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SCHEDULE OF EVENTS
Sunday, April 7th
| Time | Event Title | Location |
| 5:00PM - 7:00PM | Registration Open | Fontainebleau 4th Floor |
Monday, April 8th
| 8:00AM - 6:00PM | Registration Open | Fontainebleau 4th Floor |
| 12:00PM - 5:00PM | Agent Symposium | Royal 14 |
| 12:00PM - 5:00PM | RetireTech Vegas Kick-Off Summit | Lazuli 1,2,5,6 |
| 12:00PM - 5:00PM | ACA Health Summit Kick-Off Day Summit | Royal 11 & 12 |
| 5:00PM - 7:00PM | Kick-Off Party | Moonstone Event Center & Waterbleau Terrace |
Tuesday, April 9th
| 7:00AM - 5:00PM | Registration Open | Fontainebleau 4th Floor |
| 7:30AM - 9:30AM | Breakfast | Cobalt |
| 8:30AM - 10:00AM | Plenary Sessions | Cobalt |
| 10:15AM - 10:30AM | Transitions to Tracks | 6th Floor Foyer |
| 10:30AM - 5:00PM | Expo Hall Open | |
| 10:30AM - 12:00PM | Morning Tracks | Tracks 1-4 |
| 12:00PM - 2:00PM | Lunch | Expo Hall |
| 2:00PM - 4:35PM | Afternoon Tracks | Tracks 1-4 |
| 4:00PM - 5:00PM | Agent Roundtables | Back Left of Expo Hall |
| 4:00PM - 5:00PM | Official Reception | Expo Hall |
Wednesday, April 10th
| 7:00AM - 02:00PM | Registration Open | Fontainebleau 4th Floor |
| 8:00AM - 10:00AM | Breakfast | Cobalt |
| 8:30AM - 11:00AM | Plenary Sessions | Cobalt |
| 10:30AM - 5:00PM | Expo Hall Open | |
| 10:55AM - 11:10AM | Transition to Breakouts | 6th Floor Foyer |
| 11:10AM - 12:00PM | Morning Tracks | Tracks 1-4 |
| 12:00PM - 2:00PM | Lunch | Expo Hall |
| 2:00PM - 4:15PM | Afternoon Tracks | Tracks 1-4 |
| 2:00PM - 3:00PM | Agent Rountables | Back Left of Expo Hall |
| 4:00PM - 5:00PM | Closing Reception | Expo Hall |
| 9:00PM - 11:00PM | Official After Party | LIV |
DETAILED AGENDA
Sunday, April 7th, 2024 | ||
| TIME | SESSION NAME | SPEAKERS |
| 5:00 pm - 7:00 pm . | Registration Desk Registration Open | |
Monday, April 8th, 2024 | ||
| TIME | SESSION NAME | SPEAKERS |
| 8:00 am - 6:00 pm . | Registration Desk Registration Open | |
|
Tracks | ||
|---|---|---|
| 12:00 pm - 12:05 pm . | ACA Health Summit ACA Health Summit Welcome: Why ACA, and Why Now? | Speakers - Arthur Barlow, Compass Insurance Advisors, President & CEO |
| Agent Symposium Agent Symposium Welcome | Speakers - Amanda Brewton, Medicare Answers Now, Owner | |
| RetireTech RetireTech Welcome | Speakers - Paul Tyler, Nassau Financial Group, Chief Marketing Officer - Jay Weintraub, Connectiv, CEO & Co-Founder | |
| 12:05 pm - 12:30 pm . | ACA Health Summit ACA Market Overview: Results from the IFP Shopping & Switching Study | Speakers - Tim Brousseau, Deft Research, SVP of Client Services |
| 12:05 pm - 12:45 pm . | Agent Symposium The CMS 2025 Call Letter: What It Means For Agents, FMOs, & Our Industry (*For Agents Only*) | Speakers - Amanda Brewton, Medicare Answers Now, Owner - John Greene, National Association of Benefits and Insurance Professionals (NABIP), Senior VP of Government Affairs - Ryan Kimble, Integrity Marketing Group, President, Integrity Health - Danielle Kunkle Roberts, Boomer Benefits, Co-Owner |
| 12:05 pm - 12:40 pm . | RetireTech Future of the Annuity Market: The Macro Trends | Speakers - Scott Hawkins, Conning, Managing Director, Head of Insurance Research |
| 12:35 pm - 1:05 pm . | ACA Health Summit ACA Carriers: Current and Future State of ACA | Speakers - Brandon Bowsky, Minerva Marketing, CEO & Founder - Debbie Harrison, Cigna, Senior Director, Government Affairs & Public Policy - Nate Watters, Ambetter, CSO |
| 12:40 pm - 1:15 pm . | RetireTech The Shape of Distribution To Come | Speakers - Tyler End, Retirable, CEO & Co-Founder - Patrick Kelly, Signal Advisors, CEO & Co-Founder - Brian Lucius, Gradient Financial Group, Chief Distribution Officer - Wes Severin, Symetra, EVP, Retirement Division - James Wong, The Founder's Chair, Founder |
| 12:45 pm - 1:10 pm . | Agent Symposium Historic Changes in Medicare Part D: Prescription Drug Coverage & the Inflation Reduction Act (*For Agents Only*) | Speakers - TJ Gibb, Humana, Head of Medicare Part D |
| 1:10 pm - 1:50 pm . | ACA Health Summit How To Survive and Grow in the Changing ACA Landscape | Speakers - Arthur Barlow, Compass Insurance Advisors, President & CEO - Scott Kipper, Nevada Division of Insurance, Insurance Commissioner - Dean Mohs, Centers for Medicare & Medicaid Services (CMS), Division Director, Strategic Stakeholder Engagement & Operations - Ronnell Nolan, Health Agents for America (HAFA), CEO |
| 1:15 pm - 1:35 pm . | Agent Symposium Adapting to Disruption: 5 Things Brokers Must Know in the Era of CMS Overhaul and AI Integration (*For Agents Only*) | Speakers - Brooke Ivey, Bloom Insurance, Chief Sales Officer - Victor Rivera, Bloom Insurance, VP Business Development |
| 1:20 pm - 1:55 pm . | RetireTech Building Purpose-Driven Retirement Plans | Speakers - Joe Jordan, MetLife, Former SVP, Retail Product Development |
| 1:35 pm - 2:00 pm . | Agent Symposium The View from Washington on Medicare Advantage & Supplemental Benefits (*For Agents Only*) | Speakers - John Gorman, Nightingale Partners LLC, Chairman & Founder |
| 1:50 pm - 2:15 pm . | ACA Health Summit ACA & U65 – Same Industry? | Speakers - Charlie Harris, National Health Insurance Company (Allstate Health Solutions), President - Dee Hohenberger, Gallagher Affinity, Area President - Michael Howard, Howard Insurance Corporation, President |
| 1:55 pm - 2:30 pm . | RetireTech Seeking Stable Growth: Designing the Next Generation of Annuities | Speakers - Jason Fichtner, Bipartisan Policy Center, Chief Economist - Branislav Nikolic, The Index Standard, Managing Director, Head of Insurance - Bobby Samuelson, Executive Editor, The Life Product Review - Tamiko Toland, Principal, Toland Consulting, LLC |
| 2:05 pm - 2:25 pm . | Agent Symposium The Power of Partnership: Taking Some Chips off the Table (*For Agents Only*) | Speakers - Justin Haskell, Maximum Senior Benefits, CEO & Founder - Darren Houck, MCC Brokerage, CEO - Alex Hyer, AmeriLife, VP of Corporate Development - Patrick Nichols, AmeriLife, SVP of Biz Dev |
| 2:20 pm - 2:40 pm . | ACA Health Summit How to Start, Grow, or Integrate ACA Into Your Agency | Speakers - Arthur Barlow, Compass Insurance Advisors, President & CEO |
| 2:25 pm - 3:00 pm . | Agent Symposium Buying Habits & Trends of Seniors Today (*For Agents Only*) | Speakers - Tim Brousseau, Deft Research, SVP of Client Services - Chalen Jackson, McNerney Management Group, Compliance Officer - Anna Patrick, CSG Actuarial, Director of Strategic Partnerships - Jared Strock, Telos Actuarial, Principal & Consulting Actuary |
| 2:35 pm - 3:10 pm . | RetireTech Reinventing Customer Experience and Service in an AI-Driven World | Speakers - Scott Campbell, American National, SVP & Chief Client Experience Officer - Dan Gremmel, Zinnia, Chief Data Officer - Sean O'Donoghue, Security Benefit, Chief Technology Officer - Jay Singh, Hedgeness, CEO - Sam Zimmerman, NCD, CTO |
| 2:40 pm - 3:15 pm . | ACA Health Summit The Latest CMS Compliance Protocol and How To Do It Efficiently | Speakers - Dr. Anthony Bowen, Quantum, COO & CDO - Joshua Brooker, National Association of Benefits and Insurance Professionls (NABIP), Chair Of Individual Market Working Group - Al Castellanos, Premier Insurance Contracts, President - Josh Van Drei, Centers for Medicare & Medicaid Services (CMS), Deputy Director, Division of Compliance, Oversight, & Monitoring |
| 3:05 pm - 3:25 pm . | Agent Symposium Will Artificial Intelligence Replace Insurance Agents? (*For Agents Only*) | Speakers - Daniel Petkevich, Fair Square, CEO & Founder |
| 3:05 pm - 3:50 pm . | Improving Healthcare Outcomes for Seniors in Medicare Advantage Managing Medical Spend via VBC: Moving from Primary to Specialty Care | Speakers - Eugene Hsu, Elevance Health, Chief Medical Officer & RVP II, Medicare Duals, West Region, Group Retiree Solutions - Tej Motiwala, Oak Street Health, SVP, Medical Management - Kevin O'Leary, Health Tech Nerds, Co-Founder - John Petito, TailorCare, Chief Strategy Officer |
| 3:10 pm - 3:50 pm . | RetireTech Insuring Tomorrow: Navigating the Regulatory Environment of the AI and Tech Revolution | Speakers - Kathleen Birrane, State of Maryland, Maryland Insurance Commissioner - Troy Downing, Montana Commissioner of Securities and Insurance, Montana State Auditor - George Esposito, Zinnia, Chief Administrative Officer - Nathan Houdek, Wisconsin Insurance Department, Commissioner - Andrew Mais, NAIC, President |
| 3:20 pm - 3:55 pm . | ACA Health Summit How to Apply AI to ACA and Open Enrollment | Speakers - Alex Doonanco, AI Rudder, Growth - Tisson Mathew, Skypoint, CEO & Founder - Royce Simmons, Compass Insurance Advisors, COO - Vivek Zaveri, Meera.ai, CEO & Founder |
| 3:25 pm - 4:00 pm . | Agent Symposium What Professional Organizations Do for Agents & How to Get Involved (*For Agents Only*) | Speakers - Diane Boyle, NAIFA, SVP, Government Relations - Danielle Kunkle Roberts, Boomer Benefits, Co-Owner - Ronnell Nolan, Health Agents for America (HAFA), CEO - Keith Wallace, NABIP, Membership Council Chair |
| 3:50 pm - 4:15 pm . | Improving Healthcare Outcomes for Seniors in Medicare Advantage Building Culturally-Sensitive MA Plans | Speakers - Andy Higgins, Clever Care Health Plan, Vice President, Product Development |
| 3:55 pm - 4:25 pm . | ACA Health Summit How To Ensure You Have the Best ACA Technology | Speakers - Arthur Barlow, Compass Insurance Advisors, President & CEO - Chad Hogan, Quotit, President & Marketplace Compliance Officer - George Kalogeropoulos, HealthSherpa, CEO - Dave Keller, INSXCloud, President - Manal Mehta, Benefitalign, LLC, CEO & President |
| 3:55 pm - 4:30 pm . | RetireTech Finding, Funding, and Improving the Future Retirement of GenX and GenZ | Speakers - Jonathan Kalman, Eos Venture Partners, Founding General Partner - David Macchia, CEO & Founder, Wealth2k, Inc. - Sri Reddy, Principal Financial Group, SVP, Retirement & Income Solutions - Farooq Sheikh, Unqork, Global Head of Banking, Insurance and Healthcare - Alison Susko, Asset-Map, VP of Community & Partnerships |
| 4:05 pm - 4:25 pm . | Agent Symposium Get More Sales Working With Medicare Express (*For Agents Only*) | Speakers - Gary Gore, Medicare Express, National Director of Sales - Rob Graham, Medicare Express, Founder - Jason Holley, Medicare Express, Business Development Specialist - Doug Winslow, Medicare Express, Risk Consultant |
| 4:15 pm - 5:00 pm . | Improving Healthcare Outcomes for Seniors in Medicare Advantage The Promise and Peril of Back Office Automation with AI | Speakers - Zach Kosky, Gold Kidney Health Plan, CFO - Jacob Goldstein Luria, N1 Health, President & Founder - Kevin O'Leary, Health Tech Nerds, Co-Founder |
| 4:25 pm - 5:00 pm . | Agent Symposium Back Office Systems that Agents & Agencies Need (*For Agents Only*) | Speakers - Korey Ashton, SunFire, Director, SunFire Services - Amanda Brewton, Medicare Answers Now, Owner - Aaron Davis, ConnectureDRX, Director, Product - Steve Ogden, AgencyBloc, Sales Manager |
| 4:30 pm - 5:00 pm . | ACA Health Summit How To Double or Triple Your ACA Book of Business | Speakers - Arthur Barlow, Compass Insurance Advisors, President & CEO - David Cutter, HealthQuotes, Partner & President - Dave Maman, WeCall, CEO - Tracy McMillan, Marketplace Insurance Exchange, President - Manny Zuccarelli, QuoteVelocity, CEO & Founder |
| RetireTech The End of Accelerators As We Know Them – Meet the Next Model of Corporate Innovation | Speakers - Laurissa Berk, UConn School of Business, Director, Global & Experiential Education, Graduate STEM Programs - Jason Gross, ManchesterStory, VP, Head of Platform - Alexis Cierra Vaughn, Off Course, Founder & CEO - John Wilson, University of Connecticut, Academic Director, MS FinTech | |
| 5:00 pm - 7:00 pm . | Networking & Events Kick-Off Party | |
Tuesday, April 9th, 2024 | ||
| TIME | SESSION NAME | SPEAKERS |
| 7:00 am - 5:00 pm . | Registration Desk Registration Open | |
| 7:30 am - 9:30 am . | Networking & Events Breakfast | |
|
Plenary | ||
|---|---|---|
| 8:00 am - 8:30 am . | Plenary First Light Insights: 3 Keys to Navigating the MA Storm | Speakers - Sherman Rogers, Bloom Insurance, CEO & Founder |
| 8:30 am - 8:35 am . | Plenary Welcome – Plenary Stage Day 1 | Speakers - Jay Weintraub, Connectiv, CEO & Co-Founder |
| 8:35 am - 9:00 am . | Plenary Tech Modernization: Innovation, Digital Transformation, and Meeting Market Demand | Speakers - Michele Trogni, Zinnia, Chairman & CEO - Paul Tyler, Nassau Financial Group, Chief Marketing Officer |
| 9:00 am - 9:25 am . | Plenary Fireside Chat With Tim Barry, CEO, Chair, & Co-Founder of VillageMD | Speakers - Tim Barry, VillageMD, CEO, Chair, & Co-Founder - Neelam Brar, Total Life Therapy, Founder |
| 9:25 am - 9:30 am . | Plenary Launch Showcase: Level Up With Ascend Broker | Speakers - Sherman Rogers, Bloom Insurance, CEO & Founder |
| 9:30 am - 10:00 am . | Plenary Health & Wealth: The Keys to Retirement | Speakers - Tyler End, Retirable, CEO & Co-Founder - Abby Levy, Primetime Partners, Managing Partner & Founder - Fran Soistman, eHealth, CEO & Director |
| 10:00 am - 10:08 am . | Plenary In Search of the Next Big Thing: Fortuna Health | Speakers - Nikita Singareddy, Fortuna Health, CEO & Founder |
| 10:08 am - 10:15 am . | Plenary In Search of the Next Big Thing: Twilight Technologies | Speakers - Greg Cangialosi, Twilight Technologies, Founder |
| 10:30 am - 5:00 pm . | Networking & Events Expo Hall Open | |
|
Tracks | ||
| 10:30 am - 11:05 am . | Track 1 Regulations, Commissions, & AI, Oh My! – Using Technology To Thrive Amid Constant Change | Speakers - Brendan McLoughlin, e123, President & CMO - Prasanna Nathan, Aetna/CVS Health, Digital Delivery & Transformation Leader - Deirdre Ragan, Pivot Health, CEO & President - Chris Reuter, UnitedHealthOne, SVP of Carrier Sales - Michael Tobias, GetMeHealthcare, CEO & Founder |
| Track 2 The Future of MedSupp | Speakers - Calvin Bagley, Nuvo Health, CEO & President - Gaylan Hendricks, Senior Security Benefits, CEO - Marc Wheeler, Strategic Options, Managing Partner - Ty Wooldridge, Aetna Health & Life Insurance, President | |
| Track 3 Supplemental Benefits: Will People Use What They Say They Want? | Speakers - Matthew Herrera, Careington, VP of Sales - Andy Higgins, Clever Care Health Plan, Vice President, Product Development - Christine Leo, Cigna, VP Senior Products - Max Zamkow, Third Act Ventures, Managing Partner | |
| Track 4 Investment Horizons – How Do We Make Smart Bets on the Future of Retirement? | Speakers - Ray Jang, Primetime Partners, Principal - Marie-Christine Razaire, Northwestern Mutual Future Ventures, Principal - Doug Roth, Connecticut Innovations, Managing Director - Andrew Wegrzyn, SixThirty Ventures, Principal | |
| 11:00 am - 11:30 am . | Innovation & Product Showcase Stage The 1st AI Enhanced Products For Agencies & Agents | Speakers - John Winner, Kizen, CEO |
| Innovation & Product Showcase Stage The Future of Medical Alert Systems: Addressing Stigmatization with Innovation | Speakers - Richard Hirsch, UnaliWear, Chief Marketing Officer | |
| Innovation & Product Showcase Stage Circadian Lighting and AI from Skyjoy | Speakers - Lloyd Crawford, Skyjoy, Director | |
| 11:10 am - 12:00 pm . | Track 1 Social Determinants of Health: The Fight Against Isolation and Insecurities | Speakers - Ed Likovich, Nymbl Science, CEO - Jim Meyerle, Prufrock Ventures, Founding General Partner - Daniel Murphy, The Helper Bees, General Manager - Government Solutions - Amanda Rees, Age Bold, CEO & Co-Founder - Dr. Francesca Rinaldo, Sharecare, SVP of Clinical Product & Innovation |
| Track 2 Grow with Your FMO: Understanding the Value of Your Most Important Relationship | Speakers - Joshua Borders, Senior Market Advisors, CEO - Federico Guardia, Precision Senior Marketing, President - Bryan Keeven, SVP of Health Distribution AmeriLife, SVP of Health Distribution - Angela Palo, Pinnacle Financial Services, COO - Chase Urich, The Equita Group, President | |
| Track 3 Technology in Senior Living from Home to Housing | Speakers - Bob Kramer, Nexus Insights, Founder & Fellow - Satish Movva, CarePredict, CEO & Founder - George Netscher, SafelyYou, CEO - Severine Petras, Priority Life Care, CEO & Co-Founder - Katie Schmitz, Ziegler Link-age Funds, Chief Administrative Officer | |
| Track 4 CEO Roundtable: Where Will The Industry Be in Three Years? | Speakers - Bruce Donaldson, Simplicity Group, CEO & President - William Egan, Oceanview Life and Annuity, Chairman & CEO - Paul Tyler, Nassau Financial Group, Chief Marketing Officer - Doug Wolff, Security Benefit, CEO | |
| 11:30 am - 12:00 pm . | Innovation & Product Showcase Stage Healthy Hearing: Critical Key to Quality of Life | Speakers - Brad Volkmer, Great Hearing Benefits, Senior Consultant |
| Innovation & Product Showcase Stage The Key to Solving the HEI Puzzle: Loneliness: How Pyx Health Uses AI-Enabled Peers and Tech To Improve Outcomes | Speakers - Cindy Jordan, Pyx Health, CEO | |
| Innovation & Product Showcase Stage Enhancing the Brain with Vielight Photobiomodulation: Scientific and Practical | Speakers - Lew Lim, Vielight, CEO & Founder | |
| 12:00 pm - 2:00 pm . | Networking & Events Lunch and Expo | |
|
Tracks | ||
| 2:00 pm - 2:35 pm . | Track 1 Retaining Members in an Age of Regulatory Change: Innovative Approaches to Supporting Agents | Speakers - Gary Culp, Cigna, Chief Distribution Officer - Dan Garrison, HealthMarkets Insurance Agency, President - Grant Hoffman, ConnectureDRX, CEO - Kyal Moody, MyPlanAdvocate, CEO & Co-Founder - Susan Plumer, ConnectureDRX, Chief Growth Officer |
| Track 2 Recruit, Accelerate, Retain: A Toolkit for Scaling Your Business | Speakers - Ryan Kimble, Integrity Marketing Group, President, Integrity Health - Bill Kiray, Integrity Marketing Group, VP, Partner Engagement - Chris Kolowich, Integrity Marketing Group, VP, Health Sales | |
