Who in America. He started out helping people prearrange and prepay for their funerals, working with and for both independent funeral homes and the insurance companies. Bob then moved into Medicare sales starting in 2003. He worked for several big insurance companies as either sales manager or director of sales. Bob got tired of corporate life and decided to go independent in 2009. Bob says the biggest reason for his success has been his willingness to become an industry expert at every stop. What is something Bob would like everyone in the industry to know? Learn how to ask for referral, and most importantly, “Be Referable!"
Manny Felix, Senior Manager, Medicaid Sales, Blue Cross Blue Shield of Arizona
Manny has established himself as an award-winning sales professional in the Medicare field. In his current role, Manny works closely with brokers, agency principals, and FMO partners to develop and implement effective sales strategies. He is also renowned for his commitment to education and professional development. He has designed and executed comprehensive training programs that empower brokers and partners with the knowledge and skills needed to excel in the competitive sales environment. His training sessions are known for their thoroughness and relevance, ensuring that participants are well-equipped to navigate the complexities of Dual Special Needs Plans (DSNP) and Medicaid.
Helaine Fingold, Partner, Epstein Becker & Green, P.C.
Helaine I. Fingold is a Partner in the Health Care and Life Sciences practice in the Baltimore office of Epstein Becker Green. She has more than 34 years of broad health law and health regulatory experience, including 20 years in the federal legislative/executive branches. Ms. Fingold advises health care plans and issuers, providers, and other stakeholders on legal and policy issues regarding the Medicare Advantage and Part D programs, including, but not limited to: general program compliance and corrective action; marketing, agent/broker and other TPMO issues; star ratings/quality bonus payments; plan application process, standards and appeals; program/financial audits and other program oversight; and program enforcement/sanctions and appeals. She also advises on Medicare Parts A and B; Medicaid fee-for-service and waiver/managed care programs; Medicare and Medicaid innovation programs; PACE, Qualified Health Plan and commercial plan requirements under the ACA; and federal and state Surprise Billing rules. From 2004 to 2012, Ms. Fingold worked in a range of capacities at the Centers for Medicare & Medicaid Services (CMS), with responsibility for areas of the Medicare Advantage program, including plan application review and approval, network adequacy, plan application denials and appeals, contracting, plan surveillance and oversight, and Medicare Advantage and Part D marketing. Subsequently, Ms. Fingold served in both senior staff and leadership roles with the Center for Consumer Information and Insurance Oversight (CCIIO) in the Exchange Policy and Operations Group through which Ms. Fingold worked on the qualification of qualified health and stand-alone dental plans, plan oversight, essential health benefits, agent/broker issues, and market-wide cost sharing limitations.
Michael Gende, Regional Sales Manager, GTL
Michael has been in Sales Management and Motivation all his life and the insurance industry for 18 years. He is known for his unrelenting positive attitude/outlook on life, as he has never seen a situation that did not have some ray of sunshine peeking through. ‘Everything you want is sitting on the other side of fear’ is his favorite quote!
Samantha George, Director Client Relationships, Medicare, The Baldwin Group
Samantha has over 22 years of experience in the Healthcare Industry, 14 specifically in Medicare, spanning from provider offices, Medicare agent, carrier leadership, to FMO leadership. She has served in markets from Florida to Washington and back again. In her current role, she heads up Learning & Development and Medicare Compliance for The Baldwin Group Health Insurance, a national FMO. She believes that agent education is the key to empowerment in agents being strong advocates for themselves and their clients.
Tom Goila, Partner, Head of Originations, & Co-Head of Healthcare, Comvest Credit Partners
Tom joined Comvest Partners in 2017. He is a Partner of the Firm and Head of Originations and Co-Head of Healthcare for Comvest Credit Partners. He serves as a member of Comvest’s Executive Committee and the investment committees for Comvest Credit Partners and Comvest Credit Opportunities, Comvest’s opportunistic credit strategy. In addition, Tom is responsible for originating, structuring and managing investments in healthcare as well as in other industries of focus for both strategies. Prior to joining Comvest, Tom was a Senior Restructuring and Finance Consultant for a healthcare-focused specialty finance firm. He also worked at Goldman Sachs, first as a Vice President and then as a Director in the Specialty Lending Group within the Special Situations Group, where he focused on mid-market and healthcare investing. Tom also has held healthcare finance roles at BNP Paribas and First Union. Tom received a B.A. in Accounting from Furman University.
Darwin Hale, CEO & Founder, Advocate Health Advisors
Dr. Darwin Hale is the Founder and CEO of Advocate Health Advisors, one of the nation’s leading FMOs in the Medicare Advantage market. With over 30 years of leadership experience across healthcare, technology, and corporate strategy, Dr. Hale has helped shape the Broker distribution model for modern Medicare. Prior to founding Advocate in 2005, he held senior roles at AT&T and IBM, leading national healthcare initiatives. He’s also a decorated U.S. Army Colonel (Ret.) and earned his Doctorate in Business Administration with a focus on Broker quality. Dr. Hale speaks nationally on Medicare and is the bestselling author of Need to Know, a guide to navigating the U.S. healthcare system.
