Sponsors
Title Sponsors
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Exhibitors
Official Partners
Category Sponsors
LeadGen
Member Enrollment and Engagement
AI
Wealth Management
NMA
Agent Symposium Sponsors
Presenting
Gold Sponsors
Silver Sponsors
Bronze Sponsors
ACA Sponsors
Presenting
Gold Sponsors
Bronze Sponsors
Life & Annuities Sponsors
Presenting
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Interactive Event Map
Exhibitors
249
AGA
706
AHIP
845
AcquireUp
718
Adobe Population Health
448
Advocate Health Advisors LLC
719
Aetna
313
Aflac
737
AgencyBloc
449
Agent Boost Marketing
425
Agent Force USA
300
AgentMethods
427
AgentSync
303
Alignment Health Plan
626
AllCalls.io
748
Ambetter Health
219
AmeriLife
408
American Specialty Health
415
Ameritas
155
Anthem Blue Cross Blue Shield
308
ArchWell Health
519
Asset Protection Unit, LLC
401
Audicus
433
BANKERS FIDELITY
137
Balto
541
Best Buy Health
K1
Big Wave Systems - Help On Demand/Consent On Demand
539
Birdsong Hearing Benefits, LLC
536
Blink Digital
125
Bloom Insurance
518
Blue Cross NC
301
Blue Zones™ Health
436
BluePeak Advisors
407
Bluewater
309
Boost Health Insurance
230
Brokers International
254
Brokers' Choice of America
K4
CSY AI TECH
133
CVS Benefits
255
Canidium
836
CareSource
727
Careington International
726
Cecelia Health
530
CenterWell Senior Primary Care & Conviva Care Center
K2
CheckRx
520
Cigna Healthcare
243
Compass Insurance Advisors
515
Cresso Health
814
Cresta
512
Dadzie & Associates - Dream Vacations
614
Dial800
838
Drips
709
Eargo
438
EvolveNXT
732
EyeMed
K3
GO MD USA
351
GeoBlue
337
Golden Outlook Insurance Services
K5
Growth Health
113
Guarantee Trust Life Insurance Company
618
Guardian
430
HAPPY QUOTE
238
Health Agents for America "HAFA"
749
HealthSherpa
325
Healthcare.com
K8
HealthcareGPS Inc.
625
HighPeak
854
Howard Insurance LLC
231
Humana
700
IMC
242
Imperial Health
431
Insurance Science DM
615
InsureTrek
225
Integrity
413
JSA
213
Kizen
730
Lasting Mark
403
LeadScorz
302
LeadingResponse
725
Legacy Marketing Group
307
LendmarX
930
LifeSecure Insurance
338
Marketcall Inc.
236
Marketplace Insurance Exchange Group
354
Medical Guardian
450
Medicare Answers Now
620
MedicareVox
439
Meera AI
244
Messer Financial Group
237
Mutual of Omaha
419
MyHealthAngel
738
NABIP- National Association of Benefits and Insurance Professionals
712
NCD
635
Nassau Financial Group
826
National Contracting Center
708
National Mail Marketing Corp
624
New Health Partners
640
Nextere
443
Oak Street Health
538
OnScript AI
336
One Pass
702
Peek Performance Insurance
319
Physicians Mutual
207
Pinnacle Financial Services
720
Pinpoint
832
Quotit Corporation
806
Qxci a Qualfon Brand
454
RGI Solutions
638
RRDB L!VE
755
RSSA®
K7
Rem
714
ReminderMedia
139
Response BPO
K10
RetireFlo
627
Retirement Genius
119
Ringba
Rosemont Industries
107
SCAN Health Plan
314
SalesRiver
K9
Scour
349
Select Health
742
Senior Market Sales
525
Spark Advisors
736
Summit Direct Mail
513
SunFire
437
TARGETLEADS
532
TLC Insurance Group & Wealth
819
The Advanced Diabetes Supply Group
634
The Brokerage, Inc.
830
The Canadian Medstore
355
The Helper Bees
131
Total Expert
812
Troutman Amin, LLP
306
UnitedHealthcare
526
VSP Individual Vision Plans
400
VanillaSoft
312
WEX
712
WebCE
731
Wellcare
808
Wellcove
421
XSELL
824
Zelis
K6
careCycle
201
e123
724
mPulse
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
|
Sunday, March 30th, 2025
|
||
| TIME | SESSION NAME | SPEAKERS |
| 5:00 pm - 7:00 pm . |
Registration Open
|
|
|
Monday, March 31st, 2025
|
||
| TIME | SESSION NAME | SPEAKERS |
| 8:00 am - 6:30 pm . |
Registration Open
|
|
| 12:00 pm - 5:00 pm . |
Sponsor Tabletops
|
|
|
Tracks
|
||
|---|---|---|
| 12:00 pm - 12:05 pm . |
Track 1
Agent Symposium Welcome
|
Speakers
- Amanda Brewton, Medicare Answers Now, Owner
- Sonya Larson, Connectiv, Director of Program Development
|
|
Track 2
ACA Health Summit Welcome
|
Speakers
- Arthur Barlow, Compass Insurance Advisors, President & CEO
| |
|
Track 3
Life & Annuities Forum Welcome
|
Speakers
- Laura Dinan Haber, Nassau Re/Imagine, Innovation Brand Director
| |
| 12:05 pm - 12:45 pm . |
Track 1
The CMS 2026 MA/PD Proposed Rule: What It Means For Agents, FMOs, & Our Industry
|
Speakers
- Amanda Brewton, Medicare Answers Now, Owner
- Chalen Jackson, McNerney Management Group, Compliance Officer
- Danielle Kunkle-Roberts, Boomer Benefits, Founding Partner
- Dwane McFerrin, Senior Market Sales, SVP, Medicare Solutions
|
| 12:05 pm - 12:50 pm . |
Track 2
Debate: Current and Future Changes, Ethics, and Challenges of ACA
|
Speakers
- Arthur Barlow, Compass Insurance Advisors, President & CEO
- Joshua Brooker, SnapHealth, CVO & Co-Founder
- B. Ronnell Nolan, HIA, Health Agents for America (HAFA), CEO
|
| 12:05 pm - 12:40 pm . |
Track 3
Expanding Horizons: Why Medicare Agents Should Build Annuity Practices
|
Speakers
- Mitch Anderson, Rochester Senior Solutions, Owner
- Robert Brzyski, Pinnacle Financial Services, VP, Marketing
- Mark Fitzgerald, Saybrus Partners, Head of Distribution
- Patrick Kelly, Signal Advisors, CEO & Co-Founder
- Sean Ruggiero, Brokers International, Chief Distribution Officer
|
| 12:40 pm - 1:00 pm . |
Track 3
Grow Your Business With Annuity & Life Sales
|
Speakers
- Sean Ruggiero, Brokers International, Chief Distribution Officer
- Scott Truka, Brokers International, Chief Sales Officer
|
| 12:50 pm - 1:10 pm . |
Track 1
The Power of Diversification: Strategies for Increasing Revenue and Driving Business Growth
|
Speakers
- Larry Cassar, Focused Health, President & Co-Founder
- Dan Loveless, Empower Brokerage, Inc., National Growth Director
- Jaime Rosales, JAR Insurance Services, CEO
- Anthony Rose, Diversified, an Integrity Company, President & CFO
|
| 12:55 pm - 1:15 pm . |
Track 2
Aflac Direct and ACA: A WINNING Combination
|
Speakers
- Craig Andrews, Aflac, Aflac Tier One, Market Strategy & Execution
- Mario Haifa, Aflac, VP of Consumer Markets
- Dave Keller, INSXCloud, President
|
| 1:00 pm - 1:35 pm . |
Track 3
Annuities 101: Essential Knowledge for Medicare Agents
|
Speakers
- Cathy Fan, Nassau Financial Group, Head of Life & Health Product
- Aaron Niedorf, IFC National Marketing, EVP of Sales
- David Paul, Amerilife, Vice President, Life.
- Todd Villeneuve, IFC National Marketing, Managing Partner
|
| 1:10 pm - 1:50 pm . |
Track 1
We’ve Got an Image Problem: How Agents & Distributors Can Work With (and Not Against) Regulators
|
Speakers
- Calvin Bagley, Nuvo Health & The Medicare Store, Founder & President
- Amanda Brewton, Medicare Answers Now, Owner
- Jessica Brooks Woods, NABIP, CEO
- Gaylan Hendricks, Senior Security Benefits, CEO
|
| 1:20 pm - 2:05 pm . |
Track 2
Creative Solutions for Marketplace and U65 Clients
|
Speakers
- Guy Ezekiel, Zorro, CEO & Co-Founder
- Tony Feijoo, New Health Partners, CEO
- Kris George, ACA Academy & Next Step Insurance, Founder & Co-Owner
- JC Moreno, Amerilife, National Sales Director, ACA
- Daniel Wray, Allstate Health Solutions, VP of Brokerage Sales
|
| 1:40 pm - 2:10 pm . |
Track 3
Technology and Tools for the Multifaceted Agent
|
Speakers
- Jake Christensen, Integrity, Senior Director of Product Management
- Dror Katzav, Atidot, CEO
- Ashlyn Lackey, Prudential, Director, Innovation Strategy
- Sharon Rodriguez, HighPeak AI, CEO
- John Winner, Kizen, CEO
|
| 1:55 pm - 2:15 pm . |
Track 1
Don’t Roll the Dice with Your Future. Ensure it with an AmeriLife Partnership
|
Speakers
- Joshua Borders, Senior Market Advisors, CEO
- Paul Hoffman, AmeriLife, VP of Corporate Development (M&A)
- Mike Tobitsch, AmeriLife, EVP of Corporate Development
|
| 2:10 pm - 2:50 pm . |
Track 2
What the Future Holds From a Carrier Perspective
|
Speakers
- Dawnann Baldwin, SelectHealth, Sales Director of Individual Business
- Vinnie Cacciatore, Aetna, VP, Markets & Distribution
- Sean Egan, Oscar Health, VP of National Sales
- Giuletta Rudon, Imperial Health Plan, Director of Network Management & Contracting
- Kevin Truebenbach, Transition Health Benefits, Agency Owner
- Nate Watters, Ambetter, Chief Sales Officer
|
| 2:10 pm - 2:45 pm . |
Track 3
Leveraging Medicare Client Relationships for Retirement Planning and Annuity Sales
|
Speakers
- Brent DeGroot, OneAmerica, Regional Account Director
- Laura Dinan Haber, Nassau Re/Imagine, Innovation Brand Director
- Aaron Niedorf, IFC National Marketing, EVP of Sales
- Brian Sedlachek, Central Choice Financial, Founder & President
|
| 2:15 pm - 2:55 pm . |
Track 1
Looking Back at a Wild AEP: Lessons Learned & How to Prepare for 2025
|
Speakers
- Gary Culp, Cigna, Chief Distribution Officer
- Gaylan Hendricks, Senior Security Benefits, CEO
- James Jiang, Spark Advisors, CEO & Co-Founder
- Jessalyn Pito, JP Maven Insurance Benefits, Owner
|
| 2:50 pm - 3:10 pm . |
Track 3
The Great Wealth Transfer: Unlocking Annuity Opportunities in Medicare Markets
|
Speakers
- John Terry, Legacy Marketing Group, Special Projects Sales Director
|
| 3:00 pm - 3:35 pm . |
Track 1
Working Smarter, Not Harder: Ways to Boost Agent Efficiency
|
Speakers
- Nick Bias, Universal Benefits Group, President
- Brent Crawley, The Premier Agency, CEO
- Tony Feijoo, New Health Partners, CEO
- Henry Figueroa, Spark Advisors, VP of Sales
|
| 3:00 pm - 3:20 pm . |
Track 2
Making Sense of the ACA
|
Speakers
- Micah Mathews, Messer Financial Group, VP of Marketing
|
| 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
|
Speakers
- Michael Gende, GTL, Regional Sales Manager
- Dennis Rinner, GoldenCare, Director of Strategic Accounts
- Todd Tippets, Standard Life & Casualty, a ManhattanLife Company, President
|
| 3:25 pm - 4:10 pm . |
Track 2
A Tale of Two Governments
|
Speakers
- Jeffrey Grant, Schedule F Healthcare Strategies, President & Founder
|
| 3:35 pm - 4:15 pm . |
Track 1
Serving Veterans
|
Speakers
- Mary Forey, USAA, AVP, Health Solutions
- Jess Gronholm, Total Life, Director of Wellness
- Ron Ray, Turning 65 Solutions, Owner
- Doug Teff, Humana, VP, External Partner Sales
|
| 3:50 pm - 4:25 pm . |
Track 3
Why Medicare Agents Should Build Life Insurance Practices
|
Speakers
- Jon Cole, FYM Financial, President of Sales
- Martin Haile, Advantage Insurance Network, Chief Marketing Officer
- Tony Morrison, Foresters, National Sales Manager
- Steven Weber, Transamerica, National Sales Manager- Life Insurance / Brokerage
|
| 4:15 pm - 5:00 pm . |
Track 2
Growing ACA in Changing Times
|
Speakers
- Arthur Barlow, Compass Insurance Advisors, President & CEO
|
| 4:20 pm - 5:00 pm . |
Track 1
The Next Generation of Agents: What the Agent of Tomorrow will Need to Know
|
Speakers
- Victoria Cabrera, The Insurance Space, Owner
- Ryan Murchie, Ryan Murchie & Associates, CEO
- Angela Palo, Pinnacle Financial Services, President & COO
- Dustin VanDuine, Rick Young Insurance, Director of Strategic Relations
|
| 4:25 pm - 5:00 pm . |
Track 3
Lessons from The Front Lines: Stories from Agents Who Have Successfully Expanded into Life and Annuities
|
Speakers
- Robert Dehncke, Dehncke Insurance Services, Owner
- Mindy McIntosh, McIntosh & Associates, Owner
- Atesha Barnes Nelson, Central Choice Financial, Executive Director
- Justin O'Keefe, Memorial Asset Protection Plan, CEO & Founder
|
| 5:00 pm - 7:00 pm . |
Kick-Off Party
|
|
|
Tuesday, April 1st, 2025
|
||
| TIME | SESSION NAME | SPEAKERS |
| 7:00 am - 5:00 pm . |
Registration Open
|
|
| 8:00 am - 9:30 am . |
Breakfast
|
|
|
Plenary
|
||
|---|---|---|
| 8:30 am - 8:35 am . |
Plenary
Welcome to Day 1 of Medicarians
|
Speakers
- Jay Weintraub, Medicarians, CEO
|
| 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
|
Speakers
- Edo Banach, Manatt, Phelps & Phillips, LLP, Partner
- Tim Barry, Red Moose Investments, LLC, Founder & Managing Director
- Shawn Holt, Bloom Insurance, Chief Revenue Officer
- Sherman Rogers, Bloom Insurance, CEO
|
| 9:05 am - 9:35 am . |
Plenary
Running a Profitable MA Distributor at Scale
|
Speakers
- Chris Giuliani, Spring Venture Group, CEO
- Sam Melamed, NCD, CEO
- Ben Pajak, HealthPlanOne, CEO
|
| 9:35 am - 10:05 am . |
Plenary
AI-Driven Distribution: Unlocking Customer Acquisition, Operational Efficiency & Growth
|
Speakers
- Federico Guardia, Precision Senior Marketing, President
- Bryan Keeven, AmeriLife, Affiliate Partnerships, Health Distribution
- David Minaya, Senior Healthcare Direct, SVP
- Sean Taylor, Healthcare.com, CEO
|
| 10:05 am - 10:35 am . |
Plenary
Navigating Medicare’s Changing Landscape: How Policies & Regulations Impact Beneficiaries
|
Speakers
- Mary Beth Donahue, Better Medicare Alliance, CEO & President
- Woodrow Myers, Myers Ventures, Managing Director
- Fran Soistman, eHealth, CEO & Director
- Noah Tong, Fierce Healthcare, Staff Writer
|
|
Tracks
|
||
| 10:30 am - 11:00 am . |
Innovation Stage
Is Your Software Giving You More Free Time? It Should Be.
|
Speakers
- Adam Dugan, Versytech, CEO & Founder
|
|
Innovation Stage
The Hidden ROI of Social Engagement: Healthier Members, Lower Costs
|
Speakers
- Fernando Dellepiane, Vermut, CEO & Co-Founder
| |
|
Innovation Stage
AI, Automation, and AgeTech
|
Speakers
- Sarah Richard, Vara, CEO & Founder
| |
| 10:30 am - 5:00 pm . |
Expo Hall Open
|
|
|
Tracks
|
||
| 10:45 am - 11:20 am . |
Track 1
Maximum Value Generators: 3 Ways to Stay Successful in an Unpredictable MA Environment
|
Speakers
- Whitney Adkins, Bloom Insurance, Chief Administrative Officer
|
|
Track 2
Using Technology To Grow Your Business
|
Speakers
- Jake Christensen, Integrity, Senior Director of Product Management
- Ryan Kimble, Integrity, President of Integrity Health
- Anna Patrick, Integrity, Director of Strategic Partnerships
- Jeremie Pielemeier, Eldercare Insurance Services, EVP
- Harsh Singla, Integrity, Chief Technology Officer
| |
|
Track 3
The Not-So-Final Final Rule
|
Speakers
- Jeff Halperin, Amerilife, Chief Risk & Compliance Officer
- Jeffrey Kee, CVS Health/Aetna, Chief Compliance Officer, Multi-Carrier Solutions
- Julie Mason, Mason Medicare Advocates, Founder
- Craig Ritter, Ritter Insurance Marketing, CEO
| |
|
Track 4
Innovative Sales Channels
|
Speakers
- Shaily Gupta, Mabel, CMO & Co-Founder
- Benjamin Isgur, Fidelity Health, VP, Thought Leadership
- Robert McFillin, Medicare Choice Group, President
- Vikki Vilcek, Blue Cross Blue Shield of North Carolina, Leader of Medicare Market Development
- Craig Villwock, TLC Insurance Group and Wealth, Owner & Founder
| |
|
Track 5
Changing the Culture of Lead Generation
|
Speakers
- William DeCourcy, AmeriLife, Chief Lead Generation Officer
- Greg Durkee, Priority Health, Director of Telesales & Retention
- John Henson, Troutman Amin LLP, Attorney
- Mark Seghers, Inspire Health Tech, CEO & Co-Founder
- Teddy Truong, Scale Up Media Agency, CEO
| |
| 11:00 am - 11:30 am . |
Innovation Stage
Beyond the Hype: Unlocking Medicare Sales in 2025 with AI-Powered Precision
|
Speakers
- Marc Bernstein, Balto, CEO & Founder
|
|
Innovation Stage
Exceptional Hearing Care Through Transparent Analytics
|
Speakers
- Sharon Fletcher, Birdsong Hearing Benefits, CEO & President
| |
|
Innovation Stage
Nextere: Powering Next-Level Solutions for the Insurance Industry
|
Speakers
- Megan Whitehead, Nextere, VP of Operations
| |
| 11:25 am - 12:00 pm . |
Track 1
How GenAI Is Shaping The Present And Future Of Insurance Agents, Agencies, And FMOs
|
Speakers
- John Winner, Kizen, CEO
|
|
Track 2
Driving Smart Growth: Understanding Agent Behavior in a Disruptive Market
|
Speakers
- Aaron Davis, ConnectureDRX, Head of Hosted Solutions
- Chris Hagerstrom, Jack Schroeder & Associates, Executive Director of Communication & Training
- Grant Hoffman, ConnectureDRX, CEO
- Susan Plumer, ConnectureDRX, Chief Growth Officer
| |
|
Track 3
The Future of Medicare Supplement Part 1: Not All Pain is Gain
|
Speakers
- Brent Ehlers, Premier Marketing, VP, Sales & Marketing
- Frank Reilly, Medi-Solutions Insurance Agency, Owner
- Fred Roth, Humana, President, Medicare Supplement
- Ty Wooldridge, Aetna Health & Life lnsurance, President
| |
|
Track 4
Member Engagement & Experience
|
Speakers
- Jayme Ambrose, Adobe Population Health, CEO
- Michael Franks, Arizona Complete Health – Centene, SVP of Plan Product
- Robert Garber, 7wireVentures, Managing Partner
- Greg Marion, AARP Services Inc., SVP Health Products & Services
| |
|
Track 5
The IRA, Commissions, & the Future of Part D
|
Speakers
- Samantha George, The Baldwin Group, Director Client Relationships, Medicare
- TJ Gibb, Humana, President, Medicare Part D
- David Kline, Cigna, PDP Growth Leader & Senior Business Advisor to the Medicare Chief Growth Officer
- Grace Totman, Capstone, Director, Co-Head of Healthcare Practice
| |
| 11:30 am - 12:00 pm . |
Innovation Stage
Commissions Clarity: Mastering Accurate Payments and Seamless Reconciliation
|
Speakers
- Sundar Ramayya, EvolveNXT, CEO
|
|
Innovation Stage
MedicareCopilot™: How AI is Revolutionizing Medicare Navigation and the Agent-Carrier-Consumer Experience
|
Speakers
- Fred Camacho, HealthcareGPS, CEO & Founder
| |
|
Innovation Stage
AI Robotics Altering Care
|
Speakers
- Charles Gellman, HiDO Health, CEO & Co-Founder
| |
| 12:00 pm - 2:00 pm . |
Lunch
|
|
|
Tracks
|
||
| 2:00 pm - 2:30 pm . |
Innovation Stage
Grand-App AI: Transforming Senior Care with AI-Driven Wellness & Risk Prevention
|
Speakers
- Tony Silva, Grand App AI, CEO
|
|
Innovation Stage
AI-Powered Member Retention: How to Save $2M in 90 Days Through Intelligent Post-Enrollment Engagement
|
Speakers
- Alex Doonanco, careCycle, CEO & Co-Founder
| |
|
Innovation Stage
Living Solutions: Transforming Eldercare At Home
|
Speakers
- Mark Hunter, Living Solutions, Founder
| |
| 2:00 pm - 2:50 pm . |
Track 1
Trump, Oz, and You – How Technology Can Help You Compete in an Ever-Changing World
|
Speakers
- Cristin Hopkin-Bishop, The Brokerage, Inc., Chief Operating Officer
- Dr. Makayla Lavender, University of Nevada, Las Vegas, Assistant Professor
- Brendan McLoughlin, e123, President
- Suzanna Roberts, Sonder Health Plans, CEO
|
|
Track 2
The AI PDP Agent and How AI Will Make Field Agents 10x More Productive
|
Speakers
- Scott Cole, MedicareVox, Brokerage Manager
- John Connor, MedicareVox, VP of Business Development
- Daniel Petkevich, MedicareVox, CEO & Founder
- Trevor Uptain, MedicareVox, Head of Engineering
| |
|
Track 3
Maximize Your Medicare & MedSupp: Exploring Opportunities, Challenges and Trends
|
Speakers
- Bryan Keeven, AmeriLife, Affiliate Partnerships, Health Distribution
- Danielle Kunkle-Roberts, Boomer Benefits, Founding Partner
- Dwane McFerrin, Senior Market Sales, SVP, Medicare Solutions
- Angela Palo, Pinnacle Financial Services, President & COO
- Steve Patton, AmeriLife, SVP of Simplified Issue Solutions
- Andrew Saul, Physicians Mutual, Sales Director
| |
|
Track 4
The Latest Enrollment & Consumer Behavior Patterns from Deft Research
|
Speakers
- George Dippel, Deft Research, President
| |
|
Track 5
The Road Traveled and the Path Ahead: Predictions for the Future of Medicare Marketing
|
Speakers
- Helaine Fingold, Epstein Becker & Green, P.C., Partner
| |
| 2:30 pm - 3:00 pm . |
Innovation Stage
Revolutionizing Hearing Care Accessibility and Affordability with Tele-Audiology
|
Speakers
- Patrick Freuler, Audicus, CEO & Founder
|
|
Innovation Stage
REM: Automating Commission Management for Insurance Agents with AI
|
Speakers
- Jorge Banuelos, REM, CEO & Co-Founder
| |
|
Innovation Stage
CheckRx: Review Prescriptions In Seconds
|
Speakers
- Augustus Holm, CheckRx, Founder
| |
| 3:00 pm - 3:30 pm . |
Innovation Stage
Presentation by Blue Zones Health
|
Speakers
- Kegan Williams, Blue Zones Health, Chief Marketing Officer
|
|
Innovation Stage
Friendi.fi: What if Every Healthcare Consumer Thought of You as a Friend?
|
Speakers
- Victor Wang, Friendi.fi, Co-Founder
| |
|
Innovation Stage
A.I. Fall Detection: A New Standard in Senior Safety
|
Speakers
- Felix Danciu, Kami Vision, COO
| |
| 3:00 pm - 3:35 pm . |
Track 1
How Can Innovative Customer Acquisition Solutions Help You Achieve Your Medicare Enrollment Goals?