| Track 3 Reading the Legislative and Regulatory Tea Leaves for Medicare Advantage Marketing | Speakers - Helaine Fingold, Epstein Becker & Green, P.C., Partner | |
| Track 4 FCC Changes & More: Telemarketing, Privacy Laws, and the Impact on our Industry | Speakers - Aaron Burstein, Kelley Drye & Warren LLP, Partner - Steve Kaplan, Health Plan One, Chief Legal, Privacy, Compliance Officer - JillAllison Opell, Foley & Lardner LLP, Partner - Paul Rosenthal, Faegre Drinker Biddle Reath LLP, Partner | |
| 2:30 pm - 3:00 pm . | Innovation & Product Showcase Stage Data and Response: Unveiling Insights in Direct Mail | Speakers - Ari Ginsberg, Contact Marketing Inc., CEO |
| Innovation & Product Showcase Stage Zida- Inspired by My Grandfather, How I Disrupted the Treatment of Incontinence | Speakers - Isaac Oppenheim, Zida, CEO & Founder | |
| Innovation & Product Showcase Stage The MediZues Edge: A New Era in Client Retention | Speakers - Evan MacGuffie, MediZues, Founder | |
| 2:40 pm - 3:15 pm . | Track 1 Maximizing Medicare Growth: Strategies from Total Expert & Guided Solutions | Speakers - Blake McCoy, Guided Solutions, Executive Director Medicare - Joe Welu, Total Expert, CEO & Founder |
| Track 2 Targeted Audience Equals Qualified Leads | Speakers - Aaron Hail, Hail Financial Group, Owner - Mike Hail, Data Decisions Group, CEO | |
| Track 3 Supplemental Benefits: A Seat at the Benefits Table | Speakers - Zachary Clark, Uber Health, Head of Growth - Michelle McRae, Instacart, Director of Health - Jason Montrie, Nations Benefits, Senior VP of Healthcare & Products - Roberto Rodriguez, Sequential Ventures, Managing Partner | |
| Track 4 State of Value-Based Care: How It’s Going & Where We’re Headed | Speakers - Scott Handlon, Oak Street Health, Vice President, Managed Care Partnerships - Jill Henderson, Neishloss & Fleming, VP & Chief Operating Officer - Brian Laskin, Centerwell, VP of Growth & Field Sales - Kevin McGavick, ChenMed, Chief Growth Officer | |
| 3:00 pm - 3:30 pm . | Innovation & Product Showcase Stage Streamlined Part D Management: Elevating Broker Success with RxCare.ai | Speakers - Gustavius Smith, Rxcare.ai, Founder & CEO |
| Innovation & Product Showcase Stage Aloe Care’s AI Time Machine | Speakers - Paul Rooney, Aloe Care Health, Chief Growth Officer | |
| Innovation & Product Showcase Stage Waterlily – AI Personalized LTC Planning | Speakers - Lily Vittayarukskul, Waterlily, CEO & Founder | |
| 3:20 pm - 3:55 pm . | Track 1 Not Your Mama’s Medicare: Creating a Beneficiary Experience for the Modern Era | Speakers - Chrissy Krampert, Jellyvision, Chief Strategy Officer |
| Track 2 Advancing Health Equity, Access, and Outcomes | Speakers - Melissa Steffan, Evernorth, President, Home-Based Care - John Young, Evernorth, Chief Strategy & Development Officer, Home-Based Care | |
| Track 3 No Trade-Offs: Outbound Campaigns Driving Impact While Maintaining Compliance | Speakers - Dan Fox, Drips, Managing Director of Healthcare - Theresa Lauer, Independence Blue Cross, VP, Medicare Sales & Marketing - Jon Legler, Spring Venture Group, EVP, Marketing - Jean Lentsch, Western Asset Protection, Compliance Officer | |
| Track 4 A Practical Approach to AI in Member Enrollment & Engagement | Speakers - Matthew Coughlin, XSELL Technologies, CEO & Founder - Jillian Murphy, XSELL Technologies, Director of Client Coordination & Communications - Sean Robbins, Accenture, Managing Director - Mark Smith, HealthMarkets Insurance Agency, Former President - Jake Soloman, True Choice LLC, CEO & Co-Founder | |
| 3:30 pm - 4:00 pm . | Innovation & Product Showcase Stage Presentation by Motivity Care | Speakers - Mim Senft, Motivity Care, Managing Director & Co-Founder |
| Innovation & Product Showcase Stage Kyber LetterGen: Instantly Draft, Review, and Send Complex Claim Notices | Speakers - Arvind Sontha, Kyber, CEO & Co-Founder | |
| 4:00 pm - 4:30 pm . | Innovation & Product Showcase Stage Mitigating Fall Injury Risk with Tango Belt, by ActiveProtective | Speakers - Wamis Singhatat, ActiveProtective, CEO |
| Innovation & Product Showcase Stage Building Value-Driven Technology: The Application of AI to the Modernization of Care in Alzheimer’s Disease and Related Dementias | Speakers - Brittany Casin, DigiCARE Realized, CEO | |
| 4:00 pm - 5:00 pm . | Networking & Events Expo Hall Networking Reception | |
|
Tracks | ||
| 4:00 pm - 4:35 pm . | Track 1 Re-Imagining the Call Center: Mandatory, Not Optional | Speakers - Sean Clark, Provana, SVP of Platforms - Bryan Derheim, eHealth, VP & GM- Supplemental Products - Jagger Esch, Elite Insurance Partners, CEO & President - Daniel Petkevich, Fair Square, CEO & Founder - Sam Wiener, Spark Advisors, EVP of Growth |
| Track 2 Advancing Health Equity through Digital Health Literacy | Speakers - Raissa Hacohen, Longevity Venture Partners, Managing Partner - Susan Yates Miller, CareOregon, Director, Medicare Stars - Andrew Parker, Papa, CEO & Founder | |
| Track 3 The Art of Cross-Selling | Speakers - Eric Brennan, AmeriLife, VP of Health Distribution - Benjamin Harrison, NCD, Chief Revenue Officer - Gaylan Hendricks, Senior Security Benefits, CEO - Brad Volkmer, Great Hearing Benefits, Senior Consultant | |
| Track 4 Elevate Your Game: Power Up With MedSupp Innovation | Speakers - Melissa Crawford, Physicians Mutual, SVP & CMO | |
Wednesday, April 10th, 2024 | ||
| TIME | SESSION NAME | SPEAKERS |
| 7:00 am - 2:00 pm . | Registration Desk Registration Open | |
| 8:00 am - 10:00 am . | Networking & Events Breakfast | |
|
Plenary | ||
|---|---|---|
| 8:30 am - 8:35 am . | Plenary Welcome – Plenary Stage Day 2 | Speakers - Jay Weintraub, Connectiv, CEO & Co-Founder |
| 8:35 am - 9:05 am . | Plenary Fireside Chat with Dawn Maroney, CEO of Alignment Health Plan & Markets President of Alignment Health | Speakers - Jenn Kerfoot, DUOS, Chief Strategy & Growth Officer - Dawn Maroney, Alignment Health Plan, CEO |
| 9:05 am - 9:30 am . | Plenary Fireside Chat with Vijay Kotte, CEO of Go Health | Speakers - Gabe Isaacson, McKinsey & Company, Associate Partner - Vijay Kotte, GoHealth, CEO |
| 9:30 am - 10:00 am . | Plenary Fireside Chat with Sachin Jain, MD, President & CEO of SCAN Group & SCAN Health Plan | Speakers - Sachin H. Jain, MD, SCAN Group & SCAN Health Plan, President & CEO - Sam Melamed, NCD, CEO |
| 10:00 am - 10:30 am . | Plenary Fireside Chat with Scott Perry, Chairman & CEO of AmeriLife | Speakers - Matt McClure, Retirement.Radio, Manager of Media Hosting & Production - Scott Perry, AmeriLife, Chairman & CEO |
| 10:30 am - 5:00 pm . | Networking & Events Expo Hall Open | |
|
Plenary | ||
| 10:30 am - 10:55 am . | Plenary Fireside Chat with George Kalogeropoulos, CEO of HealthSherpa | Speakers - Drew Aldrich, Viewpoint Ventures, Managing Partner & Founder - George Kalogeropoulos, HealthSherpa, CEO |
|
Tracks | ||
| 11:00 am - 11:30 am . | Innovation & Product Showcase Stage Presentation by Spiraldot Health | Speakers - Talha Basit, Spiraldot Health, CEO & Founder |
| Innovation & Product Showcase Stage Fixing Therapy for Older Adults | Speakers - Neelam Brar, Total Life Therapy, Founder | |
| Innovation & Product Showcase Stage Introducing e123 Commissions for Carriers | Speakers - Brendan McLoughlin, e123, President & CMO | |
| 11:10 am - 12:00 pm . | Track 1 Value-Based Care in Senior Living | Speakers - Alan Fairbanks, Serviam Care Network, President of the Value-Based Care Alliance, - Nick Gesue, Alder View Capital, CEO & Founder - Adam Kaplan, Solera Senior Living, CEO & Founder - Amy Kaszak, Curana Health, EVP, Strategic Initiatives |
| Track 2 Building Member Trust: Experience, Quality, and More | Speakers - Jonathan Cho, Blue Cross and Blue Shield of IL, MT, NM, OK, & TX, Executive Director, Medicare Solutions & Delivery - Joe Kanatzar, Clear Spring Health, Chief Growth & Strategy Officer - Sam Melamed, NCD, CEO - Karl Ulfers, DUOS, CEO & Co-Founder | |
| Track 3 Has the Time for Annuities in the Workplace Arrived? | Speakers - Sherry Chan, Atidot, Chief Strategy Officer - Scott Hawkins, Conning, Managing Director, Head of Insurance Research - Ramsey Smith, ALEX.fyi, CEO & Founder - Tamiko Toland, Principal, Toland Consulting, LLC | |
| Track 4 Advancements in Preventing and Managing Cognitive Decline | Speakers - Julius Bruch, Isaac Health, CEO & Co-Founder - Diane Chau, California Geriatric Society, President - Hope Karnes, MD, PhD, ExamOne, a Quest Diagnostics Company, Medical Director, Clinical Solutions - Dave Meyer, Beacon Healthcare Systems, SVP, Risk Management and Quality - Gary Skole, AlzBetter LLC, CEO | |
| 11:30 am - 12:00 pm . | Innovation & Product Showcase Stage Retirement Security Innovation for Younger Americans | Speakers - David Macchia, CEO & Founder, Wealth2k, Inc. |
| Innovation & Product Showcase Stage Generative AI for Medicare Analytics and Prior Auth | Speakers - Ricky Sahu, GenHealth.ai, CEO & Founder | |
| Innovation & Product Showcase Stage Guide Path – Innovative Culture Change Solutions for Senior Living | Speakers - Rebecca Adelman, Adelman Law Firm and Guide Path, Founder | |
| 12:00 pm - 2:00 pm . | Networking & Events Lunch and Expo | |
|
Tracks | ||
| 2:00 pm - 2:50 pm . | Track 1 Keeping Members Close: Strategies in Member Retention | Speakers - Blake Amos, Cigna, Director, Head of Customer Retention for Medicare Business - Marcelle Gathing, Zing Health, Director, National Strategic Accounts - James Jiang, Spark Advisors, CEO & Co-Founder - Brian Park, Hank, Founder & CEO - Kris Schneider, Centerfield Insurance Services, SVP Medicare |
| Track 2 New Frontiers in Senior Care Delivery | Speakers - Jordan Harmon, Hospital for Special Surgery, Chief Innovation & Commercialization Officer, VP - Danny Kaplan, Equitage Ventures, General Partner - Randy Klein, Vesta Healthcare, CEO - Neil Patel, MD, Patina Health, Chief Health Officer - Rishi Sikka, MD, VillageMD, President, Village Medical | |
| Track 3 Optimizing Medicare Stars Unique Performance Levers | Speakers - Eden Encarnacion, Blue Shield of California, Sr. Manager, HEDIS - Medicare Star Program - Elizabeth Haynes, Blue Cross and Blue Shield of Kansas City, DVP Risk Adjustment & Stars- Government Programs - Jessica Muratore, Rex Wallace Consulting, LLC, COO & Senior Consultant - Mick Twomey, Hyperlift, CEO & Co-Founder | |
| Track 4 Venture Capital View: The Time Is Now | Speakers - Ori Ben-Yishai, Viewpoint Ventures, Partner - Raissa Hacohen, Longevity Venture Partners, Managing Partner - Fatima Husain, Mosaic General Partnership, Co-Founder & General Partner - Jonathan Kalman, Eos Venture Partners, Founding General Partner | |
| 2:30 pm - 3:00 pm . | Innovation & Product Showcase Stage Presentation by Fortuna Health | Speakers - Nikita Singareddy, Fortuna Health, CEO & Founder |
| Innovation & Product Showcase Stage Get the Aaptiv Advantage – The Innovative Fitness Solution | Speakers - Pete English, PEAR Health Labs, SVP & GM – Medicare | |
| Innovation & Product Showcase Stage Innovation @ Keen: Multi-Carrier Enablement Technology | Speakers - Scott Matthews, Keen, CEO & Co-Founder | |
| Innovation & Product Showcase Stage Using Apo AI to Deliver Digital Health Literacy | Speakers - Stefano Selorio, Carevocacy, CEO & Founder | |
| 3:00 pm - 3:35 pm . | Track 1 Improving Star Ratings in an Era of Change | Speakers - Melissa Newton Smith, Newton Smith Group, Founder |
| Track 2 Boost Your Medicare Sales With Social Security Expertise | Speakers - Thomas Drapala, National Association of Registered Social Security Analysts, Director of RSSA Services - Martha Shedden, National Association of Registered Social Security Analysts, President & Co-Founder | |
| Track 3 Building Global Retirement Corridors | Speakers - Gene Goddard, MetroHartford Alliance, Chief Business Investment Officer - Laura Dinan Haber, Nassau Financial Group, Innovation Program Manager - Michael Hendy, UK Department of Business & Trade, Senior Trade & Industry Officer - Susan Winkler, Connecticut Insurance and Financial Services, VP & ED | |
| Track 4 Managed Care in Senior Housing: Current & Future Outlook | Speakers - Steve Monroe, The SeniorCare Investor, The SeniorCare Investor | |
| 3:40 pm - 4:15 pm . | Track 1 Generative AI in our Industry: The Hope, the Hype, & What’s Actually Happening | Speakers - Pete English, PEAR Health Labs, SVP & GM – Medicare - Akash Magoon, Adonis, CEO & Co-Founder - Lily Vittayarukskul, Waterlily, CEO & Founder - John Winner, Kizen, CEO |
| Track 2 Balancing Transparency and Profitability in Medicare Marketing: Introducing the Insurance Marketing Coalition | Speakers - William DeCourcy, AmeriLife, SVP Growth Marketing & Customer Acquisition - Farzin Espahani, QuinStreet Inc., GM, Health & Medicare - Chris Michelson, SalesRiver, Chief Revenue Officer - Mark Seghers, Inspire Health Tech, CEO & Co-Founder | |
| Track 3 The MedSupp Wondrous Dichotomy: Filtering High-Morbidity Applicants AND Issuing More Business with Medical Claims Data | Speakers - Jenna Fariss, Milliman Intelliscript, Director & Actuary - Eric Johansson, Liberty Bankers Insurance Group, EVP & Chief Operations Officer - Chris Pike, CVS Health / Aetna, Senior Manager of Underwriting | |
| 4:00 pm - 5:00 pm . | Networking & Events Expo Hall Networking Reception | |
| 9:00 pm - 11:00 pm . | Networking & Events Official After Party | |
DESTINATIONS OF INTEREST: KICK-OFF DAY
DESTINATIONS OF INTEREST: TUES & WEDS
DESTINATIONS OF INTEREST
1:1 Meeting ZoneIn the heart of the Expo Hall sits the 1:1 Meeting Zone — a purpose-built meeting space. Meetings scheduled in the 1:1 Meeting Zone via the app will take place here, and it’s a convenient place for casual conversations.
Innovation & Product Showcase Stage Innovative companies deserve a stage worthy of their pioneering spirit, and that is what you will find in the Expo Hall – a stage specifically built for some of the brightest companies in the senior health, wealth and AgeTech industry. Look for the SunFire Innovation & Product Showcase Stage on the agenda to see the detailed list of companies presenting Tuesday from 11:00 am to 4:30 pm and Wednesday from 11:00 am to 3:30 pm.
Puppy Park Presented by
Get your daily dose of AWWW! We know all the meetings you’ll be taking can get a bit ruff, so take a mental health break with human’s best friend in our Puppy Park Presented by e123. These cute pups are waiting for a belly rub!
M Bar
A location for friendly conversation. Coffee, beer and wine will be served in the Expo Hall near the SunFire Innovation & Product Showcase stage. Another great spot to take a meeting! Open and serving both Tuesday and Wednesday from 10:30 am to 5:00 pm.
Grab & Go presented by
Looking for a snack or a quick bite? Don’t have time for a proper meal between meetings and sessions? Not to worry! Stop by the Grab and Go Presented by Clear Spring Health for a quick snack throughout the day, or a boxed lunch during lunch hours 12:00 pm to 2:00 pm on both Tuesday and Wednesday.
Headshot Studio Presented by
Lights, camera, snap! What better time to upgrade your LinkedIn profile with a great new photo? Stop by the Headshot Studio between 11:30 am and 4:30 pm on both Tuesday and Wednesday each day to have a free headshot taken by our professional photographer.
DESTINATIONS OF INTEREST
Medicarians Live Presented by
Take a walk by our TV studio located in the Expo Hall right next to Track 1 and get a sneak peek at interviews happening with innovators and thought leaders in the senior health, wealth and AgeTech industry. Exclusive content being created JUST for our Medicarians Vegas attendees! Filming will take place Tuesday and Wednesday between 10:30 pm and 4:00 pm.
Champagne Bar Presented by
In between meetings, or when you just need a bubbly break, stop and raise a toast at the Champagne Bar Presented by Physicians Mutual in the Expo Hall. Open from 10:30 am to 5:00 pm on both Tuesday and Wednesday stop by for a glass of Champs or non-alcoholic cider.
Bag & Coat 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 Bag & Coat Check on the 6th floor to store your stuff! It will be open 11:00 am to 7:30 pm on Monday, 8:00 am to 5:30 pm on both 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 11:00 am to 7:30 pm on Monday, 8:00 am to 5:30 pm on both Tuesday and 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 Pop 2000 After Party!
Hosted Agent Lounge
Located on the left side of the Expo Hall the Hosted Agent Lounge is a special place where all our Agents can come together to meet, share best practices or take a quick minute to check in with the home office. Open 10:30 am to 5:00 pm both Tuesday and Wednesday.
Tee Time
Practice your putt or hole-in-one swing at Tee Time. Meetings are par for the course at Medicarians Vegas and with Tee Time open from 10:30 am – 5:00 pm both Tuesday and Wednesday this min green is a great place to talk business or debate Woods vs. Nicklaus or Palmer vs. McIlroy.
Meeting Supp Zone
Located in the South Royal Foyer on the 6th floor this Meeting Zone serves as a location for meetings created in the app when the Expo Hall is not open. The Meeting Supp Zone is available for supplemental meetings before sessions begin and the Expo Hall is open Monday 8:00am to 5:00 pm and Tuesday and Wednesday from 7:00 am to 10:30 am.
TECHNOLOGY AT MEDICARIANS
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 WIFI to stay connected!
WIFI
Network: Fontainebleau_Guest
NETWORKING APP
Medicarians wouldn’t be the same without the ability to find, connect, and set meetings with other attendees. The Medicarians 2024 private network can be accessed here:
Sponsored 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.