Michael Hilf, CEO & Co-Founder, Healthcare Funding Partners
Michael Hilf is CEO of Healthcare Funding Partners, LLC (HFP), an insurance-focused investment firm that has deployed over $1 billion in funding across the insurance markets. With 20+ years in healthcare, insurance, and finance, Michael brings expertise in M&A, private equity, and capital strategy, helping companies navigate growth, partnerships, and transactions. His leadership has fueled the expansion of HFP and its partners through thoughtful investments and long-term relationships. A passionate advocate for market innovation, leadership development, and mentorship, Michael combines strategic insight with a commitment to impactful business growth and community engagement.
Kent Jacquay, Founder, Index Resource Center
I was licensed for life & annuity in 1995. I sold my first Fixed Indexed Annuity in 1997. I also started my wholesaling career in 1997. I have held multiple positions at 7 different marketing organizations and owned my own for almost 10 years. In 2004 I was part of a committee that introduced the first income rider attached to a Fixed Indexed Annuity. I have been tracking the performance history of Fixed Indexed Annuities for over 20 years. In 2019 I founded the Index Resource Center which focuses on the historical performance of indices and crediting methods as it pertains to Fixed Indexed Annuity allocations. In 2024 I invented the mathematical formula called "Retro Pricing" that has changed the way the entire industry looks at historical index back-testing.
Sachin Jain, MD, President & CEO, SCAN Group & SCAN Health Plan
Sachin H. Jain, MD, MBA, is CEO of SCAN Group and SCAN Health Plan, serving over 300,000 members across five states. Previously, he was President and CEO of CareMore and Aspire Health, serving 200,000 patients in 32 states. He has held leadership roles at Merck & Co., CMS, and CMMI. Dr. Jain graduated from Harvard College, Harvard Medical School, and Harvard Business School. He is an Adjunct Professor at Stanford University School of Medicine and serves on the boards of AHIP, Omada Health, Advantage Healthcare Services, and The Paul & Daisy Soros Fellowships for New Americans.
Lauren Jenkins, CEO, Native Oklahoma Insurance
Lauren Jenkins is the President and CEO of Native Oklahoma Insurance, specializing in Marketplace plans since their inception. She actively contributes to agent and broker panels for CMS and has served as an expert panelist supporting underserved and underinsured communities. Lauren volunteers her time on advisory boards for platforms and carriers, working to improve industry standards and streamline enrollment processes for both agents and consumers. An advocate for meaningful change, she engages with legislators in Washington, D.C. and proudly serves as a Presidential Board Member for Health Agents for America (HAFA).
Alexis Levy, Senior Partner, Healthscape Advisors
Alexis has helped clients across the healthcare industry on a variety of strategic, operational, and financial issues. She specializes in payer-provider relationships, particularly Medicare Advantage. Her experience includes strategic planning, M&A, operational due diligence, and value-based transformation. As co-lead for HealthScape’s Medicare Center of Excellence, she has led successful engagements focused on helping Medicare Advantage Organizations grow, develop external partnerships, improve Star Ratings, identify performance improvement opportunities, develop risk adjustment strategies, and improve compliance. Alexis holds an MBA from Washington University in St. Louis and a bachelor’s degree in occupational therapy from Boston University.
Dawn Maroney, CEO & President, Alignment Health Plan & Alignment Health
With over 36 years of experience in health care, Dawn Maroney is a nationally respected leader and innovator, known for positioning health care organizations for success in the competitive and evolving Medicare, Medicaid, and underserved markets. As President of Alignment Health, Dawn oversees day-to-day operations with a strong focus on clinical performance, service excellence, sales execution, and provider engagement across all markets. Her operational leadership drives cross-functional alignment between clinical outcomes, Stars performance, digital member experience, and financial sustainability. Dawn also serves as Chief Executive Officer of Alignment Health Plan, where she drives growth and expansion through strategic leadership in sales, product development, market expansion, acquisitions, and partnership management. Dawn’s strategic mindset, operational discipline, and member-first approach continue to power Alignment Health’s mission: to lead with purpose and deliver better care for all seniors.
Sam Melamed, CEO, NCD
Sam Melamed is the CEO of NCD, a leading provider of stand-alone supplemental health benefits. Known for his infectious positivity and relentless drive, Sam empowers the NCD team to grow both personally and professionally. A recognized thought leader in the Medicare and ACA distribution space, Sam is an unapologetic insurance nerd with deep expertise in Medicare, ACA, and group benefits. His passion for insurance innovation is evident in his leadership and industry influence. Beyond NCD, Sam is the founder of Insurance Forums, the world’s largest insurance community, and an active investor in insurtech and healthtech.
James Mills, CEO & Founder, Ironvest Financial Partners
James Mills is a seasoned sales executive, impact-driven entrepreneur, and AI evangelist who’s worked with Fortune 500s, top broker-dealers, and high-growth startups. With a background spanning financial services, nonprofit leadership, and grassroots organizing, James blends real-world hustle with cutting-edge technology. He’s the founder of multiple ventures, including a growing BGA focused on AI-powered sales enablement. When he’s not building businesses, he’s training agents, advising nonprofits, and speaking on how AI can make our work more human, not less.
Alexandra Nguyen, Senior Leader of FMO Distribution, Florida Blue
With over 15 years of proven success as a sales leader in the health insurance industry, Alexandra Nguyen (Alex) is a visionary professional known for driving revenue growth and building high-performance sales teams. Alex has a track record of exceeding targets and establishing strong relationships with clients and partners in the healthcare sector. Alex is a strategic thinker with a deep understanding of market trends and consumer behavior, allowing her to develop innovative sales strategies that deliver results. She is passionate about leading and inspiring her team to achieve their full potential and is dedicated to providing top-notch service to clients. Alex is a trusted leader in the industry, committed to excellence and driving success in the ever-evolving world of health insurance sales.