|
Speakers
- Marc DeSimone, Clearview Medicare, Managing Partner
- Marcelle Gathing, Zing Health, VP, National Strategic Accounts
- Bas Offers, PX, COO & Co-Founder
|
|
Track 2
Delivering Personalized Member Experiences: Strategies from Total Expert & The Baldwin Group
|
Speakers
- Blake McCoy, The Baldwin Group, Executive Director Health
- Joe Welu, Total Expert, CEO & Founder
| |
|
Track 3
Navigating Medicare Advantage in 2025
|
Speakers
- Alexis Levy, Healthscape Advisors, Senior Partner
- Lee Stuck, Healthscape Advisors, Senior Partner & Chief Analytics Officer
| |
|
Track 4
ACA for Beginners
|
Speakers
- Arthur Barlow, Compass Insurance Advisors, President & CEO
| |
|
Track 5
The Emergence of Dental
|
Speakers
- Todd Cowan, Ameritas, National Sales Director
- Mayra Garza, Guardian, Head of Group Benefits Strategy & Retail Segment
- Benjamin Harrison, NCD, Chief Revenue Officer
- Chad Wells, Physicians Mutual, Chief Marketing Officer
| |
| 3:40 pm - 4:15 pm . |
Track 1
WellBe Senior Medical and XSELL: Engaging Seniors with Empathy and Trust
|
Speakers
- Matthew Coughlin, XSELL Technologies, CEO & Founder
- Brie Farmer, WellBe Senior Medical, Chief Operating Officer
|
|
Track 2
The Agency Sales Breakthrough
|
Speakers
- Drew Rector, MeetingsTech, President
| |
|
Track 3
Keeping Members Close: Strategies in Member Retention
|
Speakers
- Blake Amos, Cigna, Head of Customer Retention for Medicare Business
- Kevin Brown, Wealth Alliance Group, FMO Principal
- Brock Emery, Emery Insurance Group, CEO & Partner
- Sam Wiener, Spark Advisors, EVP of Growth
| |
|
Track 4
Industry Thought Process from A-Z
|
Speakers
- Arthur Barlow, Compass Insurance Advisors, President & CEO
- Cynthia Cox, Kaiser Family Foundation, Vice President
- Jeffrey Grant, Schedule F Healthcare Strategies, President & Founder
- Clelland Green, Benepath, President
- Michael Howard, Howard Insurance Corporation, President
- George Kalogeropoulos, HealthSherpa, CEO
| |
|
Track 5
An Agent’s Guide to Underwriting in the Digital Age
|
Speakers
- Chris Haire, Mutual of Omaha, VP & Actuary
- Andrew Jenkins, Gallagher Re, SVP – Life, Accident, & Health
- Emily Rowland, Milliman IntelliScript, Marketing Actuary
| |
| 4:00 pm - 5:00 pm . |
Official Reception
|
|
|
Wednesday, April 2nd, 2025
|
||
| 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
|
Speakers
- Jay Weintraub, Medicarians, CEO
|
| 8:35 am - 9:05 am . |
Plenary
Sustainable and Strategic Growth
|
Speakers
- Kortney Cruz, Independence Blue Cross, SVP of Government Markets
- Gabe Isaacson, McKinsey & Company, Partner
|
| 9:05 am - 9:35 am . |
Plenary
The State of Medicare Today
|
Speakers
- Sachin Jain, MD, SCAN Group & SCAN Health Plan, President & CEO
- Arundhati Parmar, MedCity News, VP & Editor-in-Chief
|
| 9:35 am - 10:05 am . |
Plenary
Smart Tech, Smart Seniors, Smart Health
|
Speakers
- Ricky Choi, MD, MPH, Samsung Electronics America, Head of Digital Health
- Kristen Valdes, b.well Connected Health, CEO & Founder
|
| 10:05 am - 10:35 am . |
Plenary
Financial Security 2030: Navigating Demographic, Economic, and Political Trends Impacting the Future
|
Speakers
- Dennis Martin, OneAmerica Financial, President, Individual Life & Financial Services
- Chris Orestis, Retirement Genius, President
- John W. Wheeler, Jr., Totus Wealth Management, Executive Senior Partner
|
| 10:30 am - 5:00 pm . |
Expo Hall Open
|
|
|
Tracks
|
||
| 10:45 am - 11:20 am . |
Track 1
Strategic Revenue Management – How Local Health Plans Are Beating National Carriers
|
Speakers
- Brendan McLoughlin, e123, President
|
|
Track 2
Quantifying and Optimizing the Medicare Unit Economics of Distribution: Aligning Customer Acquisition with Lifetime Value
|
Speakers
- Tim Nardoni, Heartland Financial Group, Chief Distribution Officer
- Jared Stock, Telos Actuarial, Principal & Consulting Actuary
- Howard Yeh, Healthcare.com, Co-Founder & CRO
| |
|
Track 3
PACE: A Growing Opportunity for Brokers to Help Seniors Stay in Their Homes
|
Speakers
- Cherie Jelinek, Central Valley PACE, PACE Senior Director of Center Operations
- Angie Karr-Nystrom, WelbeHealth, Broker Relations
- Lisa LaMagna, Generations Now, Strategy Lead
- Robbie Pottharst, myPlace Health, CEO & Founder
- Xing Su, Seen Health, Co-Founder
| |
|
Track 4
Navigating the Changing Landscape for Health/Life/Annuity Distribution, InsureTech/AI, and Alternative Financial Security Strategies
|
Speakers
- Peter Hershon, Coventry, SVP Account Services
- Chris Orestis, Retirement Genius, President
- Todd Villeneuve, IFC National Marketing, Managing Partner
- Amanda Yoho, Proformex, CEO
| |
| 11:25 am - 12:00 pm . |
Track 1
Direct from the Field: Generating Leads for Free (Or Really Close)
|
Speakers
- Charley Tinsley, Senior Market Sales, 1st VP, General Manager – Thomas Insurance Group
- Christopher Westfall, Senior Market Sales, 1st VP
|
|
Track 2
The View from Venture Capital
|
Speakers
- Robert Garber, 7wireVentures, Managing Partner
- Ray Jang, Primetime Partners, Principal
- Arundhati Parmar, MedCity News, VP & Editor-in-Chief
- Max Zamkow, Third Act Ventures, Managing Partner
| |
|
Track 3
The Future of Medicare Supplement Part 2: When Once is Not Enough
|
Speakers
- Craig Andrews, Aflac, Aflac Tier One, Market Strategy & Execution
- Dwane McFerrin, Senior Market Sales, SVP, Medicare Solutions
- Jamie Sarno, Amerilife, VP of Medicare Supplement & Health Specialty Products
- Ty Wooldridge, Aetna Health & Life lnsurance, President
| |
|
Track 4
Understanding a Rapidly Evolving Environment for Financial/Health Security, Aging/Long-Term Care, and Opportunities Created by the Coming Wealth Transfer Tsunami
|
Speakers
- Tara Ballman, The National Aging in Place Council (NAIPC), Longbridge Financial & Executive Director
- Mike Mathweg, Relentless Consulting, Consultant
- Chris Orestis, Retirement Genius, President
- Justin Reinig, Oberlin Marketing, CEO & Founder
| |
| 12:00 pm - 2:00 pm . |
Lunch
|
|
|
Tracks
|
||
| 2:00 pm - 2:30 pm . |
Innovation Stage
Unlock Cost Savings Via Proven and Scalable Dementia Care Program
|
Speakers
- Dirk Soenksen, Ceresti Health, CEO & Co-Founder
|
|
Innovation Stage
Presentation by Safr Care
|
Speakers
- Syed Gilani, Safr Care, CEO & President
| |
|
Innovation Stage
How Lynx Is Delivering a Unified Medicare and Medicaid Experience for Members
|
Speakers
- Jennifer Brooks-Kaluza, Lynx, Head of Government Solutions
| |
| 2:00 pm - 2:50 pm . |
Track 1
C-SNPs & D-SNPs: A Quickly-Growing & Unique Space
|
Speakers
- Manny Felix, Blue Cross Blue Shield of Arizona, Senior Manager, Medicaid Sales
- John Hedgecoth, Elevance Health, Strategy & Program Development Director, Duals - SNP Management
- Cara Repasky, McKinsey & Company, Partner
- Matt Van Der Bosch, Zing Health, Chief Growth Officer
|
|
Track 2
The Broker-Carrier Relationship: An Untapped Future
|
Speakers
- Liz Lopez Cepero, Baylor Scott & White Health Plan, Chief Growth Officer
- Elizabeth Davis, Cigna, VP of National Broker Distribution & Strategy- Medicare Advantage
- Gabe Isaacson, McKinsey & Company, Partner
- David Milligan, Alignment Health Plan, SVP of Sales
| |
|
Track 3
Regulatory Impact: What Carriers Want in a Distribution Partner Right Now
|
Speakers
- Kortney Cruz, Independence Blue Cross, SVP of Government Markets
- Pete English, Genie Energy Health, EVP & General Manager
- Chris Houlihan, Amerilife, Chief of Staff to the CEO
- Joe Kanatzar, Blue Cross Blue Shield of North Carolina, Medicare Growth Executive- Government Programs
| |
|
Track 4
All About ICHRA
|
Speakers
- Justin Clements, RemodelHealth, Co-Founder
- Tanner Dobbs, Take Command, VP of Strategy
- Stacy Edgar, Venteur, CEO
- Michael Levin, HealthSherpa, SVP of ICHRA
- Bret Voith, NCD, Chief Strategy Officer
| |
| 2:30 pm - 3:00 pm . |
Innovation Stage
Family Caregivers: Engaging a Key Partner in Healthcare Decisions
|
Speakers
- Shara Cohen, Carallel, CEO & President
|
|
Innovation Stage
Unlocking Distribution Growth with AI-Powered Care Navigation
|
Speakers
- Ian Lim, Aviator, CEO & Founder
| |
|
Innovation Stage
AI Companions for Seniors: Eliminating Loneliness and Social Isolation
|
Speakers
- Abhishek Mohanty, CareFlick, Inc., CEO & Founder
| |
| 3:00 pm - 3:35 pm . |
Track 1
Medicare Advantage Headwinds – Not Necessarily Tailwinds for MedSupp
|
Speakers
- Mike Hardle, Agent Boost Marketing, Chief Revenue Officer
- Jonathan Lowe, Baylor Scott & White Health Plan, Director of Health Plans Sales & Account Management
- Nick Ortner, Milliman, Senior Consulting Actuary
- Chad Wells, Physicians Mutual, Chief Marketing Officer
|
|
Track 2
The State of Supplemental Benefits
|
Speakers
- Michael Anderson, Uber Health, Director of Flex Card Partnerships
- Tyler End, Retirable, CEO & Co-Founder
- Dave Etling, InComm Payments, SVP & General Manager, InComm Healthcare
- Adam Wallace, Instacart Health, Director
| |
|
Track 3
Tech-Savvy and Medicare-Ready: Preparing for a Healthcare at Home Future
|
Speakers
- Timothy Glover, Elevance Health, National Broker Sales Director
- Sheila Krocak, Best Buy Health, Senior Director of Commercial Strategy
| |
|
Track 4
ACA with the Kaiser Family Foundation
|
Speakers
- Cynthia Cox, Kaiser Family Foundation, Vice President
| |
| 3:40 pm - 4:15 pm . |
Track 1
Technology Needs in the Wake of Industry Disruption: Reacting to Change by Sticking to the Fundamentals
|
Speakers
- Cory Schmidt, AgencyBloc, CTO & Founder
- Elka Soussana, Simpler Horizons Insurance Solutions, CEO & Founder
- Melissa Sterling, Insurance Associates Agency, President
- Jason Stevens, Stevens & Associates Agency, CEO
|
|
Track 2
MA Marketing Under CMS’s Changing Terms
|
Speakers
- William DeCourcy, AmeriLife, Chief Lead Generation Officer
- Helaine Fingold, Epstein Becker & Green, P.C., Partner
- Steve Kaplan, HealthPlanOne, LLC, Chief Legal, Compliance, Privacy Officer
- Jean Lentsch, Western Asset Protection, Compliance Officer
| |
|
Track 3
From Social Security to Medicare: Breaking Barriers and Opening Doors
|
Speakers
- Thomas Drapala, National Association of Registered Social Security Analysts, Director of RSSA Services
| |
| 4:00 pm - 5:00 pm . |
Closing Reception
|
|
| 9:00 pm - 11:00 pm . |
Official After Party with Flo Rida
|
|
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
Whitney Adkins
Chief Administrative Officer
Bloom Insurance
Jayme Ambrose
CEO
Adobe Population Health
Blake Amos
Head Of Customer Retention For Medicare Business
Cigna
Mitch Anderson
Owner
Rochester Senior Solutions
Michael Anderson
Director Of Flex Card Partnerships
Uber Health
Craig Andrews
Aflac Tier One, Market Strategy & Execution
Aflac
Calvin Bagley
Founder & President
Nuvo Health & The Medicare Store
Dawnann Baldwin
Sales Director Of Individual Business
SelectHealth
Tara Ballman
Longbridge Financial & Executive Director
The National Aging in Place Council (NAIPC)
Edo Banach
Partner
Manatt, Phelps & Phillips, LLP
Jorge Banuelos
CEO & Co-Founder
REM
Neelam Bar
Founder
Total Life Therapy
Arthur Barlow
President & CEO
Compass Insurance Advisors
Shem Barlow
Producer & Regional Director
Compass Insurance Advisors
Clayton Barlow
Licensed Health Insurance Broker
Compass Insurance Advisors
Tim Barry
Founder & Managing Director
Red Moose Investments, LLC
Tom Beauregard
CEO & Founder
HCG Secure
Marc Bernstein
CEO & Founder
Balto
Nick Bias
President
Universal Benefits Group
Shawn Bloom
CEO
National PACE Association
Joshua Borders
CEO
Senior Market Advisors
Amanda Brewton
Owner
Medicare Answers Now
Jacob Brody
CEO & Co-Founder
ZorroCard
Joshua Brooker
CVO & Co-Founder
SnapHealth
Jessica Brooks Woods
CEO
NABIP
Jennifer Brooks-Kaluza
Head Of Government Solutions
Lynx
Kevin Brown
FMO Principal
Wealth Alliance Group
Robert Brzyski
VP, Marketing
Pinnacle Financial Services
Molly Burke
HealthSherpa
Principal Product Manager
Victoria Cabrera
Owner
The Insurance Space
Vinnie Cacciatore
VP, Markets & Distribution
Aetna
Fred Camacho
CEO & Founder
HealthcareGPS
Larry Cassar
President & Co-Founder
Focused Health
Liz Lopez Cepero
Chief Growth Officer
Baylor Scott & White Health Plan
Ricky Choi, MD, MPH
Head Of Digital Health
Samsung Electronics America
Jake Christensen
Senior Director Of Product Management
Integrity
Zachary Clark
Global Head Of Uber Health
Uber Health
Tyrone Clark
CEO & Founder
Brokers Choice Of America
Justin Clements
Co-Founder
RemodelHealth
Shara Cohen
CEO & President
Carallel
Jon Cole
President Of Sales
FYM Financial
Scott Cole
Brokerage Manager
MedicareVox
John Connor
VP Of Business Development
MedicareVox
Matthew Coughlin
CEO & Founder
XSELL Technologies
Todd Cowan
National Sales Director
Ameritas
Cynthia Cox
Vice President
Kaiser Family Foundation
Brent Crawley
CEO
The Premier Agency
Kortney Cruz
SVP Of Government Markets
Independence Blue Cross
Gary Culp
Chief Distribution Officer
Cigna
Felix Danciu
COO
Kami Vision
Elizabeth Davis
VP Of National Broker Distribution & Strategy- Medicare Advantage
Cigna
Aaron Davis
Head Of Hosted Solutions
ConnectureDRX
William DeCourcy
Chief Lead Generation Officer
AmeriLife
Brent DeGroot
Regional Account Director
OneAmerica
Robert Dehncke
Owner
Dehncke Insurance Services
Fernando Dellepiane
CEO & Co-Founder
Vermut
Marc DeSimone
Managing Partner
Clearview Medicare
George Dippel
President
Deft Research
Tanner Dobbs
VP Of Strategy
Take Command
Mary Beth Donahue
CEO & President
Better Medicare Alliance
Alex Doonanco
CEO & Co-Founder
careCycle
Thomas Drapala
Director Of RSSA Services
National Association of Registered Social Security Analysts
Adam Dugan
CEO & Founder
Versytech
Greg Durkee
Director Of Telesales & Retention
Priority Health
Stacy Edgar
CEO
Venteur
Sean Egan
VP Of National Sales
Oscar Health
Brent Ehlers
VP, Sales & Marketing
Premier Marketing
Brock Emery
CEO & Partner
Emery Insurance Group
Tyler End
CEO & Co-Founder
Retirable
Pete English
EVP & General Manager
Genie Energy Health
Dave Etling
SVP & General Manager, InComm Healthcare
InComm Payments
Guy Ezekiel
CEO & Co-Founder
Zorro
Cathy Fan
Head Of Life & Health Product
Nassau Financial Group
Brie Farmer
Chief Operating Officer
WellBe Senior Medical
Tony Feijoo
CEO
New Health Partners
Austin Felch
VP Of Operations
Applied General Agency
Manny Felix
Senior Manager, Medicaid Sales
Blue Cross Blue Shield of Arizona
Henry Figueroa
VP Of Sales
Spark Advisors
Helaine Fingold
Partner
Epstein Becker & Green, P.C.
Mark Fitzgerald
Head Of Distribution
Saybrus Partners
Sharon Fletcher
CEO & President
Birdsong Hearing Benefits
Mary Forey
AVP, Health Solutions
USAA
Michael Franks
SVP Of Plan Product
Arizona Complete Health – Centene
Patrick Freuler
CEO & Founder
Audicus
Robert Garber
Managing Partner
7wireVentures
Gintautas Radvila Garsys
Regional Director, Medicare & Senior Products
IFC National Marketing
Mayra Garza
Head Of Group Benefits Strategy & Retail Segment
Guardian
Marcelle Gathing
VP, National Strategic Accounts
Zing Health
Charles Gellman
CEO & Co-Founder
HiDO Health
Michael Gende
Regional Sales Manager
GTL
Kris George
Founder & Co-Owner
ACA Academy & Next Step Insurance
Samantha George
Director Client Relationships, Medicare
The Baldwin Group
TJ Gibb
President, Medicare Part D
Humana
Syed Gilani
CEO & President
Safr Care
Chris Giuliani
CEO
Spring Venture Group
Timothy Glover
National Broker Sales Director
Elevance Health
Jeffrey Grant
President & Founder
Schedule F Healthcare Strategies
Clelland Green
President
Benepath
Diana Greenberg
President
Total Financial & Insurance Services, Inc., A Simplicity Group Partner
Shaun Greene
Principal
Hoplite Insurance Services
Jess Gronholm
Director Of Wellness
Total Life
Federico Guardia
President
Precision Senior Marketing
Shaily Gupta
CMO & Co-Founder
Mabel
Laura Dinan Haber
Innovation Brand Director
Nassau Re/Imagine
Chris Hagerstrom
Executive Director Of Communication & Training
Jack Schroeder & Associates
Mario Haifa
VP Of Consumer Markets
Aflac
Martin Haile
Chief Marketing Officer
Advantage Insurance Network
Chris Haire
VP & Actuary
Mutual of Omaha
Melissa Hall
CEO
The Hall Insurance Group
Jeff Halperin
Chief Risk & Compliance Officer
Amerilife
Mike Hardle
Chief Revenue Officer
Agent Boost Marketing
Benjamin Harrison
Chief Revenue Officer
NCD
Scott Hartlieb
Strategic Account Director
Best Buy Health
John Hedgecoth
Strategy & Program Development Director, Duals - SNP Management
Elevance Health
Michael Henderson
Founder
Tapestry Insurance Group LLC
Gaylan Hendricks
CEO
Senior Security Benefits
John Henson
Attorney
Troutman Amin LLP
Peter Hershon
SVP Account Services
Coventry
Grant Hoffman
CEO
ConnectureDRX
Paul Hoffman
VP Of Corporate Development (M&A)
AmeriLife
Augustus Holm
Founder
CheckRx
Shawn Holt
Chief Revenue Officer
Bloom Insurance
Cristin Hopkin-Bishop
Chief Operating Officer
The Brokerage, Inc.
Chris Houlihan
Chief Of Staff To The CEO
Amerilife
Michael Howard
President
Howard Insurance Corporation
Mark Hunter
Founder
Living Solutions
Paul Hurley
Managing Director
Exactius
Gabe Isaacson
Partner
McKinsey & Company
Benjamin Isgur
VP, Thought Leadership
Fidelity Health
Chalen Jackson
Compliance Officer
McNerney Management Group
Sachin Jain, MD
President & CEO
SCAN Group & SCAN Health Plan
Ray Jang
Principal
Primetime Partners
Cherie Jelinek
PACE Senior Director Of Center Operations
Central Valley PACE
Andrew Jenkins
SVP – Life, Accident, & Health
Gallagher Re
James Jiang
CEO & Co-Founder
Spark Advisors
George Kalogeropoulos
CEO
HealthSherpa
Joe Kanatzar
Medicare Growth Executive- Government Programs
Blue Cross Blue Shield of North Carolina
Steve Kaplan
Chief Legal, Compliance, Privacy Officer
HealthPlanOne, LLC
Angie Karr-Nystrom
Broker Relations
WelbeHealth
Dror Katzav
CEO
Atidot
Jeffrey Kee
Chief Compliance Officer, Multi-Carrier Solutions
CVS Health/Aetna
Bryan Keeven
Affiliate Partnerships, Health Distribution
AmeriLife
Dave Keller
President
INSXCloud
Patrick Kelly
CEO & Co-Founder
Signal Advisors
Ryan Kimble
President Of Integrity Health
Integrity
Chris Kleisner
Regional Director, Medicare & Health
IFC National Marketing
David Kline
PDP Growth Leader & Senior Business Advisor To The Medicare Chief Growth Officer
Cigna
Sheila Krocak
Senior Director Of Commercial Strategy
Best Buy Health
Danielle Kunkle-Roberts
Founding Partner
Boomer Benefits
Ashlyn Lackey
Director, Innovation Strategy
Prudential
Lisa LaMagna
Strategy Lead
Generations Now
Sonya Larson
Director Of Program Development
Connectiv
Dr. Makayla Lavender
Assistant Professor
University of Nevada, Las Vegas
Jean Lentsch
Compliance Officer
Western Asset Protection
Michael Levin
SVP Of ICHRA
HealthSherpa
Alexis Levy
Senior Partner
Healthscape Advisors
Alexander A. Liebergall, JD, MPH
Director Of Compliance
Ideal Concepts, Inc.
Ian Lim
CEO & Founder
Aviator
Dan Loveless
National Growth Director
Empower Brokerage, Inc.
Jonathan Lowe
Director Of Health Plans Sales & Account Management
Baylor Scott & White Health Plan
Greg Marion
SVP Health Products & Services
AARP Services Inc.
Dennis Martin
President, Individual Life & Financial Services
OneAmerica Financial
Julie Mason
Founder
Mason Medicare Advocates
Micah Mathews
VP Of Marketing
Messer Financial Group
Mike Mathweg
Consultant
Relentless Consulting
Blake McCoy
Executive Director Health
The Baldwin Group
Dwane McFerrin
SVP, Medicare Solutions
Senior Market Sales
Robert McFillin
President
Medicare Choice Group
Mindy McIntosh
Owner
McIntosh & Associates
Marti McLeish
National Sales Leader
Legacy Marketing Group
Brendan McLoughlin
President
e123
Sam Melamed
CEO
NCD
David Milligan
SVP Of Sales
Alignment Health Plan
David Minaya
SVP
Senior Healthcare Direct
Oscar Mink
Principal
Maple Mountain Insurance Services
Abhishek Mohanty
CEO & Founder
CareFlick, Inc.
JC Moreno
National Sales Director, ACA
Amerilife
Tony Morrison
National Sales Manager
Foresters
Ryan Murchie
CEO
Ryan Murchie & Associates
Woodrow Myers
Managing Director
Myers Ventures
Tim Nardoni
Chief Distribution Officer
Heartland Financial Group
Steve Natelson
VP Of Distribution & Strategy- Medicare Supplement
Cigna
Veronica Neal
President
Keystone Advisors
Atesha Barnes Nelson
Executive Director
Central Choice Financial
Aaron Niedorf
EVP Of Sales
IFC National Marketing
B. Ronnell Nolan, HIA
CEO
Health Agents for America (HAFA)
Justin O'Keefe
CEO & Founder
Memorial Asset Protection Plan
Bas Offers
COO & Co-Founder
PX
Chris Orestis
President
Retirement Genius
Nick Ortner
Senior Consulting Actuary
Milliman
Ben Pajak
CEO
HealthPlanOne
Angela Palo
President & COO
Pinnacle Financial Services
Arundhati Parmar
VP & Editor-in-Chief
MedCity News
Anna Patrick
Director Of Strategic Partnerships
Integrity
Jenifer Patterson
CEO
Senior Solutions USA
Steve Patton
SVP Of Simplified Issue Solutions
AmeriLife
David Paul
Vice President, Life.
Amerilife
Rosie Paulsen
Owner
S&R Services
Ernesto Pena
CEO & Co-Founder
Nextere
Daniel Petkevich
CEO & Founder
MedicareVox
Jeremie Pielemeier
EVP
Eldercare Insurance Services
Jessalyn Pito
Owner
JP Maven Insurance Benefits
Susan Plumer
Chief Growth Officer
ConnectureDRX
Robbie Pottharst
CEO & Founder
myPlace Health
Sundar Ramayya
CEO
EvolveNXT
Sulekha Ramayya
Chief Operating Officer
EvolveNXT
Ron Ray
Owner
Turning 65 Solutions
Drew Rector
President
MeetingsTech
Frank Reilly
Owner
Medi-Solutions Insurance Agency
Justin Reinig
CEO & Founder
Oberlin Marketing
Cara Repasky
Partner
McKinsey & Company
Sarah Richard
CEO & Founder
Vara
Dennis Rinner
Director Of Strategic Accounts
GoldenCare
Craig Ritter
CEO
Ritter Insurance Marketing
Suzanna Roberts
CEO
Sonder Health Plans
Sharon Rodriguez
CEO
HighPeak AI
Sherman Rogers
CEO
Bloom Insurance
Jaime Rosales
CEO
JAR Insurance Services
Anthony Rose
President & CFO
Diversified, an Integrity Company
Fred Roth
President, Medicare Supplement
Humana
Emily Rowland
Marketing Actuary
Milliman IntelliScript
Giuletta Rudon
Director Of Network Management & Contracting
Imperial Health Plan
Sean Ruggiero
Chief Distribution Officer
Brokers International
Jamie Sarno
VP Of Medicare Supplement & Health Specialty Products
Amerilife
Andrew Saul
Sales Director
Physicians Mutual
Cory Schmidt
CTO & Founder
AgencyBloc
Brian Sedlachek
Founder & President
Central Choice Financial
Mark Seghers
CEO & Co-Founder
Inspire Health Tech
KJ Sherman
Product Manager For Business Intelligence And Data
HealthSherpa
Tony Silva
CEO
Grand App AI
Royce Simmons
COO
Compass Insurance Advisors
Harsh Singla
Chief Technology Officer
Integrity
Dirk Soenksen
CEO & Co-Founder
Ceresti Health
Fran Soistman
CEO & Director
eHealth
Elka Soussana
CEO & Founder
Simpler Horizons Insurance Solutions
Melissa Sterling
President
Insurance Associates Agency
Jason Stevens
CEO
Stevens & Associates Agency
Jared Stock
Principal & Consulting Actuary
Telos Actuarial
Lee Stuck
Senior Partner & Chief Analytics Officer
Healthscape Advisors
Xing Su
Co-Founder
Seen Health
Sean Taylor
CEO
Healthcare.com
Doug Teff
VP, External Partner Sales
Humana
John Terry
Special Projects Sales Director
Legacy Marketing Group
Charley Tinsley
1st VP, General Manager – Thomas Insurance Group
Senior Market Sales
Todd Tippets
President
Standard Life & Casualty, a ManhattanLife Company
Mike Tobitsch
EVP Of Corporate Development
AmeriLife
Noah Tong
Staff Writer
Fierce Healthcare
Grace Totman
Director, Co-Head Of Healthcare Practice
Capstone
Kevin Truebenbach
Agency Owner
Transition Health Benefits
Scott Truka
Chief Sales Officer
Brokers International
Teddy Truong
CEO
Scale Up Media Agency
Trevor Uptain
Head Of Engineering
MedicareVox
Kristen Valdes
CEO & Founder
b.well Connected Health
Matt Van Der Bosch
Chief Growth Officer
Zing Health
Dustin VanDuine
Director Of Strategic Relations
Rick Young Insurance
Carlos Vega
President
Golden Plan Choice Agency
Vikki Vilcek
Leader Of Medicare Market Development
Blue Cross Blue Shield of North Carolina
Todd Villeneuve
Managing Partner
IFC National Marketing
Audrey Villeneuve
Regional Sales Director- Health & Marketing
IFC National Marketing
Craig Villwock
Owner & Founder
TLC Insurance Group and Wealth
Bret Voith
Chief Strategy Officer
NCD
Adam Wallace
Director
Instacart Health
Victor Wang
Co-Founder
Friendi.fi
Nate Watters
Chief Sales Officer
Ambetter
Steven Weber
National Sales Manager- Life Insurance / Brokerage
Transamerica
Jay Weintraub
CEO
Medicarians
Jeremy Weiser
CEO
Nuvo Health
Chad Wells
Chief Marketing Officer
Physicians Mutual
Joe Welu
CEO & Founder
Total Expert
Kenny West
SVP - Operations
AOBG - American Online Benefits Group
Christopher Westfall
1st VP
Senior Market Sales
John W. Wheeler, Jr.
Executive Senior Partner
Totus Wealth Management
Megan Whitehead
VP Of Operations
Nextere
Sam Wiener
EVP Of Growth
Spark Advisors
Kegan Williams
Chief Marketing Officer
Blue Zones Health
John Winner
CEO
Kizen
Ty Wooldridge
President
Aetna Health & Life lnsurance
Daniel Wray
VP Of Brokerage Sales
Allstate Health Solutions
Joanna Wyckoff
FMO Principal
Topflight Insurance Solutions
Howard Yeh
Co-Founder & CRO
Healthcare.com
Amanda Yoho
CEO
Proformex
Max Zamkow
Managing Partner
Third Act Ventures
Speaker Bios
Whitney Adkins, Chief Administrative Officer, Bloom Insurance
Whitney Adkins brings more than 20 years of experience in health care operations, product management, and corporate administration to the industry. She is a health care executive specializing in scaling an organization while building a strong culture rooted in accountability and excellence. Before joining Bloom, Whitney spent ten years at a government-programs consulting and technology provider, holding a position as a partner amongst various other business roles. Whitney earned her MBA and JD from the University of Denver and a Bachelor of Science degree in Finance from West Virginia University.
Jayme Ambrose, CEO, Adobe Population Health
Jayme Ambrose, DNP, RN, CCM, is the visionary Founder and Chief Executive Officer of Adobe Population Health, an Arizona-based company offering an innovative, first-of-its-kind solution to the issue of health equity. Founded in 2018, Adobe employs a technology-driven model for interventional care management and takes a holistic approach to population health by closing care gaps, reducing costs, and caring for the whole person. Today, Adobe employs 300 nurses, nurse practitioners, social workers, support coordinators, dieticians, care navigators, and transition specialists and serves more than 200,000 elderly and underserved patients across three states. Jayme has served on several boards including The Arizona Homecare Association, The American Association of Occupational Health Nurses and the Case Management Society of America where she is currently a member. She also currently serves on the PAC board of the Arizona Nurses Association. In addition, Jayme is currently adjunct professor for Arizona State University where she teaches RN to BSN and MSN students and develops curriculum.
Blake Amos, Head of Customer Retention for Medicare Business, Cigna
As the Head of Customer Retention, Blake is responsible for developing and executing the overall customer retention strategy across Medicare products. In this role, he oversees retention operations and works across the organization to execute retention initiatives to ensure a rich customer experience. Blake joined Cigna’s Managed Care Leadership Development Program over ten years ago, and has held positions of increasing responsibility, previously serving as the Director of Expansion Strategy & Execution. In this role, he led the strategy and execution of Medicare Advantage new market and product expansions. Blake attended Belmont University where he earned his Master's in Business Administration with a focus in Healthcare Management. He received a B.S. in Accounting from the University of Tennessee.
Mitch Anderson, Owner, Rochester Senior Solutions
Mitch Anderson is a licensed insurance agent specializing in the Medicare market and owner of Rochester Senior Solutions, Inc. based in Minnesota. He has a proven track record of success in helping clients navigate the complexities of Medicare and find plans that meet their needs. Recently, Mitch has expanded his practice to include annuity sales, offering clients a more comprehensive suite of retirement planning solutions.
Craig Andrews, Aflac Tier One, Market Strategy & Execution, Aflac
Craig is a 30-year insurance veteran with time at two startups and two Fortune 500 carriers serving the major medical, Medicare, and ancillary markets. Craig’s career spans the value chain from market research and development to sales and service. With experience as a life/health agent, enrollment platform provider, and sales enablement program manager, Craig has unique perspectives on agent and customer experience. At Aflac, Craig has led several corporate initiatives, most recently the founding of Aflac’s Consumer Markets division and launch of Aflac’s Tier One Insurance Company where Craig leads product and partner strategy and execution.
Calvin Bagley, Founder & President, Nuvo Health & The Medicare Store
Calvin Bagley is a visionary and strategic thinker driving innovation and client-focused solutions in Medicare insurance. He founded and is the President of Nuvo Health, which has facilitated more than 60,000 client enrollments in health and Medicare insurance. He has actively advocated for Medicare insurance agents with congressional representatives and CMS policymakers. Calvin lives in the incredible city of Las Vegas, NV, with his wife and two children. He is an avid traveler and has visited all 50 states and all seven continents.
Dawnann Baldwin, Sales Director of Individual Business, SelectHealth
Dawnann Baldwin is the Director of Individual Sales for Select Health. With over 12 years of experience in the Health Insurance industry, including 2 1/2 years as a broker, Dawnann brings a wealth of knowledge and expertise to her role. Her work experience encompasses both individual and small employer plans, providing her with a comprehensive understanding of the market. Dawnann is passionate about helping people get the coverage they need to protect themselves and their families. Her dedication to her work and her commitment to her clients make her a valuable asset to the Select Health team.
Edo Banach, Partner, Manatt, Phelps & Phillips, LLP
A seasoned health care leader with a record of success in both the public and private sectors, Edo Banach leverages his deep understanding of home-based, hospice and palliative care; Medicare and Medicaid law and policy; and health care delivery to increase access to care and create a more equitable health system for communities throughout the country. Edo has established himself as a trusted partner for post-acute and long-term services and supports looking for strategic legal, regulatory and policy counsel. He advises on a variety of federal and state regulatory matters, including the Health Insurance Portability and Accountability Act (HIPAA), fraud and abuse, administrative appeals, privacy and consent, and state licensing issues. He also counsels clients on Medicare-Medicaid program integrity and overlap as well as coordinating Medicaid and Medicare palliative care, hospice and home health partnerships. As former President and CEO of the National Hospice and Palliative Care Organization, Edo has extensive experience directing nationwide efforts to deliver care for patients with complex health needs and has led numerous legislative and administrative advocacy efforts before the Centers for Medicare & Medicaid Services (CMS), the Department of Health and Human Services (HHS), and the White House. Additionally, as former Deputy Director of CMS’ Medicare-Medicaid Coordination Office, Edo helped improve program coordination and reform the delivery system for approximately 10 million enrollees. Tapping into this experience, he helps clients adapt to changes in the Medicare-Medicaid program and provides counsel on Medicaid managed care, Medicare Advantage and dual eligibles matters, among other related issues. Edo also advises clients on providing more integrated care for individuals seeking post-acute and long-term care, including for Special Needs Plans (SNPs), Program of All-Inclusive Care for the Elderly (PACE), and Home and Community Based Services (HCBS).
Jorge Banuelos, CEO & Co-Founder, REM
Jorge is a technology leader specializing in AI/ML, data engineering, and analytics. As Co-founder and CEO of Rem, he applies AI to optimize operations in life and health insurance, enabling agents to focus on serving their clients. Previously, he was Director of Applied Science at Opendoor, where he led applied science teams across Marketing, Housing Macroeconomics, Resale Strategy, R&D, and Trust & Safety. He also held leadership roles at Facebook and Microsoft, driving AI-driven automation, predictive modeling, and intelligence initiatives.
Neelam Bar, Founder, Total Life Therapy
Neelam Brar is the Founder & CEO of Total Life, the #1 teletherapy platform built exclusively for older adults on Medicare. Total Life provides virtual and audio-only therapy that’s covered by insurance—no tech skills required. It’s simple, effective mental health care that helps agents better serve clients who may be struggling. When your clients feel supported, your relationships get stronger—and that’s where Total Life fits in. Want happier, healthier clients who value you? Just mention TotalLife.com. Total Life makes mental health a reason your clients thank you.
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.
Shem Barlow, Producer & Regional Director, Compass Insurance Advisors
My name is Shem Barlow. I live in Southern Utah with my wife and 4 kids. I’ve been licensed since 2012 specializing in Health, Life, Supplemental, and Medicare products. I am currently licensed in UT, AZ, & NV and manage, support, and train a group of agents for Compass Insurance Advisors, as well as maintain my own book of business. I am a firm believer that true success comes from being ethical & consistently disciplined. If we always do the right thing for our clients, then everything will work out for us and our clients. What goes around, comes around.
Clayton Barlow, Licensed Health Insurance Broker, Compass Insurance Advisors
Clayton has been involved in the ACA Industry for about 6 years, starting out as tech support for a Broker GA and then eventually getting Health & Life licensed and working as an independent agent. From 2018-Present he has helped hundreds of people find great solutions to their health insurance needs. Today, he holds the position of CSO for Eligo Health, an agency with a national presence, working every day to ensure his agents provide the greatest experience for consumers in protecting themselves and their families.
Tim Barry, Founder & Managing Director, Red Moose Investments, LLC
Tim Barry is the founder and Managing Director of Red Moose Investments, LLC. Red Moose invests in early stage healthtech companies that materially enhance clinical value and lifestyle for beneficiaries of the healthcare system. Previously, Tim was the co-founder, Chair and CEO of VillageMD, retiring from the company in 2024. Under Tim’s leadership, VillageMD grew from one clinic and eight physicians to over 800 clinics, 4,000 physicians, and 21,000 employees. A pioneer in value-based healthcare delivery, VillageMD was routinely recognized for the quality of care it provided to its millions of patients, and Tim was recognized by Modern Healthcare in 2023 as one of the 100 Most Influential People in U.S. Healthcare. Prior to VillageMD, Mr. Barry served in a number of executive roles across Accretive Health, Universal American, and Blue Shield of California. He currently sits on the Boards of the Red Moose portfolio companies and is active in several healthcare nonprofits. Beyond healthcare, Mr. Barry is a Trustee at Cornell University. He and his wife, Stephanie, live in the Chicagoland area.
Marc Bernstein, CEO & Founder, Balto
Marc Bernstein is the Founder, CEO of Balto, the real-time guidance category leader, with over 300 million contact center conversations analyzed and optimized in real-time and the highest-rated solution on G2 with 4.8 stars. Balto's artificial intelligence understands phone conversations to be as effective as possible in every customer conversation. Marc was named CCW Next Generation Leader to St. Louis’s Titan 100 list of executives making an impact on the region. Marc earned a B.S. in Entrepreneurship, Marketing, & Psychology from Washington University in St. Louis.
Nick Bias, President, Universal Benefits Group
Nick Bias is the President and Founder of UBG Insurance, a rapidly expanding brokerage specializing in Medicare, Life Insurance, and advanced markets. Starting his career in 2017 with American Income Life, Nick quickly rose to become one of the top producers in the nation. In late 2018, he launched UBG Insurance, operating initially with just one agent in a garage. Today, UBG Insurance has grown significantly, employing over 150 contracted agents and operating from a 5,000-square-foot office in Ohio, with additional locations across the country. Nick has established a robust platform, combining a dynamic call center and field team, allowing agents and agencies to flourish in the competitive insurance landscape. Known for his generosity and selflessness, Nick is deeply committed to mentoring and helping others succeed. His leadership style has made him a respected figure in the insurance industry, dedicated to empowering those around him.
Shawn Bloom, CEO, National PACE Association
Shawn Bloom is the President and CEO of the National PACE Association (NPA). Shawn has been with NPA since 2000 at which time there were 18 PACE organizations operating in 6 states. Currently, there are 181 PACE organizations in 32 states serving approximately 85,000 individuals. Prior to NPA, Shawn spent 5 years as the Executive Director of the Missouri Association of Homes for the Aging (MoAHA), which represented not-for-profit long-term health care and housing facilities in the state of Missouri. Shawn previously worked in the Policy and Governmental Affairs Division of the American Association of Homes and Services for the Aging (AAHSA) – now called Leading Age-- a Washington, D.C. based trade association that represents not-for-profit long-term health and housing services for the aging. Shawn has testified before the U.S. Congress, state legislative committees as well as the National Academy of Sciences on elderly and long-term care policy issues. Shawn received his B.S. in biochemistry and gerontology from Kansas State University and completed his Masters coursework in long term care at the University of North Texas, Center for Studies in Aging. Shawn began his career in the field working as a nursing home Certified Nurse Aide in high school and college.
Joshua Borders, CEO, Senior Market Advisors
Joshua commenced his career as an independent advisor specializing in Medicare Advantage products. After experiencing years of frustration and exhaustion within the industry, he envisioned a more efficient approach to business. He founded Buffalo Health Advisors, a health insurance brokerage firm dedicated to providing exceptional service to clients while ensuring transparency for advisors. As President of BHA, Joshua’s primary focus is empowering his team and advisors with the necessary tools and resources to achieve success. In 2021, Senior Market Advisors and Amerilife acquired Buffalo Health Advisors, expanding its operations. In September 2023, Joshua assumed an expanded role as CEO of Senior Market Advisors, overseeing 10,000 agents nationwide.