KICK OFF PARTY
Monday, April 8th | 5:00 PM – 7:00 PM
Location: Moonstone Event Center & Waterbleau Terrace
Sponsors:
BREAKFAST
Tuesday, April 9th | 7:30 AM – 9:00 AM
Wednesday, April 10th | 8:00 AM – 10:00 AM
Location: Inside Plenary Stage on 4th Floor
Sponsors:
COFFEE NETWORKING BREAKS
Monday, April 8th | 10:00 AM – 12:00 PM & 2:00 PM – 4:00 PM
Location: 6th Floor Foyer
Sponsor:
Tuesday, April 9th | 10:00 AM – 12:00 PM
Wednesday, April 10th | 10:00 AM – 12:00 PM
Location: 6th Floor Foyer
Tuesday, April 9th | 2:00 PM – 4:00 PM
Wednesday, April 10th | 2:00 PM – 4:00 PM
Location: Outside of track rooms – inside of Royal Ballroom
Sponsor:
LUNCH
Tuesday, April 9th | 12:00 PM – 2:00 PM
Wednesday, April 10th | 12:00 PM – 2:00 PM
Location: Expo Hall
EXPO HALL RECEPTION
Tuesday, April 9th | 4:00 PM – 5:00 PM
Wednesday, April 10th | 4:00 PM – 5:00 PM
Location: Expo Hall
Sponsor:
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Rebecca Adelman
Founder
Adelman Law Firm and Guide Path
Drew Aldrich
Managing Partner & Founder
Viewpoint Ventures
Blake Amos
Director, Head Of Customer Retention For Medicare Business
Cigna
Jamon Andelin
Advisor
Compass Insurance Advisors
Korey Ashton
Director, SunFire Services
SunFire
Calvin Bagley
CEO & President
Nuvo Health
Ross Baker
Senior Agency Account Manager
HealthSherpa
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
CEO, Chair, & Co-Founder
VillageMD
Talha Basit
CEO & Founder
Spiraldot Health
Tom Beauregard
CEO & Founder
HCG Secure
Ori Ben-Yishai
Partner
Viewpoint Ventures
Laurissa Berk
Director, Global & Experiential Education, Graduate STEM Programs
UConn School of Business
Kathleen Birrane
Maryland Insurance Commissioner
State of Maryland
Joshua Borders
CEO
Senior Market Advisors
Dr. Anthony Bowen
COO & CDO
Quantum
Brandon Bowsky
CEO & Founder
Minerva Marketing
Diane Boyle
SVP, Government Relations
NAIFA
Neelam Brar
Founder
Total Life Therapy
Eric Brennan
VP Of Health Distribution
AmeriLife
Amanda Brewton
Owner
Medicare Answers Now
Joshua Brooker
Chair Of Individual Market Working Group
National Association of Benefits and Insurance Professionls (NABIP)
Tim Brousseau
SVP Of Client Services
Deft Research
Kevin Brown
Agency Principal
Wealth Alliance Group
Julius Bruch
CEO & Co-Founder
Isaac Health
Robert Bryzski
VP Of Marketing
Pinnacle Financial Services
Tom Buckingham
Chief Growth Officer
Nassau Financial Group
Aaron Burstein
Partner
Kelley Drye & Warren LLP
Scott Campbell
SVP & Chief Client Experience Officer
American National
Greg Cangialosi
Founder
Twilight Technologies
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Brittany Casin
CEO
DigiCARE Realized
Al Castellanos
President
Premier Insurance Contracts
Sherry Chan
Chief Strategy Officer
Atidot
Diane Chau
President
California Geriatric Society
Jonathan Cho
Executive Director, Medicare Solutions & Delivery
Blue Cross and Blue Shield of IL, MT, NM, OK, & TX
Sean Clark
SVP Of Platforms
Provana
Zachary Clark
Head Of Growth
Uber Health
Matthew Coughlin
CEO & Founder
XSELL Technologies
Melissa Crawford
SVP & CMO
Physicians Mutual
Lloyd Crawford
Director
Skyjoy
Gary Culp
Chief Distribution Officer
Cigna
David Cutter
Partner & President
HealthQuotes
Aaron Davis
Director, Product
ConnectureDRX
William DeCourcy
SVP Growth Marketing & Customer Acquisition
AmeriLife
Bob Dehncke
Owner
Dehncke Insurance Services
Bryan Derheim
VP & GM- Supplemental Products
eHealth
Bruce Donaldson
CEO & President
Simplicity Group
Alex Doonanco
Growth
AI Rudder
Troy Downing
Montana State Auditor
Montana Commissioner of Securities and Insurance
Thomas Drapala
Director Of RSSA Services
National Association of Registered Social Security Analysts
Ervin Ebalo
Group Product Manager
HealthSherpa
William Egan
Chairman & CEO
Oceanview Life and Annuity
Eden Encarnacion
Sr. Manager, HEDIS - Medicare Star Program
Blue Shield of California
Tyler End
CEO & Co-Founder
Retirable
Pete English
SVP & GM – Medicare
PEAR Health Labs
Jagger Esch
CEO & President
Elite Insurance Partners
Farzin Espahani
GM, Health & Medicare
QuinStreet Inc.
George Esposito
Chief Administrative Officer
Zinnia
Ed Estey
Director, Medicare Practice
Borislow Insurance
Alan Fairbanks
President Of The Value-Based Care Alliance,
Serviam Care Network
Jenna Fariss
Director & Actuary
Milliman Intelliscript
Jason Fichtner
Chief Economist
Bipartisan Policy Center
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Helaine Fingold
Partner
Epstein Becker & Green, P.C.
Dan Fox
Managing Director Of Healthcare
Drips
Dan Garrison
President
HealthMarkets Insurance Agency
Marcelle Gathing
Director, National Strategic Accounts
Zing Health
Sandra Gebhardt
Online Marketing Strategist
Sandra Gebhardt Marketing
Nick Gesue
CEO & Founder
Alder View Capital
TJ Gibb
Head Of Medicare Part D
Humana
Ari Ginsberg
CEO
Contact Marketing Inc.
Marc Glickman
CEO
BuddyIns
Gene Goddard
Chief Business Investment Officer
MetroHartford Alliance
Gary Gore
National Director Of Sales
Medicare Express
John Gorman
Chairman & Founder
Nightingale Partners LLC
David Graf
CEO
SunFire
Rob Graham
Founder
Medicare Express
John Greene
Senior VP Of Government Affairs
National Association of Benefits and Insurance Professionals (NABIP)
Dan Gremmel
Chief Data Officer
Zinnia
Jason Gross
VP, Head Of Platform
ManchesterStory
Fabian Guardarrama
Director Of Sales (Marketplace) East Region
Molina Healthcare
Federico Guardia
President
Precision Senior Marketing
Laura Dinan Haber
Innovation Program Manager
Nassau Financial Group
Raissa Hacohen
Managing Partner
Longevity Venture Partners
Mike Hail
CEO
Data Decisions Group
Aaron Hail
Owner
Hail Financial Group
Scott Handlon
Vice President, Managed Care Partnerships
Oak Street Health
Jordan Harmon
Chief Innovation & Commercialization Officer, VP
Hospital for Special Surgery
Charlie Harris
President
National Health Insurance Company (Allstate Health Solutions)
Debbie Harrison
Senior Director, Government Affairs & Public Policy
Cigna
Benjamin Harrison
Chief Revenue Officer
NCD
Justin Haskell
CEO & Founder
Maximum Senior Benefits
Scott Hawkins
Managing Director, Head Of Insurance Research
Conning
Elizabeth Haynes
DVP Risk Adjustment & Stars- Government Programs
Blue Cross and Blue Shield of Kansas City
Jill Henderson
VP & Chief Operating Officer
Neishloss & Fleming
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Gaylan Hendricks
CEO
Senior Security Benefits
Michael Hendy
Senior Trade & Industry Officer
UK Department of Business & Trade
Matthew Herrera
VP Of Sales
Careington
Andy Higgins
Vice President, Product Development
Clever Care Health Plan
Richard Hirsch
Chief Marketing Officer
UnaliWear
Grant Hoffman
CEO
ConnectureDRX
Chad Hogan
President & Marketplace Compliance Officer
Quotit
Dee Hohenberger
Area President
Gallagher Affinity
Jason Holley
Business Development Specialist
Medicare Express
Darren Houck
CEO
MCC Brokerage
Nathan Houdek
Commissioner
Wisconsin Insurance Department
Michael Howard
President
Howard Insurance Corporation
Eugene Hsu
Chief Medical Officer & RVP II, Medicare Duals, West Region, Group Retiree Solutions
Elevance Health
Fatima Husain
Co-Founder & General Partner
Mosaic General Partnership
Alex Hyer
VP Of Corporate Development
AmeriLife
Gabe Isaacson
Associate Partner
McKinsey & Company
Brooke Ivey
Chief Sales Officer
Bloom Insurance
Chalen Jackson
Compliance Officer
McNerney Management Group
Justin Jacobs
President & Founder
Health Plan Markets
Sachin H. Jain, MD
President & CEO
SCAN Group & SCAN Health Plan
Ray Jang
Principal
Primetime Partners
Christine Jensen
SVP Reverse Division
Fairway Independent Mortgage Corporation
Courtney Jensen
Retail Director
Compass Insurance Advisors
James Jiang
CEO & Co-Founder
Spark Advisors
Eric Johansson
EVP & Chief Operations Officer
Liberty Bankers Insurance Group
Joe Jordan
Former SVP, Retail Product Development
MetLife
Cindy Jordan
CEO
Pyx Health
Jonathan Kalman
Founding General Partner
Eos Venture Partners
George Kalogeropoulos
CEO
HealthSherpa
Joe Kanatzar
Chief Growth & Strategy Officer
Clear Spring Health
Danny Kaplan
General Partner
Equitage Ventures
Adam Kaplan
CEO & Founder
Solera Senior Living
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Steve Kaplan
Chief Legal, Privacy, Compliance Officer
Health Plan One
Hope Karnes, MD, PhD
Medical Director, Clinical Solutions
ExamOne, a Quest Diagnostics Company
Amy Kaszak
EVP, Strategic Initiatives
Curana Health
Bryan Keeven
SVP Of Health Distribution
SVP of Health Distribution AmeriLife
Dave Keller
President
INSXCloud
Patrick Kelly
CEO & Co-Founder
Signal Advisors
Jenn Kerfoot
Chief Strategy & Growth Officer
DUOS
Ryan Kimble
President, Integrity Health
Integrity Marketing Group
Scott Kipper
Insurance Commissioner
Nevada Division of Insurance
Bill Kiray
VP, Partner Engagement
Integrity Marketing Group
Randy Klein
CEO
Vesta Healthcare
Chris Kolowich
VP, Health Sales
Integrity Marketing Group
Zach Kosky
CFO
Gold Kidney Health Plan
Vijay Kotte
CEO
GoHealth
Bob Kramer
Founder & Fellow
Nexus Insights
Chrissy Krampert
Chief Strategy Officer
Jellyvision
Danielle Kunkle Roberts
Co-Owner
Boomer Benefits
Brian Laskin
VP Of Growth & Field Sales
Centerwell
Theresa Lauer
VP, Medicare Sales & Marketing
Independence Blue Cross
Jon Legler
EVP, Marketing
Spring Venture Group
Jean Lentsch
Compliance Officer
Western Asset Protection
Christine Leo
VP Senior Products
Cigna
Abby Levy
Managing Partner & Founder
Primetime Partners
Ed Likovich
CEO
Nymbl Science
Lew Lim
CEO & Founder
Vielight
Colin Logue
Medicare Director
Compass Insurance Advisors
Brian Lucius
Chief Distribution Officer
Gradient Financial Group
Jacob Goldstein Luria
President & Founder
N1 Health
David Macchia
Wealth2k, Inc.
CEO & Founder
Evan MacGuffie
Founder
MediZues
Akash Magoon
CEO & Co-Founder
Adonis
Andrew Mais
President
NAIC
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Dave Maman
CEO
WeCall
Dawn Maroney
CEO
Alignment Health Plan
Tisson Mathew
CEO & Founder
Skypoint
Mike Mathweg
Founder
NextGen Consulting
Scott Matthews
CEO & Co-Founder
Keen
Matt McClure
Manager Of Media Hosting & Production
Retirement.Radio
Blake McCoy
Executive Director Medicare
Guided Solutions
Kevin McGavick
Chief Growth Officer
ChenMed
Brendan McLoughlin
President & CMO
e123
Tracy McMillan
President
Marketplace Insurance Exchange
Michelle McRae
Director Of Health
Instacart
Manal Mehta
CEO & President
Benefitalign, LLC
Sam Melamed
CEO
NCD
Dave Meyer
SVP, Risk Management And Quality
Beacon Healthcare Systems
Jim Meyerle
Founding General Partner
Prufrock Ventures
Chris Michelson
Chief Revenue Officer
SalesRiver
Susan Yates Miller
Director, Medicare Stars
CareOregon
Dean Mohs
Division Director, Strategic Stakeholder Engagement & Operations
Centers for Medicare & Medicaid Services (CMS)
Steve Monroe
The SeniorCare Investor
The SeniorCare Investor
Jason Montrie
Senior VP Of Healthcare & Products
Nations Benefits
Kyal Moody
CEO & Co-Founder
MyPlanAdvocate
Tej Motiwala
SVP, Medical Management
Oak Street Health
Satish Movva
CEO & Founder
CarePredict
Jessica Muratore
COO & Senior Consultant
Rex Wallace Consulting, LLC
Daniel Murphy
General Manager - Government Solutions
The Helper Bees
Jillian Murphy
Director Of Client Coordination & Communications
XSELL Technologies
Prasanna Nathan
Digital Delivery & Transformation Leader
Aetna/CVS Health
George Netscher
CEO
SafelyYou
Patrick Nichols
SVP Of Biz Dev
AmeriLife
Branislav Nikolic
Managing Director, Head Of Insurance
The Index Standard
Ronnell Nolan
CEO
Health Agents for America (HAFA)
Sean O'Donoghue
Chief Technology Officer
Security Benefit
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Kevin O'Leary
Co-Founder
Health Tech Nerds
Steve Ogden
Sales Manager
AgencyBloc
JillAllison Opell
Partner
Foley & Lardner LLP
Isaac Oppenheim
CEO & Founder
Zida
Chris Orestis
President
Retirement Genius
Nick Ortner
Senior Consulting Actuary
Milliman
Angela Palo
COO
Pinnacle Financial Services
Brian Park
Founder & CEO
Hank
Andrew Parker
CEO & Founder
Papa
Neil Patel, MD
Chief Health Officer
Patina Health
Anna Patrick
Director Of Strategic Partnerships
CSG Actuarial
Chris Patrick
Principal
Midwestern Marketing
Scott Perry
Chairman & CEO
AmeriLife
John Petito
Chief Strategy Officer
TailorCare
Daniel Petkevich
CEO & Founder
Fair Square
Severine Petras
CEO & Co-Founder
Priority Life Care
Chris Pike
Senior Manager Of Underwriting
CVS Health / Aetna
Susan Plumer
Chief Growth Officer
ConnectureDRX
Deirdre Ragan
CEO & President
Pivot Health
Marie-Christine Razaire
Principal
Northwestern Mutual Future Ventures
Sri Reddy
SVP, Retirement & Income Solutions
Principal Financial Group
Amanda Rees
CEO & Co-Founder
Age Bold
Lisa Rehburg
President
Rehburg Life Insurance Settlements
Chris Reuter
SVP Of Carrier Sales
UnitedHealthOne
Dr. Francesca Rinaldo
SVP Of Clinical Product & Innovation
Sharecare
Dennis Rinner
Director Of Strategic Accounts
GoldenCare
Victor Rivera
VP Business Development
Bloom Insurance
Sean Robbins
Managing Director
Accenture
Roberto Rodriguez
Managing Partner
Sequential Ventures
Sherman Rogers
CEO & Founder
Bloom Insurance
Paul Rooney
Chief Growth Officer
Aloe Care Health
Paul Rosenthal
Partner
Faegre Drinker Biddle Reath LLP
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Doug Roth
Managing Director
Connecticut Innovations
Ricky Sahu
CEO & Founder
GenHealth.ai
Bobby Samuelson
The Life Product Review
Executive Editor
Katie Schmitz
Chief Administrative Officer
Ziegler Link-age Funds
Kris Schneider
SVP Medicare
Centerfield Insurance Services
Mark Seghers
CEO & Co-Founder
Inspire Health Tech
Stefano Selorio
CEO & Founder
Carevocacy
Mim Senft
Managing Director & Co-Founder
Motivity Care
Wes Severin
EVP, Retirement Division
Symetra
Martha Shedden
President & Co-Founder
National Association of Registered Social Security Analysts
Farooq Sheikh
Global Head Of Banking, Insurance And Healthcare
Unqork
Jeff Siaw
Nationwide Ventures
Venture Capital Associate
Rishi Sikka, MD
President, Village Medical
VillageMD
Royce Simmons
COO
Compass Insurance Advisors
Nikita Singareddy
CEO & Founder
Fortuna Health
Jay Singh
CEO
Hedgeness
Wamis Singhatat
CEO
ActiveProtective
Gary Skole
CEO
AlzBetter LLC
Ramsey Smith
CEO & Founder
ALEX.fyi
Gustavius Smith
Founder & CEO
Rxcare.ai
Steven Smith
Sales Director
Western Asset Protection
Melissa Newton Smith
Founder
Newton Smith Group
Mark Smith
Former President
HealthMarkets Insurance Agency
Fran Soistman
CEO & Director
eHealth
Jake Soloman
CEO & Co-Founder
True Choice LLC
Arvind Sontha
CEO & Co-Founder
Kyber
Melissa Steffan
President, Home-Based Care
Evernorth
Jared Strock
Principal & Consulting Actuary
Telos Actuarial
Alison Susko
VP Of Community & Partnerships
Asset-Map
Michael Tobias
CEO & Founder
GetMeHealthcare
Tamiko Toland
Toland Consulting, LLC
Principal
Grace Totman
Director, Co-Head Of Healthcare Practice
Capstone
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Michele Trogni
Chairman & CEO
Zinnia
Mick Twomey
CEO & Co-Founder
Hyperlift
Paul Tyler
Chief Marketing Officer
Nassau Financial Group
Karl Ulfers
CEO & Co-Founder
DUOS
Chase Urich
President
The Equita Group
Jason Vallejos
Executive VP & CSO
Syndicated Insurance Agency
Josh Van Drei
Deputy Director, Division Of Compliance, Oversight, & Monitoring
Centers for Medicare & Medicaid Services (CMS)
Alexis Cierra Vaughn
Founder & CEO
Off Course
Lily Vittayarukskul
CEO & Founder
Waterlily
Brad Volkmer
Senior Consultant
Great Hearing Benefits
Keith Wallace
Membership Council Chair
NABIP
Nate Watters
CSO
Ambetter
Andrew Wegrzyn
Principal
SixThirty Ventures
Jay Weintraub
CEO & Co-Founder
Connectiv
Joe Welu
CEO & Founder
Total Expert
Marc Wheeler
Managing Partner
Strategic Options
Sam Wiener
EVP Of Growth
Spark Advisors
John Wilson
Academic Director, MS FinTech
University of Connecticut
Susan Winkler
VP & ED
Connecticut Insurance and Financial Services
John Winner
CEO
Kizen
Doug Winslow
Risk Consultant
Medicare Express
Doug Wolff
CEO
Security Benefit
James Wong
Founder
The Founder's Chair
Ty Wooldridge
President
Aetna Health & Life Insurance
Joanna Wyckoff
FMO Principal
Topflight Insurance Solutions
John Young
Chief Strategy & Development Officer, Home-Based Care
Evernorth
Max Zamkow
Managing Partner
Third Act Ventures
Vivek Zaveri
CEO & Founder
Meera.ai
Sam Zimmerman
CTO
NCD
Manny Zuccarelli
CEO & Founder
QuoteVelocity
SPEAKERS BIOS
Rebecca Adelman
Founder,
Adelman Law Firm and Guide Path
Adelman Law Firm and Guide Path
Rebecca, in her 4th decade as a defense lawyer, claims and risk manager and thought leader expert in senior living, has developed proactive litigation strategies and national programs and products that impact and have changed the course of senior living litigation and care delivery. Rebecca has devoted her professional and personal life to improving the quality of healthcare for our elders through proactive defense litigation strategies, claims management systems and now through a national certification and education program for senior living providers – Guide Path. Guide Path is a certification program for senior living that includes a host of risk management resources. In 2001, Rebecca founded Adelman Law Firm and Claims Management. The all-women firm is a Women’s Business Enterprise National Council (WBENC). Rebecca has concentrated her practice in healthcare, insurance defense, employment and business litigation. She is also one of the few women arbitrators for the American Health Lawyers Association.
Drew Aldrich
Managing Partner & Founder,
Viewpoint Ventures
Viewpoint Ventures
Drew is the founder and Managing Partner of Viewpoint Ventures, a $100m+ uniquely structured multistage venture capital fund focused on insurance and related industries. Drew has over 10 years of VC experience predominantly in InsurTech and FinTech. Drew previously served as a Managing Director and IC Member at American Family Ventures and a Founding Team Member at AXA Venture Partners. Drew resides in New York City with his wife and two daughters.
Blake Amos
Director, Head Of Customer Retention For Medicare Business,
Cigna
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.
Jamon Andelin
Advisor,
Compass Insurance Advisors
Compass Insurance Advisors
Jamon Andelin has been in the health insurance and Medicare industry for 6 years. Before that he was a corporate accountant for ten years. He made a career change to have better control of his career growth and earning potential. Jamon is one of the top performing agents in his agency, Compass Insurance Advisors, finishing in the top three agents four years in a row. He is married to Staci Andelin and has three sons. He enjoys traveling, camping, and coaching his sons' soccer teams.
Korey Ashton
Director, SunFire Services,
SunFire
SunFire
Korey followed her mother into the Medicare space 14 years ago as an Independent Agent, eventually becoming a Broker Manager, Regional Sales Manager, and is currently the Director of SunFire Services. She is passionate about giving back to the industry and serves as the NABIP National Vice Chair of Professional Development, focused on facilitating the creation of educational content that can be utilized across the country. Korey is a Founding Board Member for the Ellevate Foundation, a not-for-profit whose purpose is to foster leadership by providing tools, resources, and events for both existing and aspiring female leaders. She is a former Southern CA native who now lives in Idaho with her husband, three teenagers and her four dogs. Her hobbies include finding excuses to host a party, paddle boarding when the weather cooperates, and travelling every chance she gets.
Calvin Bagley
CEO & President,
Nuvo Health
Nuvo Health
Calvin Bagley is a visionary and strategic thinker who is 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 six of the seven continents, with plans to visit Antarctica next year.