Ronnell Nolan, CEO, Health Agents for America (HAFA)
B. Ronnell Nolan, HIA, is a dynamic leader and advocate in the health insurance industry. As President/CEO of Health Agents for America, Inc. (HAFA) since 2012, she has spearheaded initiatives to empower health insurance agents nationwide. Additionally, Ronnell leads HAFA PAC Louisiana and HAFA PAC Federal, amplifying agents' voices in policymaking. With roles on prestigious boards like the CMS Trade Group and the Louisiana Department of Insurance Agent Advisory Board, Ronnell is at the forefront of shaping industry regulations. Recognized for her impact, she has received numerous accolades, including the "Most Influential Women in Employee Benefits" award. Ronnell's passion for effecting change drives her advocacy efforts on Capitol Hill and in State Government.
Rohit Nuwal, Partner, TELUS Global Ventures
Rohit Nuwal is a Partner at TELUS Global Ventures (TGV), Canada's largest (100+ investments till date) and the most active CVC. As a part of a global fund with AUM of ~1Bn, he is leading investments in Healthtech, as well as supporting coverage of other innovative foundational technologies. An exp VC, he helps portfolio companies with their strategy agendas and growth initiatives. Prior to joining TGV, Rohit was leading the investments for Bertelsmann. Previously, he spent close to half a decade as a management consultant with BCG & Accenture. India raised, Rohit is an avid yoga practitioner and is also a certified yoga trainer.
Graylon Perkins, VP of Lead Performance, Qualfon
Graylon Perkins is Vice President of Lead Performance for Qualfonr, where he leads innovation in lead generation for the senior market. With a background in operations, sales, and marketing, Graylon specializes in building scalable, compliant acquisition strategies across mail, email, and digital channels. He has helped modernize legacy lead systems while launching next-gen platforms like Kramer Konnect and Medicare Harbor. At the intersection of data, technology, and performance, Graylon focuses on helping agents and carriers grow efficiently. He brings a pragmatic, ROI-driven approach to solving complex distribution challenges in the insurance space.
Susan Plumer, Chief Growth Officer, ConnectureDRX
Susan Plumer is the Chief Growth Officer for ConnectureDRX. Susan has been instrumental in giving multicarrier organizations and health plans more visibility in the Medicare industry, by creating new distribution networks between FMOs, agencies, health plans and seniors and developing innovative sales strategies for agencies to grow their business. Susan is highly experienced in Medicare quoting and enrollment technology sales with more than 15 years of Healthcare IT experience. Susan is passionate about health, fitness and wellness and her teenage daughter! https://www.linkedin.com/in/susan-plumer-80b5b95/
Mark Seghers, CEO & Co-Founder, Inspire Health Tech
Mark Seghers is a seasoned InsurTech leader with a unique blend of carrier leadership and entrepreneurial success. As CEO of Inspire Health Tech and Co-Founder of the Insurance Marketing Coalition and Lead Quality Alliance, he drives innovation in lead generation. Inspire’s claims-based AI matches Medicare and ACA consumers to the right plan before the lead is even sold—boosting conversions and speed to sale. A well-known industry speaker and consultant, Mark is a passionate advocate for consumer-first marketing as the foundation of quality lead generation.
Jared Strock, Principal & Consulting Actuary, Telos Actuarial
Jared Strock is an owner of Telos Actuarial and Medicare Market Insights. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He helps insurance companies create new insurance products for the Medicare market, and helps Medicare distributors calculate their customer retention, LTV, and book of business values. He also posts Medicare focused content on LinkedIn daily, and has a weekly newsletter focused on the Medicare industry. Jared enjoys being outside, playing music, and being a husband and dad to 3 kids!
Yael Swerdlow, CEO & Founder, Maestro Games SPC
Yael Swerdlow is the CEO/Founder of Maestro Games, SPC. Yael is a board member of the International Citizen Diplomacy of Los Angeles, the humanitarian organization, Shelters for Israel, and served on the Advisory Boards of MILO Cognitive, Solution Point+ & was a consultant at USC's Game Pipe Labs. Formerly, she was co-chair of the national leadership council of Games for Change. Yael was a freelance photojournalist based in Los Angeles for over twenty years, where she was a part of the Los Angeles Pulitzer Prize winning teams for the Los Angeles Riots in 1992 and the Northridge Earthquake of 1994.
Celine Tien, CEO & Founder, Flowly
Celine Tien is founder and chief executive officer of Flowly. In her role, Celine leads a team focused on delivering an accessible alternative for chronic pain and anxiety management. Celine got her start in VR as the director and writer of the award-winning film, Pippa’s Pan 盼, one of the world’s first immersive virtual reality hybrid live-action films. Prior to Flowly, Celine grew up as a film/TV actor and model, and later worked in feature development at Oriental DreamWorks in Shanghai and DreamWorks Animation in Los Angeles. Celine is also the founder of the nonprofit education-based organization: Zoom for Kids!