Amanda Brewton, Owner, Medicare Answers Now
Amanda is the owner of Medicare Answers Now in Cleveland, Ohio which is Field Marketing Organization with agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She has been working in the Medicare field for over 17 years, working for both Aetna and Anthem. She continues teaching numerous courses across the country on such topics as: Ethics, Business Development, Sales, Marketing, and many Continuing Education courses. She was recently awarded “Educator of the Year” by her local state NABIP Chapter. She is also the creator of the Ms. Medicare Conference, which provides an environment for women to network and learn from each other about work/life balance, being a business owner, industry trends and other fundamental skills to help them attain their dreams. She is also the creator of Medicare and Margaritas which is a conference open to ALL agents which focuses on subject deep dives and social networking. Last, Amanda is the partner for the Agent Symposium at the Medicarians: The Future of Senior Health, RetireTech, and AgeTech Conference in Las Vegas. Amanda has been a member for NABIP (National Association of Benefit and Insurance Professionals) since 2007 and held several seats on the Northeast Ohio Chapter board. She is currently serving on the National Media/Communications and Membership Boards. Amanda has returned to the NABIP Medicare Advisory Group which is a select group of leaders from across the country that work directly with CMS and various other legislative organizations to discuss the various concerns and issues facing the agents in our industry.
Jacob Brody, CEO & Co-Founder, ZorroCard
Jacob is a serial entrepreneur who specializes in regulated industries. He is the Co-Founder & CEO of ZorroCard, a health benefits concierge and payments platform that saves payors up to 51% on pharmacy expenses. Jacob previously started a 17 state weight management practice called Accomplish Health. As a Managing Partner at Helpful Networks, he advised Fortune 500 health insurers and reinsurers on new business incubation. As Founding Partner at MESA Ventures, he led 30 investments, with 3 reaching $1 billion valuations & achieving a >4x realized return.
Joshua Brooker, CVO & Co-Founder, SnapHealth
Joshua Brooker is the Chief Visionary Officer of SnapHealth and a recognized expert in ACA/U65 markets, including federal and state-based exchanges, as well as ICHRA. With over 14 years in the health insurance industry and a background in finance, he analyzes policy impacts combining macroeconomic trends with frontline experience. He advocates for smart solutions that improve access to affordable care. A key member of NABIP’s Individual Markets Working Group, he also serves on PENNIE’s Advisory Council, is active with HAFA, and collaborates with CMS/CCIIO. His insights have been featured in The Wall Street Journal, Associated Press, Kaiser Health News, NPR, U.S. News, and Investopedia.
Jessica Brooks Woods, CEO, NABIP
Jessica Brooks-Woods is CEO of the National Association of Benefits and Insurance Professionals (NABIP) and president of its Education Foundation, driving national efforts to expand access to high-quality, affordable healthcare. She founded RISE Health Equity to dismantle systemic barriers to health through research and advocacy. Previously, she served as president and CEO of the Pittsburgh Business Group on Health, where she advanced discussions on healthcare value, access, and equity. In 2024, she was named Most Influential Industry Personality of the Year by You Powered. Jessica holds degrees from Penn State and Carnegie Mellon University.
Jennifer Brooks-Kaluza, Head of Government Solutions, Lynx
Jenn Brooks-Kaluza is the Head of Government Solutions at Lynx (Lynx-fh.com), an innovative fintech leader redefining how payers design and deliver healthcare benefits while driving member engagement. Jenn is a healthcare leader with deep expertise in Medicare and Medicaid, specializing in dual-eligibles and complex populations. With nearly two decades in payer operations and strategic program development, she understands how payers can enhance benefits, improve outcomes, and expand access to care. She has led initiatives in supplemental benefit design, member retention, and product implementation, helping payers optimize engagement and improve health and benefits strategies. Bringing her deep understanding of government-sponsored healthcare to Lynx, Jenn is helping shape Lynx solutions that modernize payments, streamline benefit delivery, and drive financial engagement for payers and their members.
Kevin Brown, FMO Principal, Wealth Alliance Group
Kevin Brown is the president of Wealth Alliance Group, a FMO based in Columbia, SC. Kevin founded Wealth Alliance Group with a mission of working with professional business partners in the Life and Health Insurance space to build wealth through strategic ventures. Prior to working in insurance, Kevin worked in corporate America with businesses that generated up to 10 million dollars in revenue annually. As a leader, he employs various strategies from his experience to help build and develop multiple agents and agency owners. When he’s not running the business, Kevin is typically relaxing, sipping on fine bourbon, and smoking barbecue in his backyard with his family.
Robert Brzyski, VP, Marketing, Pinnacle Financial Services
Bob Brzyski is Vice President of Marketing at Pinnacle Financial Services and has helped Pinnacle grow to a leading wholesaler of Medicare Advantage, Medicare Supplements and Part D. He is a member of the NABIP Medicare FMO Council who are leaders from the top Medicare organizations in the country. The council members give extensive insights to NABIP in the Medicare marketplace and assist with legislative initiatives that affect agents and beneficiaries. Bob joined Pinnacle in 2003 after working at a fortune 500 Life and Health Insurer for several years as Assistant Vice President of Sales focused in the Senior Market. He is now focused on Pinnacle’s continue growth through technology, marketing and innovation. Bob has a degree in Risk Management and Actuarial Science from Temple University and is an avid sports fan. He and his wife Ann Marie have two Children Emily 19 and Bobby 17.
Molly Burke, HealthSherpa, Principal Product Manager
Molly Burke is a Principal Product Manager at HealthSherpa, where she works on product strategy and develops features that support both insurance agents and carriers in the ACA marketplace. With experience in healthcare technology, Molly is passionate about creating user-focused solutions that improve access to affordable health coverage. Before joining HealthSherpa, she was a founding CEO in financial services, where she grew the enterprise from startup to a 60-person operation. She additionally served as the first growth product manager at a nursing marketplace app. Based in Brooklyn, Molly leverages her cross-industry background to design practical, scalable solutions for complex challenges in health insurance.
Victoria Cabrera, Owner, The Insurance Space
Victoria Cabrera, a 20-year health insurance industry veteran, is the owner of The Insurance Space and founder of the Tech Savvy Insurance Agents community. Known for blending technology with traditional service, Victoria leads the charge in helping agents embrace AI and digital marketing to grow their businesses while staying up to date with compliance and regulations to ensure they operate the right way. As a leader in tech adoption, she is passionate about equipping brokers with the tools and strategies needed to succeed in the next wave of insurance innovation.
Vinnie Cacciatore, VP, Markets & Distribution, Aetna
Vinnie Cacciatore is the VP of Markets and Distribution for Individual & Family Plans at Aetna. Vinnie is responsible for developing local market strategy, sales & broker management, sales operations, and competitive intelligence for the IFP business segment. Vinnie has held strategic leadership roles across several ACA insurance plans, and his experience spans across growth strategy, sales, product development, and operations. Vinnie resides in St. Louis, MO and is a graduate of the University of Missouri.
Fred Camacho, CEO & Founder, HealthcareGPS
Fred Camacho is Founder and CEO of HealthcareGPS Inc, focused on enhancing healthcare navigation and access through AI-driven solutions and engaging, rigorous content. The company's key offerings include MedicareCopilot, BenefitsCopilot, and HealthLiteracyCopilot, serving consumers, brokers, health plans, providers, employers, and patient advocacy organizations. With over 20 years of experience in healthcare product management and technology, Fred has driven innovation in consumer engagement, population health, analytics, and quality measurement at leading organizations such as UnitedHealthcare, Optum, Humana, Vizient, Medecision, and NCQA. He holds a PhD in Engineering and MS in Applied Math from Brown University, and an MS in Structural Engineering from Carnegie Mellon University.
Larry Cassar, President & Co-Founder, Focused Health
Larry Cassar is Co-Founder and President of Focused Health. He is a 37-year industry veteran in the health insurance space with a career primarily devoted to serving employers and individuals. Prior to his work with Focused Health, Larry served as Chief Agency Sales Officer for Centene and Wellcare. He has held leadership roles at EmblemHealth, Empire Blue Cross and Arthur J. Gallagher. A native New Yorker, Larry and his wife now live in Tampa, FL. When not traveling for business, Larry can be found on a golf course.
Ricky Choi, MD, MPH, Head of Digital Health, Samsung Electronics America
Ricky Y. Choi, MD, MPH is the Head of Digital Health at Samsung Electronics America where he leads business teams with the aim of improving health through empowering consumer technology. He also serves as Vice Chair of the Health Division Board at the Consumer Technology Association. With nearly 20 years of clinical practice experience Dr. Choi is a Clinical Assistant Professor at the Stanford University School of Medicine. Dr. Choi has degrees from the University of Chicago, the Medical University of South Carolina, Harvard University and completed his pediatric internship and residency training at the University of California, San Francisco.
Jake Christensen, Senior Director of Product Management, Integrity
Jake Christensen leads Integrity's technology product strategy and design teams and their mission to innovate Life, Health, and Wealth technology to help connect agencies with more agents, agents with more consumers, and consumers with the right products and carriers. Jake specializes in outcome-driven experience design via software, data, and omni-channel engagement. Prior to his role at Integrity, Jake was the CXO of TA, a marketing agency specializing in merging tech, data, and design for the 65+ market. Jake has a decade plus consulting and leading large-scale tech transformation across several industries. He is married to his wife of 16 years, has five children, and will talk about professional sports statistics or niche 90's comedies with anyone who asks.
Zachary Clark, Global Head of Uber Health, Uber Health
Zach Clark is the Global Head of Uber Health. He previously served as Head of Growth, where he and his team focused on expanding the reach and impact of Uber Health’s unique platform through collaborative partnerships with payors, providers, and innovative care delivery organizations. He comes to Uber most recently from Lark, the first care management organization in the world to receive a provider designation by CMS as an artificial intelligence platform, where he served as a Vice President of Strategic Business Development and Strategy. With a background spanning managed care, home diagnostics, and home-care delivery, he brings a deep understanding of the ways technology can transform care experiences and deliver better outcomes for both patients and providers. He holds Master's Degrees in Business Administration and Public Health from the University of Alabama at Birmingham. He lives in Sparks, Maryland, with his wife and three young children.
Tyrone Clark, CEO & Founder, Brokers Choice Of America
Tyrone Clark is the President and Founder of Brokers’ Choice of America. A seasoned veteran for over 43 years in the insurance business, Tyrone’s massive achievements are startling to say the least. Tyrone began his career at age 17 and eventually became an annuity legend. Tyrone has produced millions in annuities as a producer and conducted television shows, radio shows, and infomercials. He has conducted over 2,000 seminars in 49 states in front of 50,000 retirees and designed over 50 different seminars. Tyrone is responsible for over $15 billion in annuity sales. He has trained over 8,000 agents and continues to do so. The biggest annuity producers have been through Tyrone’s annuity training.
Justin Clements, Co-Founder, RemodelHealth
Justin Clements has a passion for helping agents in the health insurance industry leverage technology to navigate change. He previously managed national sales for key accounts at United Healthcare. Justin is also the co-founder of the number one ICHRA company in the nation. He understands the industry, what drives agent success, and how to best serve the customer. His bigger mission is to help children in need through funding non-profits dedicated to advancing the well-being of disadvantaged children. He and his wife of 20 years have three boys ages 18, 17, & 14 who love playing baseball & enjoying the outdoors.
Shara Cohen, CEO & President, Carallel
Shara has spent 25 years helping healthcare organizations think differently about how to involve and empower people more effectively in their care. She continues in that work as CEO of Carallel. Before Carallel, Shara was senior vice president of client experience with Emmi Solutions, a leader in patient engagement, and vice president of customer experience for Wolters Kluwer Health, the global leader in medical information. Shara has emerged as a leading voice at the intersection of caregiving and health equity, speaking at national healthcare conferences such as HLTH and earning recognition as one of Fierce Healthcare’s Women of Influence 2024
Jon Cole, President of Sales, FYM Financial
With 22 years of industry experience, Jon Colehas built a career at the intersection of sales leadership, agency growth, and strategic partnerships. From his early days as a life insurance agent to his current role as President of Sales for FYM, he has led national sales initiatives, developed high-performing teams, and expanded agency networks. Jon’s leadership philosophy centers on empowering agents and agencies with the tools and strategies needed for long-term success. He resides in Asheboro, NC, with his wife, Jennifer, and their four children: Penelope, Isabella, Maverick, and Jude.
Scott Cole, Brokerage Manager, MedicareVox
Scott Cole is a dynamic business leader renowned for driving strategic vision, operational excellence, and exceptional team performance. At Fair Square Medicare, he has driven improvements in operational efficiency and customer experience, consistently delivering impressive results. Scott excels at cultivating high-performing teams and nurturing innovative environments that empower growth and creativity. Originally from New Jersey, Scott now resides near Charleston, SC, and is deeply committed to continuous learning and personal development.
Matthew Coughlin, CEO & Founder, XSELL Technologies
Matt Coughlin founded XSELL Technologies on the belief that the behaviors of the best contact center agents could be learned, replicated, and amplified to every agent in real-time to transform the way that businesses interact with their customers. Leveraging patented AI technology, XSELL empowers agents to listen, learn and support customers in real-time with the exact information they need to exceed expectations and deliver meaningful, top-performer experiences. Throughout his career Matt had the opportunity to build large sales teams for world class brands like DISNEY, APPLE, AT&T, GE, AIG, VERIZON, CARNIVAL and many others which is where he became passionate about the Science of Sales.
Todd Cowan, National Sales Director, Ameritas
Todd Cowan has extensive experience in sales and distribution within the insurance and financial services industries. Currently serving as National Sales Director at Ameritas since April 2017, Todd previously held the position of Regional Managing Director. Prior to joining Ameritas, Todd Cowan spent over two decades at HealthPlan Services, culminating as Senior Vice President of Sales, Installation, and Account Management. In this role, oversight included proprietary sales programs for fully insured accident and health, voluntary, and worksite markets. Todd also held various leadership positions at HealthPlan Services, including Vice President of Affinity Sales and Director of Sales and Member Retention, where responsibilities encompassed developing distribution channels and executing sales initiatives. Educated at the University of South Florida with a BA in Management and further credentials from The Tuck School of Business and The American College of Financial Services, Todd Cowan is highly qualified in organizational leadership and employee benefits.
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.
Brent Crawley, CEO, The Premier Agency
CEO of The Premier Agency and Founder of Medicare EXPO, Brent Crawley has served the Medicare Independent Broker Channel for 18 years and has found his passion in helping make agents lives better. Brent has spent years working on processes to improve relationships and outcomes and has never been afraid to draw close to people with special talents. Brent is proof that with the right attitude and the right people, anything can be something.
Kortney Cruz, SVP of Government Markets, Independence Blue Cross
Kortney Cruz is a senior executive with over 20 years of leadership experience in service-oriented industries. She excels in business planning, revenue development, and change management. As the Senior Vice President, Government Markets at Independence Blue Cross in Philadelphia, Kortney has led initiatives to grow market share, enhance member experience, and manage utilization, achieving significant improvements in the Medicare P&L and expanding the organization's Medicare Advantage footprint.
Gary Culp, Chief Distribution Officer, Cigna
Gary Culp emerges as a strategic leader and culture builder within the realm of healthcare, boasting a career distinguished by visionary initiatives, exceptional growth achievements, and an unwavering commitment to excellence. With more than two decades of experience, Gary has consistently demonstrated his ability to overcome obstacles, maintain strategic alignment, and drive strong revenue growth through creative solutioning and calculated risk-taking. Currently serving as the Chief Distribution Officer (CDO) for Government and Supplemental Programs at Cigna Healthcare in Irvine, CA, Gary was promoted to this role to define and drive growth across the enterprise. His remit includes developing and executing growth strategies for Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and Ancillary services. Under his leadership, the organization underwent significant changes, capturing financial gains through improved efficiency and reduced redundancy. Gary's strategic initiatives led to substantial increases in agent new sales, e-Broker engagement, and the creation of lower-cost channels for growth.
Felix Danciu, COO, Kami Vision
Felix Danciu is the COO of Kami Vision Inc., a global leader in affordable DIY security for homes and businesses with more than 20 million activated cameras. With a focus on elderly and senior living communities, Kami Vision offers a Fall Detect Camera with Bed Exit notifications and a wearable IoT for health monitoring. The Kami Fall Detect Camera has 99.5%* accuracy through a cutting-edge, A.I.-powered technology with 24/7 professional monitoring and a direct link to emergency services and family/medical staff. Kami Vision is guided by “A.I. for Good” while developing innovative security and safety solutions that improve the quality of life for people around the world.
Elizabeth Davis, VP of National Broker Distribution & Strategy- Medicare Advantage, Cigna
Elizabeth is a versatile sales leader who is passionate about assisting seniors, training brokers and helping agencies grow. She’s always seeking to connect with others and has a track record of partnering to bring innovative solutions and build relationships that foster business development growth. In her role as the national broker channel leader, she manages all external distribution partnership relationships and leads a team that includes National FMO Strategists, Regional Broker Managers and an Account Management team. This includes oversight of the broker distribution strategy for Medicare Advantage and Part-D for Cigna Healthcare’s portfolio of products.
Aaron Davis, Head of Hosted Solutions, ConnectureDRX
Aaron Davis is a technology leader with extensive experience in patient centric healthcare technology. He is the Product Director for ConnectureDRX's Plan Compare ONE, a Medicare shopping, quoting, enrollment, and retention platform. Aaron comes from a background in consumer research and product experimentation, running rapid research projects for Fortune 500s such as AARP, Cigna, Experian, and Intuit. Previously, he has served in an innovation role to build a patient engagement platform for individuals with rare diseases. He has a BA in finance and was a University Innovation Fellow at Stanford University's d.school.
William DeCourcy, Chief Lead Generation Officer, AmeriLife
William R. DeCourcy, Jr. MBA (Bill) has been with AmeriLife since November 2021. Upon starting at AmeriLife, Bill built the lead distribution mechanisms for AmeriLife’s Direct-to-Consumer Call Center and lead the MarTech overhaul of their supporting infrastructure. Bill has, in the last year, founded and built an enterprise-wide leads distribution system (LeadStar), which provides real-time exclusive data leads, inbound and warm-transfer phone calls, and aged leads for AmeriLife’s contracted agents and call centers. Bill has a deep background in technology, research, and lead generation across several industries. Bill resides in Orlando with his wife and, in his free time, enjoys woodworking, fishing, camping, and volunteering in his community as the coach of a high school robotics team.
Brent DeGroot, Regional Account Director, OneAmerica
Brent works with independent marketing organizations (IMOs) and brokerage general agencies (BGAs) to grow the OneAmerica® Care Solutions Asset-based LTC product line. He provides his insight, experience, and training to IMO/BGA leadership, back offices, and producers to support and drive the growth of Care Solutions portfolio. An industry veteran, Brent brings 22 years of knowledge in the LTC and life brokerage space. Prior to joining OneAmerica in 2019, Brent spent more than 10 years with Mutual of Omaha developing relationships and achieving success with brokerage distribution partners. He has also worked for the American Enterprise (World Insurance and American Republic) and owned an agency in Phoenix, Arizona, where he began his career in the industry in 1998.
Robert 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!"
Fernando Dellepiane, CEO & Co-Founder, Vermut
Passionate about leveraging technology to solve real-world problems. I am the proud cofounder of Vermut, where we are changing 55+ lives and boosting the Age Tech industry through an accessible app to erase unwanted loneliness. Social efficiency freak and in love of constant learning. I thrive on pushing the boundaries of what's possible.
Marc DeSimone, Managing Partner, Clearview Medicare
Marc DeSimone is CEO and Co-Founder of Clearview, a healthcare platform driving enrollment and member engagement for Health plans and MCOs. Marc has been involved in all phases of Clearview's development and growth strategy. Under his leadership, Clearview has become a trusted partner for several of the largest healthcare organizations in the United States, streamlining enrollment processes, enhancing member experience, and improving overall care delivery.
George Dippel, President, Deft Research
George Dippel spent the first 12 years of his career with Procter & Gamble at P & G’s renowned Healthcare Consumer Institute. While there, George studied the healthcare consumer across all aspects of care delivery and used those insights to provide high-level consultation to both P & G’s internal brand teams as well as many partner health insurance carriers. George brought his healthcare consumer market research expertise to Deft in 2010, and since then has worked with more than 130 carriers to help them better understand the modern healthcare consumer. George’s range of healthcare consumer research expertise spans Medicare Advantage, MedSupp, Small Group, ACA, Uninsured, PBM and Part D.
Tanner Dobbs, VP of Strategy, Take Command
Tanner Dobbs is the VP of Strategy at Take Command. Take Command is a software platform and market leader in the ICHRA space with a mission to accelerate the early adoption of the health insurance reimbursement model. Tanner and his team focus on deepening Take Command's benefit consultants relationships and expanding ICHRA adoption across America, specifically mid-market and enterprise employer space.
Mary Beth Donahue, CEO & President, Better Medicare Alliance
Mary Beth Donahue was named President and CEO of Better Medicare Alliance in 2021, bringing nearly three decades of management, health care policy, and patient advocacy to the role. Mary Beth began her career working in state government in her native Massachusetts and ascended to a role as Chief of Staff at the U.S. Department of Health and Human Services. Most recently, she served as Executive Director of Kidney Care Partners, a coalition of patient advocates, dialysis professionals, care providers, researchers, and manufacturers dedicated to improving quality of care for individuals living with kidney disease. A leader in patient advocacy and health equity, Mary Beth additionally serves on the Board of Directors for the Alliance for a Healthier Generation, a national nonprofit dedicated to empowering children to develop lifelong healthy habits. She served as an Advisory Council Member to the Cancer Support Community. Mary Beth is also the past Executive Vice President of Advocacy and Operations of AHIP, the trade association representing companies providing health insurance coverage in the United States. She holds a bachelor’s degree in political science from Boston College and a master’s degree in public policy from Georgetown University’s McCourt School of Public Policy where she served on the Alumni Board of Directors.
Alex Doonanco, CEO & Co-Founder, careCycle
Alex Doonanco is the founder and CEO of careCycle, where he's pioneering multi-agent AI teams that transform every stage of the Medicare beneficiary lifecycle. As agencies face the stark reality of losing 50% of their members annually, Alex developed careCycle's intelligent systems to handle everything from lead pre-qualification to post-enrollment care and renewal campaigns—all while maintaining a personal touch. His teams recently helped a leading FMO generate $2M in saved revenue by combining AI-powered pre-qualification with proactive member care. Alex is democratizing these enterprise-grade solutions to help agencies of all sizes deliver personalized, compliant care from first contact through renewal, saving licensed agents thousands of hours while dramatically improving retention rates.
Thomas Drapala, Director of RSSA Services, National Association of Registered Social Security Analysts
Thomas Drapala, RSSA, serves as the Director of Strategic Partnerships at RSSA, the leading provider of Social Security software and education for financial and insurance professionals. Tom is deeply committed to equipping agents and advisors with the highest quality education, technology, marketing, and support through the RSSA Social Security Program. He holds a Master’s degree in Financial Management from LIU Post and resides on Long Island with his wife and three children.
Adam Dugan, CEO & Founder, Versytech
Adam Dugan is a technology innovator and the founder of Versytech, specializing in advanced software solutions for the insurance industry. With a strong background in automation engineering and a passion for optimizing efficiency, he developed Agent Assist Pro—an innovative tool that streamlines Medicare appointment scheduling and Scope of Appointment form management. Committed to simplifying complex workflows, Adam creates cutting-edge applications that enhance productivity, allowing insurance agents to focus on building client relationships while reducing administrative burdens.
Greg Durkee, Director of Telesales & Retention, Priority Health
Greg is an accomplished professional with expertise in call centers, sales, and customer retention. Known for blending strategic vision with hands-on expertise, he drives sustainable growth through dynamic customer acquisition and retention strategies. His strong leadership and problem-solving skills have built high-performing teams across various industries. Starting in manufacturing, Greg developed a talent for streamlining operations and optimizing efficiency. A passionate customer advocate, he aligns customer needs with business goals to achieve long-term success.
Sean Egan, VP of National Sales, Oscar Health
Sean is the National VP of Sales and Growth Operations, responsible for oversight and distribution of Oscar plans across the country. Prior to Oscar, Sean held sales and leadership roles at both regional and national insurance carriers, with experience across ACA plans, employer sponsored coverage, and Medicare Advantage. Sean earned his Bachelor's Degree from Providence College, and a Master's Degree from Baruch College.
Brent Ehlers, VP, Sales & Marketing, Premier Marketing
Brent Ehlers is the Vice President of Sales and Marketing and has been a key component to the success of Premier Marketing since 2001. Brent oversees sales distribution for all divisions at Premier and has spent an extensive amount of time as a lead sales advocate, having trained countless successful marketing representatives. Numerous national sales campaigns have been launched as a result of his expertise and he has raised the bar for sales performance. Brent has also participated in several advisory councils to help make positive changes for Agents and carriers. Brent is a graduate of Wayne State College. He and his family reside in Norfolk, NE.
Brock Emery, CEO & Partner, Emery Insurance Group
Brock Emery is a proven business leader and entrepreneur with success across multiple industries. As CEO of Emery Insurance Group in the Greater Salt Lake City Area, he drives strategy, growth, and operations while leading a skilled team. Previously, Brock held leadership roles in technology and financial services, specializing in business development, sales, marketing, product management, and strategic planning. He has also played a key role in multiple startups, securing capital and scaling operations. Recognized for his leadership and entrepreneurial success, Brock has received numerous awards and remains dedicated to making a positive impact in his community.
Tyler End, CEO & Co-Founder, Retirable
Tyler is CEO and a Co-Founder of Retirable, the first-of-its-kind holistic retirement solution making financial management easy for everyday Americans. Tyler has nearly 15 years of experience at leading companies in the insurance and financial management industries. Before Retirable, Tyler worked as Head of Operations Expansion at PolicyGenius, expanding the company’s reach into new products — turning PolicyGenius into an industry-leading disability and P&C insurance distributor. Before working at PolicyGenius, Tyler worked as Wealth Management Advisor at prominent financial services organizations. As an advisor, Tyler played an integral role in helping clients define goals, achieve financial independence and retire with peace of mind. Through this work, Tyler has helped more than 10,000 people find the insurance they needed. Since founding Retirable, Tyler’s expert insights have been quoted in leading news outlets such as FOX Business, NY Business Journal, and MONEY. Tyler’s innovative approach to retirement planning has been mentioned in publications such as AlleyWatch, Forbes, and more.
Pete English, EVP & General Manager, Genie Energy Health
Pete English is EVP & General Manager of Genie Energy Health, and was previously at Senior Advisor at PEAR Health Labs. Pete brings over two decades of experience in the Medicare industry, including ten years with several national and regional Medicare health plans. Additionally, he founded an independent, Medicare-focused brokerage agency and has spent the last six years in the Healthtech SaaS space.
Dave Etling, SVP & General Manager, InComm Healthcare, InComm Payments
Dave Etling was InComm Payments' 40th employee and has held various leadership positions, including business development, sales, product management, and merchant services. Dave uses his broad knowledge of InComm Payments' technologies and services to establish deep and mutually beneficial business relationships with our customers that extend far beyond the basic delivery of stored-value cards into reward points redemption directly at retail POS, single-use digital coupons for specific retail SKU redemption and card-based, by-SKU affinity promotions. He has been a key asset to InComm Payments' growth over many years by improving product partner acquisition and successful retail launches of products for major industry leaders.
Guy Ezekiel, CEO & Co-Founder, Zorro
Guy is a seasoned executive with a deep passion for improving healthcare. Through his experience as CEO of multiple healthcare startups, an executive at Fortune 100 companies, and a Managing Partner of a dedicated HealthTech Venture Capital fund, Guy has developed a deep understanding of how to drive change in the industry. These experiences have helped him to develop a truly huge vision: to build a real game-changing company that will tackle affordability and access to care–the most fundamental problems in healthcare–at their root. Outside of Zorro, Guy is an avid cyclist, an ironman and a dad of four kids.
Cathy Fan, Head of Life & Health Product, Nassau Financial Group
Cathy Fan is a seasoned product leader with extensive experience in bringing innovative product to the market. She currently serves as the head of life and health product development at Nassau Financial Group, where she leads the company's Medicare Supplement product development and growth initiatives.
Brie Farmer, Chief Operating Officer, WellBe Senior Medical
Brie is a healthcare professional with a broad range of operational delivery experience, with special emphasis on helping provider organizations scale and systematize operations in order to best support the clinical team and outcome achievement. She is currently the COO of WellBe Senior Medical. Prior to joining WellBe, Brie served as Senior Vice President of Customer Onboarding and Integration at R1 RCM where she led the onboarding of over $30B in Net Patient Service Revenue and oversaw the integration of acquired entities into the broader R1 portfolio. Brie brings deep experience in process optimization and leveraging technology to achieve consistent value creation. She received her BAA from the University of Michigan and her MBA from the University of Chicago.
Tony Feijoo, CEO, New Health Partners
Tony's career in healthcare spans over two decades, beginning with his role as a marketing consultant for insurance companies. During this time, he was involved in a select team that launched the pre-ACA pilot program in Florida. This experience gave him valuable insights into the healthcare industry, where he identified a fragmented system plagued by data gaps and financial pressures that often failed to prioritize customer needs. Driven by a vision to transform healthcare, Tony founded his current company, intending to modernize the industry through integrating technology, process improvement, and a steadfast commitment to quality care. His company dedicates itself to reducing the financial burden of healthcare on American families and improving the overall delivery of care. By leveraging technology and streamlining processes, Tony aims to create a more efficient and effective healthcare system that prioritizes patients' well-being while also addressing families' financial concerns.
Austin Felch, VP of Operations, Applied General Agency
With over 6 years of dedicated service at Applied General Agency (AGA), Austin Felch, Vice President of Operations, is an integral force in shaping AGA’s compliance and operational excellence. A true industry expert, Austin, brings a wealth of knowledge and strategic insight, ensuring that both agent partners and internal teams operate within streamlined, efficient, and compliant frameworks. Renowned for his critical problem-solving abilities, Austin has a keen eye for identifying challenges and transforming them into seamless solutions. His proactive approach has not only strengthened AGA’s compliance initiatives but has also enhanced operational efficiencies, fostering a dynamic sales environment where agents can thrive. Austin’s unwavering commitment to excellence and innovation continues to elevate AGA’s standards, making him an invaluable leader and trusted resource within the organization.
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.
Henry Figueroa, VP of Sales, Spark Advisors
Vice President of Sales at Spark, passionate defender of the dignity of the human person striving to bring lasting value for independent brokers across the country.
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 33 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.
Sharon Fletcher, CEO & President, Birdsong Hearing Benefits
Sharon Fletcher is a highly accomplished three-time CEO with a history for being thrust into new businesses, quickly determining the leverage points, developing a plan to grow shareholder value, staffing the organization for success, and motivating the team to deliver. She has deep experience in the Healthcare sector and has demonstrated the same approach and results in industries ranging from technology, to consulting, and airlines. With over 18-years of managed care experience, she has served as the President of Fluent Health, a technology-enabled application platform delivering cost effective value to the healthcare sector. Fletcher holds a PhD from Northcentral University.
Mary Forey, AVP, Health Solutions, USAA
Mary Forey serves as product line leader for USAA’s consumer facing health insurance business with accountability for strategy, development, delivery and management of world class, highly competitive products. As one of the original architects of the USAA/Humana partnership to serve veterans with the Humana USAA Honor Plan®, Mary has a proven track record in product innovation, marketing and industry leadership with the plan garnering >50% market share among veterans. Mary joined USAA in 2003, having led in various marketing and experience roles across USAA and currently serves on the USAA Life Company General Agency Board. Mary has an MBA from the University of Texas at San Antonio and is an honors graduate of Texas Tech University, as well as a graduate of LIMRA/LOMA’s Wharton Strategic Leadership Experience program—Mary was nominated as part of the inaugural class. Mary resides in San Antonio, along with her husband, Bruce, and enjoys spending time with their grown sons, Jake and Zane. She is also active in their community, serving on the Junior Achievement of South Texas Board and Impact San Antonio, for which she has served on the grant review committee.
Michael Franks, SVP of Plan Product, Arizona Complete Health – Centene
Michael P. Franks is a seasoned healthcare and finance executive with extensive experience in profitable membership growth within highly competitive markets. He currently serves as the Senior Vice President of Plan Product at Arizona Complete Health – Centene, where he leads a management team with strategic expertise across the Western Region, including Arizona, Nevada and New Mexico. Under his leadership, the company has managed over $1 billion in Medicare Advantage revenue and $700 million in Marketplace revenue. Franks has a proven track record of forming strategic value-based partnerships to manage revenue, cost, and quality outcomes while enhancing care affordability. His expertise includes health plan operations, financial analysis, product development, network contracting, and Medicare quality programs. Throughout his career, Franks has held significant roles such as Senior Director at Banner Health, where he led risk adjustment and quality programs, and Medicare President Western Region at Humana, where he oversaw P&L for the Western Region Medicare, including Arizona, California and Hawaii. His efforts have consistently led to substantial financial performance improvements and membership growth.