Ross Baker
Senior Agency Account Manager,
HealthSherpa
HealthSherpa
Ross Baker has been working in the ACA space since 2013, both as a broker rep for various technology companies and as an independent agent. He is currently a Senior Agency Account Manager at HealthSherpa where he helps many of the largest FMOs in the country manage their downlines and large books of business on HealthSherpa's EDE platform. Ross’ depth of knowledge around HealthSherpa, the ACA, and the ever-changing regulatory landscape make him a critical resource to the accounts he manages.
Arthur Barlow
President & CEO,
Compass Insurance Advisors
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
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
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
CEO, Chair, & Co-Founder,
VillageMD
VillageMD
Tim Barry is CEO, Co-Founder, Chair of VillageMD. In this role, Tim evangelizes the vision of VillageMD, which provides high-quality, accessible health care services for patients and communities across the United States. This includes primary care, multispecialty care, urgent care and serves patients in
traditional clinic settings, in patients’ homes and online appointments. Through Village Medical, Village Medical at Home, Summit Health, CityMD and other practices, VillageMD serves millions of patients throughout their lives, wherever and whenever they need care. Under Tim’s leadership, VillageMD has a dedicated workforce of more than 20,000 people with hundreds of practice locations in markets across the United States including New York, New Jersey, Houston, Phoenix, Atlanta, Michigan and more. Prior to VillageMD, Tim has spent his career creating and providing solutions to help providers bring a different level of care and support to their patients in a variety of experiences, including running an IPA, a $3B Medicare Advantage plan, and a Population Health business. His favorite part about coming to work is spending time with the physicians hearing about their patient stories as a testament to seeing real healthcare change happen. Both Tim and VillageMD have won numerous awards, including most recently Modern Healthcare’s Top 100 Most Influential Healthcare Leaders and Cornell University’s Entrepreneur of the Year. Village Medical’s “New Way to Well” campaign has won a Healthcare Marketing Impact award from Ad Age in
2023 and the TITAN Health award.
Talha Basit
CEO & Founder,
Spiraldot Health
Spiraldot Health
Programming since he was 7, Talha has a CS Degree from the University of Illinois at Urbana-Champaign. After moving to Silicon Valley, he worked at Apple. He worked on iMovie and democratized film. Subsequently, he was a lead at Cinebase, a start-up for Hollywood studios that was acquired. Talha’s mother was diagnosed with cancer and he became devoted to healthcare. divvyDOSE focussed on medication adherence, sold to United Healthcare. Next, Deep6.AI, matches patients for clinical trials. Presently, Talha is the founder and CEO of Spiraldot Health which is using AI, ML and genomics for Tumor Boards for cancer patients.
Tom Beauregard
CEO & Founder,
HCG Secure
HCG Secure
Tom Beauregard is the Founder and CEO of HCG Secure, a product and solution builder transforming the aging at-home experience. Tom was inspired to found HCG Secure when his
parents reached an age where they were unable to fully care for themselves but wished to age at home. Limited by geography and his parents’ need for local resources, he found the process both overwhelming and difficult for him to ensure that his parents were receiving the best possible care from afar. Stunned by the lack of coverage resulting in out-of-pocket expenses and the lack of resources, Tom made it his mission to create products that offer the network and coverage needed for individuals and their loved ones to age comfortably, and as they wish. With over 30 years of innovation experience across healthcare, public policy, academia, and non-profit organizations, Tom’s career has centered around building disruptive solutions to problems he has personally encountered and identified within the healthcare space. Tom was the former Executive Vice President and Chief Innovation Officer of UnitedHealth Group, where he oversaw the R&D department for both UnitedHealth and Optum. He brought over 100 R&D initiatives to market across various innovation categories, including value-based payment models, digital health, consumer engagement, and home-based care models. Additionally, he was once the National Practice Leader of Aon Hewitt where he successfully tripled the company’s portfolio, as well as a Senior Advisor on the board of Healthsperien.
Ori Ben-Yishai
Partner,
Viewpoint Ventures
Viewpoint Ventures
Ori Ben-Yishai is a Partner at Viewpoint Ventures. In addition to his responsibilities as a member of the Investment Committee, Ori leads the delivery of strategic services under Viewpoint Intelligence and the expansion of Viewpoint’s industry networks. Prior to joining Viewpoint, Ori spent 15 years working for insurance carriers in senior operating, marketing, and strategy roles, including global Chief Marketing Officer at Chubb and Chief Operating Officer of the Group Retirement division at AXA Equitable. Prior to joining the insurance industry, Ori was an Engagement Manager at McKinsey & Company. Further back in his career, he was a corporate/M&A attorney, and a founder and CEO of an eCommerce startup.
Laurissa Berk
Director, Global & Experiential Education, Graduate STEM Programs,
UConn School of Business
UConn School of Business
As the Director of Global & Experiential Education for UConn’s three STEM designated master’s programs within the School of Business, Laurissa bridges the gap between academia and industry. She provides exceptional and varied applied learning opportunities for students through industry conferences, international courses, tech demonstrations, leadership and management seminars, company visits and industry panels. Through various roles within UConn’s Finance department, Laurissa oversaw the implementation of risk management programs, including the MS in Financial Risk Management Program and its Accelerated Track. With a keen focus on program management, recruitment strategy, and budget oversight, Laurissa led a team to significantly increase the growth of these programs, leading to a substantial increase in annual revenue and a notable rise in student enrollment. Laurissa holds an M.S. in Management in Higher Education from the University of Pennsylvania and a B.A. in Human Development/Organizational Effectiveness from Boston College.
Kathleen Birrane
Maryland Insurance Commissioner,
State of Maryland
State of Maryland
Kathleen A. Birrane was appointed Maryland Insurance Commissioner in May 2020. Prior to her appointment, Commissioner Birrane was a partner in the Insurance Sector and Litigation and Regulatory Practice Group at the global law firm of DLA Piper LLP (US), where her practice focused on insurance and reinsurance transactions, regulatory compliance and related litigation. Earlier in her career, Commissioner Birrane served in the Maryland Office of the Attorney General in the statutory position of Principal Counsel to the Maryland Insurance Administration. In that role, she managed all of the legal work of the agency, both in its capacity as regulator and as a unit of state government. Commissioner Birrane is very active in the National Association of Insurance Commissioners (NAIC). She currently serves as Chair of the NAIC’s Innovation, Cybersecurity, and Technology (H) Committee, as well as Co-Chair of the Health Insurance Workstream of the NAIC’s Special Committee on Race and Insurance. She previously served as Chair of the NAIC’s Northeast Zone and Member of the NAIC’s Executive Committee. Commissioner Birrane is also a Member of the EU-U.S. Insurance Dialogue Project’s Steering Committee and Chair of the Interstate Insurance Product Regulation Commission. Additionally, she chairs the Supervisory Forum of the International Association of Insurance Supervisors’ Implementation and Assessment Committee.
Dr. Anthony Bowen
COO & CDO,
Quantum
Quantum
Dr. Anthony Bowen is the COO & Chief Digital Officer at Quantum Digital Media Inc. He is responsible for leading the Global Digital Transformation digital customer experiences for Advertising & Marketing Technology implementations and sales across all business touch points. Previously he was the CDO for AiMedia Group where he oversaw the tech team with the digital transformation for data management, data governance and privacy and compliance, Product Management & Development, DevOps, Azure Cloud, Data & Analytics, Ad Tech operations, UI/UX experience and development of a CDP. Dr. Bowen has a Doctorate in Business Administration (DBA) with a concentration in Project Management from Northcentral University. He was in the top 10 of the graduating class and inducted into Delta Mu Delta Honor Society for Business, Golden Key. Additionally, he holds a Project Leadership Certificate from Cornell University, a Project Management certificate from NYU and IT Management from Rutgers. Dr. Bowen is an Advisory Board member for the American Academy of Project Management (AAPM). He holds the MPM, CIPM, and PME certifications in Project Management from AAPM. He has managed and coached technology teams up to 100 staff of UX/UI engineers, full stack developers, cloud and data architect on several large-scale development projects.
Brandon Bowsky
CEO & Founder,
Minerva Marketing
Minerva Marketing
Brandon Bowsky is a serial entrepreneur, insurance/marketing/tech executive, and former gamer, producer/dj. Since entering the insurance space in 2016, he has generated over $1b in total LTV. In 2021, he exited his Medicare agency in a roll-up to Bain Capital which has become the largest ACA insurance agency in the country. In the AI Technology space, he owns VAgents and CallComply and believes the future of AI is bright. He also hosts free consulting calls on his discord server (discord.gg/bowsky) to help other entrepreneurs, marketers and executives solve problems and grow. In his free time, he enjoys snowboarding, surfing and snacking.
Diane Boyle
SVP, Government Relations,
NAIFA
NAIFA
Diane R. Boyle is the senior vice president of government relations for the National Association of Insurance and Financial Advisors. Her responsibilities include developing and implementing NAIFA's comprehensive state, interstate, and federal legislative and regulatory strategies and daily executing association activities to provide advocacy services for insurance and financial professionals to support a private, competitive insurance marketplace. She serves as NAIFA’s chief federal lobbyist specializing in tax legislation focused on life and health insurance products, workplace benefits, pensions, and small business issues. Boyle is a proud Capitol-level contributor to IFAPAC and works closely with the political affairs team to develop strategies and programs to maximize NAIFA’s grassroots efforts around the country.
Eric Brennan
VP Of Health Distribution,
AmeriLife
AmeriLife
Started in the 403(b) business back in 1997 and spent several years in the field. Launched a career Final Expense IMO in 2005 called Equita Final Expense Services out of Dallas, TX. Equita provided products and weekly direct-mail leads to agents across the country. Alongside the Final Expense career independent field force, Equita also built a call center that sold Final Expense and Medicare Advantage products in 2016 to continue to expand our footprint in the Senior Market. Partnered with Amerilife in 2020 via Acquisition and subsequently took on a broader role as VP of Health Distribution. Currently work with our affiliate principals throughout the organization to achieve optimal growth targets in their respective verticals.
Amanda Brewton
Owner,
Medicare Answers Now
Medicare Answers Now
Amanda is the owner of Medicare Answers Now in Cleveland, Ohio which is a 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.
Amanda is also the creator of the annual conferences - Ms. Medicare held in Cleveland, Ohio and the Medicare and Margaritas conference held in Orange Beach, Alabama.
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.
Joshua Brooker
Chair Of Individual Market Working Group,
National Association of Benefits and Insurance Professionls (NABIP)
National Association of Benefits and Insurance Professionls (NABIP)
Joshua Brooker, a passionate health policy expert, serves as the CVO of SnapHealth, a tech firm aiding brokers and consumers, and the Principal of PA Health Advocates, a wide-reaching insurance agency in Pennsylvania. With 13 years as an independent health insurance broker, he chairs the Individual Market Working Group and is a key member of the Legislative Council of NABIP and an energetic member of Health Agents for America (HAFA). Actively engaging for better policy, Joshua works with Congress, is a member of the PENNIE® Advisory Council, and collaborates closely with CMS/CCIIO on Consumer and Agent/Broker initiatives. Recognized in major publications like the Wall Street Journal and Kaiser Health News, he is focused on leveraging omnichannel communication to promote accessible, high-quality coverage and reduce healthcare costs nationwide.
Tim Brousseau
SVP Of Client Services,
Deft Research
Deft Research
Tim Brousseau has nearly 20 years of health insurance sales, marketing and product experience. In addition to his in-depth knowledge of health insurance, Tim has worked in various capacities at a national carrier and local Blue plan and has experience with launching new plans and products, service area expansion, plan and network contraction, market assessment and overall business development. Tim joined Deft Research in 2016 and brings industry knowledge and firsthand experiences to the company. Since then, he has provided in-depth knowledge of all health insurance lines of business to Deft clients.
Kevin Brown
Agency Principal,
Wealth Alliance Group
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.
Julius Bruch
CEO & Co-Founder,
Isaac Health
Isaac Health
Julius Bruch is the CEO and co-founder of Isaac Health, a pioneering firm dedicated to advancing population dementia management. Before launching Isaac Health, Julius led initiatives in value-based care and digital health across different US payers and 12 international health systems during his 7.5-year tenure at McKinsey. Julius holds a medical degree from the University of Cambridge (UK) and a PhD in neuroscience based on his research on drug targets for neurodegeneration.
Robert Bryzski
VP Of Marketing,
Pinnacle Financial Services
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.
Tom Buckingham
Chief Growth Officer,
Nassau Financial Group
Nassau Financial Group
Tom is responsible for developing and executing Nassau’s sales strategy for its insurance business, including product development, distribution and marketing. He joined the company as an actuarial assistant in 1999 and served in increasingly senior corporate, product development and operational positions. He worked in strategic development, as chief of staff to the CEO and as chief operating officer. Tom was named to his current role in 2021. Tom is a Fellow of the Society of Actuaries (FSA) and a Member of the American Academy of Actuaries (MAAA). He holds a B.S. in mathematics and an M.B.A. in management from Rensselaer Polytechnic Institute.
Aaron Burstein
Partner,
Kelley Drye & Warren LLP
Kelley Drye & Warren LLP
Aaron Burstein, Partner, helps clients address, prevent, and resolve complex legal issues related to privacy, data security, and consumer protection. Aaron is exceptionally well-versed on the evolving privacy laws and regulations at the federal and state level and advises clients on compliance and risk management. Before entering private practice, Aaron served as an attorney in the FTC’s Division of Privacy and Identity Protection and as a senior legal advisor to Commissioner Julie Brill.
Scott Campbell
SVP & Chief Client Experience Officer,
American National
American National
As Chief Client Experience Officer, Scott Campbell leads American National’s client experience team, which includes UX/UI, client insights, client journey consulting and the company’s strategic innovation efforts. Additionally, he oversees the company’s corporate communications, PR and brand programs. Scott holds a Master of Business Administration from the University of Nebraska at Omaha and a Bachelor of Journalism from the University of Nebraska-Lincoln. He has
been an active member of several insurance industry committees throughout his career and was named by LIMRA as one of the industry’s Rising Stars of Innovation.
Greg Cangialosi
Founder,
Twilight Technologies
Twilight Technologies
Greg is an entrepreneur based in Baltimore, MD and is currently the founder of Twilight Technologies, Inc, a platform to help illuminate the caregiver journey. Prior to starting Twilight in January 2023 he served as Managing Partner of Olive Ventures, the venture studio arm of healthcare automation company Olive. During his time at Olive Ventures, the team launched a total of six digital health startups in 18 months, and went from start to seed funding in just under 5 months. Greg also serves as Chairman & Co-Founder of Betamore, Managing Member of the Baltimore Angels, and is a venture partner of Early Light Ventures. In 2001, Greg started and scaled, with no outside capital, Blue Sky Factory, a leading email marketing service provider, that was acquired by the private equity firm, Riverside Company in July of 2011.
Brittany Casin
CEO,
DigiCARE Realized
DigiCARE Realized
Brittany Cassin is the CEO of DigiCARE Realized, a health technology company focused on modernizing care in complex brain disease through AI-powered decision intelligence applications. DigiCARE Realized is founded on technology developed at Indiana University. As a former life science manufacturer executive, Brittany has 20+ years of healthcare commercialization experience, including the first-ever digital medicine system approved by the FDA in 2017. She has led health system partnerships and research collaborations in both serious mental illness and Alzheimer’s disease. As a female, Hispanic founder, Brittany was named a 2022 finalist to the inaugural cohort of the National Institute on Aging (NIA) Start-Up Challenge. She also serves as a member of the CEOi Blood Based Bio-Marker Workgroup and is a collaborator to the Davos Alzheimer's Collaborative - System Preparedness Workgroup Flagship Program.
Al Castellanos
President,
Premier Insurance Contracts
Premier Insurance Contracts
Over the last forty years, Alvaro Castellanos has worked and participated in the sale of financial and insurance products through multiple channels. For the last 20 years, he has done so as the president and CEO of Premier Insurance Contracts, Inc., a Houston based field marketing organization (FMO) with presence in 39 states. Mr. Castellanos has had an insurance license for 25 years and a CFP® designation for fifteen years. Academically, Mr. Castellanos has an Industrial Engineering Degree from the University of Pittsburgh, a Master of Science in personal financial planning, and a Master of Science in Financial Analysis. In November 2020, he completed his Ph.D. academic studies in personal financial planning and retirement planning at the American College. He decided not to pursue the dissertation to continue his doctoral quest. Recently, Mr. Castellanos launched his book on a new way to relate to money: The TROT Personal Financial Planning System. It is a new model for managing money created by Mr. Castellanos.
Sherry Chan
Chief Strategy Officer,
Atidot
Atidot
Sherry Chan is an award-winning actuary with decades of leadership experience, currently serving as Chief Strategy Officer of Atidot, an insurtech startup that provides state-of-the-art predictive analytics and artificial intelligence to the life insurance ecosystem. Ms. Chan previously served as Chief Actuary for the City of New York and in the State of Ohio. With a Bachelor of Science degree in mathematics and actuarial science and an Executive MBA from The Ohio State University, Ms. Chan is on the Boards of the Society of Actuaries, The Ohio State University’s College of Arts & Sciences, and Abacus Actuaries.
Diane Chau
President,
California Geriatric Society
California Geriatric Society
Diane Chau MD, FACP is the President of the California Geriatrics Society and has held numerous clinical, administrative, research, and leadership roles in her 25+ year medical career. These positions included medical director for skilled nursing facilities, Programs of All Including Care for the Elderly, Associate Professor at the University of California San Diego and the University of Nevada, Reno/Las Vegas, Principal Investigator, Project Director, Division Chief, Fellowship Program Director. Dr. Chau graduated with a BA from Boston University, MD from Drexel University College of Medicine and completed a fellowship in geriatric medicine at the University of California, San Diego. She is board-certified by the American Board of Internal Medicine in Geriatric Medicine. She has served on multiple board of directors including the California Long Term Care Association, American Geriatrics Society, San Diego Health Information Exchange, and 211 San Diego. As a geriatric medicine specialist and administrator for a national health plan, Dr. Chau’s work focuses on developing and implementing quality medical services for vulnerable adults, their families, and caregivers. She has authored and co-authored numerous journal articles, book chapters, and abstracts and regularly gives presentations across the country.
Jonathan Cho
Executive Director, Medicare Solutions & Delivery,
Blue Cross and Blue Shield of IL, MT, NM, OK, & TX
Blue Cross and Blue Shield of IL, MT, NM, OK, & TX
Jonathan Cho is currently a Medicare Solutions and Delivery leader at Healthcare Services Corporation which provides access to care nationwide through our Blue Cross Blue Shield plans in Illinois, Montana, New Mexico, Oklahoma, and Texas. In his role, Jonathan is responsible for product development, strategy, and execution for over ~1M Medicare members across Medicare Advantage, Group, Prescription Drug Plans, Duals, and Medicare Supplement. Having contributed to the rapid growth of the Medicare line of business at HCSC, Jonathan focuses his energy on how to grow and retain Medicare members while addressing opportunities to improve the member experience.
Sean Clark
SVP Of Platforms,
Provana
Provana
With 20 years of experience in highly regulated industries, Sean guides the development of compliance, speech analytics, and consumer experience platforms across several market verticals.
Zachary Clark
Head Of Growth,
Uber Health
Uber Health
Zach currently leads Global Growth for Uber Health. Prior to Uber, he held roles in new Medicare Advantage market development for Cigna-HealthSpring with a focus on physician-led models for care delivery. Subsequently, he led strategic business development and retail strategy at BioIQ-now Let's Get Checked- where he grew in engagement, laboratory development and retail strategies for health plan customers. He holds an MBA and MPH from the University of Alabama-Birmingham School for Public Health.
Matthew Coughlin
CEO & Founder,
XSELL Technologies
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.
Melissa Crawford
SVP & CMO,
Physicians Mutual
Physicians Mutual
Melissa Crawford is the Senior Vice President and Chief Marketing Officer at Physicians Mutual. As an insurance executive with more than 30 years of experience, Melissa has an extensive background in marketing, strategic planning, product development and sales. As a member of the Physicians Mutual executive leadership team, Melissa has helped lead the company’s advancement of innovative insurance products and new market entries, including the development of innovative Medicare Supplement and dental products, and the entry into the preneed and pet insurance markets.
Lloyd Crawford
Director,
Skyjoy
Skyjoy
Lloyd Crawford co-founded Chroma Lighting, an award winning lighting company with twenty five years of professional lighting design expertise, and a particular focus on healthcare. A Fellow of the Society of Light and Lighting, Lloyd collaborates with architects, designers and engineers to develop innovative lighting solutions for healthcare environments. Recent projects include designing a suite of luminaires and anti-ligature measures for Belfast City Hospital’s Acute Mental Health Inpatient Centre as well as a circadian lighting system for Bluestone Psychiatric Unit at Craigavon Hospital. Lloyd has created several bespoke luminaires and is currently overseeing two circadian lighting trials in senior living environments.
Gary Culp
Chief Distribution Officer,
Cigna
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.
David Cutter
Partner & President,
HealthQuotes
HealthQuotes
David Cutter is the President and Co-Founder of HealthQuotes, a recognized leader in the customer acquisition space for the Medicare and ACA insurance verticals. HealthQuotes is licensed in all 50 states and certified on Google. We generate high-intent, customer-initiated inbound calls from owned and operated digital properties. As one of the founding members of the Insurance Marketing Coalition, HealthQuotes is committed to promoting best practices within the industry and prioritizes compliance and quality.