Todd Tippets, President, Standard Life & Casualty, a ManhattanLife Company
Todd joined Standard Life and Casualty Insurance Company (a ManhattanLife company) in 2021. He began his career in the insurance industry in 1995 at Cigna. During his career, he has held a variety of leadership roles with increasing responsibility at Cigna, UnitedHealthcare, and Sterling Life Insurance Company (Windsor Health Group). Additionally, he has international experience in Latin America and is fluent in Spanish. He earned his BS in Microbiology from Brigham Young University and his MBA with a focus in Health Services Management from The Fuqua School of Business at Duke University. Todd is married and has 5 children.
Caitlin Walsdorf, Partner, Healthscape Advisors
Caitlin Walsdorf is a Partner at HealthScape Advisors, where she co-leads the Ancillary Practice and is a member of the Medicare Advantage Practice. She brings both consulting and industry experience on the topics of health-ancillary partnerships, strategic growth, diversification, sales excellence, product strategy, network and cost of care analytics, and operational improvement. Caitlin is responsible for several ancillary-specific business intelligence products including the Medicare Advantage Dental Tool and the Medicare Advantage Vision Tool. She is a regular co-author of HealthScape’s thought leadership in the ancillary domain. Prior to joining HealthScape, Caitlin led government programs business development at EyeMed. She began her career at HealthScape after earning her bachelor's degree from the University of Notre Dame.
Chad Wells, Chief Marketing Officer, Physicians Mutual
Chad J. Wells, Chief Marketing Officer, leads the design and distribution of Physicians Mutual’s health, life and retirement portfolios. Mr. Wells enjoys sharing his unique perspective in helping people navigate Medicare and insurance in retirement, rooted from extensive leadership in health, life and benefits industries at such companies as UnitedHealthcare (UHC), Blue Cross Blue Shield and Combined, a Chubb company. Mr. Wells brings a deep understanding of insurance and agency distribution to his role, and was instrumental in launching UHC’s Medicare Store™ strategy and its community-based retail and agency support initiatives. He brings a passion to helping people and partnering with those who serve the same. Connect with Chad at linkedin.com/in/chad-j-wells.
John W. Wheeler, Jr., Executive Senior Partner, Totus Wealth Management
As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, John supports the firm through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. He is a Certified Financial PlannerTM Practitioner, and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Life Underwriter Training Council Fellow, Certified Plan Fiduciary Advisor, LACP® and, CLTC® designations. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, Insurance News Net, and The Journal of Financial Planning. He served on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University. He served two terms as President of NAIFA Chicagoland, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland. He is also a past President of NAIFA Illinois and the current Secretary of NAIFA national.
Kevin Wu, CEO, Leaping AI
Kevin Wu is the CEO of Leaping AI. Leaping AI provides AI voice agents for medicare and ACA call centers, helping them to automate inbound pre-qualification and enrollment calls. They already work with several large health insurance call centers and are based in San Francisco.
Jordan Yospe, Senior Director, Marketing Channels & Operations, Integrity
Jordan Yospe has been with Integrity for 5 years, the nation’s leader in Medicare product distribution, leading all marketing channels and operations including lead generation and performance marketing. Jordan has nearly 20 years of experience in transformative marketing expertise, including leading Innovation for ThomasARTS, an Integrity Company, for 5 years. This expertise include compliant implementation of transformative lead generation efforts, including lead scoring, predictive modeling, and more to assist Integrity agents.
Max Zamkow, Managing Partner, Third Act Ventures
Max Zamkow is the Managing Partner of Third Act Ventures, an Agetech-specific venture firm where he invests in founders working to change the way we age. He also serves as the Editor-in-chief of Agetech News, which reports on fundings, exits, and opportunities in Agetech. With his focus on later life, Max is able to support and empower visionary entrepreneurs to accelerate the pace of innovation in aging. Max is also involved with Aging2.0, supporting their global network Agetech ecosystem.
Company Descriptions
Adsync Media
Adsync Media is redefining insurance marketing through high-intent, consumer-initiated inbound calls. Every day, we generate 20,000–30,000 Medicare, ACA, Final Expense, and Auto calls that drive real growth for agencies, brokers, and carriers. In 2025, our momentum earned us a spot on the Inc. 5000 list—No. 45 in Advertising & Marketing and No. 590 overall. We also launched a proprietary inbound call platform that gives agents instant access to live, consumer-initiated calls—putting them in control to log in, click play, and start real conversations. Learn more at www.adsyncmedia.com
Advocate Health Advisors LLC
Advocate Health Advisors is an Independent, Veteran-owned and operated national FMO. Since 2005, we have been a trusted, recognizable brand offering Medicare plans in all 50 states and the Commonwealth of Puerto Rico. We specialize in Medicare Advantage, providing support to all stakeholders—including agents, agencies, providers, insurance carriers, community organizations—and ultimately the beneficiaries, as part of our mission to actively work together to improve the health and quality of life for older Americans, families, and communities. We provide unmatched broker support services, including an established national network of local regional managers to support the vital role of independent community-based brokers.
AgencyBloc
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, senior, and benefits industry with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.
Agent Force USA
Agent Force was created to meet the ever-changing needs of Health & Life agents by providing the tools and marketing to take your business to the next level.
Our team has over 50 years of experience marketing to insurance agents. We believe that our mutual success us dependent upon our ability to accept change and adapt to the needs of our clients.