Patrick Freuler, CEO & Founder, Audicus
Patrick Freuler is the founder and CEO of Audicus, one of the leading telehealth companies for hearing care and hearing aids. Patrick discovered the enormous cost and complexities of getting a hearing aid in America while working as a healthcare investor at Bain Capital. The issue of access to treatment hit home with Patrick on a personal level as well, with his grandmother’s own experience with hearing loss. In
2012, Patrick founded Audicus, on the simple principle that getting a high-quality hearing aid should be easy, accessible, and affordable. Since its launch, Audicus has saved consumers almost $100 million in aggregate healthcare costs, has conducted over 300,000 hearing screenings and has reconnected 10,000s of people with their loved ones. Patrick holds bachelor’s and master’s degrees in Aerospace Engineering from the Massachusetts Institute of Technology (MIT). Before Audicus, Patrick worked as a private equity healthcare investor at Bain Capital and as a strategy consultant at McKinsey. He was raised between Brazil, Switzerland and Spain.
Robert Garber, Managing Partner, 7wireVentures
Robert is currently Managing Partner of 7wireVentures, where he focuses on investments in digital healthcare and technology-enabled services that empower consumers to be better stewards of their health in today’s changing healthcare ecosystem. Robert has over 30 years of experience investing in, advising, and operating early-stage healthcare and technology companies and has co-managed five venture funds with $600M+ AUM. Before joining 7wireVentures, Robert served as Managing Director of Stratus Ventures and KB Partners where he led investments in early-stage healthcare and technology companies. Previously, Robert held key executive roles for three high-growth companies where he led operations, business development, and finance in the ecommerce and software industries. Robert received a Master of Business Administration degree from the Kellogg Graduate School of Management and a Bachelor of Arts degree from the University of Pennsylvania.
Gintautas Radvila Garsys, Regional Director, Medicare & Senior Products, IFC National Marketing
Prior to IFC I spent 7+ years as an independent agency owner doing all lines of business. In addition after that I spent 6+ years as a carrier representative in the small and large group market. If there are things or types of information you think I should add to this please let me know.
Mayra Garza, Head of Group Benefits Strategy & Retail Segment, Guardian
Mayra Garza has extensive experience across the insurance industry, focusing on strategy, business development, and product management. She has a deep understanding of large-scale transformations, including operating model strategy, organizational design, and change management, as well as supply chain assessments. In her current role as Head of Group Benefits Strategy and Retail Segment at Guardian, Mayra is responsible for the development and alignment of the company’s Group Benefits strategic priorities, capabilities, and value proposition while also leading Guardian’s Retail segment, which distributes individual health offerings such as dental, vision, and accident through a variety of channels. She holds a Bachelor of Arts from the University of Pennsylvania and an M.B.A. from Harvard Business School.
Marcelle Gathing, VP, National Strategic Accounts, Zing Health
Marcelle has 18+ years of experience in sales and account management in the healthcare industry with a focus on call center and national field distribution. During this time, he has consistently achieved record-high revenue generating goals, partner satisfaction, and bottom-line improvements. Joining the Zing Health team in 2023, Marcelle uses his progressive experience to manage call center distribution, implement strategic partnerships, and support key internal initiatives as Vice President, National Strategic Accounts. In this role, he interacts effectively with executive management as well as building productive and profitable relationships with valued clients, suppliers, vendors, staff, and all stakeholders. Prior to joining Zing, Marcelle was a National Sales Manager at Humana where he was responsible for sales and account management of key national distribution partners.
Charles Gellman, CEO & Co-Founder, HiDO Health
As the CEO and co-founder of HiDO Health, Charles Gellman is on a mission to improve millions of patient lives with AI assisted robotics. He is a data scientist, TEDx speaker, researcher, NIH grant reviewer, 100+ podcasts and filmed a documentary on the future of care. Charles is one of the top voices on AI assisted robotics, digital health, and the impact on care.
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!
Kris George, Founder & Co-Owner, ACA Academy & Next Step Insurance
Coach Kris, creator of the ACA Academy, is dedicated to training insurance agents across the country on the intricacies of the Affordable Care Act. With a passion for helping agents navigate complex situations, Kris believes in nurturing heart-centered agents who prioritize their clients' well-being. A successful agency owner, Kris has always focused on protecting clients from medical debt while educating them about their options. Recently, she expanded her focus to include training agents, aiming to empower them in safeguarding their clients' financial health.
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.
TJ Gibb, President, Medicare Part D, Humana
TJ has extensive experience in the insurance and healthcare industries. He has more than 18 years with Humana and currently serves as the head of the Medicare Prescription Drug Plan business and Low Income Newly Eligible Transition (LINET) program. These businesses serve millions of individuals and provide access to safe and affordable medications for seniors and other Medicare eligible populations. TJ leads the charge to help customers achieve their best health. Prior to his current role, TJ held an array of executive leadership roles for commercial employee benefits, retail insurance and healthcare organizations.
Syed Gilani, CEO & President, Safr Care
Syed Gilani is a visionary entrepreneur and the CEO of Safr Care, a pioneering healthcare technology startup dedicated to streamlining patient access through innovative transportation solutions. With over 30 years of experience spanning technology, healthcare, and global market expansion, Syed has led Safr Care to become a transformative force in healthcare transportation. Before Safr, he founded and grew companies in sectors including healthcare, education, and national security, leveraging his deep expertise across North American, European, Asian, and Caribbean markets. A graduate of Harvard University with advanced degrees in economics, finance, and international relations, Syed is also a contributing writer for Forbes, sharing insights on entrepreneurship and industry trends. Syed’s commitment to community development includes co-hosting the popular radio show Money Talk and More in the U.S. Virgin Islands and representing the American Asian business community at high-profile international events. He was honored as one of the 50 Outstanding Asian American Entrepreneurs by the AABDC in 2011. With a passion for mentorship, Syed frequently coaches young entrepreneurs and speaks at business forums, advocating for sustainable growth and innovation.
Chris Giuliani, CEO, Spring Venture Group
Chris, a dynamic and seasoned business leader, serves as the Chief Executive Officer (CEO) of Spring Venture Group. He joined the company in 2011 as the Executive Vice President, bringing his wealth of experience and expertise to drive growth and success. Chris was promoted to CEO in 2012. Since assuming this role, Chris has played a pivotal role in shaping SVG’s strategic vision, overseeing its day-to-day operations, and fostering a culture of innovation and collaboration. In addition, his emphasis on calculated growth and leadership development helped build the organization from 27 employees in 2012 to over 1300. Chris's dedication to innovation has led to substantial growth for SVG's three brands: Smart Match Insurance Agency, United Medicare Advisors, and the latest addition, SmartConnect. Under his leadership, Spring Venture Group has earned recognitions in Inc. Magazine’s Inc. 5000, Business Insurance’s Best Places to Work, The Kansas City Business Journal’s Fast 50, and earned Chris a place on Ingram’s 40 Under Forty list in 2014 and induction in the Ingram’s 250 in 2017, 2019, 2020 and 2021.
Timothy Glover, National Broker Sales Director, Elevance Health
Tim has been at Elevance Health (formerly Anthem) since 2013, As National Broker Sales Director, Tim is passionate about his role in partnering with agencies and agents to positively impact the lives of members. Living his life with the mindset that “good enough” is seldom neither good, nor enough, Tim thrives on developing relationships that lead to professional success, and better lives for the people we serve. When not working, Tim is an avid golfer, and has developed an online golf podcast and indoor simulator near his home in SW Virginia.
Jeffrey Grant, President & Founder, Schedule F Healthcare Strategies
Jeff Grant is the President & Founder of Schedule F Healthcare Strategies, offering consulting services in federal health programs, health IT, and government contracting. He uses Schedule F to place terminated CMS employees in private-sector jobs. With 30+ years of experience, he led the implementation of Medicare Advantage, ACA, and prescription drug payment policies. As Operations Director at CCIIO, he oversaw 600+ staff, ensuring millions enrolled in private health insurance. Jeff holds a BA from the University of Michigan, an MPA from George Washington University, and is a retired Navy Reservist.
Clelland Green, President, Benepath
Clelland N. Green, II, RHU, is the President of Benepath, Inc., a leading company connecting consumers and small businesses with trusted insurance agents through high-quality, exclusive leads. Under his leadership, Benepath has become a key player in fostering meaningful, one-to-one client-agent connections. An accomplished author and thought leader, Mr. Green's work has been featured in publications like Employee Benefit News and HR Executive. He holds a degree in Economics from Dickinson College and the RHU designation from The American College, blending strategic insight and technical expertise to drive innovation in the insurance industry.
Diana Greenberg, President, Total Financial & Insurance Services, Inc., A Simplicity Group Partner
Diana is a Partner at Total Financial Simplicity Group which was established in 1971 by her parents. As a seasoned professional in the insurance industry, she is known for her underwriting knowledge and expertise. She has spent most of her career finding new ways to improve processes and embracing change by adopting new technology. Diana serves as a board member on many advisory councils to some of the leading carriers. She serves as a board member of the National Association of Independent Life Brokerage Agencies. She was featured as one of the Top 20 Pioneering and Innovative CEOs in MYTECHMAG and Success Pitchers Magazine. She is recognized by the International Society of Female Professionals and inspires other females in the insurance industry.
Shaun Greene, Principal, Hoplite Insurance Services
After graduating West Point he commissioned as an infantry officer. After earning airborne and ranger qualifications, he served in the 25th Infantry at Schofield Barracks. He resigned his commission to attend Harvard Business School. He then joined Deloitte Consulting, serving clients in operations and logistics. He continued that work in corporate America, eventually discovering a passion for health insurance running operations for Extend Health. He continued that passion launching eHealth into Medicare and co-founding and leading the ACA Co-Op, Arches Health Plan. After Arches, he managed AgileHealthInsurance.com, the leading online seller of non-ACA health plans. He moved to Healthcare.com to build a national sales force and then transitioned to independent consulting, which led to the founding of the Insurance Marketing Coalition and his current executive role.
Jess Gronholm, Director of Wellness, Total Life
Jess Gronholm is the Director of Wellness at Total Life, the #1 teletherapy and health platform built exclusively for older adults on Medicare. Total Life provides virtual and audio-only therapy that’s covered by insurance—no tech skills required. It’s simple, effective mental health care that helps agents better serve clients who may be struggling. Clients in our wellness programs get daily mindfulness, yoga, journaling and impactful group classes. When your clients feel supported, your relationships get stronger—and that’s where Total Life fits in. Want happier, healthier clients who value you? Just mention TotalLife.com. Total Life makes mental health a reason your clients thank you.
Federico Guardia, President, Precision Senior Marketing
Federico Guardia is the President of PSM Brokerage, a prominent company based in Austin, Texas, United States. PSM Brokerage is dedicated to supporting independent insurance agents by providing a comprehensive suite of services, including Medicare, Life Insurance, Annuities, and ACA expertise. The company also offers elite carrier partnerships, marketing support, custom materials, advanced technology, sales strategies, and quality leads. Federico's leadership and contributions to the insurance industry have been widely recognized. In January 2023, he was inducted into the AmeriLife Hall of Fame, receiving the Lifetime Achievement Award. His vision and dedication have been instrumental in driving the growth and success of PSM Brokerage, making it a trusted partner for independent insurance agents across the country. Federico's commitment to excellence and deep understanding of the insurance market have positioned him as a respected leader in the industry. His focus on providing top-tier support and innovative solutions has helped countless agents achieve their business goals and better serve their clients.
Shaily Gupta, CMO & Co-Founder, Mabel
Shaily Gupta is the Chief Marketing Officer and Co-Founder of Mabel, a high-performing marketing channel for Medicare Advantage growth, used by 10+ payers nationwide. Mabel sends letters and emails on behalf of providers to their Medicare patients, routing patient leads to preferred broker partners or payer telesales. Mabel allows MA plans and their top-performing providers to compliantly execute personalized and segmented campaigns (T65, DSNP, CSNP, Retiring Soon, etc.) in multiple languages and at scale using providers' patient lists. Shaily has spent the last decade working in Medicare—as a payer, provider, and broker. In addition to launching Mabel with her husband, Abhas Gupta, MD, she advises other entrepreneurs against starting companies with their spouses. Shaily has a B.S. with Honors in Biomedical Engineering from Brown University.
Laura Dinan Haber, Innovation Brand Director, Nassau Re/Imagine
Laura serves as innovation program manager for Nassau Re/Imagine, Nassau Financial Group’s Insurtech and Retiretech incubator. She drives community and industry collaboration and sources innovative partnerships for the company. Her professional experience includes a background in investor relations, economic development, and marketing roles. She also serves as co-organizer of TEDxHartford.
Chris Hagerstrom, Executive Director of Communication & Training, Jack Schroeder & Associates
Chris Hagerstrom is the Director of Marketing Strategy at Jack Schroeder and Associates, LLC (JSA), a national Medicare-focused FMO. With decades of experience, he has played a key role in JSA’s growth by supporting independent agents and agencies in helping Medicare beneficiaries find the right coverage. As a registered continuing education instructor and expert in marketing and instructional design, Chris has been educating, training, and empowering agents since before the first Medicare Annual Enrollment Period in 2005. His deep market knowledge and passion for agent success continue to drive JSA’s mission of delivering top-tier support and resources nationwide.
Mario Haifa, VP of Consumer Markets, Aflac
"Mario leads Aflac’s Consumer Markets division with focus on Direct-to-Consumer products both
in the acicularly and Sr. Benefit space. Leveraging a wealth of knowledge in the insurance
marketplace, he began is career as an Aflac Sales Associate in 1999. Soon after, he held
various leadership roles in the field, eventually serving as Vice President of National Broker
Sales and Strategy, and Vice President of National Sales Training and Recruiting. He is a
graduate of St. Ambrose University with a degree in Criminal Law, and an MBA, also holding a
Certified Leadership Fellow from the American College."
Martin Haile, Chief Marketing Officer, Advantage Insurance Network
Martin serves as Advantage Insurance Network’s Chief Marketing Officer and is responsible for AIN’s overall business including wholesaling, recruiting, insurance company and distributor relationship management. Martin serves on the senior leadership team at AIN and has been with the organization for 17 years. During that time, Martin has played an integral role in AIN’s tremendous growth. Since Martin joined AIN in 2007, AIN’s Member Firm relationships and overall life insurance production have increased by a factor of five. Martin is an Eagle Scout and a graduate of the University of Redlands where he obtained his Bachelor of Arts Degree. Martin lives and works in Westlake Village, California. Martin and his wife Megan have two sons, Noah (13) and Owen (11), and a daughter, Riley (6). In his free time, Martin enjoys coaching little league, travelling, snowboarding, cooking and spending time with his family.
Chris Haire, VP & Actuary, Mutual of Omaha
Chris Haire is VP & Actuary for Mutual of Omaha’s Senior Health Solutions business unit. In that role, Chris oversees the profitable growth of the company’s Medicare supplement and senior dental products. Chris is involved in all aspects of the product management lifecycle including pricing, marketing, compliance, and rate management. Recently, he led the team supporting efforts to improve the underwriting process focusing on speed and quality of decisions.
Melissa Hall, CEO, The Hall Insurance Group
Melissa D. Hall is a prominent thought leader in the Medicare sector and the voice of female agents. She began her insurance career in college and has since guided thousands through her successful YouTube channel and innovative courses, including the Medicare Masters Academy, which trains agents in Medicare sales within 10 days. Passionate about building community engagement and media presence, Melissa empowers agents to connect with the senior community. She is also the owner of Hall Insurance Group, where her motto is “Everyone Matters.”
Jeff Halperin, Chief Risk & Compliance Officer, Amerilife
Jeffrey Halperin, AmeriLife’s Chief Risk & Compliance Officer, is responsible for administering the Company’s Risk and Compliance programs to ensure management is well-informed of enterprise and regulatory risks for AmeriLife’s diversified Health and Wealth Distribution businesses. He is an experienced legal and compliance professional with over 30 years of industry experience, serving as Chief Compliance Officer (CCO) for broker-dealers, investment advisers, insurers, and mutual funds. In Jeffrey’s current role, he leverages his extensive industry knowledge and leadership skills to bring a policy-based system of governance to AmeriLife’s operations. He is known for his engaging leadership style and ability to drive successful regulatory results through a metrics-driven, results-oriented approach.
Mike Hardle, Chief Revenue Officer, Agent Boost Marketing
Mike Hardle is the CRO and part owner of Agent Boost Marketing. Agent Boost is one of the largest independently operated FMOs in the Medicare and ACA space. Mike and his brother Dan (Agent Boost CEO), co-host the Agent Boost Podcast. A weekly podcast that functions as a behind the scenes tell all and talks in depth about industry trends and topics. Mike is an entrepreneur, adventurer, and fitness enthusiast. When Mike is not Running with the Bulls, swimming with sharks, or pushing himself physically, he is spending time coaching football or relaxing with his family!
Benjamin Harrison, Chief Revenue Officer, NCD
Ben Harrison, Chief Revenue Officer at NCD, is a seasoned executive in the insurance industry with over a decade of experience in driving revenue growth and product penetration. His expertise lies in strategic partnerships, market expansion, and product attachment. At NCD, Ben leads sales and business development, leveraging his deep understanding of the market to enhance the company's product offerings and customer base. Previously, while leading the D2C efforts for under and over 65 health insurance sales at National General and then Allstate, Ben demonstrated a proven track record in developing and implementing effective sales strategies that capitalize on cross-selling opportunities. Ben's insights and strategies have consistently resulted in increased market share and profitability.
Scott Hartlieb, Strategic Account Director, Best Buy Health
Scott leads sales and customer relationships for Best Buy Health’s Medicare Advantage and Medicaid solutions. In this role he helps health plans keep their members safe and connected using technology, allowing them to remain independent and healthy in their homes. He is proud of the work Best Buy Health is doing to enrich and save lives through technology and meaningful connections.
John Hedgecoth, Strategy & Program Development Director, Duals - SNP Management, Elevance Health
John Hedgecoth is a Strategy and Program Development Director for the Elevance Health enterprise Duals Strategy team, which is responsible for managing national and market-level Dual-Eligible plan strategic deployment and overall product guidance. Based on Des Moines, IA, he is a former Medicaid Program Director for the Elevance health plan in Iowa (now Wellpoint Iowa) and previously served as a Health Plan Policy Director and later Senior Advisor in the Office of the Governor.
Michael Henderson, Founder, Tapestry Insurance Group LLC
Michael Henderson is the Founder and CEO of Tapestry Insurance, LLC. He was raised on a ranch in Colorado and as an adolescent worked in the log home construction industry. Throughout this early time of his life, he learned a strong work ethic, important values, and developed significant skills in both the business and construction industry. As an adult, he earned a Bachelor’s degree in Business Administration while working full-time and raising his family. Always motivated to start a successful business, he opened a retail store and started a payroll business in Colorado. After relocating to Arizona and taking a short break he began working in the Medicare space and realized the need for an agency that cared about the community and its agents. Shortly thereafter he founded Tapestry Insurance Group, LLC in 2013. Michael’s goal started out to better help people to understand and obtain the Medicare Insurance Plan that best fit them. He continues to achieve this goal through his vast knowledge base of Medicare and all its intricacies. It is the result of Michael’s life experiences, as well as his desire to help the Medicare Community, that have enabled him to succeed and build an agency with a presence in all 50 states. He is proud to have this success in both his business and his family.
Gaylan Hendricks, CEO, Senior Security Benefits
Gaylan Hendricks is a trailblazing entrepreneur and CEO, known for her exceptional leadership and charisma. As the founder and CEO of Senior Security Benefits, she has forged a remarkable path in the health insurance industry. Since its inception in 2000, Gaylan has guided her company to unparalleled success, achieving sales of over $120 million in 2020. In a male-dominated industry, Gaylan's determination and pioneering spirit have set her apart. She has fearlessly risen to the top, breaking barriers and inspiring others along the way. With a philosophy focused on helping others rather than competing against them, Gaylan has become a beacon of empowerment and knowledge sharing. Beyond her role as CEO, Gaylan is a sought-after speaker at prestigious events, captivating audiences at 8% Nation, LeadsCon, Medicare Gurus Mastermind, and Ms. Medicare. Through her platform, Queen of the Bundle, she coaches and guides industry professionals, providing personalized support through private training sessions, training videos, and a vibrant social media presence. Gaylan has built a thriving community of followers, all eager to benefit from her wisdom and experience.
John Henson, Attorney, Troutman Amin LLP
John Henson joined TroutmanAmin in 2024. Prior to joining the firm, John was General Counsel at ConsumerAffairs.com where he led the Legal, Compliance and Talent and Culture since 2021. Previously, John was at LendingTree for six years, where he assumed a variety of roles including Vice President of Compliance, Interim General Counsel, and Assistant General Manager of LendingTree’s Mortgage vertical. John focuses on lead generation compliance around TCPA, UDAAP, and FTC and CFPB regulations. John lives with his wife and 3 children in Birmingham, Alabama, where he spends his free time barbecuing, watching college football and golfing.
Peter Hershon, SVP Account Services, Coventry
Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 20 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.
Grant Hoffman, CEO, ConnectureDRX
Grant Hoffman is the CEO of ConnectureDRX, a software provider of innovative, compliant and trusted Medicare enrollment and drug transparency technologies for health plans and health insurance agencies. Grant leverages decades of healthcare software leadership experience to support a team that empowers seniors to make informed and confident coverage decisions while reinforcing the members’ relationships with their trusted plans and agents. Grant holds a BA and an MBA from the University of North Carolina at Chapel Hill, and resides in Durham, NC with his wife and three children.
Paul Hoffman, VP of Corporate Development (M&A), AmeriLife
Paul Hoffman is a highly accomplished professional with extensive experience in Mergers and Acquisitions (M&A) and strategic planning across consulting, investment banking, and corporate development. He is a key figure in M&A and Strategy at AmeriLife, a company renowned for significant acquisitions such as Crump Life Insurance Services. His career has been marked by notable achievements, including international projects in Canada, China, and the U.K.
Shawn Holt, Chief Revenue Officer, Bloom Insurance
Shawn Holt brings more than 25 years of experience to the health insurance industry. A seasoned executive, Shawn has a proven track record of driving revenue growth and scaling organizations within the Medicare and ACA sector. Shawn is a Co-Founder of Focused Health, a Medicare Advantage and ACA-focused distribution agency acquired by Bloom in 2024. Prior to building Focused Health, he served as Chief Sales Officer at Centene Corporation, a Fortune 25 company, and was CEO of Meridian, Medicare. His extensive experience in health care sales, combined with his ability to build and lead high-performing teams, positions him as a key strategic leader for Bloom’s continued growth and innovation. Shawn lives in Charlotte, North Carolina with his wife Lucy.
Cristin Hopkin-Bishop, Chief Operating Officer, The Brokerage, Inc.
Cristin's journey into the insurance industry began in 2007 when she obtained her Texas Health and Life insurance license. Embracing the opportunity to contribute to the family legacy, she joined The Brokerage, Inc., where she now serves as Chief Operating Officer. In this role, Cristin is responsible for overseeing ongoing business operations, coordinating with managers and departments to achieve objectives and goals, and establishing policies that promote company culture and vision.
Michael Howard, President, Howard Insurance Corporation
Howard Insurance LLC is an IMO agency solely focused in the life and health insurance space. Founded in 2013, we have been one of the largest insurance agencies in south Florida specializing in u65 life & health distribution. Whatever the case may be, a one stop shop who is prepared to anticipate and solve every need an agent has is invaluable. Having a diverse option of carriers which your agents or agency can provide to clients is one of the most important tools that leads to long term success. Howard Insurance LLC bridges the gap between agents, carriers, and industry partners, providing the resources and support you need to grow and thrive in an evolving insurance marketplace. We are able to connect you with top rated carriers in the country so that you can offer your clients the products and services they need and most importantly deserve.
Mark Hunter, Founder, Living Solutions
Mark Hunter, Founder of Living Solutions, specializing in alternative senior housing and care solutions. With over 44 years of innovation and business experience, Mark has a proven track record of developing innovative solutions. At this event, Mark will be presenting ppod his latest innovation, which aims to change the way we provide housing and care to our aging population. ppod reflects his commitment to the aging population. Mark has previously appeared on QVC, exhibited at Disney World, and received a Thomas Edison award for his ppod innovation. Outside of his professional pursuits, he enjoys a good saddle horse riding the trails of Western Wyoming.
Gabe Isaacson, Partner, McKinsey & Company
Gabe Isaacson is a Partner with McKinsey. Based in Pittsburgh, Gabe is a leader in the Medicare practice, serving payers, brokers, providers, and investors on topics across the Medicare value chain, with a specific focus on Medicare strategy, distribution, and product topics.
Benjamin Isgur, VP, Thought Leadership, Fidelity Health
Ben has spent more than 30 years as an advisor and spokesperson for business leaders, policy makers, and organizational decision makers in the U.S. and globally. Prior to joining Fidelity Investments, he founded a health research institute for a global consulting firm, where he led a team of industry experts, policy analysts, and economists developing original and independent thought leadership. Ben also developed health policy as a legislative director in the Texas House of Representatives and as a government relations officer for the City of Austin. Ben received a master’s degree from the LBJ School of Public Affairs at the University of Texas where he was a U.S. Department of Defense fellow. He is a fellow with the American College of Healthcare Executives and serves as a board member for multiple health-related not-for-profits.
Chalen Jackson, Compliance Officer, McNerney Management Group
As a Key Accounts Specialist with Senior Marketing Specialists, Chalen works with top-performing agents and agencies to establish and execute strategic growth programs to help them reach the next level of their success. By working closely with agents to uncover market trends, highly specific opportunities, and a path for growth, he enhances partnerships through mutual triumphs. As Compliance Officer, he ensures that agents are in the know on compliance and regulatory changes as well as developing tools to help them remain effective in the current oversight environment. You can find Chalen’s work in national industry publications and as a sought-after speaker at events around the country, working to educate agents on how to grow their business no matter what regulatory hurdles may pop up. Chalen currently serves as the President of Missouri NABIP and on the National Medicare Advisory Group for NABIP. When he is not wading through regulatory jargon or helping agents find their path to success, you can find him hiking or fishing with his wife Julia and son Theodore in the woods and waters of Central Missouri.
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.
Ray Jang, Principal, Primetime Partners
Ray Jang is a Principal at Primetime Partners, a leading venture capital firm focused on innovative solutions for America’s aging population. He joined the firm in 2020 and is responsible for sourcing and managing early-stage investments that align with its mission to revolutionize the aging and longevity sectors. Before joining Primetime, Ray was an investor at Rex Health Ventures, the corporate venture arm of UNC Health System, where he focused on healthcare IT, medical devices, therapeutics, and diagnostics. Ray also founded Edu-MD, a venture-backed healthcare startup that provided continuing medical education to physicians across Asia and was acquired by IMD Marketing in 2015. He holds an MBA from the University of North Carolina's Kenan-Flagler Business School and earned his undergraduate degree in Biochemistry and Economics from the University of California, San Diego.
Cherie Jelinek, PACE Senior Director of Center Operations, Central Valley PACE
Cherie Jelinek is a healthcare operations leader and Senior Director of Center Operations at Central Valley PACE. With experience in operational management and revenue cycle optimization, she improves care for medically complex and underserved seniors. Over two years, Cherie has led initiatives to boost referrals into the PACE program while ensuring participant-centered, compliant, and efficient services. Before joining Central Valley PACE, she focused on financial reporting, accounts receivable optimization, and analytics in Revenue Cycle Management. She holds a Lean Six Sigma Black Belt, reflecting her commitment to continuous improvement and data-driven decisions, and is pursuing a Bachelor’s in Business Administration.
Andrew Jenkins, SVP – Life, Accident, & Health, Gallagher Re
Andy Jenkins is a broker representing the Life, Accident, and Health team at Gallagher Re in Portland, Maine. With over 18 years in actuarial and leadership roles, Andy specializes in reinsurance and actuarial work in the Senior Health market. Previously, he served as Chief Actuary at a large reinsurer, managing a reinsured block of life and health products with a Medicare market share exceeding $900 million in direct annual premium. Andy holds a BA from Colby College and an MS from Boston University, with FSA, MAAA, and CERA designations. When Andy is not in the office, you can find him either coaching youth sports or chasing anything that swims with a fly rod.
James Jiang, CEO & Co-Founder, Spark Advisors
James Jiang is the CEO and cofounder of Spark, where he leads strategy and growth. James spends his time building and nurturing partnerships with leading Medicare agencies across the country and guiding Spark's executive team. He is deeply proud of Spark's commitment to creating industry-leading technology and services, empowering independent agents and agencies to build the businesses of their dreams.
George Kalogeropoulos, CEO, HealthSherpa
George Kalogeropoulos co-founded HealthSherpa in 2013 with the aim to help every American feel the comfort and security of having health coverage. Since then, HealthSherpa has become the largest and fastest growing marketplace for individual health plan coverage in the United States, with over 65,000 agents using HealthSherpa. Prior to HealthSherpa, Kalogeropoulos founded OpsCost and RentMetrics and worked in trading and portfolio construction at Bridgewater Associates. He is a graduate of Yale University and a native of Athens, Greece.
Joe Kanatzar, Medicare Growth Executive- Government Programs, Blue Cross Blue Shield of North Carolina
Joe Kanatzar has more than two decades of Medicare and Commerical experience in both start up and optimized environments. Prior to transitioning to the insurer space, He spent 10 years as a local and national distributor of a variety of insurance products. Previously, he was the Chief Growth & Strategy Officer for Clear Spring Health responsible for product design, retention, operations and sales efforts, resulting in record results. Currently, he is the Medicare Growth Executive- Government Programs, overseeing P&L focused strategies for retention, growth, and distribution across all Medicare products. Most recently, the team delivered a 200% YoY increase in sales volume during AEP, with retention and persistency rates exceeding industry benchmarks. He also spent several years with Florida Blue, Aetna, Humana and Centene developing product and Medicare capabilities. He received his Bachelors from Morehead State University and MHA from Ohio University.
Steve Kaplan, Chief Legal, Compliance, Privacy Officer, HealthPlanOne, LLC
Steve has more than 20 years of experience guiding entrepreneurial businesses of all sizes in a variety of risk management disciplines including Legal, Regulatory Compliance, and Privacy. After completing his Juris Doctorate at Emory University School of Law in Atlanta, GA, he focused his career facilitating sensible growth within Healthcare, Technology, and Financial companies. In 2008, Steve joined Connextions, a technology and business services partner to the healthcare industry, where he developed and scaled their risk management methodology before guiding the Connextions through its sale to Optum. In addition to his roles in legal and risk management, Steve has held executive operational positions in several growth organizations. Steve serves as HPOne's General Counsel and Privacy Officer.
Dror Katzav, CEO, Atidot
Dror Katzav is Atidot CEO & Co-Founder. Prior to co-founding Atidot Software Inc. Dror completed an 11-year career as a Team Leader & Project Manager with an elite IDF (Israeli Defense Force) Unit, leading state of the art technology development in Intelligence. In that unit, Dror led teams in Artificial Intelligence (AI), data solutions, and information sciences. Dror is an experienced data scientist who has consulted for many startups. He obtained a Bachelor of Science degree in Physics and Mathematics from the Hebrew University of Jerusalem in 2008 and a Master of Science degree in Management Sciences and Information Technology from Tel Aviv University in 2013. Dror is married, a father of three adorable girls, and resides in Palo Alto, California.
Jeffrey Kee, Chief Compliance Officer, Multi-Carrier Solutions, CVS Health/Aetna
Jeff has over 20 years of knowledge and experiences working as an attorney in the ever-evolving space of Medicare compliance. He’s seen it all working at CMS, a PBM, a national Medicare plan and current an FMO. In his free time he loves RVing and playing tennis with his wife and 2 kids (in the NW suburbs of Chicago).
Bryan Keeven, Affiliate Partnerships, Health Distribution, AmeriLife
Bryan Keeven is a distinguished healthcare sales and operations executive with 30 years of experience in the industry. He is pivotal at AmeriLife, leading wholesale affiliates across the Life & Health space nationwide. Bryan is renowned for his exceptional business acumen, analytical insight, keen sense, and ability to turn data into insights and deliver value to the business, which drives a positive leadership experience, growth, and cost-effectiveness. He has also been a licensed producer since 1996.
Dave Keller, President, INSXCloud
Dave Keller has over 35 years experience in the insurance industry. Keller is the president of INSXCloud, an Enhanced Direct Enrollment ACA platform that serves producers, agencies, carriers and affinity groups. INSXCloud has participated in the ACA every year since 2014. In addition to his role at INSXCloud, Keller also serves as the president of IHC Specialty Benefits, the insurance agency that supports INSXCloud users.
Patrick Kelly, CEO & Co-Founder, Signal Advisors
Patrick Kelly is the CEO and co-founder of Signal Advisors, where he leads the mission to empower independent financial advisors in helping every American achieve a secure retirement. With over 20 years in the financial industry, Patrick’s experience spans roles as an investment advisor, financial representative, and entrepreneur. In 2012, he founded his first company, RepPro, which he later sold to RetireUp in 2018, where he then served as EVP of Business Development. In 2020, Patrick launched Signal Advisors to transform the financial advising landscape. His leadership philosophy is grounded in relentless curiosity, a client-first mindset, and a commitment to constant improvement. Under his guidance, Signal Advisors is pioneering solutions that make financial advising more accessible, efficient, and impactful for advisors and their clients.