Aaron Davis
Director, Product,
ConnectureDRX
ConnectureDRX
Aaron Davis is a technology leader with extensive experience in patient centric healthcare technology. He is the Head of Hosted Solutions 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
SVP Growth Marketing & Customer Acquisition,
AmeriLife
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.
Bob Dehncke
Owner,
Dehncke Insurance Services
Dehncke Insurance Services
Bob has worked in the insurance industry for almost 30 years. 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!
Bryan Derheim
VP & GM- Supplemental Products,
eHealth
eHealth
Bryan Derheim is the VP & GM of Supplemental Products (MedSupp and Ancillary) at eHealth. Leading the business unit and carrier development team in all things supplemental. Most recently, Bryan led the Senior Product division of Allstate Health. After starting that division just 5 years ago, it went from 0 to 100M+ in revenue.
Bruce Donaldson
CEO & President,
Simplicity Group
Simplicity Group
Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom.
Alex Doonanco
Growth,
AI Rudder
AI Rudder
Alex Doonanco leads growth at AI Rudder, a globally recognized leader in conversational AI technology. We deploy tailor-made solutions that help call generators networks, and buyers become radically more profitable.
Troy Downing
Montana State Auditor,
Montana Commissioner of Securities and Insurance
Montana Commissioner of Securities and Insurance
Troy Downing was elected Montana State Auditor in 2020. As the State Auditor and Commissioner of Securities and Insurance, Troy Downing oversees the criminal justice agency protecting Montana’s consumers by ensuring fairness, transparency, and access for two of the state’s largest industries—securities and insurance. Commissioner Downing is committed to consumer education and advocacy, holding bad actors accountable, lowering insurance costs, and reducing unnecessary regulations for Montana businesses. Commissioner Downing, as the elected State Auditor, serves on the Montana Board of Land Commissioners overseeing the management and stewardship of state trust lands for the primary benefit of funding Montana’s public education system.
Thomas Drapala
Director Of RSSA Services,
National Association of Registered Social Security Analysts
National Association of Registered Social Security Analysts
Thomas Drapala, RSSA is the Director of Services at the National Association of Registered Social Security Analysts. Tom is a highly in demand speaker for all Social Security related topics and is passionate about working with and presenting to financial professionals to help them enhance their practices. Tom is in charge of implementing and improving ways for advisors to have a turn-key system to work with and help their clients with Social Security planning through the RSSA eLearning program. Tom has a Masters in Financial Management from LIU Post and lives on Long Island with his wife and two young children.
Ervin Ebalo
Group Product Manager,
HealthSherpa
HealthSherpa
I lead various product initiatives at Healthsherpa. I have over a decade of experience in product management in various B2B technology industries. With a user-centered approach, I’ve crafted solutions for businesses of all sizes, from SMB to large enterprises.
William Egan
Chairman & CEO,
Oceanview Life and Annuity
Oceanview Life and Annuity
Mr. Egan is Chairman and Chief Executive Officer of Oceanview Holdings Ltd., parent of Oceanview Life and Annuity Company, a U.S. retail fixed annuity writer, and Oceanview Reinsurance Ltd., a Bermuda reinsurer of asset intensive products. Mr. Egan joined the sponsor of Oceanview, Bayview Asset Management, in 2017 to found Oceanview. Prior to founding Oceanview, Mr. Egan held a number of senior positions in global financial institutions, including a twenty year career in investment banking, serving for 5 years as Global Head of Financial Institutions at Bank of America Merrill Lynch. Prior to investment banking, Mr. Egan was a partner in the law firm of LeBoeuf, Lamb, Leiby and MacRae. He holds B.A. and J. D. degrees from the University of Virginia.
Eden Encarnacion
Sr. Manager, HEDIS - Medicare Star Program,
Blue Shield of California
Blue Shield of California
Eden Encarnacion, MHA is currently the Sr. Manager, HEDIS for Medicare Stars Program at Blue Shield CA. She manages the member and provider facing engagement programs to drive improvements in HEDIS performance. She has 8 plus years of experience leading Quality Improvement programs across multiple Lines of Business in both provider and payer settings. Her experience includes Risk Adjustment, Encounter Data Submission, and Member Experience (CAHPS, HOS). In her previous role as Director, Quality and Medicare Stars for Clever Care Health Plan, she led the development and implementation of the provider incentive program, transitions of care program, and multiple initiatives across HEDIS, Pharmacy, and CAHPS measures.
Tyler End
CEO & Co-Founder,
Retirable
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
SVP & GM – Medicare,
PEAR Health Labs
PEAR Health Labs
Pete English is the Senior Vice President and General Manager of Medicare at PEAR Health Labs, overseeing their Aaptiv Advantage line of business. 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 five years in the Healthtech SaaS space. In his role at PEAR, Pete leads PEAR's Medicare Go-To-Market strategy and business development efforts.
Jagger Esch
CEO & President,
Elite Insurance Partners
Elite Insurance Partners
Jagger Esch, an experienced insurance expert in Tampa, started his career at 20 and quickly became a leading marketer in a major brokerage. By 24, he founded his first agency. Now the CEO of Elite Insurance Partners (EIP), Jagger leads a top-ranked Medicare brokerage. EIP, licensed nationwide, collaborates with 30+ reputable insurance companies. Jagger's broad expertise in technology, marketing, and client and agent satisfaction propels his team's success. His main inspiration is his family – Mason, Josie, and Amber – and he prioritizes quality time with them. EIP's ongoing recognition includes INC 5000, Fast 50, Best Places to Work, Top Work Places, and Coolest Office Spaces.
Farzin Espahani
GM, Health & Medicare,
QuinStreet Inc.
QuinStreet Inc.
As GM of Health & Medicare at QuinStreet, Farzin is responsible for marketing Medicare products online to interested consumers. He is responsible for all aspects of performance marketing, from managing media partner compliance to ensuring carriers, agencies and individual agents receive the quality and volume of inquiries requested. He previously served as a managing partner of The Patient Guide, a Healthcare Marketing agency serving Dermatologists. Prior to that he was a Performance Marketing Strategist at Health IQ, and a Performance Marketing Director serving Ivy League universities including Harvard Business School and University of Pennsylvania. He has also done anthropological fieldwork and research in Ecuadorian Amazon. As an Anthropologist and experienced Performance Marketer, he can provide a unique perspective to healthcare organizations and agencie
George Esposito
Chief Administrative Officer,
Zinnia
Zinnia
With extensive experience in corporate law, technology, insurance, and financial services, George oversees Zinnia’s Legal, People & Culture, Corporate Development, Risk, Compliance, and Internal Audit functions. Known for his determination, George leads strategic initiatives that drive transformation, innovation, and success in organizations. He’s a deep thinker who loves to learn about what motivates people and business.He previously served as Deputy General Counsel of Nassau Financial Group, an international insurance holding company, advising on enterprise legal and business matters including M&A, litigation, asset management, commercial contracting, and regulatory affairs.Prior to Nassau, George was a senior associate in the Corporate and Securities Group at Pepper Hamilton LLP and prior to that a senior associate in the Global Corporate Group at Milbank LLP. George holds a B.A. from Boston College and a J.D. from New York Law School where he was a Comments Editor on the Law Review.
Ed Estey
Director, Medicare Practice,
Borislow Insurance
Borislow Insurance
Prior to joining Borislow Insurance as Director of the Medicare practice in 2021, Ed was a Sales Manager at Harvard Pilgrim Health Care in Massachusetts responsible for growth of their Medicare Advantage and Medicare Supplement plans in MA, ME and NH. He has been involved with direct selling to Medicare Beneficiaries for which he is very passionate since 1991, working for Blue Cross and Blue Shield of Massachusetts as Team Leader in the Sales Department before joining Harvard Pilgrim in 1997.
Ed has a BS in Health Care Administration and a BS in Marketing from Stonehill College and is a licensed Producer in MA, ME, NH and VT.
Alan Fairbanks
President Of The Value-Based Care Alliance,,
Serviam Care Network
Serviam Care Network
Fairbanks is the President of the Value-Based Care Alliance for Serviam Care Network. He is also part owner of Bickford Senior Living, which owns and operates over 55 senior living communities across the country. He has been a member of Argentum’s Executive Roundtable of Operations since its inception and currently serves as Chairperson. He has also been a contributor to Executive Insights and Assisted Living Executive Magazines. Fairbanks is a member of the Senior Living 100 advisory board and has participated in various industry organizations and speaking engagements over the years.
Jenna Fariss
Director & Actuary,
Milliman Intelliscript
Milliman Intelliscript
Jenna Fariss is Director and Actuary at Milliman IntelliScript, where she helps carriers evaluate and implement insurtech innovations that add protective value and next-level risk assessment to their underwriting workflows and business strategies. She often joins forces with reinsurers to critically assess new tools and guide clients as they adopt new technology or adapt underwriting guidelines to reflect evolving best practices. With 20+ years of industry experience, she brings both a high-level perspective and hands-on practical experience to any discussion of risk in insurance.
Jason Fichtner
Chief Economist,
Bipartisan Policy Center
Bipartisan Policy Center
Jason J. Fichtner is Chief Economist at the Bipartisan Policy Center. He is also the Executive Director of the Retirement Income Institute, Alliance for Lifetime Income. Fichtner is on the Board of Directors for the FINRA Investor Education Foundation and the National Academy of Social Insurance (NASI), and a Member of the Puerto Rico Pension Reserve Trust, where he serves on both the Pension Benefits Council and the Pension
Reserve Board. Fichtner is also affiliated with Stanford University as a Policy Fellow with the Stanford Institute for Economic Policy (SIEPR) and a Research Fellow at the University of Wisconsin-Madison Center for Financial Security (CFS).
Helaine Fingold
Partner,
Epstein Becker & Green, P.C.
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 32 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.
Dan Fox
Managing Director Of Healthcare,
Drips
Drips
Dan Fox serves as Managing Director of Healthcare for Drips, where he spearheads the company's expansion into the healthcare sector through. With over a decade of experience in artificial intelligence technologies, Dan is deeply involved in enhancing customer experiences with Conversational AI.
Dan Garrison
President,
HealthMarkets Insurance Agency
HealthMarkets Insurance Agency
Dan Garrison, currently serving HealthMarkets Insurance Agency as President, has over twenty years of experience working in diverse professional roles within the company. His understanding and expertise in the healthcare industry are imperative to leading one of the nation's largest health insurance agencies,
through which he endeavors to provide the best health, Medicare, life, and supplemental insurance products to individuals, families, and small business owners in all 50 states. The health and financial well-being of personnel drive Dan to provide top-tier support and tools from his company. He believes that a committed work ethic, shared education and experiences, and a goal-oriented mindset engineer success
for both his agents and members. Dan resides in the Dallas/Fort Worth metro with his wife and daughter.
Marcelle Gathing
Director, National Strategic Accounts,
Zing Health
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 Director, 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.
Sandra Gebhardt
Online Marketing Strategist,
Sandra Gebhardt Marketing
Sandra Gebhardt Marketing
As a digital marketer with years of experience, Sandra has worked with thousands of small business owners, trained in high ticket consulting groups, spoken at multiple events including TEDX, been featured in two documentaries, runs a top rated Podcast (Binding Authority) all while being a wife and keeping the worlds cutest four year old entertained, happy and from falling off of tall things he climbs. Sandra is extremely passionate about helping people solve problems they are having in business. She has been described as being “a bit too much” or “a busy body” and voted “most eager to please” by her Highschool Senior Class. Sandra took these labels and turned into being famous for being a power connector and helping small business owners fix advertising and marketing issues. Known as the “Queen Of Organic Social Media Marketing.” Sandra is passionate about teaching agents to build their own personal brand. She also runs a group consulting course where she focuses on coaching and helping agents build smart marketing plans!
TJ Gibb
Head Of Medicare Part D,
Humana
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.
Ari Ginsberg
CEO,
Contact Marketing Inc.
Contact Marketing Inc.
Ari Ginsberg is the CEO of Contact Marketing. he founded Contact Marketing 25 years ago with its sole mission to match new markets to direct mailers with creativity and innovation. Working with leading companies across verticals, he has proved time and time again, even in the world of big data, that the best prospect is an active prospect. As a pioneer in introducing lead-generated prospects to the direct mail industry, Ari is determined to bring the message of "response data" to the new world of data providers and lead-gen marketers.
Marc Glickman
CEO,
BuddyIns
BuddyIns
Marc Glickman, FSA, CLTC, is CEO of BuddyIns, a leading group and individual long-term care insurance technology company. BuddyIns provides a tech platform for agencies and IMOs looking to add an LTC line of business or enhance their LTC division. Marc is also a licensed insurance agent in all 50 states and has over 15 years of experience as an actuary including as the Chief Investment Officer and Chief Sales Officer for a major LTC insurance company. His experience provides him with unique insight into the inner workings of the insurance industry. Marc earned his degree in economics from Yale University. In 2019, Marc was named one of the top 20 innovators in the insurance brokerage space.
Gene Goddard
Chief Business Investment Officer,
MetroHartford Alliance
MetroHartford Alliance
Gene Goddard leads the coordination of new business investment projects for the Hartford Region by working with business decision makers, consultants, and corporate real estate managers looking for project locations within the region. Gene also oversees for the MetroHartford Alliance business lead generation, industry research, and business retention initiatives for small business and large corporate entities.
Gary Gore
National Director Of Sales,
Medicare Express
Medicare Express
Gary Gore has been a leader in the Medicare insurance market for more than 20 years. His vast experience includes 15 years at Humana. From there, Gary recruited physicians to join a
Tampa-based value-based care organization with locations throughout the Southeast. He also served as Regional Director of Sales with Heartland Financial Group. Today, Gary is the National Director of Sales for Medicare Express. Medicare Express is revolutionizing the prospecting process and helping agents make more sales. Medicare Express is not in the lead generation business; we’re in the meetings business, offering Medicare agents high-quality, high-intent, in-home meetings with pre-qualified Medicare beneficiaries. When Gary is not helping agents find more sales he can be found fishing, golfing, and traveling. Long-time Tampa Bay residents, Gary and his wife, Elizabeth, live in Odessa and have two sons.
John Gorman
Chairman & Founder,
Nightingale Partners LLC
Nightingale Partners LLC
John is the Founder and former Executive Chairman of Gorman Health Group, at the time the industry’s leading consulting practice which spawned almost a dozen entrepreneurial ventures in government health programs. John’s work focuses on Medicare, Medicaid, and Affordable Care Act strategy, governance, and turnaround of distressed health plans. Prior to founding the firm, John served as Assistant to the Director of Health Care Financing Administration’s (HCFA, now CMS) Office of Managed Care, where he provided day-to-day management and served as the external liaison for the Medicare and Medicaid managed care programs. During the 1993 debate on national health care reform, John was chief lobbyist on health care financing issues for the National Association of Community Health Centers, an organization of federally-funded primary care clinics for the medically underserved. John’s career in Washington began as Press Secretary and Staff Director for U.S. Representative John Conyers, Jr. (D-MI), then Chairman of the Government Operations Committee. John serves on the Board of Directors of Henry Ford Health System’s Health Alliance Plan in his birthplace of Detroit, MI, and serves as a Senior Advisor to Premier, Inc., the hospital purchasing cooperative, on Medicare Advantage and Medicaid matters.
David Graf
CEO,
SunFire
SunFire
David Graf is on a mission to make Healthcare easily accessible and affordable for Seniors. Dave previously served as the Founder and CEO of TRANZACT for seventeen years – one of SunFire’s largest, top-performing customers. A long time Deadhead, David lives in New Jersey with his two daughters. He is a diehard NY Mets, Rangers, Knicks and Giants fan and enjoys playing backgammon and golf. David’s passion for authenticity leads our teams to do their best work to execute on SunFire’s innovative strategies with and for customers.
Rob Graham
Founder,
Medicare Express
Medicare Express
Rob’s been in Medicare marketing since 2017. He is responsible for two brands. The first, a consumer facing brand, is 100Insure. 100Insure generates high quality, high intent transfers to some of the biggest agencies and carriers in the country. The second brand, Medicare Express, is pioneering in person, high intent meetings between field agents and consumers. The company is solving one of the toughest challenges for field agents…qualified, quality meetings that deliver enrollments at a very high level. With an office in Saint Petersburg, FL, we focus on a customer first strategy that seeks to get the right person on the best plan available to them. Rob will be hosting a panel of industry experts helping to inspire new levels of achievement for field agents.
Dan Gremmel
Chief Data Officer,
Zinnia
Zinnia
Daniel Gremmell is the Chief Data Officer at Policygenius and Zinnia, where he oversees the implementation of data science to optimize the consumer experience for both organizations. Daniel also oversees the AI Solutions commercial pillar that is developing insurance based AI technology solutions for insurance carriers and distributors. Daniel joined Policygenius from Plated, where he was the Vice President of Data Science. Prior to this, Daniel was Head of Data Science at John Wiley and Sons. Daniel began his career in operational analytics at companies across the consumer goods, aerospace, healthcare and automotive industries, including Crane Aerospace and Volkswagen. He holds a Master’s Degree in Statistics from Rochester Institute of Technology, a Master’s Degree in Industrial Engineering from Kettering University, and a Bachelor’s Degree in Operations Management from Rutgers.
Jason Gross
VP, Head Of Platform,
ManchesterStory
ManchesterStory
Jason Gross is an award-winning technology, strategy and innovation leader with over 25 years of experience leading insurance and financial services organizations. In his current role as Vice President & Head of Platform for ManchesterStory, Jason is leading efforts to accelerate the engagement between insurance carriers, “insurtech” start-ups and the industry at-large. Prior to joining ManchesterStory, he served as Vice President for a top P&C carrier leading corporate strategy, innovation, and business transformation. He is a former Co-Chair of the Global Insurance Symposium and a former Vice Chair of the Global Insurance Accelerator.
Federico Guardia
President,
Precision Senior Marketing
Precision Senior Marketing
Federico Guardia, a native of Costa Rica, is a servant leader who has been immersed in the insurance industry for over 15 years. As the President of PSM brokerage, he leads with experience, passion for his craft, and a commitment to serving insurance agents. Guardia's dedication has earned him a prestigious induction into the AmeriLife Hall of Fame. Beyond his professional accomplishments, he cherishes his role as a husband of 19 years and a father to three children. His journey exemplifies the harmonious integration of professional success, personal fulfillment, and servant leadership.
Laura Dinan Haber
Innovation Program Manager,
Nassau Financial Group
Nassau Financial Group
Laura serves as innovation brand director 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.
Raissa Hacohen
Managing Partner,
Longevity Venture Partners
Longevity Venture Partners
Raissa is a seasoned entrepreneur, operator and mission-driven investor. She serves as the Managing Partner of Longevity Venture Partners, a $30M fund focused on early-stage opportunities within the Agetech space. Prior to that, Raissa founded HUR Partners, a boutique advisory firm building tailor-made early stage portfolios for private clients and corporations. Raissa completed her undergraduate degree at Brown University in 2006 and her MBA at Hebrew University in 2013. She has taught an Early Stage Investing course at Hebrew University and Entrepreneurial Finance at Bezalel College.
Mike Hail
CEO,
Data Decisions Group
Data Decisions Group
Mike leads DDG where the mission is to facilitate the execution of personalized marketing based on the voice of the consumer. In addition to four decades of Medicare marketing experience, Mike has expertise in market research, data aggregation, data processing, and advanced analytics. Previously, Mike led marketing programs/services at Texas Instruments, Equifax, KBM/Young & Rubicam, Yankelovich. He served as a USAF officer for four years. He is a serial entrepreneur. He holds a BS, University of Texas and a MBA, University of South Dakota. 5 grandchildren provide his passion for the future.
Aaron Hail
Owner,
Hail Financial Group
Hail Financial Group
Aaron Hail, CFP®, RICP® is owner and CEO of Hail Financial Group. For over 17 years, he has assisted his clients in the areas of wealth preservation and distribution, retirement and estate planning, financial risk and tax reduction, asset protection, and guaranteed retirement income. Hail Financial Group realizes the importance and gravity of being entrusted to provide solutions affecting the financial future of each client. Aaron approaches every client’s situation with respect and care. His process consists of focusing on each individual’s specific situation, needs, tolerances, and goals, preparing a customized, comprehensive plan that outlines a strategy for long-term success, implementing the mutually agreed upon plan, and continuously monitoring its success and proposing adjustments necessary to ensure continued success.
Scott Handlon
Vice President, Managed Care Partnerships,
Oak Street Health
Oak Street Health
Scott Handlon is the Vice President of Managed Care Partnerships at Oak Street Health. He has 30 years' experience in the healthcare industry from Johnson & Johnson to Eli Lilly to Indiana University Health. He grew up in Indiana and is married (30 years) with 4 children.
Jordan Harmon
Chief Innovation & Commercialization Officer, VP,
Hospital for Special Surgery
Hospital for Special Surgery
Jordan has spent his career in a variety of roles spanning consulting, operations, process improvement, population health, value, strategy, and innovation. He is currently VP, Chief Innovation and Commercialization at HSS. He leads areas of life science, medical device, and care delivery innovation across the HSS enterprise. Jordan is also a senior advisor to Costs of Care Inc., a global NGO, The Lanby, a membership based primary care group and a Health Evolution Forum Fellow. Jordan holds a BA in Business Administration from Mount Union College and an MHA from The Ohio State University. He also holds a Six Sigma Green Belt from the University of Michigan.