Our vision is to provide every agent on-line quoting tools, personalized website, and a fully integrated CRM that provides a credible and efficient platform to manage and grow your business.
AgentMethods
AgentMethods is the premier website and online marketing platform tailored specifically to independent insurance agents, agencies, & brokers. AgentMethods offers a powerful suite of tools and services designed to enhance branding, generate leads, and streamline client communication. Since 2009, thousands of senior market agents have looked to AgentMethods as a trusted partner to take their business online.
Alignment Health Plan
Alignment Health Plan delivers high-quality care and service to Medicare Advantage members. Alignment works with diverse communities to promote health and wellness for its members. Alignment offers a variety of Medicare Advantage plans. Many Alignment plans offer enhanced dental, vision, and hearing benefits; a monthly allowance for certain over-the-counter (OTC) healthcare items; telehealth coverage for primary care, mental health services, psychiatric services; and fitness programs. Alignment’s Medicare Advantage plans put seniors first and are designed to improve quality of life and provide peace of mind. Currently, Alignment offers plans in Arizona, California, Nevada, Texas and North Carolina.
Ambetter Health
Since 2014, Ambetter Health has provided health insurance plans across the U.S., including on the Health Insurance Marketplace, serving over 4 million members. Offering a range of bronze, silver, and gold plans, Ambetter Health provides benefits like preventive care, prescription coverage, wellness programs, mental health services, maternity care, pediatric services, optional vision and dental, and Virtual 24/7 Care. Ambetter partners with local providers to ensure members receive high-quality, accessible care. Through care management and collaboration, Ambetter strives to improve community health, focusing on personalized care for each individual. Learn more at www.ambetterhealth.com.
Applied General Agency (AGA)
AGA is a nationally recognized FMO with over 30 years of experience supporting independent insurance agents and agencies. We specialize in Medicare Advantage, Medicare Supplement, life, annuity, and ACA products, offering a robust portfolio backed by top-tier carrier relationships. Our focus is helping agents grow through personalized support, hands-on training, cutting-edge technology, and proven marketing strategies. AGA’s streamlined systems and expert guidance remove barriers so agents can focus on what matters most—serving their clients. With a strong community and a commitment to innovation, AGA is the trusted partner agents rely on to build lasting success in a competitive marketplace.
Balto
Balto unites agents with AI to enable better conversations that deliver results. Top-performing contact centers trust Balto’s real-time guidance enterprise solution to prevent missed sales opportunities, costly compliance mistakes, and negative customer experiences. Today, Balto has guided over 350 million calls, provided over 450 million real-time recommendations, and driven millions in increased revenue.
Bankers Fidelity
Bankers Fidelity has been protecting seniors across the country since 1955. Bankers Fidelity Life Insurance Company® is headquartered in Atlanta, GA and is licensed in 46 states as well as the District of Columbia. As a wholly-owned subsidiary of Atlantic American Corporation, Bankers Fidelity Life Insurance Company® and its subsidiary Bankers Fidelity Assurance Company™ thrives on its heritage and looks forward to a bright future. www.bankersfidelity.com
Blink Digital
Blink Digital is one of Asia’s leading full-stack digital agencies, driving growth for over 2,000+ D2C and retail brands globally. With $250M+ in managed ad spends and $800M+ in revenue generated, we specialize in creative-first performance marketing, data-led media strategies, and full-funnel execution. From creative hooks to cross-border scale, Blink powers brands like Swiggy, Avimee, and Amazon across 100+ countries. Our proprietary tool, Adspresso, enables real-time creative testing and campaign optimization. With offices in India, Dubai, Netherlands, and New York — Blink is your growth engine in the new era of digital commerce.
BuddyIns
BuddyIns is a tech-enabled BGA and enrollment firm revolutionizing long-term care planning through innovation and collaboration. By integrating advanced digital tools with a nationwide network of LTC specialists, BuddyIns streamlines the insurance process, enhances advisor productivity, and delivers personalized solutions at scale. Our platform empowers agents with data-driven insights, automated workflows, and sales resources—making LTC planning more accessible and effective. As a trusted partner, BuddyIns bridges the gap between technology and human expertise. For help with group opportunities, visit buddyins.com/group.
careCycle
careCycle is revolutionizing Medicare distribution with AI voice technology. Our intelligent assistants handle pre-qualification, member care, and retention campaigns 24/7—allowing agencies to capture every lead and nurture every member. Trusted by leading FMOs to reduce acquisition costs by 50% and increase lifetime value by 30%, careCycle delivers the industry's only complete automation suite for non-licensed tasks. Build the Medicare agency of the future today. Your members deserve better. Your agents deserve careCycle.
CareSource
CareSource is an industry-leading, multi-state, multi-plan, government-sponsored health care organization that’s reimagining health care. CareSource is a nationally recognized, nonprofit managed care organization serving over 2 million members. Founded in 1989, CareSource administers one of the largest Medicaid managed care plans in the U.S. The organization offers a variety of health insurance plans, including Medicaid, Medicare and Health Insurance Marketplace products. As a mission-driven and member-centric organization, CareSource is transforming health care by providing innovative programs to members in a growing number of states, including Arkansas, Georgia, Indiana, Michigan, Neveda, North Carolina, Ohio, West Virginia and Wisconsin.