Ryan Kimble, President of Integrity Health, Integrity
Ryan is the President of Integrity Health and a Managing Partner at Integrity. Ryan is responsible for leading Integrity’s Health division, ensuring that revenue and production goals are met. Additionally, he plays a key role in managing relationships between Integrity’s distribution and carrier partners. Utilizing his deep expertise, he designs and implements strategies to advance Integrity’s mission to help all Americans prepare for the good days ahead. Ryan enjoys spending time on his farm where he raises cattle. He also enjoys spending time with his family.
Chris Kleisner, Regional Director, Medicare & Health, IFC National Marketing
With 25 years of experience in Health Insurance, my journey from a 1099 agent to Manager Sales Support has honed my expertise in go-to-market strategies and critical thinking. I’ve led efforts to streamline sales processes, ensuring agents consistently exceeded targets. The skills acquired through roles in direct sales, sales support, training, and marketing, has empowered me to navigate the complexities of healthcare with innovative solutions. At IFC, I’m laser focused on helping agents supercharge their marketing and lead generation efforts, while growing their new business, and maximizing retention. I live near Madison WI and ready for a quick chat!
David Kline, PDP Growth Leader & Senior Business Advisor to the Medicare Chief Growth Officer, Cigna
Dave brings strategic whiteboard concepts to life. At Cigna, he re-launched the commissionable PDP business and provides strategic insight and guidance on the full Medicare product portfolio. Prior to Cigna, Dave was leading transformational change and the development of new services, broker tools, and solutions at CVS within its Medicare units (SilverScript and their Medicare Diversified Distribution Business). The broker community views “Part D Dave” as a leading Medicare PDP knowledge source, thought leader, and engaging trainer. Dave has a collection of master’s degrees including an MBA from Columbia University, an MA in Health Public Policy from the University of Chicago, and an MSc in Health Economics and Policy from the London School of Economics. This foundational knowledge helps him better understand the social determinants of health. While Dave lives in Scottsdale, Arizona, you have a really good chance of finding him at a P.F. Chang’s whenever he is traveling on business.
Sheila Krocak, Senior Director of Commercial Strategy, Best Buy Health
Sheila Krocak is the Senior Director of Commercial Strategy at Best Buy Health. In this role she leads growth and customer success for payers, government programs, and senior living. Sheila has a wealth of experience in developing solutions to connect aging populations with technology and support to improve their overall health and wellbeing. Prior to joining Best Buy Health, Sheila had growth roles at 7.ai and SupportSpace.
Danielle Kunkle-Roberts, Founding Partner, Boomer Benefits
Danielle is the co-founder of Boomer Benefits, a health insurance agency that helps baby boomers and seniors navigate Medicare in 49 states. She is the author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, which has sold more than 50,000 copies. Named the 2019 Health Insurance Advisory Firm of the Year, her agency has more than 1 million social media followers and over 25,000 five-star reviews online. She is a past president of the Fort Worth chapter of the National Association of Benefits and Insurance Professionals and currently serves NABIP as the chair of the Medicare Advisory Working Group.
Ashlyn Lackey, Director, Innovation Strategy, Prudential
Ashlyn Lackey is a Director on the Emerging Technology team. In her role, she partners with business units to identify compelling technologies and startups for potential partnership. Outside of work, Ashlyn mentors for Global Insurance Accelerator and RevTech Labs, two accelerators in the insurtech ecosystem, and serves as the community manager for Women in Banking, Finance, and Fintech. She also volunteers for the Bay Area chapters of New York Women in Fintech. Ashlyn recently was named to Innovate Finance’s Women in Fintech Powerlist for her involvement in the fintech ecosystem
Lisa LaMagna, Strategy Lead, Generations Now
Lisa LaMagna is the Strategy Lead and CEO of Generations Now, a Sales, Enrollment and Marketing Consulting firm specializing in PACE. She works closely with inside sales and field enrollment teams to evangelize PACE to consumers and referral partners. Generations Now runs Age in Place Health, a website that educates consumers about PACE and earns an inside view on consumer attitudes about PACE compared to other healthcare plans.
Sonya Larson, Director of Program Development, Connectiv
Sonya Larson has 19 years' experience developing major events and programs, including directing GrubStreet's national creative writing conference, which was named "the best writing conference in North America" by The Writer Magazine. She lives with her husband and daughter in New York, loves running, and writes fiction, including work that's appeared in Best American Short Stories and awarded the Literarature Fellowship from the National Endowment for the Arts.
Dr. Makayla Lavender, Assistant Professor, University of Nevada, Las Vegas
Professor Lavender's research interests center around how people respond to public insurance and health policies. She has analyzed how Medicaid and Marketplace eligibility under the Affordable Care Act affected insurance enrollment, pregnancies, and labor decisions. She has also researched changes in advance care planning within Medicare. Beyond her research, she is passionate about health insurance literacy.
Jean Lentsch, Compliance Officer, Western Asset Protection
Jean Lentsch is the epitome of compliance professionalism. With 30+ years in the insurance industry, over 25 of those being in the compliance realm at the carrier level, she is an advocate of agents and agencies as well as carrier/provider group partners. Her knowledge of the insurance regulatory requirements, standards, laws and policies, plus assessments of all existing and new regulatory changes as well as management of Western Asset Protection’s internal policies and standards is just the tip of the iceberg of her scope of work. She is a true compliance resource to many colleagues in the industry
Michael Levin, SVP of ICHRA, HealthSherpa
Michael is the Senior Vice President of ICHRA at HealthSherpa, where he leads the strategy and execution of Individual Coverage Health Reimbursement Arrangements (ICHRA). Before joining HealthSherpa, Michael founded and served as CEO of Ideon. A self-described "benefits geek," he is deeply passionate about driving the shift in employee benefits from defined benefit plans to defined contribution models, with a focus on creating innovative, impactful solutions for both employers and employees.
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.
Alexander A. Liebergall, JD, MPH, Director of Compliance, Ideal Concepts, Inc.
"Experienced Compliance Director and Compliance & Privacy Officer with a legal background and demonstrated history of working in the healthcare, Medicare, and health insurance industry. Skilled in Legal Analysis, Policy Development and Implementation, Regulatory Analysis, Management, Leadership, and Public Speaking.
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Ian Lim, CEO & Founder, Aviator
Ian is the Founder and CEO of Aviator, a telehealth platform to connect patients with a personal healthcare advocate and AI copilot. His caregiving journey began a decade ago when his mother experienced multiple strokes, igniting his passion for transforming senior care through technology. Ian holds a Bachelor's degree from Stanford University, where he studied Computational Neuroscience and spent several years doing research with Stanford Medicine on brain computer interfaces and the intersection of AI and digital health.
Dan Loveless, National Growth Director, Empower Brokerage, Inc.
With 25 years in the insurance industry, Dan Loveless has served in roles from producer to corporate leadership. With a genuine passion for providing real solutions and making an impact on the lives of both clients and industry professionals, Dan has spent much of his career in distribution development with a focus on growth. Dan discovered early in his career the incredible impact advisors can have on those that need their services the most and the tremendous opportunity that the profession brings to those looking to make a difference while enjoying the rewards this industry provides.
Jonathan Lowe, Director of Health Plans Sales & Account Management, Baylor Scott & White Health Plan
Jonathan Lowe is the Director of Health Plan Sales for Baylor Scott & White Health Plan, part of the largest Non-Profit Health System in Texas, and one of the largest non-profits in the country. He is responsible for the day-to-day operations of the Commercial (Large & Small Employer Group) and Medicare Sales Divisions, covering three expansive divisions and thirty-five direct reports. Jonathan comes to BSWHP with 20 years’ experience in Medicare, Medicaid, and Large Employee Group experience. He has worked with Fortune 6 companies and large National Carriers, responsible for the growth, business development and go-to-market strategies for multiple product lines. In addition to his payer experience, Jonathan has worked closely with Value-based Providers and played a key role in launching medical centers in underserved communities across Houston, Dallas, and San Antonio, improving access to critical healthcare. Prior to working in the Managed Care and Health Insurance industry, Jonathan worked in the medical field, to include 4 years in Organ & Tissue Transplantation.
Greg Marion, SVP Health Products & Services, AARP Services Inc.
Greg Marion is Senior Vice President of Health Products and Services at AARP Services Incorporated (ASI). In this role, Greg is responsible for the strategic direction and growth of ASI's health products and services portfolio that represents more than 10 million individual consumer relationships across health insurance, healthcare delivery, and caregiving services. Greg brings a long track record of driving profitable growth to this role with more than 20 years of prior industry experience which includes most relevantly his senior leadership roles at USAA, where he built out the health products business as well as head of corporate strategy.
Dennis Martin, President, Individual Life & Financial Services, OneAmerica Financial
Dennis Martin serves as president of Individual Life and Financial Services at OneAmerica Financial SM , and he leads the organization’s Life Insurance, Annuity and Asset-Based Long Term Care businesses. An authentic and adaptive leader, Martin has a proven track record of success across many facets of the insurance and financial services businesses. He is passionate about the mission of the Life Insurance and Long-Term Care industry, and he’s committed to creating a transformational environment to elevate its impact on customers, distribution partners and associates. Martin actively drives positive change in the insurance industry. He is currently chair of the Life Insurance Advisory Board for the Life Insurance and Marketing Research Association (LIMRA), and very engaged with distribution associations, including FINSECA and NAIFA. Martin graduated from the University of Manitoba with a Bachelor of Science degree in Statistics and Actuarial Science. He is a Fellow in the Society of Actuaries and Canadian Institute of Actuaries, and a Member of the American Academy of Actuaries.
Julie Mason, Founder, Mason Medicare Advocates
Julie Mason is a 35-year veteran in the Medicare industry, first serving 20 years at the Centers for Medicare and Medicaid Services (CMS), overseeing Medicare Advantage plans. She left Federal service to form three consulting firms, including Integritas Medicare, which provides compliance and operational consulting services to Medicare plans and their contracting entities, and Mason Medicare Advocates, which provides Medicare advocacy and consulting services to Medicare beneficiaries and their caregivers. Her combined experience as a Federal regulator, a consultant to corporations, and an advocate for Medicare beneficiaries provides Julie a unique and long-range perspective on the Medicare program.
Micah Mathews, VP of Marketing, Messer Financial Group
Micah Mathews is the Vice President of Marketing at Messer Financial Group, Inc. He is responsible for servicing, developing, and recruiting new and established call centers for all lines of health and life insurance. Micah joined Messer in 2015 as a marketer. Prior to working for Messer Financial, he worked as an account executive for a major health insurance carrier, CoventryOne, focusing on individual health insurance which later became the Affordable Care Act. He has been in the individual health space since before the inception of the ACA and before that, worked as a field agent with New York Life selling life and annuity products. He has been on all sides of the insurance industry from being a field agent, to account executive with a national insurance carrier, to the Vice President of Marketing with a National FMO. He has over 15 years of experience in the Insurance industry with a vast knowledge of all health and life products. Micah lives in NC with his loving wife and soon to be 12-year-old daughter. He enjoys playing golf, basketball, bowling, creating video content for his aspiring content creating daughter and attending her dance recitals.
Mike Mathweg, Consultant, Relentless Consulting
Mike Mathweg is a seasoned entrepreneur and founder of Relentless Consulting, where he helps insurance agency owners structure, scale, and sell their businesses. After being fired from a corporate job, Mike discovered his entrepreneurial spirit and entered and exited the insurance industry for multiple millions before age 30. Drawing from his own journey of transformation, including becoming an Eagle Scout and named to the 40 Under 40 Class of 2024 by In Business Magazine, Mike now mentors agency owners to achieve both financial success and lifestyle freedom. His direct, no-nonsense approach emphasizes self-determination and relentless pursuit of goals while maintaining work-life balance.
Blake McCoy, Executive Director Health, The Baldwin Group
Baldwin Risk Partners welcomed Blake McCoy to their team in August 2020 following their acquisition of his companies. As of 2023, Blake is the Executive Director, Health. With over 20 years of experience in the Medicare industry, Blake has managed every aspect of the business including building an FMO and a captive channel business. He believes that an appreciated and knowledgeable team can achieve great things together while having fun. Outside of work, Blake enjoys traveling with his family, exploring new cultures, taking his Jeep offroad, and spending time with their animals. Baldwin Risk Partners is the parent company of Guided Solutions, and is headquartered in Tampa, FL, with a sales hub in Charlotte and 20+ offices nationwide. BRP is an award-winning, entrepreneur-led, and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams.
Dwane McFerrin, SVP, Medicare Solutions, Senior Market Sales
As Senior Vice President, Med Solutions, Dwane McFerrin, CLU®, CFP®, RHU®, CLTC®, LLIF, has helped position Senior Market Sales® (SMS) as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excess of 725,000 new business applications into Medicare-related products annually. Dwane has more than 30 years of experience in executive-level positions in the insurance industry. Prior to joining SMS, he was Vice President of Marketing at Mutual of Omaha and a Senior VP of Agency at Physicians Mutual Insurance Company. He has a strong background in the senior market, sales management, association and worksite marketing, client development and lead generation. In 2020 the Omaha Association of Health Underwriters (OAHU) selected Dwane its Underwriter of the Year Award recognizing distinguished service to the association and the industry. McFerrin served as Chair for seven years on NAHU’s Medicare Working Group, served a two-year term on the Omaha AHU Board of Directors and currently serves on NAHU’s mental health task force and prescription drug task force.
Robert McFillin, President, Medicare Choice Group
Robert is the Founder and President of Medicare Choice Group, an organization specializing in employer focused, Medicare education and transition services programs. With 20 years of experience across group health plans and government programs, Robert’s expertise in adding Medicare education to HR service offerings has given him the opportunity to work extensively with employer groups, group benefit brokers, wealth managers, associations and health plans nationally.
Mindy McIntosh, Owner, McIntosh & Associates
Mindy McIntosh is a seasoned, IRMAA-certified financial advisor and founder of McIntosh & Associates in Freeland, Michigan. Since 2002, she has championed a "family first" philosophy, leading her team with the FOCUS Wealth Plan. This plan integrates future income planning, investment optimization, comprehensive tax strategies, healthcare understanding, and strategic legacy planning. An active community member, Mindy teaches financial literacy and serves on the Freeland Community Chamber of Commerce. She authored "Cultivate Wealth" and regularly shares her retirement planning expertise through various media, helping clients secure fulfilling retirements.
Marti McLeish, National Sales Leader, Legacy Marketing Group
Marti has over 23 years of experience in the financial services sector, spanning operational excellence, sales and strategic leadership, recruiting, training, and personal production. Her diverse background provides a unique, well-rounded perspective on the industry, allowing her to understand it from all angles. Currently, Marti serves as the National Sales Leader for Legacy Marketing Group.
Brendan McLoughlin, President, e123
Brendan McLoughlin, President and Chief Marketing Officer, has over 30 years of professional experience, with deep experience in executive leadership, product innovation, and data-driven marketing and sales strategies. Prior to joining Enrollment123, he served as interim CEO for Beauty Quest Group and CEO of Learner’s Digest International (LDI) after the company’s acquisition by Wolters Kluwer. In this role, Brendan led the digital transformation of the company into a technology-enabled provider of mobile medical education. Prior to LDI Brendan was the GM of Consumer Products at Discus Dental, a medical device company owned by Phillips, and was previously VP Marketing at Teleflora and a Group Product Director at Johnson & Johnson. Brendan has a B.S. from Virginia Tech in Decision Science and an MBA from The Wharton Business School.
Sam Melamed, CEO, NCD
Sam Melamed is the infectiously positive CEO and Chief Insurance Nerd at NCD, building and distributing supplemental dental and vision insurance products for the Senior market. Sam is also the founder of Insurance Forums and an investor in Insuretech Connect, The Medicarians Conference and a number of healthtech and insuretech startups.
David Milligan, SVP of Sales, Alignment Health Plan
David has 25 years’ experience in the Medicare Advantage industry. He has worked in the areas of member retention, compliance, and marketing but most of his tenure has been in sales leadership. He has led significant growth at organizations such as PacifiCare/Secure Horizons, Bravo Health, SCAN Health Plan and now Alignment Health where he is the SVP of Sales for CA. He holds Bachelors and Masters degrees in Business.
Oscar Mink, Principal, Maple Mountain Insurance Services
Oscar has been in the insurance business for 38 years. Whether it is life, health, home, autos, toys, or commercial, you can bet that he will take care of you. With multiple professional designations and ranked as an expert by Federal Marketplace for 2 years in a row, Oscar knows insurance.
Abhishek Mohanty, CEO & Founder, CareFlick, Inc.
Abhishek Mohanty is the Founder and CEO of Careflick, where he has built human-like AI companions to tackle the growing loneliness and social isolation among seniors. A 2x founder with 7+ years of experience scaling a senior living startup in India to acquisition, Abhishek deeply understands the gaps in senior care. Inspired by his father’s struggle with loneliness, he is committed to helping seniors age independently. Backed by a team with 40+ years in healthcare and 200+ AI projects delivered, Careflick is redefining senior care through AI.
JC Moreno, National Sales Director, ACA, Amerilife
Juan Carlos (JC) Moreno is AmeriLife’s National Sales Director for the Affordable Care Act (ACA). Moreno comes to AmeriLife with over 20 years of business and sales experience, most recently at Elite Health Insurance. He served as sales and business development director with this ACA-focused health insurer. Before Elite, Moreno held various business consultant and sales leadership roles, including territory sales manager and general manager for the Under 65/ACA division at the insurance consumer solutions platform Assurance IQ.
Tony Morrison, National Sales Manager, Foresters
Tony has over three decades of leadership experience in life insurance and annuities, with a proven track record of driving growth, innovation, and operations. Tony has held key leadership roles with numerous companies and is currently an AVP and National Sales Manager at Foresters Financial, focusing on strategic initiatives to build strong relationships in the growing middle market.
Ryan Murchie, CEO, Ryan Murchie & Associates
Ryan and his family are based in Denver, Colorado, where he has built a distinguished career in the insurance industry. He spent years at Jack Schroeder and Associates (JSA), refining his expertise and expanding the agency’s presence before opening a satellite office in Denver. With over 15 years of experience, Ryan founded RMA, now one of Colorado’s largest independent Medicare brokerages. His expertise covers Long Term Care, Final Expense, and all Medicare products. Dedicated to agent success, Ryan continues to support independent insurance agents nationwide, helping them navigate the industry and grow their businesses.
Woodrow Myers, Managing Director, Myers Ventures
Woodrow (Woody) Myers MD MBA is a physician and a nationally recognized leader in public health, the development of medical quality initiatives and advanced healthcare management programs. As Managing Director of Myers Ventures LLC, he has coupled his passion for the highest standards of patient care with those of healthcare management. He is a Master of the American College of Physicians was elected to membership in the National Academy of Medicine. He serves on the Board of Directors of Personalis, Inc. (NASDAQ: PSNL) as an advisor to LightSpeed Venture Partners, Freespira Inc. and to the Public Health Policy Committee of eHealth Inc.
Tim Nardoni, Chief Distribution Officer, Heartland Financial Group
Tim Nardoni serves as the Chief Distribution Officer at Heartland Financial Group (HFG), an Integrity company focused on providing life and health insurance solutions for the senior market. With a career spanning roles such as Chief Executive Officer at Premium Choice Insurance and Executive Vice President of Sales at Senior Market Advisors, Tim brings extensive experience in the insurance distribution space. Based in the Greater St. Louis area, he continues to drive growth and innovation in the insurance industry.
Veronica Neal, President, Keystone Advisors
26 years’ experience in Health insurance industry. A results-focused leader with expertise spanning strategic planning, project management, contact center & business development. Has grown her agency into an eight-figure annual revenue, with year over year growth of 20-40%. The agency has 1600 broker partners and employs W2 LOAs in a contact center setting. The Agency’s niche approach consists of national provider and carrier service contracts. Veronica also serves President of Keystone Coalition. A non-profit that partners with local 501C chapters, and chairs for a Houston nonprofit which provides scholarships for higher education for at risk children in the greater Houston area.
Atesha Barnes Nelson, Executive Director, Central Choice Financial
I was born and raised in Northern California. Shortly after moving to MN I opened a stereo shop that I ran for 13 years before deciding to become a financial advisor. I was an advisor with Edward Jones as well as Prudential before joining the Central Choice Financial team. In addition to being a financial advisor, I am also the Executive Director in charge of operations.
Aaron Niedorf, EVP of Sales, IFC National Marketing
Aaron Niedorf is EVP of Sales for IFC National Marketing in Minnesota. Aaron has been in the insurance industry for 27 years in various sales and marketing capacities. He’s held roles as a career retail agent, a point-of-sale insurance wholesaler in wirehouses, managing an advanced markets team at a carrier focused on estate planning in the high net worth market and for the last 20 years he’s been focused on helping independent agents and advisors better serve their clients and maximize growth and revenue opportunities with insurance and annuities.
B. Ronnell Nolan, HIA, 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.
Justin O'Keefe, CEO & Founder, Memorial Asset Protection Plan
Justin, Founder and CEO of MappNetwork, LLC has been a Licensed Insurance professional for over 40 years. He has been marketing medicare supplement products, financial service products & funeral insurance products through a network of funeral homes across the country. He is a fifth generation licensed funeral director and has a long history of helping families giving them the peace of mind they need and deserve.
Bas Offers, COO & Co-Founder, PX
Bas Offers, COO and Co-Founder of PX, is a prominent figure in the US digital media landscape. Based in New York City, he is known for his Dutch entrepreneurial spirit that has significantly transformed customer acquisition technology. His journey began in 2010 with the launch of ReviMedia, a disruptive lead generation platform that automates and optimizes performance-based marketing processes, leading to overall higher lead quality and improved efficiency in the online lead generation space. In 2016, he co-founded PX, offering a comprehensive platform for automating customer acquisition campaign management. Today PX is used by hundreds of marketers to accelerate their growth, across 30+ industries, and has grown to be the leading platform in this space. Both PetPremium and ReviMedia, companies that Bas Co-Founded, were successfully acquired in 2019. Beyond his business successes, Bas is deeply involved in the New York startup community, mentoring Dutch companies expanding into the U.S. market and supporting early-stage companies as an angel investor to achieve substantial growth.
Chris Orestis, President, Retirement Genius
Chris Orestis, CSA President of Retirement Genius, is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging-- with a third book Retire Like a Genius to be published. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. He has appeared in numerous publications and news outlets over the last two decades including The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, and AARP, and has been a guest expert on over 100 radio programs and TV appearances.
Nick Ortner, Senior Consulting Actuary, Milliman
Nick Ortner is a Senior Consulting Actuary with Milliman’s Chicago-Milwaukee health practice. He has consulted with the firm for over 20 years and has perspective from his consulting and insurance company experience regarding many aspects of the MA and MedSupp product spaces. Nick’s presentations and publications have addressed topics ranging from pricing and financial performance to innovation, underwriting, sales/marketing, and consumer protections, spanning a diverse spectrum of organizations and markets. Nick regularly participates in industry meetings involving insurance carrier, regulatory, and other industry experts to discuss emerging issues across the MA and MedSupp landscapes.
Ben Pajak, CEO, HealthPlanOne
Ben Pajak is the CEO of HealthPlanOne (HPOne), a leading data-driven consumer acquisition and lifecycle management platform focused on the life, health, and wealth goals of 65+ adults in the US. Powered by purpose-built technology, proprietary lead generation, and deep analytical insights, HPOne helps individuals navigate the complexities of insurance through personalized guidance and curated solutions. Today, HPOne serves millions of consumers annually and assists its carrier partners in acquiring, activating, engaging, and retaining healthcare consumers for life. Before leading HPOne, Ben led Willis Towers Watson’s individual marketplace efforts in the employer and direct-to-consumer spaces for over a decade. An experienced and widely respected healthcare insurance executive, he was integral in acquiring and leading several companies in the fast-growing senior health insurance segment.
Angela Palo, President & COO, Pinnacle Financial Services
Angela is the Chief Operating Officer and co-owner of Pinnacle Financial Services, Warminster, PA. As one of the principals, Angela oversees all the company's daily operations. Her responsibilities include traveling the country and forging pivotal connections with agents, carriers, and vendors. In this role, she has been instrumental in Pinnacle's sustained growth and market presence. Angela is a member of several nationally recognized insurance carrier advisory boards and has been a speaker at numerous industry events, including national platforms like Medicarians. Angela participates and represents women in business for several organizations and groups, including ELF, Chief, DWLC, and others.
Arundhati Parmar, VP & Editor-in-Chief, MedCity News
Arundhati Parmar is vice president and editor-in-chief of MedCity News. In this role, she is in charge of editorial content appearing on MedCityNews.com and conference programming for INVEST and INVEST Digital Health as well. She is also the host of the MedCity Pivot Podcast and co-host of the YouTube show — Debunked, which adds a bit of personality and pizzazz to the analysis of healthcare news. Arundhati enjoys moderating conference panels as well reporting and writing on a variety of healthcare topics. She welcomes any tips from MedCity News readers. Reach out to her on Signal.
Anna Patrick, Director of Strategic Partnerships, Integrity
Anna Patrick is the leader of Technology Training at Integrity and CSG Actuarial. She collaborates closely with Integrity Partners, agencies, and independent agents to help them effectively utilize Integrity’s technology platforms. Her goal is to enhance their client service, business management, and growth. Anna offers valuable insights on navigating the changing market and maintaining strong client relationships. She is passionate about keeping agents well-informed through market analytics and data, enabling them to serve their clients better.
Steve Patton, SVP of Simplified Issue Solutions, AmeriLife
Steve Patton is a seasoned professional with extensive expertise in Medicare, Medicare supplements, Medicare Advantage, and specialty health insurance products. Currently, he is the Senior Vice President of Simplified Solutions at AmeriLife, where he leverages his deep knowledge and connections to provide valuable insights and solutions. With decades of experience, Steve is recognized as a trusted and well-connected authority in Medicare-related areas.
David Paul, Vice President, Life., Amerilife
David Paul has been an integral part of AmeriLife since 1990, beginning his career as President of American Publishing and Advertising, AmeriLife’s in-house advertising agency. In this role, he was instrumental in developing AmeriLife’s first logo and advertising materials targeted at the senior market. In 2008, David transitioned to AmeriLife Marketing Group (AMG) as a Marketing Director, later advancing to National Marketing Director with AmeriLife affiliate AAA Marketing Services. He returned to AMG in 2014, where he has consistently demonstrated exceptional performance and leadership as a high-achieving Marketing Director and industry leader.
Rosie Paulsen, Owner, S&R Services
Rosie Paulsen is a dynamic business strategist and keynote speaker who has made her mark as the owner of Rosie Paulsen Enterprises and S&R Services, a Medicare brokerage serving clients across Florida. Originally from Ecuador, Rosie came to the United States as a teenager and has since become a respected leader in her field, recognized as one of the "Top 50 Most Influential Leaders in Florida" by the Florida State Hispanic Chamber of Commerce. She currently serves as Chair of the Spirit of the Community Awards for the Florida Commission on the Status of Women and is an active member of the Tampa Club Board of Directors.
Ernesto Pena, CEO & Co-Founder, Nextere
Ernesto Pena is a distinguished computer scientist celebrated for his outstanding leadership and pioneering contributions to the technological domain. With a rich and varied career spanning several decades, Ernesto has consistently demonstrated his capacity for innovation and excellence across diverse roles. As the CEO of Nextere, Ernesto is a driving force in steering the organization to unprecedented success. His visionary leadership and hands-on approach are instrumental for the company's current and future growth.
Daniel Petkevich, CEO & Founder, MedicareVox
Daniel Petkevich is CEO of MedicareVox, a company building the AI licensed Medicare agent. MedicareVox was born from Dan’s experience launching Fair Square, a Medicare brokerage with 13,000 clients, 95 NPS, and 90% annual retention. Fair Square and MedicareVox have raised $19 million in funding from top Silicon Valley Investors, including YCombinator, Define Ventures, and Slow Ventures. Previously, Daniel started and exited a financial technology company and studied Physics at Yale University.
Jeremie Pielemeier, EVP, Eldercare Insurance Services
As Vice President of Eldercare Insurance Services, an Integrity Company, I am dedicated to helping agents and agencies grow by sharing my sales expertise in Medicare, final expense, and annuities. With over two decades in the industry, my passion lies in guiding others toward success and helping agents and agencies reach their goals.
Jessalyn Pito, Owner, JP Maven Insurance Benefits
Jessalyn Pito, from Middletown, CT, has built a dynamic career spanning healthcare, network marketing, and insurance. She spent 16 years as an x-ray technician before excelling in network marketing, becoming the first to sell over $1,000,000 in products with her company.. Recognized for her organizational skills, she was a guest on the Dr. Oz Show. Now in her seventh year in Medicare insurance, she’s a Top Producer with many carriers. Jessalyn, a widow, finds strength in her son, granddaughter, and furbaby, Chance. Her journey reflects resilience, success, and a passion for helping others which she leaned on to get through this wild AEP.
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/
Robbie Pottharst, CEO & Founder, myPlace Health
Robbie Pottharst is the Founder and CEO of myPlace Health, an integrated care delivery organization that provides personalized care to frail and disabled older adults through the PACE model. Robbie is a healthcare veteran with decades of previous experience leading innovative, value-based health services businesses Cityblock Health, Kaiser Permanente, CareMore Health, and Anthem. He also previously served as a health care management consultant and Booz & Company (now Strategy & PwC) and Deloitte Consulting. He received his Master of Healthcare Administration from the UNC Gillings School of Global Public Health and his Bachelor of Science from Hampden-Sydney College.
Sundar Ramayya, CEO, EvolveNXT
Sundar Ramayya is the Founder and CEO of EvolveNXT, the leading sales channel management software for insurance carriers and brokers. He launched EvolveNXT in 2011 after six health plans approached him to build a best-in-class commissions management platform. Since then, the company has expanded to serve all lines of insurance. A serial software entrepreneur, Sundar has bootstrapped and sold six software companies across industries like CAD and supply chain management. He holds a B.Tech. from IIT Bombay and dual Master’s degrees from the University of Hawaii. Sundar enjoys global travel with his wife and daughters and daily life in Southern California.
Sulekha Ramayya, Chief Operating Officer, EvolveNXT
Sulekha Ramayya currently serves as Chief Operating Officer of EvolveNXT, the leading sales channel management software for insurance carriers and brokers. Prior to EvolveNXT, Sulekha was Chief of Staff and Head of Strategic Finance at ServiceTitan, where she led the company's IPO process. Sulekha began her career as an investment banking analyst at Goldman Sachs and as a private equity investor at KKR. She recently graduated from the Stanford Graduate School of Business as an Arjay Miller Scholar. She is a proud Trojan, having graduated from the University of Southern California as the University Valedictorian with a B.S. in Biomedical Engineering. In her free time, Sulekha is a fan of international adventure travel, loves skiing on groomers, enjoys cooking and trying plant-based cuisine, and is working to hone her pickleball skills.
Ron Ray, Owner, Turning 65 Solutions
Ronald Ray is a Texas based financial advisor who specializes in solving the problems of to-day’s Baby Boomer generation. Through the avenues of Health, Life, and Long Term Care insurance, as well as retirement income planning, Ronald has been able to help his clients enjoy their retirement years free from the worries that many seniors face. Ronald provides his clients with a personalized comprehensive asset protection service. He brings to the table not only his own experience, but the many decades of experience of his associates. Ronald has assembled a team of experts in the fields of insurance, tax planning and preparation, estate planning and elder law issues, and retirement and financial planning. He has dedicated his service to the families he helps by acting as an advocate. He regularly locates doctors, addresses medical billing issues, and can assist with funeral arrangements, etc. A life-long servant to others, Ronald has been a police officer for 22 years and holds a Master Peace Officer certificate from the State of Texas. He left law enforcement as a full-time career in 2009, only to continue serving others in the field of insurance.
Drew Rector, President, MeetingsTech
Drew Rector is a dynamic and strategic executive with deep experience in nurturing successful partnerships, product development, and growth strategies for accretive results. His 20+ years of experience in healthcare leadership has led him to his current role as President of MeetingsTech. Drew prides himself as a servant leader who elevates culture as a key management tool for motivating leaders and associates throughout the organization. He is a seasoned operations executive with a proven track record of driving growth and increasing revenue and profitability, with MeetingsTech being no different. He served in the U.S. Army Airborne Infantry (Ranger school graduate), has a bachelor’s degree in accounting, is a graduate of Cornell University Executive Leadership Program, and holds an MBA from the University of South Florida.
Frank Reilly, Owner, Medi-Solutions Insurance Agency
In May of 1968, I began a career in the insurance industry with Met Life as a MIC (Metropolitan Insurance Consultant). After a year of evening appointments and quiet afternoons, I felt it was stressful on my young marriage. I found a company in Newark, NJ that focused on small employer benefits and the emerging Senior Medicare Market. Medicare was only 5 years since inception-- however, the market was expanding, Complementary Medicare Plans were offered, and I had success in the daytime markets. In 1970, I was the company's Rookie of the Year and my career took off. I started a General Agency in South NJ, and within a year the company purchased my agency and I began working directly for the Senior VP, doing recruiting and training. In 1982 I was appointed Senior VP and my responsibilities increased; in 1985 there was an unpleasant acquisition, and I surrendered my employment contract and began a career building agencies. Three of the Agencies were recently sold to a major organization in the Senior Space/ Once the acquisitions were completed I began an Agency Consulting Business that assists Agencies and Individuals who want grow and develop their businesses to either keep or position for sale. After 57 years within this Industry I see more opportunities than ever before.