Debbie Harrison
Senior Director, Government Affairs & Public Policy,
Cigna
Cigna
Debbie Harrison joined Cigna’s Government Affairs and Public Policy group in Washington DC in 2021. In this role, she provides strategic counsel on legislative and regulatory trends and is responsible for US public policy positioning, especially in the areas of ERISA, tax, ACA, and federal regulation of insured and self-insured markets. Prior to joining Cigna, Debbie led regulatory and government affairs at the Business Group on Health where she was responsible for advocacy, compliance strategy, and publications on federal, state, and local laws governing large group health plans. Before her time at the Business Group, she was an employee benefits attorney in private practice. She has extensive experience advising employers, plan administrators, and health industry entities on employee benefits and related tax matters and is an expert on federal and state laws and regulations affecting health and retirement plans. She also has experience with employee benefits aspects of corporate mergers and acquisitions. Debbie has a J.D. from Georgetown University Law Center, an M.A. in international policy from the University of Sydney, and a B.A. from Harvard College.
Benjamin Harrison
Chief Revenue Officer,
NCD
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.
Justin Haskell
CEO & Founder,
Maximum Senior Benefits
Maximum Senior Benefits
Justin Haskell is the founder of Maximum Senior Benefits LLC. Founded in 2011, the company has become one of the leading organizations in providing final expense insurance and Medicare plans to senior citizens throughout the United States. Justin is passionate about developing sales enthusiasts and entrepreneurs into successful, wealthy business owners. Justin graduated summa cum laude from Utah State University in 2004 with a degree in International Studies and minors in International Business, French, and Portuguese. He obtained an MBA from Westminster University in 2010.
Scott Hawkins
Managing Director, Head Of Insurance Research,
Conning
Conning
Scott is the head of Conning’s Insurance Research group. Over his 17-year career at Conning he has been the principal analyst for retirement and annuities. Scott is frequently a keynote speaker at major industry and client conferences. Before joining Conning, Scott spent 16 years with Skandia Group in the U.S. and Sweden providing strategic research on the retirement market and business innovation.
Elizabeth Haynes
DVP Risk Adjustment & Stars- Government Programs,
Blue Cross and Blue Shield of Kansas City
Blue Cross and Blue Shield of Kansas City
Liz Haynes MSN, RN, CCM is the DVP of Risk Adjustment & Stars- Government Programs at BCBS of Kansas City. Liz leads provider engagement and the operations, oversight, strategic direction in RA and Star for MA & ACA. Liz’s experience ranges from bedside nursing to managing plan performance on behalf of national payers. Prior to joining Blue in 2018, Liz served for seven years in Risk & Quality at Optum Insight and eleven years with BJC HealthCare. She manages solutions for overall contract performance and quality improvement leading several MA contracts to 4 Star. Liz was named the 2023 recipient of RISE’s prestigious quality award for advancing the lives of America's seniors.
Jill Henderson
VP & Chief Operating Officer,
Neishloss & Fleming
Neishloss & Fleming
After spending much of her career working for Sony PlayStation as part of the marketing team, Jill made the move to Medicare in 2012 and joined the Neishloss & Fleming (N&F) team. She enjoys initiating and strengthening relationships at all levels, from within N&F to Integrity Business Units to Carriers to agents and agencies. In January of 2018, N&F joined Integrity Marketing Group which opened unlimited opportunities to share best practices and learn from the top experts within the industry. Jill is a member of the Integrity Medicare Health Council, the MedicareCENTER Council, and the Integrity Enablement Support.
Gaylan Hendricks
CEO,
Senior Security Benefits
Senior Security Benefits
Gaylan is the founder and CEO of Senior Security Benefits, Inc. and Insurance Marketing Group. In the male-dominated health insurance industry, she pioneered her way to the top from her company’s inception in 2000 to sales of over $120 million in 2020. As she has risen in the industry, Gaylan’s philosophy has been to help others rather than compete against them. She shares her knowledge as a speaker at events such as 8% Nation, LeadsCon, Medicare Gurus Mastermind, and Ms. Medicare. Additionally, she launched Queen of the Bundle as her platform for coaching others in the industry individually, through podcasts, and on social media where she has gained thousands of followers. She conducts training in cross-selling insurance products with techniques she coined “30-60-90” and “Spouse in the House.” She has held her health and life insurance license since 1987 and serves on the advisory councils for Manhattan Life Insurance Company, Aetna, and Cigna.
Michael Hendy
Senior Trade & Industry Officer,
UK Department of Business & Trade
UK Department of Business & Trade
Mike Hendy is a Senior Trade and Industry Officer at The UK Department of Business and Trade, based in Boston and working in the Consulate in Kendall Square. Originally from the UK, Mike spent 35 years in Financial Technology sales and services. Now a US Citizen he oversees Insurance and Asset Management export and investment.
Matthew Herrera
VP Of Sales,
Careington
Careington
Matthew Herrera serves as Vice President of Sales and Business Development for Careington International Corporation, an established leader in the health and wellness benefits space. With 15 years of industry experience, Mr. Herrera utilizes his product expertise and client-first philosophy to lead Careington’s Sales team. In addition to strategizing sales with TPAs, employer groups, associations, affinity groups and government municipalities, he also works with Medicare organizations to add enhanced benefit offerings to the senior market. Mr. Herrera’s ability to design custom, turnkey programs for any product, service or demographic makes him an integral part of Careington’s strategic business growth.
Richard Hirsch
Chief Marketing Officer,
UnaliWear
UnaliWear
Richard Hirsch has 30 years of experience in marketing, business development, and strategy, primarily in the health and healthcare industries. Rich has been involved in the medical alert system industry for approximately five years—initially as the Chief Marketing Officer of Connect America, the nation’s largest medical alert provider; and, now, as the Chief Marketing Officer of UnaliWear, makers of the most innovative medical alert system in the industry. Rich’s passion is helping to lead small companies to great success. He has been part of three management teams that have brought start-ups to major financial transactions (Atkins Nutritionals, Health Club Media Network, and Earndit), and he looks forward to similar success with UnaliWear. Rich also has a 94-year-old mother living fiercely independently, so his work with UnaliWear is quite personal and meaningful.
Grant Hoffman
CEO,
ConnectureDRX
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.
Chad Hogan
President & Marketplace Compliance Officer,
Quotit
Quotit
With over 20 years of experience in the information technology and Insurance industry, Chad Hogan has developed a reputation as an innovative force for change in the insurance technology space. His background as an entrepreneur has shaped Chad’s tenacious management style as he balances innovation and ease of use while ensuring compliance remains in focus. As President of Quotit Corporation, Chad focuses on building and developing a passionate team of professionals who strive daily to make an impact for Quotit customers and their clients.
Dee Hohenberger
Area President,
Gallagher Affinity
Gallagher Affinity
Dee Hohenberger stands out as a pivotal figure in the insurance sector, having established American Online Benefits Group in 2013. Under his leadership, the company quickly rose to prominence as a premier Program Manager and Field Marketing Organization (FMO). Dee's industry experience spans over 37 years, during which he has distinguished himself as an innovative Insurance Broker dedicated to achieving tangible results, with a particular focus on ROI and revenue growth. His strategic approach to business development is underpinned by a thorough evaluation of process improvements. Dee possesses a unique ability to identify and implement strategies that enhance operational efficiency, propelling the organization toward success. He excels in leading cross-functional teams, creating an environment that encourages collaboration and innovation. Additionally, Dee has a notable record of designing and executing effective turnaround strategies, guiding businesses through challenging periods to achieve sustainable growth. A significant milestone in Dee's career and the journey of American Online Benefits Group was its acquisition by Gallagher Affinity Insurance Services Inc. in May 2021. This acquisition not only underscored the company's value and success under Dee's stewardship but also marked a new chapter in its evolution, expanding its reach and impact within the industry.
Nathan Houdek
Commissioner,
Wisconsin Insurance Department
Wisconsin Insurance Department
Nathan Houdek has served as Commissioner of Insurance for the State of Wisconsin since his appointment by Governor Tony Evers in January 2022. He previously served as Deputy Commissioner of Insurance for three years under former Commissioner Mark Afable. Commissioner Houdek serves as the state's chief regulator of insurance and oversees the operations of the Office of the Commissioner of Insurance. He is also chair of the Injured Patients and Families Compensation Fund Board of Governors and a member of the Wisconsin Insurance Security Fund (the state's guaranty fund) Board of Directors. As a member of the National Association of Insurance Commissioners (NAIC), Commissioner Houdek currently serves as chair of the Financial Condition (E) Committee, the Accelerated Underwriting (A) Working Group, and the Health Innovations (B) Working Group, and as a member of the Life Insurance and Annuities (A) Committee and various task forces and working groups. He is also vice chair of the Governance Committee of the Interstate Insurance Compact Commission. Having spent over 20 years working in state legislative and regulatory affairs, Commissioner Houdek has extensive experience finding solutions to complex public policy and regulatory challenges across all lines of insurance. He has held several senior-level roles in the public and private sectors, including serving as a principal at one of Wisconsin's largest public affairs and business consulting firms and as chief of staff to a former minority leader in the Wisconsin State Senate.
Michael Howard
President,
Howard Insurance Corporation
Howard Insurance Corporation
Howard Insurance Corporation is a FMO 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. 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.
Eugene Hsu
Chief Medical Officer & RVP II, Medicare Duals, West Region, Group Retiree Solutions,
Elevance Health
Elevance Health
Eugene Hsu, MD, MBA, serves as Regional Vice President and Senior Clinical Officer at Elevance Health, where he is responsible for clinical strategy and programs in our Medicare business. Dr. Hsu is a practicing anesthesiologist with over 20 years of value-based care experience including in academic medical centers, hospital systems, quality improvement organizations, government and technology companies where he has been primarily focused on aligning incentives for high quality, zero-harm healthcare at lower costs.
Fatima Husain
Co-Founder & General Partner,
Mosaic General Partnership
Mosaic General Partnership
Fatima is an operator turned investor with a passion for healthcare. Post her Masters in Public Health, she started her career in US healthcare policy, then went on to become a Management Consultant at Bain & Company, followed by a six-year journey leading product and growth at Airbnb – one of the largest global marketplaces. Fatima is a high-conviction investor focused on early stage opportunities, and focuses on innovation in healthcare delivery, affordability, and infrastructure. She has been named Top 25 Rising Investors in Healthcare and is an influencer for DEI in tech and venture. Fatima has also worked with Nobel Laureate Kailash Satyarthi and developed policy recommendations used to reduce labor trafficking in South Asia. In her spare time, Fatima trains as a singer and meddles in some furniture and interior design projects with her husband.
Alex Hyer
VP Of Corporate Development,
AmeriLife
AmeriLife
Alex Hyer is Vice President of Corporate Development at AmeriLife, and is responsible for partnership sourcing and downline agency acquisition. Previously, Alex has served as Chief of Staff to AmeriLife’s CEO Scott Perry, implementing an all-employee equity program, establishing AmeriLife’s foundation, playing a key role in the latest private equity transaction, and managing other high priority initiatives. Prior to AmeriLife, Lewis was with Unum for eight years. Lewis holds a Bachelor’s degree in Math and Economics from Furman University and a Master’s degree in Enterprise Architecture from The Pennsylvania State University. She lives in Tampa, Fla., and enjoys exercise, tennis and travel.
Gabe Isaacson
Associate Partner,
McKinsey & Company
McKinsey & Company
Gabe Isaacson is an Associate 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.
Brooke Ivey
Chief Sales Officer,
Bloom Insurance
Bloom Insurance
Brooke Ivey joined Bloom as a phone agent in 2007 and has grown with the company, holding roles in sales operations, account management, and business development. Brooke currently leads Growth for Bloom, serving health insurance partners and sales-marketing professionals nationwide by leveraging the company’s Telesales, Health Activations, and proven Ascend Quote and Enroll technology platform – now specially tailored for independent brokers with multiple carrier relationships and launching as Ascend Broker, beginning spring 2024.
Chalen Jackson
Compliance Officer,
McNerney Management Group
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.
Justin Jacobs
President & Founder,
Health Plan Markets
Health Plan Markets
As the President of HPM, I am dedicated to ensuring that every agent receives exceptional service and support. My extensive experience in physician marketing has equipped me with a unique approach to guiding agents, which focuses on fostering quality relationships with the doctors in their respective areas. My passion lies in building companies, developing systems, and executing successful marketing initiatives. Training is an area that excites me. I strongly believe in constantly learning and staying updated on industry trends. Apart from my professional commitments, I take immense pride in being a devoted husband and father of two wonderful children. When I am not spending time with my family, you can find me indulging in my hobbies - boating or scuba diving.
Sachin H. Jain, MD
President & CEO,
SCAN Group & SCAN Health Plan
SCAN Group & SCAN Health Plan
Sachin H. Jain, MD, MBA is President and CEO of SCAN, where he is charged with leading the organization’s growth, diversification, and emerging efforts to reduce healthcare disparities. SCAN’s revenues top $4.3 and the organization serves 300,000 patients. Under his leadership, SCAN has grown its revenues by more than $1B. Previously, Dr. Jain was President and CEO of CareMore and Aspire Health, innovative care delivery systems with > $1.6B in revenues serving 200,000 Medicare and Medicaid patients and 2500 associates in 32 states. He pioneered the first clinical program in the world focused on social isolation. Dr. Jain is also an adjunct professor of medicine at the Stanford University School of Medicine and a contributor at Forbes.
Christine Jensen
SVP Reverse Division,
Fairway Independent Mortgage Corporation
Fairway Independent Mortgage Corporation
Christine Jensen and her husband, Dana, live in Arvada, CO, a community she has called home nearly all her life. They have four grown children and four grandchildren. Community involvement is a cornerstone for Christine, and she serves her community in many ways, from her political involvement to her various volunteer roles at the Arvada Chamber of Commerce as well as other organizations. Christine has spent more than 40 years in banking and finance, specializing in mortgage lending for the past 30 years. She is a Certified Reverse Mortgage Professional, a Certified Mortgage Planning Specialist, a Certified Senior Advisor, and a Producing Branch Manager for Fairway Independent Mortgage Corporation in Olde Town Arvada. At her branch, Christine originates both Forward and Reverse Mortgages, which gives her the resources to help her clients throughout their entire lives. She loves working with the 62 plus age group and helping them select the best financing options for themselves as well as for their families. There are many misconceptions about reverse mortgages out there—Christine is part of the Fairway team that is looking to change the public perception of this financial planning tool. She does this by educating clients and industry professionals alike about the new reverse mortgage guidelines and their improved safety features. Her purpose in utilizing reverse mortgages is to expand options for her clients as they approach their retirement years, and to help them increase their wealth by incorporating all assets at their disposal. Christine is passionate about teaching her clients how to take a familiar asset like home equity and turn it into a high performing income generator.
Courtney Jensen
Retail Director,
Compass Insurance Advisors
Compass Insurance Advisors
I've been selling insurance in Utah since 1998. I like to take a consultative approach with my clients to truly understand their needs first, so that I can recommend the right insurance that will meet all their concerns. Helping my clients is very rewarding and I love being able to learn about them and their lives and to have them get to know me. My goal is to have very happy clients that will want to refer others to me. If I can do that, I know I will always be successful in this role - and up to this point, I have been fortunate to have done so.
James Jiang
CEO & Co-Founder,
Spark Advisors
Spark Advisors
James Jiang is the CEO and cofounder of Spark, where he leads overall strategy and growth in support of Spark’s mission: to help every Medicare beneficiary take control of his health. James spends his time building deep partnerships with leading independent agencies, providing powerful technology and world-class service to reimagine the agent and client experience. Before Spark, James built value-based in-home care programs for high-need Medicare beneficiaries at Roster Health and worked as an institutional investor in high-growth companies.
Eric Johansson
EVP & Chief Operations Officer,
Liberty Bankers Insurance Group
Liberty Bankers Insurance Group
Eric Johansson presently serves as Executive Vice President and Chief Operating Officer of Liberty Bankers Insurance Group, a role he has held since October 2015. With over three decades in life, annuity, and health insurance, he has developed broad experience in marketing, operations, technology, and corporate strategy. This has resulted in a unique ability to create award-winning innovations that harmonize the needs of customers, agents, and the organization. Most recently, Mr. Johansson represented LBIG at the 2023 Stevie Awards, accepting both the Gold Award and People’s Choice Award for the industry-leading On-The-Spot (OTS) underwriting system.
Joe Jordan
Former SVP, Retail Product Development,
MetLife
MetLife
Joe Jordan, is an inspirational speaker, behavioral finance expert, and author of the award-winning book, Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray's The Advisor's Essential Library. He has given hundreds of presentations globally to over 400,000 financial professionals in 28 countries. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. Joe is the recipient of the 2023 John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding service to the institution of life insurance.
Cindy Jordan
CEO,
Pyx Health
Pyx Health
After robust personal and professional successes in college athletics, law enforcement, presidential campaign fundraising, and executive marketing strategy, Cindy’s entrepreneurial life took flight pioneering a breakthrough/novel solution in health technology with her first venture, Medical Referral Source (MRS), an innovative, proprietary tool for transforming healthcare operations and patient care experiences. Cindy took the national stage growing this high-value, disruptive enterprise and in 2013, the Advisory Board Company acquired MRS, now known as Crimson Medical Referrals, for $12.5 million. Cindy’s next ground-breaking venture was borne out of deep, personal motivation by a family member's struggle with a mental health crisis. With keen insight and awareness of the troubling gaps in healthcare she founded Pyx Health in 2017 and launched another breakthrough solution affecting profound change in the pervasive loneliness and social isolation epidemic. The Pyx Health platform is a new, inclusive paradigm of health and wellness that is improving health outcomes for the most vulnerable populations.
Jonathan Kalman
Founding General Partner,
Eos Venture Partners
Eos Venture Partners
Jonathan Kalman is a Founding General Partner of Eos Venture Partners, an early-stage venture capital firm focused on backing extraordinary entrepreneurs and management teams seeking to leverage data, analytics and technology to re-imagine and re-invent the global insurance industry. Eos invests globally with a focus on North America, UK and Europe. Portfolio companies span cyber, claims, specialty underwriting & distribution, as well as longevity, health & wellness. The Eos portfolio includes such notable companies, as Cygnvs, Fountain Life, Fenix24, Roadzen (NASDAQ: RDZN), Ticker, Champ Title and many others. Mr. Kalman has been a venture capital investor for over 25 years and has private, public and regulatory board experience. He currently serves as a director of Champ Title, Player’s Health, Westhill Global, Family First, Buckle as well as The Institute’s blockchain consortium, RiskStream.
George Kalogeropoulos
CEO,
HealthSherpa
HealthSherpa
George Kalogeropoulos co-founded HealthSherpa in 2013 with the aim to help every American feel the comfort and security of having health coverage. With his leadership, HealthSherpa has become the largest and fastest growing marketplace for individual health plan coverage in the United States representing 55% of all active FFM enrollments and enrolling more than 8.5 million people in ACA health plans in 2024 to date. 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
Chief Growth & Strategy Officer,
Clear Spring Health
Clear Spring Health
Joe Kanatzar has more than two decades of national and local Medicare 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 (FMO) of a variety of insurance products. Previously, he was the growth officer for Florida Blue Medicare, Kanatzar led all sales and retention efforts resulting in record growth. He also spent several years with Aetna, Humana and Centene developing product and Medicare capabilities. Currently, he is the Chief Growth & Strategy Officer for Clear Spring Health responsible for product design, retention, operations and sales efforts. The most recent AEP led to significant growth on the regional level.
Danny Kaplan
General Partner,
Equitage Ventures
Equitage Ventures
Danny Kaplan is a General Partner at Equitage Ventures, a venture capital firm focused on the intersection of senior care, technology, and healthy aging. Danny was formerly a healthcare investor at Generator Ventures, where he worked on and continues to support investments including IntelyCare, Vesta Healthcare, VyncaCare, and Wellthy. Prior to Generator, Danny was part of the early team at ClearCare, a leading web-based platform for home care agencies. Danny holds a BA in International Business from Dickinson College and an MBA and MS in Gerontology from the University of Southern California.
Adam Kaplan
CEO & Founder,
Solera Senior Living
Solera Senior Living
In April 2016, Adam leveraged his 15 years of experience to launch Solera Senior Living, a next-generation senior living operations, development and investment company. Solera has successfully developed over 5 Class A projects located in ultra-high barrier to entry locations and closed on a programmatic venture for 300 MM of equity focused on an acquisition’s strategy. At Solera, Adam identifies strategic growth opportunities, sets the vision for the operating model and program design, sources and structures capital relationships, evaluates innovative technologies and new care delivery models and is responsible for building a highly engaging culture. Adam received his BA from Cornell University, School of Hotel and Restaurant Management, and his MBA from Northwestern University’s Kellogg School of Management. Adam serves on the Board of Directors for EmpowerMe Wellness and the Executive Board of Argentum. Most recently, Adam is a Co-Founder and Partner at Equitage Ventures, an AgeTech Fund that will invest in technology and tech-enabled services for the senior care sector.
Steve Kaplan
Chief Legal, Privacy, Compliance Officer,
Health Plan One
Health Plan One
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.