CenterWell Senior Primary Care & Conviva Care Center
CenterWell Senior Primary Care® is the largest senior-focused healthcare provider in the United States. Our care team at CenterWell understands that aging often comes with unique and sometimes more complicated health challenges, so every aspect of our care model is designed with seniors in mind – fostering physical, emotional, and social wellness. That’s how we define senior focused-primary care. Every day we come to work dedicated to providing personalized, coordinated healthcare and a compassionate concierge-like patient experience to help seniors in the communities we serve live healthier, happier, and more fulfilling lives. For information, visit CenterwellPrimaryCare.com
Clover Health
Clover Health's mission is to improve every life. Clover Health operates as a next-generation Medicare Advantage insurer, which leverages Clover’s flagship software platform to provide America’s seniors with highly affordable, flexible, and valuable healthcare plans. By empowering physicians with data-driven, personalized insights, Clover strives to improve clinical decision-making and outcomes -- ultimately supporting strong PPO plans. cloverhealth.com
ConnectureDRX
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
Devoted Health
Devoted is an all-in-one healthcare company on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. Devoted Health's Medicare Advantage plans are packed with benefits you can actually use and savings you'll actually get. Founded in 2017 by brothers Todd and Ed Park.
Empower Brokerage
As a nationally licensed Field Marketing Organization with over 50 years of excellence, we equip agents with industry-leading training, resources, and support. Built by agents, for agents, we understand what it takes to thrive in a competitive industry. Our contract offerings span top carriers of Senior, Health, Ancillary, Group, Life Insurance, and Financial products. With specialized lead programs, exclusive provider partnership opportunities, marketing resources, underwriting support, and hundreds of trainings annually, we give agents a competitive edge to win.
To learn more about the Empower Brokerage difference, visit us online at www.empowerbrokerage.com or call 888-539-1633.
EnrollHere
EnrollHere is a next-generation platform purpose-built for Medicare distribution. Our all-in-one solution combines intelligent lead routing, quoting & enrollment, commissions management, reporting, and AI-powered optimization to help agents and agencies grow smarter and faster. Whether you're a solo producer or a scaled call center, EnrollHere increases conversion, lowers CPAs, tracks performance, and maximizes ROI. Backed by strategic partners like Sunfire, we’re reshaping how Medicare is sold. Learn more at www.enrollhere.com or contact us at info@enrollhere.com.
EvolveNXT
EvolveNXT is the industry’s premier enterprise software platform, purpose-built to empower carriers and their agency partners to optimize producer management, enhance member engagement, and streamline policy operations. Since 2011, we’ve delivered an integrated solution that simplifies sales channel management, automates incentive compensation, and ensures compliance across all lines of business. EvolveNXT offers agencies seamless collaboration with carriers, enabling teams to manage complex hierarchies, track performance, reconcile commissions, and accelerate growth in a competitive marketplace. In 2025, EvolveNXT powered over $5bn in commissions and supported 350,000+ agents across all 50 states.
Discover how EvolveNXT can transform your operations at evolvenxt.com.
Golden Outlook Insurance Services
With over 30 years’ experience, Golden Outlook is one of the country’s leading Field Marketing Organizations (FMO) with a national broker footprint offering a broad selection of Medicare, Under 65, Life and Supplemental products. We provide our contracted agencies with the tools, resources and support they need to thrive in this highly competitive environment. We are not your typical FMO - we support your business growth and development.
Humana
o Bringing you the human side of healthcare. Since 1961, Humana has been committed to helping people live healthy and happy. Our approach is simple—offer personalized care from people who care. We do this by listening to our members and creating solutions to help them reach the best version of themselves. We’re also deeply invested in towns and cities across the country, and we strive to support and improve communities at a local level.
Imperial Health
Imperial Health Plan of California, Inc. offers comprehensive Medicare Advantage plans across 50 counties in California. Imperial Insurance Companies, Inc. provides commercial insurance options in Arizona, Texas, and Nevada, while Imperial Health Plan of the Southwest, Inc. serves Utah. Our mission is to deliver valuable care for our members' health in body, mind, and spirit. We aim to provide value-based care that is effective, sustainable, and achieves exceptional outcomes. We are committed to promoting wellness, preventing illness, and managing chronic conditions, enhancing overall health and well-being through a wide network of providers, innovative programs, and exceptional customer service. Giuletta Rudon
Insurance Marketing Coalition
The Insurance Marketing Coalition (IMC) is a member-driven organization uniting carriers, distributors, technology providers, and industry experts to bridge the gap between the insurance industry and the regulatory bodies that govern the industry. IMC fosters collaboration, education, and advocacy through weekly forums, exclusive networking opportunities, and thought-leadership content. IMC equips members with the insights, relationships, and strategies needed to thrive in a rapidly evolving industry in an effort to drive growth, compliance, and consumer value.
Insurance Science DM
Insurance Science is where data, marketing, and machine learning meet performance. We’re a team of growth-obsessed strategists, data scientists, and marketers helping insurers, lenders, and risk-focused businesses unlock smarter acquisition and retention.
We blend precision targeting with proprietary models, real-time decisioning, and omnichannel execution—direct mail, digital, email, and beyond. Whether you’re scaling a new product or optimizing your funnel, we build solutions that don’t just generate leads—they generate momentum.
Driven by results. Fueled by data. Built for growth.