Justin Reinig, CEO & Founder, Oberlin Marketing
Justin is the Executive Director at Oberlin Marketing, a long-trusted independent life and health brokerage in Fort Wayne, Indiana. He has served two terms as NABIP-NEI chapter president, and is the current legislative chair in Northeast Indiana, and sits on the legislative committee for the state of Indiana. Under his leadership, Oberlin has continued to grow it’s footprint to supporting agents in 43 states, while strengthening relationships with over 70 insurance carriers, and launching a retail division of their business as well in 2022. He is a regular speaker, collaborator, and advocate for agent distribution, often facilitating collaboration between many carriers, brokers, and clients for a better future of health insurance. Justin has a knack for being a re-thinker, strategist, and developer of people, which has led to his time volunteering with multiple area non-profit organizations making an impact. He is also refining his content for the book he is writing for his daughters titled, “The things I think I told you”. He resides in Auburn, Indiana with his wife Kyleigh, their three daughters, three dogs, and 7 chickens.
Cara Repasky, Partner, McKinsey & Company
Cara Repasky is a Partner with McKinsey based in Pittsburgh. She leads the firm’s client service in Medicare and SNP topics across strategy, growth and performance topics, serving payers, providers, distributors, investors, and service organizations across the healthcare value chain.
Sarah Richard, CEO & Founder, Vara
Sarah is Founder & CEO of Vara, the compliance copilot that changes the risk profile of senior living operations. Sarah is also Founder & CEO of AgeTech NYC, the community of 600+ NYC-based entrepreneurs, senior living operators, and investors using technology to make New York the best place to grow older.
Dennis Rinner, Director of Strategic Accounts, GoldenCare
Dennis Rinner has over 35 years of experience and conducting over 2,500 workshops, with thousands trained. Has helped his company become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over one Billion in sales. With a Bachelor of Science degree in Business with an emphasis in Insurance from San Diego State. Dennis excels at communicating the importance of planning ahead for care to Medicare Specialists, Financial Advisors, Life and Annuity Professionals. His training provides agents with valuable tools to help support their sales success, taking the complex, making it simple, giving these professional, actionable strategies that work.
Craig Ritter, CEO, Ritter Insurance Marketing
Craig Ritter is CEO of Ritter Insurance Marketing and a Managing Partner at Integrity. Craig attended Penn State University where he earned a bachelor’s degree in finance. Following in his father’s footsteps, he began working in the insurance industry in 1992, earning both his CPCU and AFSB designations. Further pursuing his passion for the business, Craig joined his father in 1997 to work for URL Senior Care Division. The company was renamed Ritter Insurance Marketing after being purchased from URL in 2005. From humble beginnings, Ritter Insurance Marketing has grown substantially, with hundreds of employees working in offices across the country. Craig believes that Ritter thrives due to its deeply rooted values. The agency’s family-oriented atmosphere and the enthusiasm and dedication of its team members have helped Ritter flourish into the company it is today. Craig focuses his business on helping three groups succeed: the insurance agents that work with Ritter, the Ritter employees and the insurance companies they represent. The company’s steady growth and success has proven that this philosophy is sound.
Suzanna Roberts, CEO, Sonder Health Plans
Suzanna Roberts is a distinguished and forward-thinking healthcare executive with over 20 years of leadership experience across operations, direct care delivery, information technology, medical management, sales and marketing, finance, and every facet of Medicare Advantage and Medicaid organizations. She brings deep expertise in managed care, with a strong focus on government-sponsored programs, and has a proven track record of building high-performing teams and organizations that drive growth and profitability within highly regulated environments. Suzanna’s leadership is marked by her ability to balance P&L oversight with strategic execution, member retention, and innovative product design. Her approach consistently positions organizations to lead in competitive markets. Before joining Sonder as CEO, Suzanna served as President of Florida for Anthem Inc., where she oversaw the P&L for four Anthem entities—Simply Healthcare, HealthSun, Freedom Health, and Optimum Healthcare—serving over 200,000 Medicare beneficiaries.
Sharon Rodriguez, CEO, HighPeak AI
Sharon Rodriguez, CEO of HighPeak.ai, brings 20+ years of leadership experience spanning Fortune 500 companies and startups. A global senior executive who leverages technology to transform business operations, she brings a proven track record of catalyzing top-line revenue growth, building strong teams and cultures, optimizing customer experience, and achieving outsized outcomes. An expert in global strategic operations and change management, she navigates tech implementation, customer experience, product development, GTM strategy, team building, and finance.
Sherman Rogers, CEO, Bloom Insurance
Sherman Rogers founded Bloom in 2007 to serve Medicare shoppers with quality consumer enrollment and engagement experiences. Today, Bloom works in collaboration with payers and sales-marketing professionals nationwide to deliver High Value Enrollment and member journey engagement solutions powered by its Ascend technology platform.
Jaime Rosales, CEO, JAR Insurance Services
Jaime Rosales is the CEO and founder of JAR Insurance Services, a leading Medicare-focused independent insurance agency based in Southern California and licensed across 42 states nationwide. With over 30 years in the healthcare industry, Jaime has expertise in agent recruitment, training, provider marketing, and member services, shaped by leadership roles at several Health Plans.. Having been an agent himself, he understands the challenges agents face and built JAR to empower them with top-tier support, training, and resources. Under his leadership, JAR has grown into a trusted partner, helping agents thrive in an evolving Medicare landscape.
Anthony Rose, President & CFO, Diversified, an Integrity Company
Anthony M. Rose is a Managing Partner of Integrity Marketing Group. Anthony is also the President and CFO of The Diversified Companies in Parsippany, NJ. Anthony started in the insurance business in 1992, after being recruited by his father to become a final expense field agent. After recruiting, managing and training other field agents, Anthony realized that he enjoyed making a difference in people’s lives who had not previously seen success in the insurance industry. Along with his brothers and his father, The Rose Boys have had substantial success by growing Diversified into a nationwide family-oriented agency, that focuses on Medicare products. Their mission is and always will be to “Positively Impact Lives."
Fred Roth, President, Medicare Supplement, Humana
Fred is the President of Humana Medicare Supplement since July 2021, leading his team to achieve record sales and all-time membership highs in 2024. Previously, he served as the Executive Director of Medicare Supplement Operations and Strategy at CVS/Aetna/Genworth from 2010 to 2021, where he played a pivotal role in scaling broker tools and experiences to support their Medicare Supplement membership growth from 100k to 1.4M. He is a monthly author of the LinkedIn newsletter, "Fred Talk," where he brings visibility to industry trends and is affectionately known as “Fred Supp” among colleagues at Humana.
Emily Rowland, Marketing Actuary, Milliman IntelliScript
Emily Rowland, ASA, MAAA, is an Actuary at Milliman IntelliScript. She supports tools used for individual underwriting and risk assessment including the Irix® Rules Engine and Risk Score predictive models. Emily partners with teams across Milliman to conduct proof-of-concept analyses and provide day-to-day support for clients, which include insurance carriers offering life insurance, Medicare Supplement, disability, and long-term care products.
Giuletta Rudon, Director of Network Management & Contracting, Imperial Health Plan
Giuletta Rudon is a seasoned executive with over a decade of experience in provider network management, contracting, sales, and marketing. She spearheads strategic initiatives across national lines of business and implements data-driven strategies and training programs, resulting in remarkable sales growth and team optimization. Giuletta's exceptional negotiation skills and ability to identify value-based opportunities have strengthened partnerships and enhanced both local and national strategies. As a licensed California Life, Accident, and Health Agent, she combines professional expertise with a commitment to excellence in all her endeavors. Giuletta holds a master’s degree with an emphasis in business administration. Additionally, she has contributed to the United States Embassies in Sweden and Iraq as a Level 4 translator for the Air Force and Italian Army, reflecting her global perspective and fluency in English, Arabic, Italian, and Swedish.
Sean Ruggiero, Chief Distribution Officer, Brokers International
Sean A. Ruggiero currently serves as a Managing Partner at Integrity Marketing Group. Sean's focus is on helping consumers, agents and advisors with retirement readiness through the use of evolving FIAs. Sean’s expertise includes retirement income planning, wealth management, SaaS, insurance, credit, automotive, mortgage and finance verticals. Voted by Life Health Pro as one of “Top 20 Most Creative People in Insurance” for 2015. DIA award winner in 2016 Barcelona. Listed Top 100 InsurTech Startups by Digital Insurance Agenda 2016-2018. Marketing consultant for three of the top 60 insurance companies in the United States. Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. Author of the best-selling book, "7 Benefits of FIAs for Retirement."
Jamie Sarno, VP of Medicare Supplement & Health Specialty Products, Amerilife
Jamie Sarno is an experienced National Sales Director with a demonstrated history of working in the Senior Medicare Market. Skilled in long-term care, short-term nursing care, life and health insurance, customer service, and sales, he is a strong product management professional. Jamie is Vice President of Medicare Supplement & Health Specialty Products at AmeriLife. His extensive background in the industry and his focus on customer service and sales have made him a valuable leader in the company.
Andrew Saul, Sales Director, Physicians Mutual
Andrew Saul is an experienced Sales Director with a proven track record in the insurance industry, specializing in recruiting, training, and retaining top sales talent. Seeking to mentor, develop, and establish a high-performing team of sales representatives.
Cory Schmidt, CTO & Founder, AgencyBloc
Cory Schmidt is AgencyBloc's Co-Founder and Chief Technology Officer. His passion for insurance technology can be traced back to his days at Wellmark Blue Cross Blue Shield, where he was Team Leader of Marketing Systems. Around the same time, he co-founded Spinutech, a website and digital marketing agency. In 2008, he became a founding partner of AgencyBloc. In his role as the company's CTO, he works on strategic initiatives and leads the development team of AgencyBloc's Plus Suite, the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industries.
Brian Sedlachek, Founder & President, Central Choice Financial
I grew up on a dairy farm in the Brainerd area. I graduated from the University of MN-Duluth with a degree in Industrial Engineering. In 1996 I married my wife, Julie. We have three girls, Oliva, Madelyn and Isabella. After spending 7 ½ years as an engineer I changed careers and started Central Choice Financial. I am life and health, general securities, and investment advisory licensed. Our team has grown into having 2 offices, Baxter, MN and Fargo, ND with 8 people on staff.
Mark Seghers, CEO & Co-Founder, Inspire Health Tech
Mark Seghers has enjoyed a well-rounded career as an insurance and InsurTech executive, entrepreneur, and consultant. After leading E-commerce for two national carriers, Seghers launched a series of inventive, successful startups - most recently Inspire Health Tech, an AI-based plan recommendation engine for consumers and the agents who serve them. Mr. Seghers’ broad, varied background helps him understand the needs of carriers, agencies, and the increasingly tech-savvy (and fickle) insurance consumer. He believes that the right technology begins with the focus on the needs of the consumer which, if done well, can benefit the entire value chain.
KJ Sherman, Product Manager for Business Intelligence and Data, HealthSherpa
Product Manager for Business Intelligence and Data tools, focused on providing agents + agencies the data they need to run their ACA business.
Tony Silva, CEO, Grand App AI
Tony’s career is defined by innovation and a deep understanding of technology's transformative role across industries. With expertise spanning technology, operations, product development, and distribution, Tony has consistently pushed the boundaries of what’s possible. He played a key role in launching groundbreaking solutions, including the first web-based insurance policy system and an award-winning homeowners quoting platform. Passionate about leveraging advanced tools like Generative AI and emerging technologies, Tony is dedicated to driving change and improving outcomes in senior care and insurance. Beyond his professional achievements, Tony enjoys sharing his home with a variety of pets and indulging in culinary adventures and travel with his family.
Royce Simmons, COO, Compass Insurance Advisors
I was born in Fort Worth, Texas, and am the proud parent of four children who have blessed me with 13 grandchildren. I earned my Bachelor of Science in Economics from the University of Texas at Arlington. My career journey includes 10 years in securities with Paine Webber, followed by 25 years in Health and Life Insurance. Over the years, I've been honored to receive multiple awards in sales and marketing. For the past 25 years, I've called the Salt Lake City area home, where I've developed a deep passion for supporting both agents and agencies at the highest level.
Harsh Singla, Chief Technology Officer, Integrity
Harsh is a futuristic thought leader who is passionate about technology to solve business needs. He has over 20 years of experience leading technology teams and delivering multi-million dollar digital modernization and transformation initiatives. He has a proven record of building high performing, engaged teams and implementing highly scalable technology solutions. As part of Integrity’s executive leadership team, Harsh is responsible for all technology operations and initiatives. Prior to joining Integrity, Harsh was with Transamerica leading technology teams focused on Life, Annuities and Retirements platforms.
Dirk Soenksen, CEO & Co-Founder, Ceresti Health
Dirk Soenksen is co-founder and CEO of Ceresti Health. Prior to co-founding Ceresti, Mr. Soenksen was founder and CEO of venture-backed Aperio, the recognized leader in digital pathology, which was acquired by Danaher in 2012. Mr. Soenksen also founded the Digital Pathology Association (DPA), a non-profit organization comprising major vendors and leading pathologists, with the goal of establishing best practices and increasing awareness of digital pathology. Dirk served as President of the DPA from its 2006 inception until 2012, and as a board member of the DPA through the end of 2014. He has an undergraduate degree in Chemistry from Bowdoin College, a graduate degree in electrical engineering from the University of Pennsylvania and his MBA from Pepperdine University.
Fran Soistman, CEO & Director, eHealth
Fran Soistman is the CEO and Director of eHealth Inc., a private online marketplace for health insurance. With over 40 years in health insurance and managed care, Fran leads eHealth’s strategic and financial transformation. Previously, he was EVP at CVS Health and President of Aetna’s Government Services, overseeing businesses generating $44 billion in revenue. He co-founded Jessamine Healthcare and held leadership roles at Coventry Health Care. Fran is also a philanthropist, supporting higher education through endowments. He has served on multiple advisory boards, including Towson University and Penn State. He holds degrees from Towson University and Stanford’s Executive Program.
Elka Soussana, CEO & Founder, Simpler Horizons Insurance Solutions
Elka is the CEO and co-founder of Simpler Horizons Insurance Solutions, a thriving senior general agency boasting over 100 independent agents. Currently serving as the Chair for the CAHIP-LA Medicare board and as an advisor for the Foundation for Senior Services, Elka is a respected figure in the insurance and senior services sectors. Since making her mark in the Medicare space in 2012, she has skillfully navigated its complexities, ensuring both her agents and the seniors they serve can make informed choices.
Melissa Sterling, President, Insurance Associates Agency
Melissa Sterling is President and Co-Owner of Insurance Associates, a family-owned independent health and life insurance agency established in Eau Claire Wisconsin in 1981. She leads a team of dedicated staff in providing exceptional client-centered service. Melissa began at Insurance Associates as an accounting intern in 2012 and has advanced to this position thanks to her visionary leadership, dedication, and commitment to continuous improvement. She has significantly improved the agency's efficiency through training and technological updates and has expanded their reach through regional expansion and innovative marketing strategies. She is passionate about helping seniors and establishing long-lasting relationships with their clients.
Jason Stevens, CEO, Stevens & Associates Agency
Jason Stevens is CEO of Stevens & Associates Insurance Agency, Inc. He was born and raised in Santa Barbara, CA. Jason has lived and breathed insurance since he was a child. “I have been a Medicare specialist since I was 3 feet tall,” he says. “growing up in the family business of insurance, it just becomes a part of your life.” Jason has been recognized as a leading national producer for multiple carriers and by organizations such as NABIP that have listed him a “Soaring Eagle” on the Leading Producers Round Table. Now as CEO, he has taken more of a role to grow the agency through innovation developing multistep automation to reduce the workload, allow scalability, and ease the pressure of AEP. Since his promotion to CEO, the company has gone from pen and paper to fully automated systems and Jason has ambitious plans to further strengthen the agency's workforce through innovation.
Jared Stock, 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!
Lee Stuck, Senior Partner & Chief Analytics Officer, Healthscape Advisors
Lee leads a team that develops analytics capabilities and human capital to deliver data-driven insights and strategic recommendations to clients. His team focuses on market entry, sales and marketing optimization, cost optimization, M&A, advanced analytics program development, and analytics strategy and org design. Lee has helped healthcare organizations address critical challenges through innovative solutions including applying industry-leading approaches to identify opportunities for performance improvement and growth, particularly in value-based and managed care programs. Previously, Lee led a cross-functional team at McKinsey & Company's healthcare practice. Lee holds a bachelor’s degree in Economics and Public Policy from The College of William & Mary.
Xing Su, Co-Founder, Seen Health
Xing Su is the Co-Founder and CEO of Seen Health, a PACE (Program of All-Inclusive Care for the Elderly) organization inspired by his personal caregiving journey with his twin brother and co-founder, Yang Su, as they supported their aging grandparents. Driven by a commitment to deliver the kind of care he would trust for his own family, Xing co-founded Seen Health to provide seniors with compassionate, comprehensive, and culturally-focused support that empowers independence and dignity. By integrating technology, Seen Health ensures exceptional care reaches more seniors who need it most. A graduate of Duke University, Xing previously served as Head of Global Expansion at Uber Freight and International Launcher at Uber, where he led research, go-to-market, operations, and expansion across multiple markets in North America, China, Europe, and Latin America. His strategic vision, operational acumen, and deeply personal dedication have been key to building Seen Health into a trusted partner in senior care.
Sean Taylor, CEO, Healthcare.com
Sean Taylor is the CEO of HealthCare.com, a consumer platform serving millions of consumers annually, with a focus on delivering customized health insurance and ancillary products through its web properties and distribution partnerships, including specific solutions for the Senior Market. HealthCare.com's deep understanding of the consumer, combined with its advanced use of data science and AI, results in best-in-class matching and persistence, generating significant value for consumers and distributors alike. Prior to joining Healthcare.com, Sean founded Jaroop - a technology company acquired by Healthcare.com that specialized in optimizing and scaling insurance distribution. Jaroop's innovative solutions helped agencies and carriers streamline their operations.
Doug Teff, VP, External Partner Sales, Humana
Doug Teff is the Vice President of External Partner Sales at Humana. He joined Humana in 1998 and has been focused on the Medicare business since 2012. As VP of External Partner Sales, he is responsible for sales and the teams that support Partner Call Centers, FMOs, brokers and other strategic partners. During his 25+ year career with Humana, he has served in a wide variety of roles, all in sales and distribution. Notably, he was a key leader in the launch and development of the HumanaOne individual medical product, leading multi-channel sales teams and growing with various distribution partners. Beginning in 2012, he became a leader in the Humana Partner Channel, responsible for a broad portfolio of teams and initiatives including the launch of MarketPoint's brokerage and partnership with Walmart - all helping catalyze explosive MAPD growth from our partners. Most recently, he led the transformation of the Humana Field sales channel, which included Humana's Partner FMOs and Career agents. Doug holds a bachelor’s degree from the University of Wisconsin-Madison and a master's degree in business administration from Cardinal Stritch University. A Wisconsin native, Doug and his family have resided in Louisville since 2014.
John Terry, Special Projects Sales Director, Legacy Marketing Group
Author, speaker, and trainer, John is a 30+ year veteran of the financial services industry, bringing a wealth of knowledge and experience both as a personal producer and coach to high-level advisors. He is also a 3-time martial arts Hall of Fame inductee and was named one of Brainz Magazine’s Global 500 Leaders and Influencers in 2023. John currently serves as the Special Project Sales Director for Legacy Marketing Group.
Charley Tinsley, 1st VP, General Manager – Thomas Insurance Group, Senior Market Sales
Charley started selling insurance for Missouri Farm Bureau in his hometown, Charleston, MO, in 2002. With more than two decades of experience and continual training, have broadened his service offerings to include Employer Health Insurance, Disability Insurance, Medicare Supplements, Medicare Advantage, Life Insurance, Long Term Care Insurance, Annuities and Individual Retirement Accounts. A love of working with and helping others fuels his drive to offer clients the best solutions and to make sure they are prepared as best as possible for the future. Charley purchased Thomas Insurance Group in January 2012. Charley is a family man and loves spending time with his wife and two kids. Being involved in their extracurricular activities, along with their love of traveling, takes up the majority of his free time.
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.
Mike Tobitsch, EVP of Corporate Development, AmeriLife
As AmeriLife’s Executive Vice President and Head of Corporate Development, Michael spearheads AmeriLife’s growth strategy and leads its mergers and acquisitions and partnership integration efforts. Previously, Michael served as a Managing Director at Marsh McLennan, where he managed a team of investment professionals who deployed over $1 billion annually into global acquisitions across the insurance, investment management and advisory industries. Michael began his career as an investment banker at Wells Fargo Securities.
Noah Tong, Staff Writer, Fierce Healthcare
Noah Tong is a staff writer at Fierce Healthcare, primarily covering payers and policy. He occasionally guest hosts on Fierce HC's award-winning podcast, Podnosis and moderates healthcare panels. Before joining Fierce, he worked as reporter for the Corridor Business Journal near Iowa City, Iowa, where he covered research at the University of Iowa, medical startups and much more. Before switching to business journalism, Noah wrote extensively as a sportswriter, specializing in soccer, for local newspapers and digital news publications. Noah received a B.S. in Marketing and Sports Management with a minor in Journalism from Manchester University near Fort Wayne, Indiana.
Grace Totman, Director, Co-Head of Healthcare Practice, Capstone
Grace co-leads Capstone’s Healthcare practice where she advises private equity firms, hedge funds, and corporate clients on investment decisions, M&A, and corporate strategy. Grace has specific expertise in the managed care and payor sectors, with strong experience in Medicare Advantage and Affordable Care Act insurance. In recent months, Grace and her team have been focused on the changing regulations surrounding broker commissions and marketing requirements.
Kevin Truebenbach, Agency Owner, Transition Health Benefits
Kevin has been providing education on Individual Insurance, Dental, Life, Medicare Supplement, and Medicare Advantage plans since 1999. He provides seminars and webinars throughout the year, open to clients and anyone interested in learning about healthcare coverage solutions. He is a seasoned broker dedicated to ensuring all clients receive the quality care and coverage they deserve at a price they can afford. Kevin is a graduate of Winona State University. Outside of the office, he enjoys golf, camping, riding his Harley, and enjoying the outdoors. He is married to Carrie who is a Physical Therapist and has 2 wonderful kids, Ty & Talia.
Scott Truka, Chief Sales Officer, Brokers International
As Brokers International’s Chief Sales Officer, Scott Truka leads an experienced Sales Team with his passion for helping agency partners grow their business. Scott has spent his career building strong relationships in the fixed annuity and life insurance FMO space and is dedicated to developing agencies and their financial professionals. At Brokers International, Scott drives a best-in-class agency sales team leveraging industry-leading marketing, sales, and training programs, including case design strategies, and data driven solutions that bring agencies consistent value, new opportunities, and proven growth strategies. Scott continues to partner with health focused agencies seeking to expand their offerings into the retirement income planning marketplace using fixed annuities and life insurance strategies. Leveraging sales data and focusing efforts, Scott is leading the industry with his experience in how to successfully build an agency. When he’s not working, he enjoys golfing, hunting and spending time with his family.
Teddy Truong, CEO, Scale Up Media Agency
As the CEO of Scale Up Media Agency and SeniorQuote Insurance Services, I bring over 12 years of expertise in customer acquisition and marketing innovation. Throughout my career, I've witnessed and adapted to the ever-evolving landscape of the marketing industry. In the past three years, I have focused my efforts on the senior insurance market, driven by a commitment to enhancing both the client and agent experience. In 2024, I acquired SeniorQuote Insurance Services, a move that reflects my passion for serving seniors seeking personalized advice for Medicare Advantage plans. Together, our companies employ a dedicated team of over 50 professionals, all striving to streamline and elevate the Medicare Advantage experience. My mission is to combine data-driven strategies with a client-first approach to reshape how seniors and agents navigate the complexities of healthcare and insurance.
Trevor Uptain, Head of Engineering, MedicareVox
Trevor Uptain is the engineering manager at Fair Square, where he designs and builds voice AI technology for Medicare, including virtual receptionists, automated health risk assessments, and client screening tools. Previously a Core ML engineer at Google, Trevor also organizes AI-focused professional meetups in Boston, bringing together over 1,000 local technologists, and serves as a guest lecturer on artificial intelligence at Northeastern University.
Kristen Valdes, CEO & Founder, b.well Connected Health
Kristen Valdes, founder, and CEO of b.well Connected Health has dedicated her career to empowering consumers with the data and tools to take control of their health care journey. An award-winning leader and acknowledged visionary, Valdes has pioneered inventive solutions that are pushing the industry forward into the consumer-directed future of digital health. Prior to founding b.well in 2015, Valdes was an executive at UnitedHealthcare running Medicare Advantage plans across 12 states. Before that, she helped to build XLHealth, one of the pioneering Medicare Advantage plans for the chronically ill, which was acquired by UnitedHealthcare for $2.4 billion. Valdes is a board member of the CARIN Alliance—a non-partisan multi-stakeholder collaborative helping to enable consumers to access their health information with less friction—and serves as a mentor for women entrepreneurs as well as on several company boards as an Advisor.
Dustin VanDuine, Director of Strategic Relations, Rick Young Insurance
Dustin VanDuine began his career in 2006 with New York Life, excelling in life and annuities before transitioning to management in the Michigan market. In 2013, he moved to healthcare, joining HAP, where he transformed Medicare sales through agent relationships and FMO partnerships, growing annual sales from 2,000 to over 10,000 policies. In 2023, Dustin became head of Michigan FMO Rick Young Insurance Services, expanding it from 200 to over 1,000 agents. Renowned for innovative strategies, Dustin's leadership continues to shape success in the Medicare industry.
Carlos Vega, President, Golden Plan Choice Agency
Built and led an insurance agency from the ground up. GPCA Inc. is a company that provides professional, unbiased, and clear solutions to the often puzzled and overwhelming insurance market and continued guidance along the way. It is as well a well recognized Insurance agency with hundreds of agents that are trained, guided, coached and led to be professional successful career agents.
Vikki Vilcek, Leader of Medicare Market Development, Blue Cross Blue Shield of North Carolina
Vikki Vilcek is a strategic healthcare leader with extensive experience in market development, Medicare engagement, and business growth. With a proven track record in acquisition and retention strategy and multi-million-dollar budget oversight, she drives impactful healthcare initiatives that enhance customer experience. A Certified Lean Six Sigma Green Belt, Vikki blends data-driven insights with innovative approaches to optimize sales and retention. She holds a Bachelor of Arts in English from Duke University and is committed to advancing quality-driven, innovative customer strategies in an evolving industry landscape.
Todd Villeneuve, Managing Partner, IFC National Marketing
Since co-founding IFC National Marketing in 2003, Todd Villeneuve has been a driving force behind the company’s growth and position as the fastest-growing insurance marketing organization in the Midwest. Today, as Managing Partner of IFC, Todd nurtures a team of 40 insurance professionals who provide high-touch, personalized service and expertise to help nearly 5,000 agents and advisors who contract with IFC achieve their dreams and live their best lives. Todd is actively involved in national and regional insurance and financial services organizations, and he exemplifies the spirit of philanthropy both professionally and personally. Todd currently serves as board chair for the NAILBA Charitable Foundation, and in 2023, Todd and the team at IFC National Marketing helped Minnesota organizations secure more than $75 thousand in grant donations from the NAILBA grants. In Minnesota, Todd has been a long-time supporter of community organizations across the state, while inspiring a spirit of giving among his employees. As a team, IFC provided more than 400 hours of volunteer support to Minnesota nonprofits in 2023.
Audrey Villeneuve, Regional Sales Director- Health & Marketing, IFC National Marketing
Audrey grew up in Rochester, MN, and graduated with distinction from the University of Minnesota, Morris in Political Science and French, completing minors in Religious and Medieval Studies in just three years. After returning home from law school overseas during the pandemic, she joined IFC National Marketing in 2020, quickly advancing from operations to internal sales, earning her law degree in Corporate and Commercial Law along the way. Promoted to Regional Director for Health and Medicare in 2025, Audrey is passionate about building agent careers and fostering friendships. Outside of work, she enjoys family, friends, her rescue dogs, and travel.
Craig Villwock, Owner & Founder, TLC Insurance Group and Wealth
Craig Villwock has had a career in the insurance business since 1997 and is very experienced in sales and training on
individual, union, employer and group Medicare markets. Craig is a highly regarded and nationally recognized
Medicare and retirement planning specialist. Craig is the Co-Owner of TLC Insurance Group and Wealth, Inc., a national NMA/FMO for Medicare brokers. TLC Insurance Group is co-owned and managed by Craig and his twin brother, Chris. Craig has been awarded many top industry honors in his career and has helped grow TLC Insurance Group into one of the largest producing Medicare agencies in the country. Craig has become known as the innovator of “Mass Medicare Marketing”, which fills the un-serviced needs of many employers and provides unique Medicare sales and marketing opportunities to brokers. Because of this niche market experience, Craig has become a requested speaker for national employer and union conventions. Craig has helped TLC attain many exclusive contracts with national unions and employers to manage and service their retirees.
Bret Voith, Chief Strategy Officer, NCD
Bret is a healthcare entrepreneur committed to improving health outcomes for seniors, with a focus on improving payer-provider collaboration. As the founder of Tenure Health, Bret has led the creation of the first value-based Medicare Supplement plan, which is set to go-live in Texas in Q3 2023. Prior to starting Tenure Health, Bret most recently helped build Bright Health from pre-launch to serving over one million consumers, leading numerous business functions and overseeing more than twenty successful new market launches.
Adam Wallace, Director, Instacart Health
Adam Wallace is a Director of Health, the company’s initiative to increase nutrition security, inspire healthy choices and scale food as medicine programs. In his role, Adam works with health plans to build and expand food access, nutrition security and food as health programs that drive improved clinical outcomes and engagement using Instacart Health technology. He also spearheads Instacart's supplemental benefit card payment partnerships and integrations. As one of Instacart’s first dedicated health leaders, Adam joined the company following more than two decades of experience in healthcare.
Victor Wang, Co-Founder, Friendi.fi
Victor is Co-Founder of Friendi.fi and Founder/Chairman of care.coach. He served as an officer in the Canadian military and completed his Master's in robotics and human-machine interaction at MIT. Victor's been principal investigator on several large NIH awards focused on digital health and AI solutions to improve the care of older adults and people with complex health conditions or disabilities. Victor co-founded Friendi.fi in 2024 with $10+ million in funding commitments to enable everyone to have at least one healthy relationship. Friendi.fi trains and serves proprietary conversational AI models that build health-improving friendships with older adults and autistic young adults.
Nate Watters, Chief Sales Officer, Ambetter
Nate Watters, Chief Sales Officer at Ambetter Health, and his team lead strategies and execution across all sales and retention channels, member experience, engagement, and communication. As a healthcare executive with more than 2 decades of experience, Nate has an extensive background in marketing, strategic planning, product development and sales. As a member of the Ambetter Health’s leadership team, Nate has helped lead the company’s advancement of innovative insurance products and new market entries, supporting a healthy and stable marketplace. As the CSO at Ambetter Health, Nate is dedicated to steering the sales strategy forward, empowering teams to exceed targets, and delivering unparalleled value to members and brokers.
Steven Weber, National Sales Manager- Life Insurance / Brokerage, Transamerica
Steve’s career in financial services spans over 30 years, and since joining Transamerica in July 1999, he has established himself as a knowledgeable and creative resource for advisors and agents throughout the financial services industry.
Steve is responsible for driving sales and managing the RVPs in the Brokerage Life Insurance channel, focusing on term, IUL and whole life insurance. Personable and engaging, Steve is a passionate keynote speaker. His vast knowledge on Social Security, life insurance and the challenges of making an income last a lifetime have made him a well-recognized presenter. He has coached, and presented to, thousands of agents, financial advisors and CPAs on strategies to help clients create safe, secure retirements with sustainable incomes. Steve is CFP®, ChFC®, CLU®, RICP® and CRPC®, as well as FINRA Series 6, 63, 65, 7 and 24 licenses. He earned an Economics degree from Stanford University, and he studied at Oxford University in England. Steve has worked for several of the industry’s top companies, including Smith Barney, Kidder Peabody, Inc., and the Chubb Insurance Companies. Steve lives with his wife, Jeanette, and their two sons in Northern California. In his free time, he enjoys fly fishing, hiking, all things Italian, and outdoor sports, especially Stanford football.
Jeremy Weiser, CEO, Nuvo Health
Jeremy Weiser is the Chief Executive Officer of Nuvo Health, which owns and operates the brands PlanFit, The Medicare Store, and The Medicare Hub. As a leader in the insurance industry for the past 10 years, he has developed a deep understanding of the industry and works tirelessly to educate others about their options and benefits. Under Jeremy’s leadership, Nuvo Health has helped over 60,000 clients, expanded into states such as New Mexico and Texas, and placed policies in all 50 states. The agency is recognized as the number one rated in Nevada, with over 3,500 five-star Google reviews.
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.
Joe Welu, CEO & Founder, Total Expert
Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 200 employees today. The company powers CRM, marketing, and customer engagement for more than 200 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.
Kenny West, SVP - Operations, AOBG - American Online Benefits Group
Started in insurance sales in 1986, individual and small group health sales. Left insurance industry in 1997 and founded PalmGear.com, an e-commerce site catering to the 3Com PalmPilot – grew it to over $27MM in revenues, selling majority in 2002, stayed on through to it going public in 2006. Semi-retired until 2008 when I reentered the insurance industry, opening a call center and founded ACAExpress – the only WBE to do more enrollments in an OE than HealthSherpa! Many at HealthSherpa say the reason it is free is because of me! 2017 ACA Express was acquired by GetInsured and I joined American Online Benefits Group as SVP of Operations.