Hope Karnes, MD, PhD
Medical Director, Clinical Solutions,
ExamOne, a Quest Diagnostics Company
ExamOne, a Quest Diagnostics Company
Hope Karnes, MD, PhD, is a Board-certified pathologist and Medical Director at Quest Diagnostics. She completed her residency, chief residency, and fellowship at Washington University School of Medicine in St. Louis. Prior to joining Quest Diagnostics in 2018, Dr Karnes worked as a general pathologist in both the private and governmental sectors. She has broad experience within laboratory medicine and particularly enjoys working across teams to improve communications among pathologists, clinicians, and laboratorians. Dr. Karnes is a recognized author and speaker. She was named a “40 Under Forty” selectee for laboratory leadership by the American Society for Clinical Pathology (ASCP).
Amy Kaszak
EVP, Strategic Initiatives,
Curana Health
Curana Health
Amy Kaszak is a value-based care veteran, with 30 years’ experience in developing and implementing value-based care models across the care continuum. Amy has held leadership positions in in multiple innovative and disruptive healthcare companies including: Chief Operations Officer for Inpatient Medical Services, one of the country’s first Hospitalist companies; President of Intercede Health’s Transitional Care Centers, developer of the high-risk medical home model; and co-founder of AllyAlign Health, an early pioneer of provider-owned ISNPs.Today Amy is the Executive Vice President of Strategic Initiatives for Curana Health, a value-based care company transforming the healthcare experience for senior living residents.
Dave Keller
President,
INSXCloud
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
Signal Advisors
Patrick Kelly is Co-Founder and CEO of Signal Advisors. Previously, he was Co-Founder and CEO of RepPro, where he built software to streamline the sale of annuities and life insurance for financial advisors. RepPro was acquired in 2018 by Annexus, a Blackstone-backed distributor of insurance products. Prior to this, Patrick co-managed an independent financial advisory firm, Kelly Capital Partners and started his career as a financial representative at Northwestern Mutual.
Jenn Kerfoot
Chief Strategy & Growth Officer,
DUOS
DUOS
Jenn brings her deep understanding of the complexities and nuances within the Medicare Advantage & Value-Based Care landscape to their work at DUOS, where they lead business development, go-to-market strategy, and marketing. By leveraging data-driven insights and market intelligence, they spearhead the development of tailored products and services that cater to the unique needs of Medicare Advantage plans and deliver unparalleled value to clients and beneficiaries alike; previous leadership roles include FarmboxRx, Excelera Health, and NationsBenefits. Beyond her role at DUOS, Jenn actively contributes to the industry's progress as a thought leader leveraging expertise and advocacy for innovative healthcare practices to enhance healthcare accessibility and quality.
Ryan Kimble
President, Integrity Health,
Integrity Marketing Group
Integrity Marketing Group
Ryan Kimble is President, Integrity Health and a Managing Partner at Integrity. In this role, Ryan is responsible for leading Integrity’s health insurance division, ensuring that revenue and production goals are met. He also plays a key role in managing relationships between Integrity’s distribution and carrier partners. Additionally, he serves as President of Agent Pipeline. Ryan has transformed the industry and led Agent Pipeline as they became a top IMO with multiple Medicare and ACA carriers. Ryan is widely recognized for his innovation and leadership, not only in the senior market, but also in traditional life and health.
Scott Kipper
Insurance Commissioner,
Nevada Division of Insurance
Nevada Division of Insurance
Scott Kipper was appointed as Nevada’s Insurance Commissioner effective Feb. 27, 2023. As Commissioner, Kipper is charged with protecting consumers’ rights and the public’s interest in dealings with the insurance industry. Commissioner Kipper has more than 30 years of experience in the insurance industry, including prior stints as Nevada Insurance Commissioner from 2008 to 2010 and again from 2011 to 2015. He most recently served as the Deputy Commissioner for Operations for the State of Washington Office of the Insurance Commissioner. Prior to that, he founded a private consulting firm providing technical expertise on insurance issues, serving clients nationwide. He also has served as the Insurance Administrator of the Oregon Insurance Division, Deputy Commissioner at the Office of Health Insurance for the Louisiana Department of Insurance (DOI), and Senior Regional Director for State Affairs at America’s Health Insurance Plans (AHIP).
Bill Kiray
VP, Partner Engagement,
Integrity Marketing Group
Integrity Marketing Group
Bill Kiray is the Vice President of Partner Engagement at Integrity Health, and has been focused on the Medicare market since 2003. Bill’s experience in Sales Development began at Neishloss & Fleming, where he worked for 20 years, serving as Chief Marketing Officer until 2023. His solutions oriented approach to Medicare marketing helped build that business into a national power in the Medicare FMO space. Since joining the national team at Integrity, Bill has focused on building strategic partnerships, accelerating carrier relationships, and collaborating with his partners on growth planning.
Randy Klein
CEO,
Vesta Healthcare
Vesta Healthcare
Randy Klein is a healthcare executive with over 20 years experience with home care and value based programs. Randy joined Vesta in May 2018 to build his vision of empowering caregivers and integrating home care with value-based healthcare. His prior experience includes leadership roles at Remedy Partners, Complex Care Solutions, MJHS/Elderplan, Optum and Visiting Nurse Service of NY. He began his career at Accenture. Randy holds a BA from The Ohio State University and an MBA from NYU Stern.
Chris Kolowich
VP, Health Sales,
Integrity Marketing Group
Integrity Marketing Group
Chris Kolowich, Vice President of Health at Integrity, has a decade of Medicare experience, focusing on product development and sales enablement. As part of a team that has developed several of the most recognized Medicare Supplement and ancillary products to market, Chris is passionate about innovating to bring new, exciting ideas that benefit more Americans. Today, Chris works with agents, partners, and carriers building meaningful relationships, enhance business and bring new advancements to the Medicare industry.
Zach Kosky
CFO,
Gold Kidney Health Plan
Gold Kidney Health Plan
Zach Kosky, is currently serving as CFO of Gold Kidney Health Plan where he is part of a leadership team building a health plan customized to improve the benefits and care of Medicare members suffering from kidney disease. He has a diverse healthcare background, most recently serving as Humana Medicare Regional leader from 2013 to 2024 where he was responsible for nearly 300,000 Medicare Advantage members across three states and approximately 60 value-based contracts. Zach is a CPA with a BS in Computer Science, MBA, MSF and a Master of Accounting. Prior to joining Humana, Zach spent time in a variety of leadership roles at Kaiser and Ernst and Young.
Vijay Kotte
CEO,
GoHealth
GoHealth
Vijay Kotte serves as the Chief Executive Officer for GoHealth, a leading consumer-centric health insurance marketplace and Medicare-focused digital health company. He has 20+ years developing and transforming innovative healthcare technology and Medicare-focused platforms across the healthcare landscape, from building and operating health insurance companies to leading value-based care medical groups, in both the public and private environment. As GoHealth’s CEO, Vijay is an altruistic leader focused on providing trusted solutions for Medicare consumers so they can find peace of mind in their healthcare decisions.
Bob Kramer
Founder & Fellow,
Nexus Insights
Nexus Insights
Bob Kramer is Founder and Fellow at Nexus Insights, a think tank advancing the well-being of older adults through innovative models of housing, community and healthcare. Mr. Kramer is also Co-founder, former CEO, and now Strategic Advisor at the National Investment Center for Seniors Housing & Care
(NIC). He is broadly recognized as one of senior living’s most influential and high profile thought leaders and connectors. In 1991, Mr. Kramer co-founded NIC to advance access and choice in senior housing and care by attracting capital to grow the sector. In 2019, Mr. Kramer conceived of and championed “The Forgotten Middle,” a landmark study of the health and socioeconomic status of middle-income adults who will be 75+ in 2029 and their ability to afford private pay senior housing.
Chrissy Krampert
Chief Strategy Officer,
Jellyvision
Jellyvision
Chrissy Krampert is the Chief Strategy Officer at Jellyvision, the company behind ALEX and ALEX Medicare. She is a customer-obsessed leader with deep experience in product, marketing, and sales enablement. Chrissy leads product strategy, innovation, and growth for Jellyvision—all with the goal of steering individuals to the right health plan decisions for their health and wallet.
Danielle Kunkle Roberts
Co-Owner,
Boomer Benefits
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 nearly 50,000 copies. Named the 2019 Health Insurance Advisory Firm of the Year, her agency has more than 800,000 social media followers and over 20,000 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.
Brian Laskin
VP Of Growth & Field Sales,
Centerwell
Centerwell
Brian Laskin is the Vice President of Growth for CenterWell Primary Care. CenterWell provides primary care to Original Medicare and Medicare Advantage plan members through an integrated, value-based care model that rewards doctors for quality of care—not the number of patients seen. Brian has been with the company since 2020. Prior to that, he was a healthcare strategist at Welsh, Carson, Anderson & Stowe. Brian graduated from the University of Michigan (the reigning champions) and resides in the New York City area.
Theresa Lauer
VP, Medicare Sales & Marketing,
Independence Blue Cross
Independence Blue Cross
Theresa Lauer is the VP, Sales and Marketing- Medicare for Independence Blue Cross. She is a long-time leader in cultivating, developing, managing, and leading profitable sales programs. In her current role, Theresa and her team forge new opportunities each day within the Independence five-county southeastern PA area.
Jon Legler
EVP, Marketing,
Spring Venture Group
Spring Venture Group
As the leader of Spring Venture Group's Marketing department, Jon and his team are responsible for designing, developing, and executing innovative programs that captivate, acquire, and retain customers. With a rich professional history with prominent consumer and B2B brands, Jon honed his expertise in digital, content, outbound engagement, and paid media strategy. Jon is committed to ensuring compliance in all his team’s efforts, bringing a deep understanding of evolving regulatory standards. His actionable advice on the Medicare industry’s complex marketing challenges and opportunities, makes him a speaker you won't want to miss.
Jean Lentsch
Compliance Officer,
Western Asset Protection
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
Christine Leo
VP Senior Products,
Cigna
Cigna
Christine is responsible for the oversight of Cigna's Medicare Advantage group and individual products. Her team drives innovation, new product development, and the implementation and performance of Cigna's Medicare Advantage plans. Christine has been integral in advancing innovation within the Medicare line of business throughout her career. She has more than 25 years of Medicare and Medicaid experience holding leadership roles including in national contracting, network contracting, operations and dental. A graduate of the University of New Mexico with a degree in Dental Hygiene, Christine also holds an MBA from St. Joseph’s University in Philadelphia.
Abby Levy
Managing Partner & Founder,
Primetime Partners
Primetime Partners
Abby is the Managing Partner of aging-focused early stage venture fund, Primetime Partners. Abby has spent her career helping businesses and consumer brands grow as an operator, entrepreneur and advisor, most notably in the wellness sector. Prior to Primetime Partners, Abby was an executive at SoulCycle, where she oversaw business development and revenue growth outside the consumer studio business, with an emphasis on building new digital products as the Senior Vice President of Strategy & Growth. Abby has also been a Founder herself, teaming with Arianna Huffington as the Founding President to launch Thrive Global, a behavior change technology company focused on employee productivity and wellness. Abby began her career at McKinsey & Company then led product development at OXO International. She is a graduate of Princeton University and Harvard Business School.
Ed Likovich
CEO,
Nymbl Science
Nymbl Science
Edward Likovich, CEO of digital health company Nymbl Science, is on a personal mission to empower older adults to live more freely through digital balance training. Hailing from Hermitage, PA, Ed earned three degrees from Harvard, including a PhD in applied physics. His career spans roles in J.P. Morgan's algorithmic trading group and his tenure as the CEO of GoodLux Technology, where he pioneered bright light therapy products for depression. Ed's expansive journey, from academia to cutting-edge digital health solutions, reflects his passion for making a meaningful impact in the world.
Lew Lim
CEO & Founder,
Vielight
Vielight
Dr. Lew Lim is the Founder & CEO of Vielight Inc., a leading developer of photobiomodulation (PBM) (often known as “red light therapy”) devices. He is recognized as a knowledge leader in PBM and has been primarily responsible for many of the cutting-edge applications of PBM to improve brain functions.
He is a neuroscientist, engineer, doctor of natural medicine and chartered accountant, with credentials from Duke University, UC Berkeley, Quantum University and University of Sheffield. He owns many patents in the PBM field and is well-published.
Colin Logue
Medicare Director,
Compass Insurance Advisors
Compass Insurance Advisors
Colin Logue, Medicare Director at Compass Insurance since 2017, boasts a rich history in Medicare insurance sales since 2008. Beyond his professional expertise, Colin's passions extend to sailing, travel, golf, mountain biking, and cherished family time. Renowned for his role in training hundreds of agents weekly on Medicare products and regulations, Colin's agency, Utah Avenue Insurance, has consistently ranked as Compass's top agency for seven consecutive years. An avid sailor, Colin, along with his son, holds captain's licenses and delights in chartering boats in the Caribbean. He also indulges in his love for classic cars, relishing drives in his 1959 Corvette and 1974 Mustang convertible through Utah's scenic national parks.
Brian Lucius
Chief Distribution Officer,
Gradient Financial Group
Gradient Financial Group
Brian Lucius, a key figure since the 2005 inception of Gradient Financial Group, commands a pivotal role as Chief Distribution Officer. His career launched at a top field marketing organization, where exceptional performance propelled him to leadership. Lucius now steers sales strategies across Gradient's enterprise, enhancing revenue flow and product distribution. Additionally, he shapes the sales teams' growth. His influential ties have positioned him before countless top-tier financial experts, addressing diverse industry matters. With publications in esteemed journals and past media contributions, Lucius has significantly contributed to developing Gradient's multifaceted platforms and business ventures.
Jacob Goldstein Luria
President & Founder,
N1 Health
N1 Health
Jacob founded N1 Health (formerly known as Algorex Health) with the conviction that effective population health management must engage members and patients on their terms in today's consumer-centric landscape by leveraging AI-powered personalization and predictive insights at every stage of the journey. He provides strategic leadership and collaborates with clients to implement scalable, personalized experiences designed to capture the attention of even the most challenging-to-reach individuals to achieve significant business outcomes.
David Macchia
Wealth2k, Inc.,
CEO & Founder
CEO & Founder
David Macchia is an author, entrepreneur, public speaker, and marketing communications expert whose work focuses on improving Americans’ retirement security. David is the founder of Wealth2k Inc, the nation’s leading provider of advisor-centric retirement income planning solutions. He is the creative force behind the popular, Income for Life Model®. David has written dozens of articles on the topics of retirement income planning, macroeconomics, and Ai. He is the author of two books, Lucky Retiree and Constrained Investor: How to Avoid a Devastated Retirement. David earned an MBA, with Honors, from Boston University Questrom School of Business. He holds the RMA and CBBP professional designations.
Evan MacGuffie
Founder,
MediZues
MediZues
Evan's father always told him, "Whatever you do, son, do not do insurance." Before founding MediZues, Evan achieved Hall of Fame status as a life insurance producer with Family First Life, issuing over $405,000 in premiums within a single year (at age 25) before transitioning to Medicare advantage sales, where he sold 612 plans in a 12-month period. Evan attributes his strong work ethic and innovative spirit to his dedicated daily meditation practice, which spans two hours each day. Faced with challenges in retaining his Medicare clients, Evan developed a software prototype that alerted him in real-time when clients submitted a new MAPD with a different agent. This prototype laid the foundation for MediZues, a testament to Evan's commitment to improving client service and retention in the Medicare sector.
Akash Magoon
CEO & Co-Founder,
Adonis
Adonis
Akash Magoon is the co-founder and CEO of Adonis, a revenue intelligence and automation platform for medical practices and hospitals. Prior to that, Akash served as the Co-Founder and CTO at Nayya, an AI platform for insurance benefits. Akash has raised over $130m in venture capital across his 2 companies and was named Forbes 30 under 30. Akash is a computer science graduate from the University of Maryland, College Park. He grew up in Baltimore and now lives in New York City.
Andrew Mais
President,
NAIC
NAIC
Andrew N. Mais, Connecticut’s 33rd Insurance Commissioner serves as the 2024 National Association of Insurance Commissioners (NAIC) President. Mais also serves on various NAIC and International Association of Insurance Supervisors (IAIS) committees and task forces. Mais has led discussions in several forums on race, diversity, and inclusion at the state level and within the insurance industry and in insurance practices. Mais previously was a member of Deloitte’s Center for Financial Services. Prior to that, he was a Director at the New York State Insurance Department. Mais has dedicated much of his life to public service including serving on numerous councils in his hometown of Wilton, Connecticut.
Dave Maman
CEO,
WeCall
WeCall
Dave Maman, CEO of WeCall, spearheaded its rise to the 27th spot on the Inc 5000 list. Recognized for breakout growth, Dave attributes WeCall's success to a robust team and their trusted partners, fostering organic development. Specializing in insurance, particularly for underserved communities, WeCall and its subsequent venture, Advantage Health, underscore Dave's commitment to value creation. His journey highlights resilience, strategic acumen, and a steadfast dedication to being a trusted partner, delivering impactful solutions for businesses and communities alike.
Dawn Maroney
CEO,
Alignment Health Plan
Alignment Health Plan
Dawn Maroney is CEO of Alignment Health Plan and markets president of Alignment Health. In this role, Ms. Maroney oversees Alignment’s growth and expansion in all areas, from sales strategy, product strategy, market expansions, and acquisitions to partnership account management. She focuses on driving innovative products, spearheading marketing efforts around the brand, and overseeing direct response activities. She previously served as chief growth and strategy officer and president of all markets for the company. With more than 25 years in the healthcare space, Ms. Maroney is regarded not only as an industry expert but also a pioneer in positioning healthcare organizations for success in the challenging Medicare, Medicaid, and underserved markets.
Tisson Mathew
CEO & Founder,
Skypoint
Skypoint
Tisson Mathew is the CEO and Founder of Skypoint AI, a leading SaaS platform that seamlessly integrates data, analytics, and artificial intelligence through its cutting-edge Data Lakehouse architecture. With a wealth of entrepreneurial, data, and AI expertise, Mathew has industry experience in the healthcare and consumer sectors. His journey prior to establishing Skypoint includes serving as the Chief Technology Officer at Alignment Healthcare and Cambia Health Solutions. Notably, Mathew led the development and operation of the Amazon logistics technology platform, which is the driving force behind Amazon Prime Now. An innovator at heart, Mathew holds four U.S. patents, 3 patents pending, and his academic background includes a Master of Science in Computer Science from Oregon Health & Science University and a bachelor’s degree in computer science and engineering from Mangalore University, India.
Mike Mathweg
Founder,
NextGen Consulting
NextGen Consulting
Mike Mathweg is the Founder of NextGen Consulting. Previously, he was a highly accomplished Managing Partner at PCF Senior Benefit since 2014, specializing in Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. He has been recognized as a Top Producer by prestigious companies such as Humana, UHC, Milz Health Group, and Aetna for several consecutive years. Most recently, Mike earned recognition in the Forty Under 40 class of 2024 by In Business Magazine, as well as being named Best Insurance Agent by the DeForest Times. Beyond his professional accomplishments, Mike enjoys golfing and traveling with his family. With his can-do attitude and passion for serving others, Mike is always eager to lend a helping hand.
Scott Matthews
CEO & Co-Founder,
Keen
Keen
Scott Matthews is Co-Founder and CEO of Keen Insurance Services. Scott has previously held leadership positions at several digital health companies including Foodsmart, 23andMe, Castlight Health, and Phreesia, and got his start in healthcare at McKinsey & Company. Scott holds a B.S in Computer Sciences from the University of Texas at Austin and an M.B.A. from The Wharton School at the University of Pennsylvania.
Matt McClure
Manager Of Media Hosting & Production,
Retirement.Radio
Retirement.Radio
Matt McClure is Manager of Media Hosting and Production at AmeriLife. An award-winning journalist, host and performer, he has more than 20 years’ experience in TV and radio. Most recently, he was an anchor/reporter at 95.5 WSB and Assistant Regional News Director at iHeart Media in Atlanta. Before returning home to Georgia, Matt spent more than 10 years in New York City. While in the nation’s #1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange. He is also a Series 65 licensed advisor and a licensed life and health agent. A professional actor and singer, he has performed on musical theatre stages across the country. Matt studied journalism at Gainesville State College and acting at New York’s prestigious HB Studio.
Blake McCoy
Executive Director Medicare,
Guided Solutions
Guided Solutions
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 of Medicare within the Guided Solutions division. 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.
Kevin McGavick
Chief Growth Officer,
ChenMed
ChenMed
Kevin is Chief Growth Officer for ChenMed, leading value-based care provider with 125 centers in different 15 states. Kevin is responsible for leading ChenMed’s National Sales Team. This team specializes in deploying strategic growth initiatives with contracted MAPD insurance carriers and collaborating with field-based agents with local MGCs (Membership Growth Consultants) at each center. Kevin previously worked in several national / regional sales leadership positions with UnitedHealthcare with focus on Dual Special Needs products.
Brendan McLoughlin
President & CMO,
e123
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.
Tracy McMillan
President,
Marketplace Insurance Exchange
Marketplace Insurance Exchange
Marketplace Insurance Exchange Group has been serving over 20 years in the Group,
Health, Life, Home, Auto and Commercial insurance industry. Currently an FMO on the
ACA and Medicare lines of business. Member of NABIP for 18+years and HAFA
member 5+ years. Currently serving on the board of HAFA as head of the education
committee. Serve on CMS biweekly and monthly panels to also include quarterly
lobbying in Washington DC for agent and member protection. We specialize in training
for insurance license, products, marketing, provide systems and E&O insurance to all
our downline agents.