Integrity
At Integrity, we help people prepare for the good days ahead. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. That means connecting service and empathy with technological expertise to develop products that take care of consumers. It means coupling personal support with advanced services at scale to help our partners continue to grow meaningful relationships and position their businesses to thrive. And it means we relentlessly pursue solutions to Americans’ future challenges, ensuring we’re always there to meet them as their worlds and needs evolve.
Leaping AI
Leaping AI creates voice agents for businesses with high call volumes (>100k calls a year). Our voice AI agents are human-like, handle complex workflows, and automate up to 70% of customer support calls while maintaining 90% customer satisfaction. They get better over time.
LXE Hearing
We're LXE, one of the largest OTC manufacturers in the USA—pioneers in hearing aid innovation and championing healthy hearing for everyone, everywhere. We offer hearing benefit packages tailored for your organization's needs while providing incredible value for your members. Rooted in decades of clinical and technological expertise, we deliver an integrated hearing care platform that spans diagnostics, screening, and modern over-the-counter hearing aids—all designed for seamless integration into health plans. Your members get access to award-winning hearing aids at a fraction of the cost of prescription devices, along with lifetime remote support from our US-based team of hearing aid experts.
Mutual of Omaha
Mutual of Omaha is a leading provider of insurance and financial services for individuals, families, and businesses. We are committed to helping our customers achieve their financial goals. Mutual of Omaha offers a diverse portfolio of products including Medicare supplement, dental, hospital indemnity, life, annuities, and long-term care insurance.
National Contracting Center
National Contracting Center is a Medicare-focused Field Marketing Organization (FMO) dedicated to equipping agents with the tools, resources, and training needed to excel in serving their clients. In addition to Medicare, NCC also focuses on helping agents grow in life insurance and Affordable Care Act (ACA) markets, emphasizing the importance of a robust and diverse portfolio. They provide expert guidance to ensure agents stay informed about industry changes and opportunities. By fostering strong relationships and prioritizing success through personalized support, innovative strategies, and a comprehensive product lineup, NCC empowers agents to make a meaningful impact on their clients and communities.
One Pass Solutions
One Pass Solutions offers a configurable, all-in-one fitness and wellness program to over 17 million Medicare members. Since 2017, it has been a leading market disruptor, helping health plans save 10-20% on annual expenditures compared to previous vendors. With the largest Medicare fitness network, One Pass also provides digital and in-person classes, cognitive training, social engagement, and home-delivered meals, supporting whole-person health. Its flexible design allows customization for diverse populations, including Medicare Advantage, Supplement, DSNP, and Medicaid. Proven to enhance engagement and retention, One Pass improves outcomes and reduces costs, making your plan stand out in a competitive market.
OnScript AI
OnScript AI revolutionizes quality control in call centers with state-of-the-art AI and natural language processing (NLP) to deliver fast, accurate, and cost-efficient solutions. By automating transcription, scoring, and reporting, OnScript eliminates human bias and inefficiencies, providing real-time insights in minutes across 36 languages. Key features include sentiment analysis, call dispositioning, customizable notifications, and two-way CRM integrations. OnScript also supports agent self-coaching with AI feedback, boosting quality assurance effectiveness and agent performance. With flexible, pay-as-you-go pricing and seamless integration, OnScript empowers call centers to optimize their processes and enhance client satisfaction.
Optimize to Convert Digital
Optimize to Convert is an industry leading media buyer and publisher specializing in inbound pay per call and lead generation. The company services hundreds of clients and generates over 40,000 leads per day through its in-house team via social media, display ads and other channels. Top verticals include: Health Insurance, Life Insurance, Auto Insurance, Financial Services, Home Services, EDU and more.
Physicians Mutual
The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. Since 1902, our dedication to delivering on our promise has helped rate us in the top 1% of insurance companies. Our innovative product portfolio features an exclusive, patented Medicare Supplement you can’t get anywhere else. Beyond this, our comprehensive coverage includes cancer, life, and dental products with no annual maximum on cash benefits. Partnering with us means enjoying not just cutting-edge offerings, but also competitive commissions and personalized service for independent agents and agencies. To learn more visit www.physiciansmutual.com
RGI Solutions
RGI Solutions is a leading marketing company specializing in lead generation and agent recruitment in the insurance industry. RGI has helped many companies grow over the past 40 years through cost-per-lead direct mail programs, digital lead offerings and agent recruitment solutions. RGI has also innovated agent-specific lead offerings via theLeadHQ.com. To find out more, visit rgida.com.
Ringba
Ringba is the leading call platform for health insurance marketers, enterprise brands, media buyers, and more. Revolutionize your call marketing program and get more ROI than any other platform with our real-time call routing, ring tree for calls, and industry-leading analytics.
SCAN Health Plan
Founded in 1977 by seniors for seniors, SCAN is a nonprofit, mission-driven organization focused on keeping older adults healthy and independent. SCAN addresses some of the most pressing challenges in aging, including chronic illness, health inequities, homelessness, and social isolation. Its flagship Medicare Advantage plan, SCAN Health Plan, serves more than 300,000 members across California, Arizona, Nevada, Texas, and New Mexico. SCAN has also launched four care delivery organizations—Healthcare in Action, Welcome Health, Homebase Medical, and myPlace Health—designed to support diverse aging populations with complex healthcare needs. To learn more, visit thescangroup.org or scanhealthplan.com.