Christopher Westfall, 1st VP, Senior Market Sales
Christopher Westfall is a highly respected expert in the Medicare insurance industry, known for his dedication to educating seniors and empowering agents. With over two decades of experience, Christopher built and sold his company, Senior Savings Network, to Senior Market Sales and Alliant Insurance Services, where he continued to advocate for seniors and help grow the industry. His efforts have transformed how agents and clients approach Medicare, retirement benefits, and insurance planning. Christopher is a sought-after speaker and educator, leveraging his popular YouTube channel —youtube.com/christopherwestfalll — to dispel myths and provide clear, actionable advice about Medicare. This channel has become a trusted resource for thousands of seniors and agents alike, blending cutting-edge marketing with a deep commitment to serving others. His work has not only strengthened relationships with clients but also positioned him as a leader in digital outreach and organic social media marketing. With his practical expertise and real-world insights, Christopher is passionate about helping agents succeed in an ever-changing market. He has a unique ability to simplify complex topics and connect with audiences, offering strategies that drive results and build trust. Outside the professional sphere, Christopher's family plays a central role in his life. He’s a devoted husband, father, and grandfather, with a strong focus on balancing professional success and personal fulfillment.
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 the DuPage Area Association of Insurance and Financial Advisors, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland.
Megan Whitehead, VP of Operations, Nextere
Megan Whitehead began her career in publishing after earning a B.A. in Creative Writing from Lincoln University, Missouri. Her career path led her through various industries, including mental health organizations and logistics companies, where she developed key skills in crisis management and operational planning. These experiences prepared her for her current role at Nextere, where she serves as the Vice President of Operations. At Nextere, Megan focuses on streamlining communication processes and solving operational challenges to support the company’s ongoing growth and efficiency.
Sam Wiener, EVP of Growth, Spark Advisors
Sam Wiener is the Executive Vice President of Growth at Spark, the first tech-enabled NMA that leverages modern tools and services to take Medicare agencies to the next level. At Spark, Sam is responsible for leading our Enterprise Sales and Carrier Relations teams and focused on building partnerships with the top Medicare agencies and carriers at a national level.
Kegan Williams, Chief Marketing Officer, Blue Zones Health
Kegan has dedicated nearly 20 years to transforming healthcare, beginning his career by supporting thousands of clinicians as they transitioned from paper charting to digital documentation. As a serial entrepreneur, he has co-founded multiple healthcare companies, with a focus on enhancing patient engagement and experience for Medicare beneficiaries. In his most recent role, Kegan leads expansion efforts and commercial development at Blue Zones Health, working to bring its mission to communities across the country. Passionate about the power of preventative health, he is committed to raising awareness of Blue Zones as medicine and improving well-being nationwide.
John Winner, CEO, Kizen
John is the CEO of Kizen, the first generative AI enterprise application builder. Kizen is on a mission to build technology that enables an increasingly fulfilling future for humanity. Recognized globally as a thought leader in AI/ML, leveraging data, and automation to drive better enterprise outcomes and experiences, John brings over two decades of experience at the intersection of technology and humanity. He has founded 6 companies and worked extensively in healthcare, insurance, and banking, shaping innovative solutions that transform industries. Before Kizen, John served as a management consultant for Fortune 500 companies and high-growth organizations, helping them navigate complex challenges and achieve lasting success.
Ty Wooldridge, President, Aetna Health & Life lnsurance
Ty leads the CVS Health/Aetna Medicare Supplement and Ancillary businesses located in Franklin, Tennessee. Under his leadership, annual revenues have grown from less than $300 million in 2011 to over $3 billion today, placing Aetna among the top carriers in the space. Ty became President of Continental Life in August 2010 and led the sale of that business from Genworth Financial to Aetna in October 2011. Ty is a recovering actuary with 40 years of insurance experience. His most significant roles included Chief Actuarial positions for General Electric and its Genworth Financial spinoff for Long-Term Care insurance (2002-2005) and Insurance Product Pricing (2006-2010). Prior to that, he held senior leadership roles at various times in Life Insurance valuation, Structured Settlement pricing, Annuity valuation, Cashflow Testing, and Mergers & Acquisitions for First Colony Life Insurance Company and General Electric (GE Capital). Over the years, Ty has been a frequent speaker in both the actuarial and distribution communities from the Medicare Supplement and Long-Term Care industries, including international forums in London, Madrid, Paris, and Beijing.
Daniel Wray, VP of Brokerage Sales, Allstate Health Solutions
With a career spanning over 20 years uniquely focused on the individual health insurance market, I have built teams that have recruited in excess off 75,000 independent agents and generated well over $3billion dollars in Annualized Issued Premiums in individual major medical, short-term medical, fixed benefit medical and supplemental lines of business. Growing up in the UK I have a passion for figuring out the ‘perfect’ healthcare system. Alas, this journey continues..!
Joanna Wyckoff, FMO Principal, Topflight Insurance Solutions
Joanna Wyckoff is a multifaceted professional with a diverse background in the insurance industry and government. As a former Social Security Administration employee turned subject matter expert, she brings a wealth of knowledge to her roles. Notably, as Co-Founder of the Facebook Group "Medicare Mentors Media" and Founder of "The Insurance Ladies," Joanna is dedicated to empowering agents nationwide. Her leadership extends to her role as FMO Principal of Topflight Insurance Solutions and as a cofounder of the podcast "The Insurance Business Babes." Additionally, as Lead Instructor of "Medicare Mentors Pro+ University," she passionately mentors agents in realizing their entrepreneurial dreams.
Howard Yeh, Co-Founder & CRO, Healthcare.com
Howard Yeh is co-founder and Chief Revenue Officer of Healthcare.com, a leading digital platform that connects millions of health insurance consumers with coverage options from a nationwide network of enrollment partners. He served as CEO from 2015 to 2020, leading the company through multiple rounds of equity financing and significant business growth. As CRO, Howard oversees B2B relationships with health insurance & Medicare distributors, helping them grow through Healthcare.com's suite of solutions, including: Autopilot, Healthcare.com's enrollment acquisition platform built on top of the Healthcare.com consumer base, and Pivot Health, a proprietary line of insurance products distributed through third-party agencies and agents.
Amanda Yoho, CEO, Proformex
Dr. Amanda Yoho is the President of Proformex, the leading solution for proactively managing protection assets. Since joining in 2020, she has driven the company’s strategic growth while leading teams in building a scalable data platform and expanding proprietary analytics to provide customers with deeper business insights. Prior to Proformex, Amanda was Director of Research Informatics at IBM Watson Health, leading efforts to curate and analyze the largest clinical dataset for commercial research. She holds a Ph.D. in theoretical physics from Case Western Reserve University, where her research focused on detecting anomalies in cosmological data through simulations of the early Universe.
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.
Vivek Zaveri is the Founder & CEO at Mantra Digital, Meera.ai, and Legal Growth Marketing. With more than a decade of experience in lead generation, paid search, social media, and business — he built Venture Direct Worldwide's search division into a $12 million business in only 3 years and transformed XL Marketing's (now Zeta) higher education department into a $30 million lead generation business in half that time. His strong eye for innovation and his unwavering entrepreneurial spirit serve as the catalyst for his next big venture: Meera.ai — an AI-powered texting platform pioneering the next generation of sales automation.
Company Descriptions
AcquireUp
Our hyper-focused industry expertise means we know your business needs inside and out. And with nearly 40 years of seminar marketing experience, we've perfected the recipe for filling rooms with Medicare-Eligible prospects.
Adobe Population Health
Since 2018, Adobe Population Health has been an innovator providing whole-person, proactive care management services supporting more than 400,000 members nationally. Specializing in Medicaid and Medicare Advantage plans Adobe customizes programs by identifying at-risk members and intervening with a whole-person proactive care approach addressing social determinants first so that a member’s health can become their top priority. Adobe is the only care management company in the U.S. leveraging a hybrid, integrated model offering preventative care that is successfully reducing emergency department visits and hospital readmits while increasing member retention and satisfaction. Adobe, changing how healthcare is delivered.
Adsync
Introducing CallSync: The Future of Medicare Sales! At Adsync Media, we’ve redefined high-intent inbound calls, generating 20,000 to 30,000 Medicare calls daily—but now, we’re taking it further. Meet CallSync, launching at Medicarians. No dialers. No wasted time. Just live, warm consumer-initiated inbound calls at your fingertips. Click a button, take a call, close the deal. Built for agencies, brokers, and carriers, CallSync puts YOU in control. Take calls when you're ready, pause anytime, and only pay for real conversations. Click, close, & connect with CallSync today! www.callsync.io
Advocate Health Advisors LLC
Transform your Medicare business with us! As a premier brokerage, we empower agents and agencies to achieve success with customized support, cutting-edge resources, and exclusive partnerships. From streamlined solutions and innovative marketing strategies to advanced tools and dynamic training at Advocate Health University, we provide everything agents need to excel. With personalized business planning, client retention expertise, and a relentless focus on growth, we inspire, educate, and elevate. Partner with us to make a difference and dominate your market. Visit us at Medicarians or learn more at www.advocateforagents.com!
Aetna
Aetna® is committed to bringing together what matters most to your health. With over 170-years of experience and as part of CVS Health®, we bring together the support, services and trusted care, for both body and mind that is right for you and your clients. We make health benefits easy to choose and use, so your clients can get the most value from their health plan. We strive to create more meaningful and personal health care experiences for every individual we serve because heathier happens together®.
Aflac
Aflac is a Fortune 500 company providing financial protection to millions of people worldwide
And a leading provider of supplemental health insurance products in the U.S. For nearly 70 years, Aflac has helped to provide peace of mind and financial security to our customers for the expected and unexpected that's sure to come life's way. Aflac's product portfolio includes Medicare Supplement Insurance, as well as accident, cancer, critical illness, term life, final expense whole life, and dental, vision and hearing insurance plans. To learn more visit aflac.com/individuals
AGA
AGA is a leading FMO in the Medicare market dedicated to empowering independent insurance agents and agencies with the resources, support, and training they need to succeed. With over 30 years of experience, AGA offers a comprehensive range of products, including Medicare Advantage and Supplement plans, life, annuity and ACA products and more. AGA’s commitment to innovation and agent success is reflected in its state-of-the-art technology, personalized support, and a deep understanding of the Medicare market. By partnering with AGA, agents gain access to top-tier carrier relationships, extensive marketing resources, and a community focused on driving growth and excellence.
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 Boost Marketing
Agent Boost Marketing specializes in sales and distribution of individual insurance products including Medicare Advantage, Medicare Supplement, Medicare Part D plans, health insurance/ACA, short term medical, life insurance and annuities. Agent Boost Marketing is licensed in all 50 states, and have agent and agency level contracts available for most major carriers. https://agentboost.com/
Agent Force USA
AgentForce 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.
AgentSync
AgentSync offers Distribution Channel Management (DCM) solutions that connect the insurance ecosystem. By automating producer onboarding and integrating real-time data, it helps insurers scale and optimize distribution networks while staying compliant. The intuitive, configurable platform streamlines the producer onboarding process with seamless API connectivity. Founded in 2018 by Niji Sabharwal and Jenn Knight in Denver, CO, AgentSync has been recognized as one of Denver’s Best Places to Work and a Forbes Cloud 100 Rising Star. It was also named an Insurtech Insights Future 50 winner and ranked 65th in Forbes’ America’s Best Startup Employers 2023. Visit agentsync.io for more.
AgeTech Atlanta
AgeTech Atlanta is the fastest growing network of AgeTech innovators in the world. Founded in Atlanta, we have active communities in Los Angeles, Denver, Chicago, NYC, DC, and Toronto.
Agetech News
The leading media platform dedicated to covering the latest trends, innovations, and investment opportunities in the rapidly growing field of agetech. If it’s agetech, it’s here.
www.agetech.news
AgeTech NYC
AgeTech NYC is the community making New York the best place to grow older. Our 600+ members span entrepreneurs, community organizers, investors, senior living operators, researchers, and government folks. Marquis programs include the AgeTech NYC Living Lab Accelerator and monthly meetups (coffee chats, happy hours, and panels).
AHIP
America’s Health Insurance Plans (AHIP) is the national trade association representing the health insurance industry. AHIP’s MFWA one-stop training continues to be the go-to program that meets CMS requirements for tens of thousands of agents and brokers year after year. When it’s time to decide where you’ll get your MFWA training, choose the path and organization that will drive your success as you help your members and clients make the right decisions about their health insurance needs. Learn more at https://www.ahip.org/courses/medicare-fraud-waste-and-abuse-training.
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.
AllCalls.io
AllCalls.io allows agents and agencies to connect to clients in real time with inbound calls on demand. Our technology platform makes taking inbound calls super simple and easy to scale. Get low cost enrollments for yourself or your agents and let us help you grow!
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.
American Specialty Health
ASH provides health plans, employer groups, insurance carriers, and trust funds with a wide range of health management, fitness and exercise, and musculoskeletal provider networks programs to improve the health of their members or employees.
AmeriLife
AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as the leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a distribution network of over 300,000 insurance agents and advisors and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com.
Ameritas
Ameritas offers a range of dental and vision plans for individuals and families, featuring access to a large nationwide network, with options for various coverage levels for preventive care, basic services, and major procedures, allowing customers to choose plans that best fit their needs and budget. There are no enrollment fees and your client can choose next-day coverage. There are no waiting periods and plans offer additional coverage, such as orthodontia or hearing care. Most states offer credit for prior dental coverage with increased benefits the first year on the plan.
Anthem Blue Cross Blue Shield
Our purpose — improving the health of humanity — is the reason we exist. It’s our North Star, driving us to make a positive difference every day. It also drives us to think differently about the role we play. We are no longer the health insurance company of yesterday. We are a devoted team of over 100,000 associates, inspired to redefine health and the health system, as well as strengthen our communities, so that everyone has the chance to be as healthy as possible.
ArchWell Health
At ArchWell Health, primary care means much more than just routine checkups and treatments for common illnesses. Our centers offer a wide variety of preventive health services.
Asset Protection Unit, LLC
6 Degrees Health (6DH) is a technology-enabled provider of payment integrity solutions, helping health insurance carriers achieve significant cost savings and improved profitability. With the acquisition of Asset Protection Unit (APU), 6DH has expanded its capabilities to include post-payment overpayment identification as well as small balance and aged-debt recovery solutions for Medicare Supplemental, Medicare Advantage, Commercial, and Dental carriers. Our clinical itemized bill review solution for high-dollar inpatient claims delivers substantial savings to health plans before claims are paid. This partnership strengthens our strategic value to carrier partners by addressing both pre-payment and post-payment integrity needs.
Audicus
Audicus is a NY-based telehealth solution for hearing aids and hearing care that has pioneered the process of remotely testing for hearing loss, obtaining customized hearing aids online and receiving Tele-audiology support - all at 1/3rd of the cost. Our model provides unparalleled affordability and accessibility to hearing aids for end consumers and large healthcare partners, such as the Veteran Affairs, Medicaid/Medicare plans and benefit managers. We have reconnected and transformed +100,000 of lives to date through better hearing and have saved users and partners +$100M in aggregate healthcare costs.
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 300 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
Best Buy Health
Best Buy Health is creating a future where delivery of healthcare in the home is tech-enabled and human-centered, by developing solutions for consumers to get well and stay well on their own, or with the support of trusted healthcare providers. We curate the right technology, delivered at the right time, and connect it with a layer of value added services to deliver personalized care in the home – at scale.
Big Wave Systems - Help On Demand/Consent On Demand
Big Wave Systems transforms businesses through technology. Anchored by its proprietary Synapse technology, Big Wave specializes in intelligent lead distribution, revolutionizing how organizations capitalize on opportunities. Their dedicated team of experts has a client-centric approach, to ensure its solutions are tailored to fit each client’s business needs and configured to drive growth. The technology is now powering many of the health insurance exchanges across the country. Big Wave's primary products are Help On Demand, Consent On Demand and Connections On Demand. To learn more, visit BigWaveSystems.com.
Birdsong Hearing Benefits, LLC
Birdsong Hearing Benefits™, LLC is a hearing benefits manager that views hearing care as total care. Through listening to health plans, Birdsong has designed and built its products and services focused on customer experience. Birdsong delivers a whole health focus that helps plans and groups differentiate themselves from their competition. Our proprietary Hearing Health Intelligence Platform™ (HHIP™) provides predictive analytics that can identify at-risk members, lower the cost of care, and help increase your Star Rating.
Blink Digital
We provide stable agency ad accounts to scale your business
Bloom Insurance
Bloom is a third-party insurance services provider that partners with Medicare health plans to deliver High Value Enrollment and Engagement for people with Medicare. Founded in 2007, Bloom has partnered with national and regional payers to implement solutions for every step of the member journey, from telesales and quote & enroll to health activation outreach. Supported by its Ascend technology platform, Bloom produces closer connections and better outcomes for Medicare beneficiaries and health plan stakeholders. To learn more, visit www.BloomThrives.com.
Blue Cross NC
Since 1933, Blue Cross and Blue Shield of North Carolina (Blue Cross NC) has been committed to making health care easier to navigate, more affordable and more accessible to all. Through our history, we’ve grown to better serve our members and meet North Carolina’s biggest health challenges.
Blue Zones™ Health
Stand apart by discussing better health, not just benefits, with your clients.
Blue Zones™Health combines the lessons from the world’s longest-lived people with specially certified primary care physicians to treat the underlying cause of disease, thus reducing dependence on medications and surgery. Our evidence-based and well published approach can be free to your clients through our 15 contracted health plans.
BluePeak Advisors
BluePeak Advisors, a division of Gallagher Benefit Services, is a specialized consulting firm providing expert guidance and solutions for Medicare plans. With a deep understanding of the regulatory landscape, we assist health plans, PBMs, and other stakeholders in navigating Medicare compliance and operations. Our services include audit preparation, compliance program development, operational assessments, and training. Leveraging our extensive industry experience, we help clients optimize their Medicare programs, ensuring they meet regulatory requirements and deliver high-quality care. Our commitment to excellence makes us a trusted partner in the Medicare space. Learn more at www.bluepeak.com or email info@bluepeak.com.
Bluewater
Bluewater is a converged Direct to Consumer Advertising Agency that creates attention-getting commercials, infomercials and digital content that drives direct response and immediate sales for clients ranging from startups to internationally recognized brands. The agency’s expertise in Creative & Production, Media & Strategy, Data & Analytics, and Digital & E-commerce connects people and brands on every platform and every device. Headquartered in sunny Clearwater, Florida, with remote offices across the United States and Europe, Bluewater has been named an Inc. 5000 company four times, and an Adweek Top 100 Fastest Growing Agency two years in a row.
Boost Health Insurance
Boost Health Insurance Agency is a full-service upline, marketing, and lead provider dedicated to empowering other agencies while offering top-tier health insurance solutions for individuals and families. With a leadership team boasting over 100 years of combined insurance experience, we bring unparalleled expertise to the industry. We provide a wide range of plans, from comprehensive medical coverage to supplemental policies, tailored to diverse needs and budgets. Our team simplifies the insurance process with personalized guidance, exceptional support, and high-quality leads. To learn more about Boost and our services, contact Blaize Stillwell at (714) 916-1093 or email blaize@boosthealthinsurance.com.
Brokers International
Brokers International has earned its stellar reputation throughout the insurance industry based on 42 years of partnering with agencies to achieve their sales goals and maximize their capabilities. Our focus is on growing our nearly 175 agency partners’ life and fixed annuity business.
With access to 80+ life and annuity carriers, our team can assist with custom proposals, case management, and case design. Our custom technology platform will create business efficiencies and using the latest training tools build confidence to integrate life and annuities products into your current business.
Brokers International: changing the insurance industry one agency at a time.
Brokers' Choice of America
Teaching Medicare agents how to successfully sell annuities is the specialty of annuity sales legend, Tyrone Clark. With over four decades of experience and billions in annuity sales through Brokers’ Choice of America (BCA), he has built a legacy of expertise and success in the industry.
BuddyIns
BuddyIns is an enrollment and technology BGA partner for group and individual LTCi. We collaborate with general agencies and IMOs as an extension of their teams. Our core philosophy includes: A partnership mentality, a high-tech process to identify the best value solutions, and a high-touch customization of the education, marketing, and technology process to fit your needs and audiences.
Canidium
Distribution management encompasses solutions like Agent Performance Management (APM) and AgentSync, empowering businesses in the fintech and insurance sectors to optimize agent and advisor operations, providing an industry-leading producer experience. At Canidium, we specialize in SAP Agent Performance Management (APM), SAP Agent Connection (AX), AgentSync, and our proprietary Canidium Agent Lifecycle Management (CALM). These integrated solutions streamline agent management, ensuring complete compliance and operational efficiency within the broader distribution management framework.
careCycle
careCycle equips Medicare agencies with multi-agent voice AI teams that transform member experience across the entire lifecycle. From pre-qualifying leads to delivering personalized post-enrollment care; from personalized policy welcome calls to managing renewals, our AI agents help agencies reduce member churn by 50% while saving thousands of licensed agent hours. Recently, our technology helped a leading FMO generate $2M in saved revenue through improved retention and operational efficiency. Backed by Y Combinator, we're eager to accelerate and speak with you about how AI can transform medicare distribution while raising the bar for personalized member care!
Careington International
Careington International Corporation is a leading provider of discount programs for health, wellness, financial and lifestyle services and owns one of the largest independent dental networks in the nation. We help businesses enhance the value of their benefits while offering employees a new way to save on dental and other health and lifestyle services. Our product and service solutions uniquely fill gaps in benefit packages that are becoming less comprehensive and more expensive.
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, Kentucky, Michigan, North Carolina, Ohio, West Virginia and Wisconsin.
Cecelia Health
Cecelia Health is a national virtual specialty medical practice serving people with chronic conditions across the care continuum. We expand access to care and provide personalized clinical support to help patients achieve sustained engagement and durable outcomes. Powered by digital tools and uniquely data-enabled, our integrated care approach addresses the whole person with proactive, coordinated support focused on clinical, behavioral, social, and emotional needs across cardiometabolic and related conditions. Following evidence-based guidelines and clinical best practices, our solution is scalable for health plans, providers, health systems, and life sciences.
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
CheckRx
CheckRx is revolutionizing the Medicare landscape with cutting-edge tools designed to empower all stakeholders. Our ABC Enterprise Tool automates coverage checks for agents, saving them hundreds of hours annually. The CheckRx app simplifies prescription comparisons, allowing seniors, agents, and doctors to scan prescriptions and quickly identify the most cost-effective health plans with the best coverage. Users can easily save this information for future reference. From seamless prescription comparisons to time-saving automation, CheckRx offers smarter, more personalized Medicare solutions, helping agents and beneficiaries make informed, efficient decisions every step of the way.
Cigna Healthcare
Cigna Healthcare is a health benefits provider that advocates for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. As a division of The Cigna Group, we advance our mission to improve the health and vitality of those we serve.
Compass Insurance Advisors
Compass Insurance Advisors is a trusted leader in the health and life insurance industry, dedicated to providing personalized solutions that meet clients’ unique needs. Our mission is to empower individuals, families, and businesses with clear, honest guidance and access to top-tier insurance plans. Specializing in Medicare, ACA health plans, and life insurance, we leverage innovative technology and expert advisors to simplify the insurance process. With a focus on transparency and exceptional service, Compass Insurance Advisors is committed to ensuring our clients achieve peace of mind and financial security. Partner with us to navigate the complexities of insurance with confidence.
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
Cresso Health
Cresso Health is committed to being the partner of choice for independent, growth-focused agencies. We provide a unique and innovative partnership structure designed to help agency founders unlock their full potential. Our approach fills a gap in the market, offering the necessary capital investment and resources while maintaining the agency’s autonomy. At Cresso Health, we combine industry expertise with a collaborative approach, ensuring that our partners receive the support they need to grow without compromising quality.
Cresta
Cresta combines the best of AI and human intelligence to transform conversations and workflows at every level of the contact center. Discover customer insights and behavioral best practices, automate conversations and inefficient processes, and empower every member of your team to work smarter and faster. All with a single platform that’s purpose-built to save time and money, differentiate the customer experience, and accelerate revenue growth every time you connect with a customer.
CSY AI TECH
CSY AI TECH INC. specializes in age tech solutions designed to empower seniors through innovative technology. Our mission is to make personal health monitoring simple and accessible for all age groups, with a focus on intuitive gadgets tailored for seniors. By combining advanced technology with user-friendly designs, we help bridge the gap between seniors and modern health tools, fostering independence and well-being.
CVS Benefits
CVS Benefits help consumers connect with their supplemental benefits, lower the cost of care and drive value for health plans and their members. With various products available, including our newly launched Flex Card which consolidates multiple benefit needs across a broad spectrum of services like healthy foods, dental, vision and hearing services, home health care, transportation, and more, CVS Benefits is able to customize a program to satisfy any plan’s need.
Dadzie & Associates - Dream Vacations
Our organization, led by travel experts Kwesi and Jen Dadzie, specializes in creating customized travel experiences for corporate and leisure travelers. We assess our clients' needs, considering their schedules and budgets to design personalized tour packages and excursions.
Our dedicated team manages all travel arrangements, including flights, hotels, cruises, and rental cars, while also providing valuable insights into local customs and attractions. We are passionate about ensuring smooth and stress-free journeys, making adjustments as needed to guarantee an unforgettable experience.
Our mission is to deliver exceptional service and help our clients realize their travel dreams.
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.
Dial800
Dial800 gives healthcare providers the innovative call tracking, routing, and analytics solutions they need to enhance patient engagement and streamline communication. With detailed call analytics and memorable vanity and toll free numbers, healthcare organizations can optimize marketing campaign engagement, optimize ad spend, and increase advertising ROI. Trusted by industry leaders for over 20 years, Dial800 is dedicated to supporting our healthcare clients. Learn more at www.Dial800.com to see how we can transform your healthcare communication strategy.
Digipeak Media
Digipeak Media is a performance-driven digital marketing agency leveraging advanced technology and data-driven strategies to fuel business growth. Specializing in high-intent advertising, Digipeak creates, manages, and optimizes campaigns across YouTube, GDN, Search, and social media to connect brands with quality, ready-to-convert audiences. Their expert team utilizes proprietary analytical tools to attract high-quality users, generate valuable leads, clicks, and calls, and drive measurable sales, maximizing ROI. With strong partnerships across leading digital platforms like Google, Meta, and others, Digipeak remains at the forefront of emerging trends, empowering businesses to scale their online presence and achieve explosive growth.
Digital Media Solutions
Digital Media Solutions, Inc. (DMS) drives better business results by connecting high-intent consumers with advertisers across our core verticals; Health Insurance, P&C Insurance and Education. Our innovative solutions help consumers shop and save, while helping our advertisers achieve above average return on ad spend.
Drips
Drips Conversations as a Service uses AI-powered text messaging, scheduled calling, and voicemail messages to reduce the burden on call centers and empower customers to engage on their own terms. With Drips, clients have doubled connect rates, boosted engagement 55%, and earned millions in revenue. Plus, they leverage our managed service philosophy and proprietary compliance technology to deliver safe, effective outreach without the burden of a DIY approach.
e123
From carriers to agents, e123 sits at the center of the distribution value chain providing the technology, tools, and analytics you need to empower growth and generate downline sales. As the industry’s only distribution management system (DMS) designed specifically for health insurance, we’ve partnered with carriers, FMOs, and distributors with hundreds of thousands of agents to connect millions of individuals with the products that best match their needs. Our proven technology combined with 20+ years of insurance software expertise create an unparalleled, lasting advantage.
Eargo
Eargo is on a mission to improve hearing health. Our innovative products address the major challenges of traditional hearing aid adoption, including social stigma, accessibility and cost. Eargo hearing aids are virtually invisible, rechargeable, completely-in-canal, FDA-regulated, exempt Class I or Class II devices indicated to compensate for mild to moderate hearing loss. Our differentiated, consumer-first approach empowers consumers to take control of their hearing. Consumers can purchase online or over the phone and get personalized and convenient consultation and support from hearing professionals.
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 2024, EvolveNXT powered over $4bn in commissions and supported 300,000+ agents across all 50 states.
Discover how EvolveNXT can transform your operations at evolvenxt.com.
EyeMed
EyeMed Vision Care is a leader in vision insurance benefits. We deliver stand-out vision benefits centered around an outstanding member experience. EyeMed boasts America’s largest vision network with a diverse network of independent ODs, retail and online providers. No wonder 99% of clients agree we deliver value, that’s why nearly 98% of EyeMed members use their benefits in network. EyeMed is a Top-Tier Partner of the OneSight EssilorLuxottica foundation, a registered charitable organization that helps create access to vision care for people in need globally. EyeMed is based in Cincinnati, Ohio.
FitOn Health
FitOn Health is the largest all-in-one health and wellness platform providing instant access to the widest variety of premium workouts and health experiences, all from world class trainers, experts, and celebrities. We work with the top health plans and 19K+ enterprise customers to drive best in class engagement and an integrated solution through our digital platform, expansive network of fitness studios and gyms, and condition management courses. Learn more at:
GeoBlue
For over 25 years, GeoBlue® has been dedicated to simplifying the international healthcare experience for the globally mobile. We offer long-term coverage for those living abroad, short-term travel coverage plans for both single and multi-trips and specialists solutions for missionaries, yacht crew, faculty and students. Our health insurance plans provide members with access to our hand-picked network of high-quality medical providers outside the U.S. Coupled with leading-edge technology and 24/7 world-class medical assistance, GeoBlue provides members with confidence and peace of mind. Our plans are underwritten by 4 Ever Life International Limited, rated “A-” (Excellent) by A.M. Best.
GO MD USA
GO MD USA is a revolutionary alternative health plan offering unlimited Virtual Care Telehealth with Mail Order Pharmacy benefits for as low as $39/month for consumers and $20/month for businesses. Our plan provides affordable, accessible healthcare anytime, anywhere, covering over 200 conditions and generic medications with no copays. This makes it the perfect solution for individuals and businesses looking for cost-effective healthcare. We are actively recruiting FMOs, Insurance Agencies, and Agents to sell our plans and expand their portfolio. Earn up to 50% commission for the lifetime of each client you enroll. Contacts Email: Matt@GoMDUSA.com Phone: 901-942-8283
GoHealth
GoHealth is a leading health insurance marketplace and Medicare-focused digital health company. Enrolling in a health insurance plan can be confusing for customers, and the seemingly small differences between plans can lead to significant out-of-pocket costs or lack of access to critical medicines and even providers. GoHealth combines cutting-edge technology, data science and deep industry expertise to build trusted relationships with consumers and match them with the healthcare policy and carrier that is right for them. Since its inception, GoHealth has enrolled millions of people in Medicare plans and individual and family plans.
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.
Growth Health
At Growth.Health, we understand that at the heart of healthcare transformation is not just data, but the ability to harness it powerfully yet with startling simplicity. We're on a mission to demystify the world of healthcare data, making it not only accessible but intuitively actionable. We are GROWTH Revolutionaries and this isn't just innovation; it's innovation with purpose.
Grupo Latinoamericano de Seguros
Grupo Latinoamericano de Seguros is an FMO that distributes life, health and annuities to agents and agencies serving the Latin community. Founded in 2009 our mission has been to serve with understanding a very diverse community of Spanish speaking agents and agencies, helping them navigate through the vast array of companies to find the best suited products for their client’s individual needs.
Guarantee Trust Life Insurance Company
Founded in 1936, Guarantee Trust Life Insurance Company (GTL) has a history of ground-breaking insurance products designed to provide policyholders access to cutting-edge medical advancements and care. From claims paid quickly to customer service calls answered by our friendly staff in Glenview, Illinois, we make it easy for you when you need us most. Visit www.GTLIC.com for more information.
Guardian
Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we stand behind millions of consumers. Helping them prepare and plan for a bright future for themselves and their families. With a strong network and competitive dental plans, Guardian helps make dental care more accessible and affordable for retirees, those on Medicare, or populations without workplace benefits. We also provide access to individual vision and accident plans.
HAPPY QUOTE
Happy Quote is a performance marketing company that specializes in generating high-intent inbound calls and live transfers for Medicare, while providing live transfer calls for ACA. We connect high-intent consumers with the healthcare solutions needed. Our targeted marketing strategies empower our partners to thrive in the competitive health insurance market.
Health Agents for America "HAFA"
Health Agents for America (HAFA) is a dedicated trade association representing independent insurance agents with unwavering commitment. Known as the "bulldogs of the industry," HAFA fiercely advocates for agents' rights, unafraid to take on challenges and fight for fair practices. Established to exclusively represent independent agents, HAFA provides a powerful voice in the industry, ensuring that agents are heard, supported, and equipped to succeed. With a focus on integrity and strength, HAFA stands as a steadfast ally, championing the interests of insurance professionals across the nation.
Healthcare.com
Healthcare.com is a leading health insurance and Medicare platform offering exceptional consumer experiences and strong distributor partnerships to ensure individuals and families get enrolled in the right insurance plans. With over a decade of experience, Healthcare.com provides unmatched expertise to help businesses navigate complex industry regulations and finding ways to grow compliantly. Using exclusive data built up over the last ten years, and proprietary machine learning models, Healthcare.com connects consumers with ideal distribution partners, optimizing outcomes for both parties
HealthcareGPS Inc.
HealthcareGPS™ is transforming Medicare sales with MedicareCopilot™, the first AI-powered, all-in-one CRM, quoting, and enrollment platform purpose-built for Medicare professionals.
MedicareCopilot leverages advanced AI to analyze plan documents, deliver hyper-personalized recommendations, and automate compliance monitoring. Using a proprietary algorithm, MedicareCopilot scores and ranks plans based on 12 priority factors weighted to each client's unique needs, while providing year-round support through integrated multi-channel communications.
SOC 2 and HIPAA certified, MedicareCopilot streamlines workflows with features like digital scope of appointment, needs assessment, AI-powered transcriptions, and communication and campaign automation – helping brokers save time, ensure compliance, and grow their business efficiently. www.healthcaregps.ai
HealthSherpa
HealthSherpa is the largest and fastest-growing individual health coverage exchange in the United States, simplifying access to ACA and Medicare health plans from both federal and state marketplaces.
Our secure, integrated technology platform empowers insurance agents, agencies, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans.
HighPeak
HighPeak is an innovative, early-stage company leveraging revolutionary AI technology, machine learning and robust, proprietary data to deliver the most accurate life planning data in the market. Backed by Prudential Financial, HighPeak unlocks innovative, individualized insights around holistic healthcare costs to help advisors help clients live their best lives.
Howard Insurance LLC
Howard Insurance LLC is a full-service insurance solutions provider with over 20 years of experience connecting consumers, agents, and carriers. We specialize in helping clients find the right coverage, empowering agents with a diverse product portfolio, and showcasing carriers to top-performing sales agents nationwide. Our mission is to build meaningful relationships that drive success and help every client, agent, and carrier reach their full potential.
HRA Council
HRA Council is a non-partisan nonprofit advocacy organization, dedicated to improving and expanding health coverage options for millions of workers by giving employers better ways to offer workers health insurance. HRA Council is the home to ICHRA and QSEHRA Administrators, Brokers and Advisors, Carriers, Platforms, Employers, and more experts in defined contribution coverage. Join us at www.hracouncil.org
Humana
Humana Inc. is committed to putting health first – for our teammates, our customers, and our company. Through our Humana insurance services, and our CenterWell health care services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com
IMC
At the Insurance Marketing Coalition (IMC), we stand as a steadfast advocacy organization within the insurance industry, committed to safeguarding consumer education and access to essential life, health, and Medicare insurance products.
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 Science DM
Lending Science DM/ Insurance Science DM are leaders in scientifically data driven marketing, including lead generation, turnkey direct marketing, predictive analytics, and omni-channel campaigns. We help clients, in the US and abroad, acquire new customers, optimize marketing and risk metrics to maximize profitability. We have 30+ years of industry experience in leveraging data science and risk metrics to take your marketing to the next level. Some of our industries include: Consumer Lending, Mortgage Lending, Commercial Lending, Debt Settlement, Debt Consolidation, Debt Collections, Automotive, Medicare, Life, and Property and Casualty Insurance.
InsuranceNewsNet
For cutting-edge news and insights, turn to InsuranceNewsNet (INN), the leading media source for insurance and financial professionals. INN is dedicated to informing, educating and growing the industry with relevant news, trends, and how-to guides. Our platforms empower financial professionals to effectively reach their audience. With award-winning editorial, innovative design, and results-driven marketing strategies, we help agents and advisors optimize their practices and boost profitability. CREATE compelling content that will CONNECT with your ideal audience to help GROW for your business. Partner with INN to elevate your brand and stand out in the competitive financial services landscape.
www.insurancefinancialmedia.com
InsureTrek
InsureTrek is a software-as-a-service platform that helps optimize the insurance distribution lifecycle for insurance agencies, MGA’s, carriers by unlocking efficiencies across state licensing, appointments, contracting and distribution channel management.
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.
JSA
Jack Schroeder & Associates (JSA) is a leading Field Marketing Organization (FMO) that supports independent insurance agents with advanced technology solutions and exceptional service. Our innovative tools, such as CORE CRM—a comprehensive sales and business management platform—help agents manage their book of business, enhance client interactions, and uncover new sales opportunities. With a full range of Medicare, health, ancillary, life, and annuity products, JSA equips agents with everything they need to drive growth. Supported by a dedicated back-office team, first-class service and decades of experience, we’re committed to “Sharing Success Together.”
Kizen
Kizen is the first GenAI enterprise application builder. Businesses of any size, within any industry can build AI assistants for complex jobs and modern enterprise applications - like CRMs, Workflow Automation, Real Time Dashboards, and Secure Portals in minutes and perfect them in an afternoon.
We’re engineering a more humane future where AI drives universal healthcare, impactful work, world-class education, exceptional customer experiences, and — overall — a more fulfilling human experience. Our mission is to equip every team member with an AI Assistant, transforming companies into AI-driven powerhouses, workers into AI-enhanced innovators, and processes into continuously improving systems.
www.kizen.com
Lasting Mark
For over 30 years, we’ve helped agents achieve financial security with integrity, empowering them to build a legacy and leave a lasting mark on their clients and communities. We provide top-tier training and mentorship in Life Insurance, Health Insurance, Medicare, and Retirement Protection, giving you the tools to grow your business, generate passive income, and build a profitable team. With opportunities across multiple verticals, we help you unlock your potential and create a lasting impact for generations to come.
LeadingResponse
LeadingResponse excels in customer acquisition for health and wealth organizations nationwide. Specializing in crafting tailored multichannel marketing solutions, we serve law firms, financial advisors, estate planners, Medicare agents, preneed providers, and senior living communities. With expertise in consumer behavior, our team of marketers, designers, developers, and data scientists crafts precise marketing strategies to elevate your business. Using targeted digital campaigns, we engage prospects in your preferred territories, guiding them seamlessly through the consumer journey until they're ready to convert.
LeadScorz
LeadScorz is a revolutionary SaaS platform for Medicare Marketers who buy and manage consumer leads. Our MedicareShopper™ plan-comparison engine generates "Consumer-initiated, high-intent and pre-graded" inbound calls and SOA-compliant Appointments. TAKE CONTROL OF LEAD QUALITY to maximize your CPA and ensure compliance with all CMS requirements and Consumer Privacy Regulations with our AI-powered Lead Management System and patented Lead Grading Engine.
Legacy Marketing Group
Be in business for yourself, not by yourself. At Legacy Marketing Group, we develop exclusive insurance products with multiple well-respected insurance companies to meet today’s consumer needs. Working in partnership with Independent Marketing Organizations, we are a home for independent Producers who want access to diverse products, exceptional support, and gold[1]standard service, all under one roof. Streamlined sales and ease of doing business—that’s the Legacy advantage. Visit us at www.legacynet.com or call the Marketing Field Support Team at 800-395-1053, Ext. 4002. Follow us on LinkedIn.
LendmarX
Lendmarx and ConverselyAI, have developed a transformative platform designed to help Medicare Advantage carriers and agencies market the right plans to the right consumers, maximizing ROI. By combining Lendmarx's advanced data-driven targeting and financial modeling with ConverselyAI's cutting-edge conversational AI, the platform enables carriers to deliver personalized, seamless consumer experiences that enhance engagement, and drives higher conversion rates, ensuring marketing resources are used efficiently. This solution allows, customers to gain a competitive edge by optimizing marketing strategies, improving member acquisition, and achieving sustainable growth in a highly competitive landscape.
LifeSecure Insurance
At LifeSecure, we believe insurance should be easy to understand, effortless to buy and simple to use. We are dedicated to providing a different kind of insurance experience to help create a better future for our customers.
LifeSecure Insurance Company was founded in 2006 as a Michigan-based company, which quickly expanded to a national presence. Our product portfolio includes Personal Accident, Critical Illness, Hospital Indemnity, and Long-Term Care insurance.
LinkUnite
LinkUnite is a community-driven organization dedicated to empowering professionals in marketing and digital industries. We provide networking opportunities, mentorship through our L.I.N.K. program, and industry-focused educational series. Our membership program offers exclusive access to events, professional development, and advocacy initiatives that promote female leadership. Through strategic partnerships, content platforms, and corporate collaborations, we connect top professionals, foster career growth, and drive meaningful industry change. Join today: https://www.linkunite.live/membership/
Marketcall Inc.
Marketcall is a lead generation agency and PPC/CPA/CPL network. We provide real-time calls and leads for insurance, finance, home services, home improvement, legal, travel verticals and more
Marketplace Insurance Exchange Group
We partner with agents and agencies to provide a comprehensive suite of health, life, and supplemental insurance products. With over 25 years of industry expertise, we empower agencies to grow their portfolios through innovative solutions, seamless process flows, and optimized workflows. Our state-of-the-art systems simplify operations, enhance efficiency, and ensure seamless client management. Combined with personalized agent support, we enable you to focus on building strong client relationships while we handle the complexities. Contact us at (817) 500-5999 or visit www.marketplaceinsure.com to explore partnership opportunities.
Medical Guardian
Founded in 2005, Medical Guardian is a leading provider of innovative health solutions for aging adults, serving 600,000+ active members across the United States. The company offers a comprehensive suite of connected-care medical alert systems, including Personal Emergency Response Systems (PERS), Remote Patient Monitoring (RPM), and Engagement Services, empowering older adults to live a life without limits and age safely at home. With a 95% customer satisfaction rate and a 4.7+ star rating on Google Reviews.
Medicare Answers Now
Medicare Answers Now (https://www.medicareanswersnow.com/home) is an award-winning Field Marketing Organization, based in Cleveland, Ohio, with agents across the country. With our primary focus to work alongside Insurance Agents to develop a strategy that enhances the Agent's strengths and builds on their weakness to help them achieve their personal goals. Also the creator of 2 nationwide conferences: Ms. Medicare is a woman-only conference which prioritizes networking and creating a safe environment to learn, and Medicare and Margaritas, a vacation-themed conference which is spread over 3 days of fun in the sun while learning the essentials of growing your business.
MediCare Express a MeetingsTech Company
MediCare Express is the premier platform for scaling Medicare enrollments and expanding your book of business. We serve up high-intent, pre-qualified meetings with consumers and add them right to your calendar.
Our proprietary meetings technology eliminates prospecting and cold calling, allowing you to focus on what you do best—providing exceptional service to your clients. We empower agents to prescribe insurance solutions that lead to lifetime customer relationships. MediCare Express fosters connections that count while saving you time and money. Our solution is simplicity.
MedicareVox
MedicareVox is the premier AI SaaS platform supporting payers and distributors with call center voice agents. Our voice AI screens leads, reads enrollment disclosures, handles member requests, completes enrollment verification & HRAs, and schedules physician visits. It outperforms humans at a lower cost. It also transcribes and analyzes agent calls for compliance and coaching. The result is a higher LTV/CAC ratio and a differentiated experience that drives profit and growth. In Q4 2024, MedicareVox screened over 130,000 phone calls, rejected 66,000 unqualified leads, and increased our clients’ conversion rate by 30%. Soon, MedicareVox will even enroll beneficiaries.
Meera AI
Meera is an AI text messaging platform that uses human-like messages to automate 80% of your team's busy work. That way, your agents don't have to waste time following up and qualifying leads that are nearly impossible to reach by phone or email. Meera engages prospects automatically, nurtures them until they are ready to talk to sales and then either schedules a meeting or transfers a call directly to a member of your team. The result is more qualified meetings with less effort and lower acquisition costs.
Messer Financial Group
Messer Financial Group is a full-service insurance broker that provides agents with top carrier contracts, excellent E&O rates, lead programs, proprietary quote and enrollment software, and more! Founded in 2004 by Bill Rice and Roy Messer, Messer Financial Group is committed to helping talented agents close more sales.
Milliman IntelliScript
Milliman IntelliScript is the leading creator of risk-assessment insurtech for the U.S. life and health insurance sectors. Our actuaries, clinicians, developers, and data scientists combine deep technical expertise and a pragmatic focus on demonstrable ROI. We invent and relentlessly improve data-driven SaaS solutions to help carriers make better decisions faster and with greater confidence. For over 20 years now, our customers have come to know us as category-defining innovators and reliable strategic partners. They count on us to clarify both risks and opportunities—so they can see more and fear less.
Molina Healthcare Inc
For over 40 years, Molina Healthcare has been a purpose-driven company committed to improving the lives and well-being of our members, while making a positive impact in the communities we serve. Our mission, vision and values help lead every decision we make – from the office of the CEO to our valued call center representatives. Our mission is to improve the health and lives of our members by delivering high-quality health care. We will distinguish ourselves as the low cost, most effective and reliable health plan delivering government-sponsored care.
mPulse
mPulse, a leader in digital solutions for the healthcare industry, is transforming consumer experiences to deliver better, more equitable health outcomes. By combining AI-powered analytics, omnichannel outreach and digital health navigation technology, mPulse creates personalized health journeys and provides advanced insights to facilitate collaboration across the healthcare ecosystem. With over a decade of experience and 4 billion consumer touchpoints annually, mPulse is the trusted Health Experience and Insights (HXI) partner for over 400 healthcare organizations.
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, disability, life, annuities, and long-term care insurance.
MyHealthAngel
MyHealthAngel is a tech-enabled marketing company specializing in delivering innovative customer acquisition and retention solutions to the U.S. Senior Adult Medicare markets. MyHealthAngel operates a unique digital platform that fosters community and engagement through interactive online events that are tailored to the interests and needs of its members and include a broad range of activities from music therapy to virtual tours of international cities. Our mission is to combat loneliness and social isolation by providing experiences, resources, education, and social connections that enable Seniors to live life to the fullest.
NABIP- National Association of Benefits and Insurance Professionals
The National Association of Benefits and Insurance Professionals (NABIP) represents over 100,000 licensed health insurance professionals across 200+ chapters in the U.S. NABIP members assist individuals, small businesses, and large employers in navigating the complexities of health insurance, ensuring access to affordable and comprehensive coverage. NABIP members adhere to a Code of Ethics, prioritizing clients' best interests. The association supports its members through education, networking, advocacy, and professional development while advocating for affordable health insurance solutions at state and federal levels.
Nassau Financial Group
Nassau is always working harder to be your carrier of choice. We build creative products that can help protect people’s savings, deliver guaranteed income, and help pay for health care costs in retirement. We also provide best-in-class service that you can count on with a 170+ years legacy in business. Nassau Financial Group is headquartered in Hartford, Connecticut with $24.8 billion in assets under management and ~370,000 policyholders. Learn more at nfg.com.
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.
National Mail Marketing Corp
With 50 years of expertise, National Mail Marketing Corporations's (NMMC) mission is both straightforward and audacious: to reimagine the direct marketing landscape entirely. NMMC harmonizes the enduring efficacy of mail with the boundless, dynamic reach offered by digital platforms. NMMC's objective is clear—to equip brands with the ability to surpass limitations, crafting tailored, resonant campaigns that transcend the physical realm of mailboxes to captivate audiences across digital screens. Our ambition isn't just to merge these worlds but to empower brands to leave a lasting impression, fostering connections that seamlessly bridge the gap between traditional and digital mediums.
NCD
NCD is an award-winning insurance company on a mission to improve lives by promoting better health, creating awesome experiences, and Spreading the Smile! We partner with well-known brands like MetLife and VSP to deliver innovative, comprehensive benefits that truly meet member needs, including dental plans with up to $10,000 annual max. More than just great products, we ensure an outstanding agent experience, too. With perks like level-for-life commissions and a dedicated Agent Support team, NCD goes the extra mile to keep you and your members happy, build trust, and boost retention.
Network Insurance Senior Health Division
Founded in 1989, in Clearwater, Florida; Network Insurance Senior Heath Division has always been committed to sourcing quality products that meet the needs of senior Americans. Over the years, we've dedicated ourselves to selecting the best carriers, employees, and independent agents to collaborate with. Our core mission is to deliver unmatched value to our agents, characterized by absolute integrity and unwavering dedication. To achieve this, we've brought on board some of the most talented sales professionals to support our agents, ensuring their satisfaction and optimizing their sales potential. Our aim is to consistently offer a top-tier experience.
New Health Partners
New Health Partners is a Health & Life Insurance FMO, empowering agents to change lives through a member-centric, multi-platform approach. We deliver efficient, quality-driven healthcare and life insurance solutions. Our experienced team, in partnership with Associated Medical Care, provides top-notch support, ensuring agents have the tools to succeed. We offer comprehensive training, marketing, and access to industry-leading technology, helping agents secure the best coverage for their clients and grow their business. At New Health Partners, we build strong, lasting relationships, committed to your success.
Nextere
At Nextere, we specialize in creating innovative software solutions tailored to the needs of the healthcare and insurance industries. While our primary focus is on developing cutting-edge technology to address industry challenges, we have also built a suite of powerful applications that are already transforming how professionals work. Explore our solutions below to see how we are making compliance, communication, and verification easier and more efficient for agents, agencies, and carriers alike.
Number5.ai
Number5.ai provides AI Voice Agents that enhance lead nurturing and qualification in the ACA/Medicare industry. Operating 24/7 with consistent performance, these agents handle unlimited calls, ensuring compliance and engaging leads in 28 languages. By efficiently managing initial interactions, they allow licensed agents to focus on qualified leads, optimizing resources and improving conversion rates. Number5 is also a leading provider of Lifeline cellular plans, call recording and compliance solutions custom tailored to the health insurance industry. Visit www.number5.ai to learn more and to experience the voice agents for yourself. Or drop us a line on hello@number5.ai
Oak Street Health
When it comes to healthcare, one size does not fit all. At Oak Street Health, we specialize in primary care for older adults that’s designed to keep you healthy, not just treat you when you’re sick. Our innovative care model goes beyond typical primary care to provide patients with comprehensive preventive care, including personalized wellness plans, integrated health services, and educational and social activities to support overall health and well-being. To learn more or find a clinic near you, visit oakstreethealth.com.
One Pass
One Pass™ is a proven Medicare fitness benefits partner and a total solution for mental, social and physical well-being. With access to the industry’s largest Medicare gym network, a customizable fitness library and interactive social activities at no additional cost, the program is designed to reduce costs, improve member satisfaction, and differentiate itself in the marketplace. For more information, visit optum.com/onepass.
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.
Peek Performance Insurance
Peek Performance Insurance (PPI) has been led by “ACA Clay” Peek since 1996. PPI has helped grow over 875 Agencies while contracting more than 13,000 agents. PPI teaches agents how to market successfully in the Health, Medicare and Ancillary markets 12 Months a year, not just during the enrollment periods, and “How to Fish with a Net, Not with a Pole” - showing agents how to enroll clients by the dozen! Our website, peektraining.com, hosts hundreds of hours of training along with Clay’s 100 Live or Online classes each year. Contact our Agent/Agency Hotline at 877-612-7317.
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 GET MORE with Physicians Mutual visit www.physiciansmutual.com
Pinnacle Financial Services
As a leading National Marketing Organization, Pinnacle Financial Services provides insurance professionals the insurance products, technology, lead programs and training necessary to grow their business. We focus on the senior marketing including Medicare, Annuities, Final Expense, Life Insurance, HIP, ACA and LTC. See why so many agents chose Pinnacle.
Pinpoint
Pinpoint Global is a trusted tech provider and partner of the BlueCross BlueShield Association, with over 15 years of experience in creating award-winning training and compliance tools for over 45 health plans.
Pinpoint’s most popular solution for the Medicare space has been its Medicare Certification System (MCS) — an all-in-one platform that combines national Medicare certification, product training, contracting and more to streamline your agent’s onboarding process and get them ready to sell quickly and confidently.
Pinpoint also offers a national Medicare certification program, codeveloped with a Blue Plan compliance team, that costs less in time and dollars than AHIP.
PSM Brokerage
At PSM Brokerage, our mission is to empower insurance agents with the tools, resources, and support needed to build a thriving business. With a focus on value, innovation, and agent success, we strive to create lasting partnerships that drive growth and deliver exceptional value.
PX
PX is a technology-driven customer acquisition platform for brands to accelerate their growth by optimizing the performance from their lead sources and scaling faster. Through its embedded marketplace, PX connects brands to millions of leads and calls from hundreds of pre-vetted, compliant sources. With over 14 years of industry experience, PX understands that not all leads are created equal. With dynamic pricing, detailed source performance insights, and sophisticated publisher management, you can pay exactly what the leads are worth to your business.
Quotit Corporation
Quotit Corporation brings three robust standalone solutions designed exclusively for modern insurance professionals. Quotit streamlines quoting and enrollment, enabling you to seamlessly shop, compare and enroll plans for your clients. AgentCubed empowers your agency with comprehensive lead management and optimized sales processes to accelerate growth. Comissio is a dedicated commission tracking and processing solution, simplifying payouts and ensuring precise, timely compensation. Each product functions independently yet complements the others, offering end-to-end support across your entire insurance lifecycle. Together, these solutions deliver greater efficiency, productivity, and profitability, helping you confidently navigate and excel in today’s competitive insurance marketplace.
Qxci a Qualfon Brand
QCXi provides 360 degrees of customer experience support for your business with mission-driven processes that keep each person at the heart of every interaction. We lead the way with AI-enabled strategies and person-focused CXM solutions that enhance your brand and improve your customer’s lives. Whether your goal is to increase the lifetime value and loyalty of your customers or make your operations more effective, QCXi can help you succeed with tailor-made solutions that balance efficiency, scale, and empathy in equal measure.
Rem
At Rem, we're developing the next generation of producer software. Our solutions streamline commission reconciliation and bring modern, AI-powered capabilities to quoting and enrollment. We partner with FMOs, agencies, and payers, enabling them to focus on what matters most: delivering exceptional service to their customers.
ReminderMedia
ReminderMedia is the highest quality client follow-up program in insurance. With a turn-key, easy-to-use interface and proven ROI from our clients, ReminderMedia's personalized approach to insurance marketing works! Stay top of mind and start generating more referrals and repeat business today.
Response BPO
Response BPO specializes in member acquisition and customer service for Medicare & ACA agencies. Our media team drives high-intent inbound calls, while our call center, staffed entirely by native English-speaking agents in South Africa, provides scalable, high-quality service at a low cost. We provide Member Support, High-intent Inbound Calls, Prequalified Inbound Calls, Fronter / Pre-qualification outsourcing and Retention.
Retirable
Retirable, the retirement peace of mind platform, offers products and services across the retirement investing, planning and spending spectrum. Retirable was founded by industry veterans to empower a worry-free retirement for everyone. By opening access to financial guidance for retirement, Retirable gives its clients greater confidence and control when they need it most.
RetireFlo
RetireFlo is the leading compliant secure survey provider for Medicare and ACA agents! By simply sending a link agents can collect, Lists of Drugs, Doctors, Hospitals, Pharmacies, Permission to Contact, and 48-Hour Scope/ACA Consent form. These surveys are enhanced by our senior friendly, white labeling capabilities, as well as our brand new FREE tool: Splash. Splash is a completely free tool used by insurance agents to collect Star Reviews and TCPA Compliant Referrals. Learn more about RetireFlo by scheduling a demo with us at RetireFlo.com/Demo
Retirement Genius
Retirement Genius provides expert guidance and access to financial, health/long-term care, and lifestyle solutions for people to build and live a well-balanced retirement. We bring a holistic approach to the use of alternative funding strategies to help people overcome the unique challenges of aging and declining health, and have collaborated with insurance agents, financial advisors, and long-term care service providers for over two decades. Credited with creating innovative financial solutions such as the LTC-Life Settlement, Retirement Genius is an active supporter and participant of industry organizations, delivers high value educational content, and is a frequently quoted media expert resource.
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 35 years through cost-per-lead direct mail programs and digital agent recruitment campaigns. 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.
Rosemont Industries
A full Services Consulting Firm
RRDB L!VE
RRDB L!VE delivers specialized solutions, including caller identification, all-in-one lead authentication, premium economic insights, and automated reassigned number maintenance.
These real-time solutions profile inbound callers and leads, enhance consumer record quality, improve contact rates, and expand targeted marketing opportunities.
Clients can trust RRDB L!VE to deliver industry-leading results across all solutions.
Additionally, our innovative data flow management system centralizes lead and contact records, ensuring seamless distribution to partners, ESPs, and SMS platforms.
Please visit: https://rrdblive.com or email: info@rrdblive.com for more information.
RSSA®
RSSA is dedicated to improving financial literacy and wellness through innovative Social Security planning solutions. Our mission is to bridge the gap in Social Security knowledge, empowering professionals with expert education, proprietary technology like the RSSA Roadmap software, and support to deliver impactful retirement planning. For consumers, we offer the DIY Roadmap, a direct-to-consumer solution for navigating Social Security decisions with confidence. By combining cutting-edge technology and education, RSSA drives meaningful outcomes, fostering financial security and improved retirement readiness for individuals, families, and the professionals who serve them.
SalesRiver
SalesRiver is the world’s first Integrated Growth Platform, serving a diverse range of industries, including life, health & auto insurance, medicare, home services and more. SalesRiver uniquely combines lead distribution, call routing, performance tracking, and hierarchy management into one unified platform - empowering sales & marketing leaders to make strategic, data-driven decisions that foster growth within their organizations. Founded in 2019 and headquartered in Lexington, KY, SalesRiver serves over 25,000 sales reps from more than 200 companies across the United States. Visit salesriver.com to learn more.
SAP
As a global leader in enterprise applications and business AI, SAP stands at the nexus of business and technology. For over 50 years, organizations have trusted SAP to bring out their best by uniting business-critical operations spanning finance, procurement, HR, supply chain, and customer experience. For more information, visit www.sap.com.
SCAN Health Plan
In 1977, 12 senior activists in Long Beach, California, sought better access to essential services for aging at home. Although the city offered services, navigating them was difficult. In response, the city established the Long Beach Geriatric Health Care System, later branded as the Senior Care Action Network (SCAN). This not-for-profit organization provided a comprehensive network of services, including meal delivery, home repair, medical centers, transportation, and housing, involving around 35 diverse organizations. Over the years, SCAN leveraged state and federal support, launching its first Medicare health plan 1984, and has continued to thrive in senior care.
Scour
Your Solution for Do-Not-Call (DNC) List Compliance. Scrub Your Sales Prospect List with Confidence
Select Health
Health Insurance Is Complicated. We Make It Simple. Select Health is a non-profit health plan in Utah, Idaho, Nevada, and Colorado, serving more than one million members. We are committed to helping our members and everyone in our communities stay healthy. In fact, we share a mission with Intermountain Health: Helping people live the healthiest lives possible.
selecthealth.org
Senior Market Sales
Senior Market Sales® (SMS) represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, individual health and travel insurance carriers in all 50 states. Independent insurance agents today are facing more challenges than ever. SMS is here to help with proprietary technology, competitive insurance products, and expert training and service so you can leverage your time, make more money, and put your business in a position of distinction. We want to make insurance easier to sell, easier to buy, and easier to understand. SMS is headquartered in Omaha, Nebraska, and in 2020, joined the Alliant Insurance Services family of companies.
Spark Advisors
Spark is the fastest-growing independent NMA, building the technology and services top agencies deserve. In just four years, we’ve partnered with over 6,000 agents and several of the industry’s largest, most successful agency owners— and we’re still growing over 100% each year. Last year, our platform saved partners 600,000 hours through technology that made principals and agents more efficient, and services that took work off their plates.
Summit Direct Mail
Summit Direct Mail is a provider of print, mail, and fulfillment services in addition to other multi-channel marketing and digital communication solutions. The company operations are based in the Dallas-Fort Worth metropolitan area providing services for clients with national and international business requirements.
Primary service offerings include digital printing, offset printing, direct mail, product/literature fulfillment, and transactional mail, web to print/e-commerce, and complete online marketing automation services.
Contact us to learn more about Summit.
SunFire
SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market. As the 65 and older demographic grows, the opportunities within this $700 billion+ marketplace continue to drive significant growth for SunFire. With an aggressive product roadmap ahead of us, we are always developing new and innovative solutions to improve and enhance our capabilities.
TARGETLEADS
Since 1985, TargetLeads® direct marketing services, a division of Senior Direct Inc., has been a trusted leader for prospecting lists and direct mail lead generation for the senior market. Medicare Supplement Leads, Final Expense Leads, Long-Term Care Leads and Annuity Leads have been our specialty. Our staff has over 190 years of combined experience to help you make the most out of your marketing dollars. We also offer digital marketing solutions including internet leads, email blasts, social media ads and display ads. Contact us today to have a custom marketing plan created for your company.
The Advanced Diabetes Supply Group
A diabetes supply pharmacy that partners directly with insurance agents. We support you and your clients to help improve retention and grow your book of business.
The Baldwin Group
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.
The Canadian Medstore
The Canadian Medstore is America’s premier provider of affordable International medications. We are a U.S. company based in Tampa, Florida. Our goal is to help our clients find the best price on their prescription medication, often saving up to 80%. We work with a network of licensed U.S. and International pharmacies to deliver safe, affordable medication.
The Helper Bees
The Helper Bees (thehelperbees.com) is a nationwide leader in advanced technology solutions, providing Medicare Advantage plans and Long-Term Care Insurance carriers with access to an innovative, scalable digital ecosystem for the delivery and administration of supplemental benefits in and around the home.
Our homeAlign® platform automates provider credentialing, fulfillment, invoicing, and payment, enabling the seamless administration of supplemental benefits. With the introduction of our flexible spending card, helpful™, we streamline and integrate a wide range of in-home services with over-the-counter products and other covered expenses. Our all-in-one solution empowers plans to allocate funds efficiently while meeting each member’s personalized needs.
The Standard Insurance Company
The Standard, based in Portland, Oregon, is a leading provider of insurance and financial services, known for its strong focus on customer service and financial stability. The company offers a variety of annuity products, including fixed and fixed indexed annuities both offering Medicaid compliant payout options. The annuity portfolio satisfies a number of niches including older ages, shorter durations, extra liquidity along with a strong death benefit rider. Its solid financial strength, backed by strong ratings, ensures that it can meet its obligations and offer peace of mind to clients seeking long-term financial security.
Third Act Ventures
Third Act Ventures invests in the most overlooked yet obvious global opportunity, Aging. Most investors have zero exposure to this non-cyclical opportunity already worth over $9 trillion. As the most prolific private investor in this space, Third Act is the go-to seed-stage Agetech VC.
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.
Total Expert
Total Expert is a purpose-built engagement platform that helps Medicare agents and brokers build relationships with new and existing members. By combining data insights, marketing automation, and compliance solutions in a single platform, Total Expert makes it easy to identify new opportunities, educate consumers about their Medicare options, and continue to serve members as their insurance needs evolve. Learn more at TotalExpert.com/Medicare
Troutman Amin, LLP
Troutman Amin, LLP is a true legal powerhouse, built specifically to assist companies with their most complex litigation and compliance needs. When you need the ABSOLUTE best defense or guidance available and nothing else will do.
Twilight Wish Foundation
Our mission is to honor and enrich the lives of deserving elderly through wish granting celebrations connecting generations. Our vision is to make the world a nicer place to age, one Twilight wish at a time. Twilight Wish grants wishes to seniors, 65 and older, earning less than 200% of poverty level, or who are a permanent resident of a nursing facility. The types of wishes we grant include Simple Needs, Living Life to the Fullest, Celebrating Life, and Special Designation for a Veteran Wish. Learn more at www.twilightwish.org.
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
VanillaSoft is an omni-channel sales engagement platform for high-performing teams, connecting them with over 15 million new prospects every month. Used in combination with existing CRM systems or standalone, the platform empowers teams to generate and engage with more qualified leads across multiple channels at the right point in time. VanillaSoft’s intellective routing engine improves cadence automation and revenue actions for higher productivity and performance.
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
WebCE
With over 25 years of experience in online education, WebCE understands the needs of diverse learners. Our new Medicare CMS training, designed by industry experts, engages agents with interactive elements and read-it-to-me audio. This flexible training ensures agents not only meet requirements but also gain valuable knowledge. Approved for CE credits in all states, also saves agents time and money.
Wellcare
Wellcare strives to be your trusted partner. Through this partnership, we have the opportunity to further connect and educate the agent community on our mission to transform the health of our local communities and ensure everyone is able to access high-quality affordable healthcare. Wellcare’s vision is to be a leader in government-sponsored health care programs in collaboration with our members, providers and government partners. Our members and your clients are our reason to serve. Wellcare is here for you!
Wellcove
Wellcove has been a leading senior market solutions provider for over 25 years, specializing in Medicare Supplement plans A-N and long-term care solutions while also solving for challenges in life, accident & health, disability, and other supplemental insurance programs. As a top third-party administrator, Wellcove seamlessly integrates with clients’ organizations, offering expert people, technology, and systems that drive real results and long-term success. Don't let legacy systems be your legacy. Partner with Wellcove to find the right solution for your senior market program needs.
WEX
WEX (NYSE: WEX) is the global commerce platform that simplifies the business of running a business. Through our health and benefits technology and solutions, WEX simplifies benefits for everyone. We take the confusion out of administering employee and member benefits, and provide insights and engagement so users get the most out of their benefits offering. For more information, please visit www.wexinc.com.
XSELL
XSELL transforms the way businesses interact with their customers by discovering and amplifying the top performing call center agent behaviors that lead to successful business outcomes. To do this, XSELL leverages artificial intelligence as a foundational capability to listen, learn and support agents in real-time with the exact
information they need to exceed customers’ expectations and deliver top-performer experiences.
YuviTal
YuviTal is a loyalty and health engagement platform that mitigates risk and promotes wellness for insurers and organizations.
Zelis
Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including top national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients. Learn more at Zelis.com and follow us on LinkedIn to get the latest news.