Search & Save
Search & Save is an agent built and serviced Medicare / ACA quoting system with integrated CRM. It includes intelligent questionnaire technology (PURL), unlimited screen share and phone recording & storage. An accurate provider & facility search engine and filter to find who takes what plan fast!
We are HIPAA, PCI, and SOC 2 compliant. We will never mine, sell or share your data with anyone EVER! $35 per month single agent use. Agency & Private label plans available and very affordable. 30 day free trial. No credit card needed! Accurate / Secure / Affordable
Scott Nichols Owner & President https://searchandsave.org
SunFire
SunFire Matrix is the leading technology platform powering the Medicare distribution ecosystem. Trusted by top carriers, agencies, and FMOs, SunFire delivers end-to-end solutions for plan quoting, enrollment, benefit activation, compliance, and agent enablement. Leveraging best-in-class AI-driven technology, SunFire is transforming how seniors navigate Medicare—streamlining enrollment, driving beneficiary engagement, and personalizing member experiences at scale. The platform supports millions of transactions annually, helping partners accelerate growth, increase retention, and unlock the full value of plan benefits. As the Medicare industry continues to evolve, SunFire is shaping the future keeping the beneficiary at the center of all platform innovation.
TARGETLEADS
TargetLeads®, a division of Senior Direct Inc., has led senior market direct marketing for over 40 years. We specialize in Medicare Supplement, Final Expense, Long-Term Care, and Annuity leads. With 190+ years of combined team experience, we maximize your marketing ROI. Services include direct mail, prospect lists, and digital solutions like internet leads, email blasts, social media, and display ads. Contact us today for a custom marketing plan.
The Baldwin Group Health Insurance
The Baldwin Group (NASDAQ: BWIN) is an independent insurance distribution firm providing indispensable expertise and insights that strive to give our Clients the confidence to pursue their purpose, passion and dreams. As a team of dedicated entrepreneurs and insurance professionals, we have come together to help protect the possible for our Clients. We do this by delivering bespoke Client solutions, services, and innovation through our comprehensive and tailored approach to risk management, insurance, and employee benefits. The Baldwin Group proudly represents more than two million Clients across the United States and internationally. For more information, please visit baldwin.com.
The Brokerage, Inc.
The Brokerage Inc., National Insurance Marketing Organization specializing in Life, Health, and Medicare products, was founded in 1976. We are proud to partner with carriers that offer Ancillary, Annuity, Health, Life, and Medicare products. We offer the best carrier contracts, first-rate incentives, in-depth product training, exclusive sales tools, and diverse marketing programs to over 25,000 actively appointed independent agents and agencies nationwide. Our business is designed to provide agents with the right opportunities to build their own careers and businesses without sacrificing the rewards you deserve.
TLC Insurance Group & Wealth
Founded in 2009, TLC Insurance Group (TLC) is a nationally recognized NMA/FMO specializing in Individual, Union, and Group Medicare. TLC supports thousands of brokers nationwide with innovative tools, comprehensive training, and unparalleled support to succeed in the Medicare market.
Renowned for its exclusive Mass Medicare Marketing strategy, TLC equips brokers to build lasting relationships with employers, unions, and groups by positioning themselves as trusted resources for Medicare and retirement. This proven approach generates a consistent pipeline of high-quality, exclusive leads.
TLC also partners with leading national employers and unions, providing customized Medicare solutions for their active and retiree populations.
Twilight Wish Foundation
Our mission is to honor and enrich the lives of deserving seniors through intergenerational Twilight Wish celebrations. Our vision is to make the world a nicer to age, one Twilight Wish at a time
UnitedHealthcare
UnitedHealthcare is dedicated to helping people live healthier lives and making the health system work better for everyone by simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. UnitedHealthcare offers health benefit programs for individuals, employers, and Medicare and Medicaid beneficiaries, and contracts directly with more than 1.5 million physicians and 7,000 hospitals and other care facilities.
As the largest insurer dedicated to the health and well-being needs of older Americans and other Medicare beneficiaries, UnitedHealthcare offers a full portfolio of Medicare products, including Medicare Advantage, Medicare Supplement and Part D.
Vanillasoft
𝗘𝗻𝗴𝗮𝗴𝗲 𝗺𝗼𝗿𝗲, 𝘁𝗮𝗹𝗸 𝗺𝗼𝗿𝗲, 𝗮𝗻𝗱 𝘀𝗲𝗹𝗹 𝗺𝗼𝗿𝗲 with the VanillaSoft sales engagement platform.
Powered by our Intellective Routing lead prioritization engine, the next best lead is delivered to the right agent at the right time, resulting in substantial gains in speed-to-lead, persistency, productivity, and revenue-per-rep.
Providing complete control over contact prioritization, routing, and ownership, along with information gathering enforcement and follow-up cadence control, VanillaSoft helps managers focus their entire team as they choose.
VSP Individual Vision Plans
VSP ® Individual Vision Plans provide solutions for millions without employer-sponsored vision care. VSP offers a smooth, high-value solution for your portfolio for those without access to vision benefits. Speed to market with a proven product suite filed in all 50 states, easy administration, and reporting capabilities. Year-round online member self-enrollment, and more than 109,000 provider access points. When you expand your portfolio, you can help clients complete their health care package and increase your long-term revenue. Learn more at https://www.individualbrokervision.com