Michelle McRae
Director Of Health,
Instacart
Instacart
Michelle McRae is the Director of Health at Instacart, acting as the General Manager of the initiative’s consumer health portfolio. A longtime Instacart veteran and leader, Michelle oversees access and health payments for Instacart, leading the strategy for Instacart’s Health Wallet development, and managing integrations of federal programs like EBT SNAP, employer benefits like FSA/HSA, and supplemental health benefit cards like OTC Network. Michelle joined Instacart in 2015 and has held various leadership positions across Operations and Brand Partnerships prior to playing an integral role in the launch of Instacart Health in 2022. Michelle was recognized for her leadership in 2022, named as a Top Women in Grocery - Rising Star by Progressive Grocer.
Manal Mehta
CEO & President,
Benefitalign, LLC
Benefitalign, LLC
Manal Mehta is Benefitalign’s President & CEO, and is responsible for the overall strategy and growth of the company. Under Manal’s leadership, Benefitalign has developed an innovative suite of products for carriers, agencies and brokers including a CRM and telephony platform for marketing, sales and service, a quote-to-card platform for Individual, Group and Medicare, and benefits administration platform. Manal also serves as the President of Inshura that offers a free EDE Quoting and Enrollment Platform for ACA and ancillaries. Previously, he served as the COO/CSO at GlaxoSmithKline, and holds degrees from Lehigh University and the Wharton School of Business.
Sam Melamed
CEO,
NCD
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.
Jim Meyerle
Founding General Partner,
Prufrock Ventures
Prufrock Ventures
Jim is the founding partner of Prufrock Ventures, a venture studio and fund with a focus on longevity tech. Prufrock both invests and builds new companies from scratch. Many of the Prufrock team are serial and exited founders and former Amazonians. Prior to Prufrock, Jim founded Evolv (acquired by CSOD) and backed by LSVP, Khosla. GGV. Jim also founded InvestRx (acquired by WCP) and backed by Austin Ventures. He was also most recently a senior leader at Amazon. Jim brings a background as a serial entrepreneur, senior operator in big tech and investor to longevity tech.
Susan Yates Miller
Director, Medicare Stars,
CareOregon
CareOregon
Susan Yates Miller is an experienced Program Director with CareOregon Advantage, Oregon's largest MA-DSNP insurance provider supporting the needs of more than 17,000 dual-eligible members. Prior, Susan was a Provider Engagement Executive with Humana, a Compliance Program Auditor with the State of Oregon, and spent many years in program and project management at Comagine Health. Susan is skilled in program planning, stakeholder relationships, team leadership, and community engagement.
Dean Mohs
Division Director, Strategic Stakeholder Engagement & Operations,
Centers for Medicare & Medicaid Services (CMS)
Centers for Medicare & Medicaid Services (CMS)
Dean Mohs is a Division Director at the Centers for Medicare & Medicaid Services (CMS). He leads the agency’s Agent/Broker Business Operations Team for the under 65 Individual Marketplace. Dean joined CMS in 2012 after serving as Vice President of Insurance Services at the Brooklyn Chamber of Commerce. Prior to his work at the Brooklyn Chamber, Dean was Director of Private Health Insurance Initiatives for the City of New York and a senior health care analyst at the Government Accountability Office in Washington, DC. Originally from Minnesota, Dean holds Masters Degrees in Public Administration and Social Work from the University of Minnesota. He was a licensed insurance broker while at the Brooklyn Chamber of Commerce.
Steve Monroe
The SeniorCare Investor,
The SeniorCare Investor
The SeniorCare Investor
Steve Monroe is the founding editor of The SeniorCare Investor, the premier investment newsletter that specializes in the seniors housing and care investment market, published for 35 years by Irving Levin Associates. He is a former partner and Managing Editor at Levin, where he has worked since 1986. Steve is an
award-winning writer, and often-quoted industry leader. Previously, he spent nearly 10 years on Wall Street, including working at investment banking firm Kidder, Peabody & Co., where he completed several equity and bond offerings, as well as merger and acquisition assignments. He is a Phi Beta Kappa and magna cum laude graduate of the University of Vermont and received his MBA in Finance from Columbia University in New York City.
Jason Montrie
Senior VP Of Healthcare & Products,
Nations Benefits
Nations Benefits
Jason Montrie is an award-winning healthcare entrepreneur and senior executive. Jason has spent 20 plus years in healthcare as a founder and growth, strategy and operations leader for some of the most innovative companies in healthcare and technology. Jason was the co-founder and CEO of Land of Lincoln Health and most recently served as President of Pareto Intelligence and Convey Health Solutions. In his current role Jason leads the strategy, growth and operations for all supplemental benefits and healthcare outcomes at Nations Benefits. Using Nations Benefits proprietary technology, integrated supplemental benefits platform, sophisticated analytic capabilities, and next generation fintech solutions, Nations Benefits is uniquely positioned in the market to bring a higher level of value to every member interaction Nations has with its members and health plans.
Kyal Moody
CEO & Co-Founder,
MyPlanAdvocate
MyPlanAdvocate
Kyal has spent the last 35+ years serving Medicare Beneficiaries. For the past 20 years, Kyal has held strategic leadership roles in the Medicare Agency and contact center space. Prior to his role at MyPlanAdvocate (a 50 state, multi-channel Medicare and U65 agency) he served a Sr. Vice President of Medicare Products and the divisional head of HealthCompare at Allstate. Earlier in his career Kyal spent 17 years on the carrier side of the business at SecureHorizons (UnitedHealthcare) where he held multiple executive roles in Customer Service, Member Education, Telesales, and Retention.
Tej Motiwala
SVP, Medical Management,
Oak Street Health
Oak Street Health
Tej Motiwala, MPH, is SVP, Medical Management at Oak Street Health, a national network of value-based primary care clinics for adults on Medicare. Tej leads Oak Street’s admission prevention strategy and care management programs including transitional care, delegated utilization management, delegated care management, and social care. He has also led several initiatives related to diversity, equity, and inclusion including a new process to capture patients’ self-reported race/ethnicity to more accurately measure and mitigate health disparities. Previously, Tej worked on clinical program design at CareMore Health and payer and provider strategy consulting at Deloitte.
Satish Movva
CEO & Founder,
CarePredict
CarePredict
Satish Movva is the Founder and Chief Executive Officer of CarePredict — an AI-powered platform that enables preventive care by alerting on activity changes that warrant attention. Satish previously founded ContinuLink to commercialize the first SaaS software for Homecare and Hospice agencies that he developed while serving as CIO at Interim Healthcare. Before that Satish was the founding CIO of Sheridan Healthcare where he created the first mobile EMR device on a Palm Pilot in 1998 and the first SaaS EMR for Neonatal ICUs in 2000. Before his service in health care, Satish worked with IBM in the insurance, health care, and law enforcement segments, holding various positions including Network Architect, Systems Management Architect and Security Sub-System Architect in California, Florida, New Zealand, and Scotland. Satish has over 35 years of experience in Information Technology, twenty-eight of them in health care technologies.
Jessica Muratore
COO & Senior Consultant,
Rex Wallace Consulting, LLC
Rex Wallace Consulting, LLC
Jessica has a master’s degree in public administration and bachelor’s degrees in political science and psychology. She is the Chief Operating Officer with Rex Wallace Consulting, LLC (RWC) focusing on quality improvement across all lines of business with both health plan and vendor clients. Before joining RWC, Jessica spent 10 years on the payer side. Jessica worked for MVP Health Care and Centene Corporation in executive leadership positions focused on quality improvement. She has extensive experience working with the Medicare, Medicaid, Marketplace, Commercial and the Basic Health Program populations.
Daniel Murphy
General Manager - Government Solutions,
The Helper Bees
The Helper Bees
Daniel is an accomplished healthcare executive with a proven track record managing large-scale programs and growing client relationships. He has more than 30 years of progressive leadership experience across home-based care and military operations. Prior to his current position, he co-founded healthAlign, a company acquired by The Helper Bees in 2021. As healthAlign’s Chief Product Officer, he led the build of a robust technology platform and network of more than 20K aging-service providers nationally. He is active in his community, and recently was appointed to serve on the national RAISE (Recognize, Assist, Include, Support, and Engage) Family Caregiving Advisory Council.
Jillian Murphy
Director Of Client Coordination & Communications,
XSELL Technologies
XSELL Technologies
Jill is a Solution Consultant at XSELL Technologies. While she is now a member of XSELL's sales team, she spent the majority of her 3.5-year tenure at XSELL on the client delivery team supporting launches across the US and the world.
Prasanna Nathan
Digital Delivery & Transformation Leader,
Aetna/CVS Health
Aetna/CVS Health
Prasanna is a digital leader at the forefront of innovation in the Medicare supplement industry. With a focus on leveraging broker digital tools, member websites, and cutting-edge automation technologies, Prasanna has earned a reputation as a respected strategist. His expertise in creating industry leading digital applications and a being constant learner has helped in consistently delivering insightful talks on navigating the digital landscape and driving strategic growth.
George Netscher
CEO,
SafelyYou
SafelyYou
George is founder and CEO of SafelyYou, a company he created in 2016 to support his family’s own experience with Alzheimer’s disease. SafelyYou was inspired by his research in the computer science PhD program at the UC Berkeley Artificial Intelligence Research Lab, where George was focused on using new tools in AI to aid those with cognitive impairment. Today, SafelyYou supports approximately 10,000 falls per month in senior living communities across North America. Its unique combination of world-leading AI and remote clinical assistance has been proven to reduce falls by 40% and fall-related ER visits by 80%, elevating dementia care, creating safer environments for seniors, and providing greater peace of mind for families.
Patrick Nichols
SVP Of Biz Dev,
AmeriLife
AmeriLife
Patrick Nichols, senior vice president of Corporate Development for AmeriLife, is a 30-year veteran of the insurance and financial services industry. Patrick has mentored hundreds of our industry's most successful insurance professionals on marketing and operational opportunities to deliver proven success. Over the last five years, Patrick, alongside AmeriLife's CFO Jim Quinn, has spearheaded efforts in partnering with quality insurance and financial service organizations to deliver a best-in-class platform. Patrick is a veteran of the U.S. Army National Guard and lives in Clearwater Beach, Fla., where he enjoys time with family and in the great outdoors.
Branislav Nikolic
Managing Director, Head Of Insurance,
The Index Standard
The Index Standard
Branislav is an established thought leader specializing in annuities and retirement income planning. He joined The Index Standard after a decade at Cannex Financial Exchanges, where as Vice President of Research he was instrumental in extending Cannex’s strong presence in the retirement income space. Branislav holds a Masters degree in probability and financial engineering and a PhD in applied mathematics from York University in Toronto, where he is also a lecturer in finance and mathematics. Branislav holds the designation of Financial Risk Manager (FRM). He is a prolific author for business and trade publications and a frequent speaker at insurance seminars.
Ronnell Nolan
CEO,
Health Agents for America (HAFA)
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.
Sean O'Donoghue
Chief Technology Officer,
Security Benefit
Security Benefit
Sean O'Donoghue is a distinguished technology leader whose expertise spans a diverse range of industries, including insurance, real estate, media, entertainment, and professional sports. Holding pivotal roles as Chief Information Officer and Chief Technology Officer, Sean has been instrumental in crafting digital strategies that drive industry innovation and operational excellence. With a notable tenures at DreamWorks Animation and Madison Square Garden, he was pivotal in developing comprehensive platforms that not only enhanced performance but also cultivated the exceptional experiences for which these companies are celebrated. His strategic vision enabled the seamless integration of technology with business goals, leading to significant performance breakthroughs. In the insurance sector, Sean adeptly played the roles of Chief Financial Officer and Chief Technology/Operations Officer. His leadership was characterized by the introduction of pioneering commercial agreements and the development of cutting-edge customer engagement platforms, positioning the companies at the forefront of the industry.
Kevin O'Leary
Co-Founder,
Health Tech Nerds
Health Tech Nerds
Kevin is the co-founder of Health Tech Nerds, the leading community of health care innovators. HTN helps innovators across the industry to learn about the evolving healthcare landscape and connect with other like-minded individuals. Prior to starting HTN, Kevin held a variety of leadership roles in the industry. Most recently he led innovation for Allina Health. Prior to that, Kevin helped launch Harken Health, a UHC-backed ACA insurance plan, and he also founded a digital therapeutic startup.
Steve Ogden
Sales Manager,
AgencyBloc
AgencyBloc
Steve Ogden joined the AgencyBloc team in 2016 as the Sales Manager. Steve has been managing sales teams and selling SaaS technology for over 15 years. As Sales Manager for AgencyBloc, he helps the team empathize with prospects and present AgencyBloc as a solution to their pain points. With over 45 years of sales experience, Steve has found a passion for teaching and speaking about Software as a Service. Technology is the key to driving efficiency, leading to growth of the agencies. When not at work, Steve enjoys watching football and spending time with his wife.
JillAllison Opell
Partner,
Foley & Lardner LLP
Foley & Lardner LLP
JillAllison Opell is a partner and insurance lawyer with Foley & Lardner LLP. JillAllison’s regulatory experience includes advising clients on Holding Company Act issues including acquisitions, intercompany agreements and investment laws, as well as compliance, licensing, Affordable Care Act, and Medicare/Medicaid issues. She has counselled private equity funds, insurers, reinsurers, producers and other insurance industry professionals, helping to achieve compliance, obtain transaction approval and develop new products. Always monitoring and analyzing the latest regulatory developments, she assists clients with state legislative updates and regulatory investigations. JillAllison is ranked in Chambers USA: America’s Leading Lawyers for Business in the practice area of Insurance: Transactional & Regulatory.
Isaac Oppenheim
CEO & Founder,
Zida
Zida
Isaac Oppenheim is the CEO of Zida. Isaac co-invented the Zida Control Sock which treats overactive bladder (OAB) and incontinence. 30% of people over the age of 55 suffer from OAB. The Zida Control Sock is the world’s first FDA-cleared non-invasive,non-drug, homecare device that has an 80% success rate. Isaac is a serial entrepreneur with a Masters degree and BA from the University of Maryland.
Chris Orestis
President,
Retirement Genius
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—and is the author of numerous published white papers over the years. 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 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
Milliman
Nick Ortner is a Senior Consulting Actuary with Milliman’s Chicago-Milwaukee health practice. He has consulted with the firm for almost 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 MedSupp and MA landscapes.
Angela Palo
COO,
Pinnacle Financial Services
Pinnacle Financial Services
Angela is Chief Operating Officer and co-owner of Pinnacle Financial Services, Warminster, PA. As one of the principals, Angela oversees all the daily operations of the company. Her responsibilities also include traveling the country to meet with agents, carriers, and vendors nationwide. Angela is a member of several nationally recognized insurance carrier advisory boards, has been a speaker at numerous industry events, including the National Medicare Supplement Conference. In 2022 Angela has been asked to participate and represent woman in business for several organizations. Additionally, she is on the NAHU Medicare Advisory Council and NAHU Medicare FMO Council. Angela is also involved in several community and philanthropic events and uses Pinnacle as a platform to volunteer and donate to charities throughout the year.
Brian Park
Founder & CEO,
Hank
Hank
Brian is an experienced product leader who has built and led product teams at leading consumer companies, such as Zynga, ClassPass, and Codecademy. He is a second time entrepreneur, who is currently building a product that aims to solve loneliness for older adults. Brian is a graduate of the Wharton School at the University of Pennsylvania.
Andrew Parker
CEO & Founder,
Papa
Papa
Throughout his career, Andrew Parker has focused on health care innovation that brings care to the consumer. In late 2017, Andrew founded Papa, a curated platform of companionship and support for older adults and families. He started the company to support his own grandfather, his “papa,” and the company has since scaled to provide social support nationally through Medicare Advantage, managed Medicaid, and employer benefits. Prior to Papa, Andrew was part of the founding team of MDLIVE.
Neil Patel, MD
Chief Health Officer,
Patina Health
Patina Health
As Chief Health Officer, Neil Patel is responsible for the care Patina provides its patients and their loved ones. Neil is proud to be part of a team building a new model of primary care for adults 65+ that honors the wisdom they’ve accumulated and how they want to experience aging and care. Prior to joining Patina, Neil was on the founding team of Iora Health, a physician-led primary care company that served tens of thousands of patients in eight states until a $2.1B acquisition by One Medical and subsequently Amazon. He also helped start the Atlantic City Special Care Center, an innovative practice serving chronically ill union workers in the Mid-Atlantic region. The care center was featured in Atul Gawande’s “The Hot Spotters” article in The New Yorker magazine in 2010, focusing on how advanced primary care, rooted in trusted relationships, could deliver tremendous value, improve clinical outcomes and decrease costs. Neil received a doctorate in medicine from Rutgers New Jersey Medical School and a bachelor’s degree in biology from The College of New Jersey.
Anna Patrick
Director Of Strategic Partnerships,
CSG Actuarial
CSG Actuarial
Anna Patrick is the Director of Strategic Partnerships at CSG Actuarial, an Integrity Company. She works closely with field marketing organizations, agencies, and independent agents to help them utilize Integrity’s technology suite of solutions. Anna provides insightful ways to streamline and grow their business based on market trends and analytics. She helps agents find their areas of opportunity based on Medicare plans, demographics, and enrollment data. Anna helps agents stay well informed to better serve their clients.
Chris Patrick
Principal,
Midwestern Marketing
Midwestern Marketing
Chris Patrick started in the insurance industry when he was 18 coming from a linage of successful insurance industry superstars as his parents started the marketing division of Amerilife back in the 80’s. He is known as one of the legends in the industry. Chris has worked in just about all departments from managing mail and supply to product development and he currently runs a 50-state marketing firm Midwestern Marketing. Chris has concentrated on all products including but not limited to Life, Health and Annuities. With over 37 years in the business his specialty is turning around struggling firms as well as building from scratch new opportunities.
Scott Perry
Chairman & CEO,
AmeriLife
AmeriLife
As AmeriLife’s Chairman and Chief Executive Officer and with more than 30 years’ industry experience, Scott Perry leads a multi-channel distribution business with a national network of over 300,000 insurance agents and financial advisors. Prior to joining AmeriLife in 2016, Scott was Chief Business Officer of CNO Financial Group and President of Bankers Life. Before that, he held leadership roles with Golden Rule, Anthem Blue Cross Blue Shield and Premera Blue Cross. Scott is a board member with Vericity Inc., a publicly traded insurance holding company, and Insurance Technologies, a leading fintech solutions company in the THL portfolio.
John Petito
Chief Strategy Officer,
TailorCare
TailorCare
John Petito is the Chief Strategy Officer of TailorCare, a specialty value-based care organization backed by Valtruis (a WCAS company). Prior to TailorCare, John served as Corporate Vice President of Strategy & Transformation at SCAN, one of the nation's largest not-for-profit Medicare Advantage health plans. John has nearly 20 years of experience in healthcare and has held senior strategy roles at firms including Oliver Wyman, Strategy&, and Aetna. John holds an MBA from The Wharton School, an MS in Health Policy from Harvard University, and a BA in Economics from Washington University in St. Louis.
Daniel Petkevich
CEO & Founder,
Fair Square
Fair Square
Dan founded Fair Square after watching his parents struggle through the Medicare Maze. Over the last four years, Fair Square has leveraged it's custom technology stack to grow to 15,000 clients across 50 states with 90% annual retention and an NPS score of 95. Dan previously co-founded and exited a financial technology company.
Severine Petras
CEO & Co-Founder,
Priority Life Care
Priority Life Care
Prior to entering senior housing, Sevy’s investment banking career spanned a decade of lending and structuring debt solutions for Senior Housing & Healthcare. In 2009, she and her family changed their career directions seeing a larger need in the affordable care sector. Priority Life Care (PLC) currently focuses on 3rd party management partnerships and provides all services available in Independent, Assisted Living and Memory Care communities. As a family-owned business, PLC has worked to create a family-centric model that permeates to all levels. As CEO, Sevy leads PLC in pursuit of its purpose to support independence, while empowering her team to be mindful of the roles they play in serving their residents.
Chris Pike
Senior Manager Of Underwriting,
CVS Health / Aetna
CVS Health / Aetna
Chris Pike is the Senior Manager of Underwriting for CVS Health/Aetna. Chris leads an innovative underwriting team responsible for new business production as well as the development and ongoing support for our Underwriting Models. One of our main goals has been the constant improvement to our new business application experience while managing proper risk selection. Prior to joining Aetna, Chris worked for State Farm Insurance with experience in the Property and Casualty lines as well as the lending business with State Farm Bank.
Susan Plumer
Chief Growth Officer,
ConnectureDRX
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!
Deirdre Ragan
CEO & President,
Pivot Health
Pivot Health
During her 30+ years of operational, technical, and strategic leadership in the LHA space, Deirdre has succeeded in helping carriers and clients grow their customer blocks through acquisition, as well drive organic growth through product development and focused customer and agent engagement. Her passion is ensuring protection and peace of mind for all customers, whatever their healthcare needs. She currently serves as President of Pivot Health. Deirdre holds her CFA and FLMI designations, and among other technical designations, she is also a licensed agent.
Marie-Christine Razaire
Principal,
Northwestern Mutual Future Ventures
Northwestern Mutual Future Ventures
Marie-Christine (MC) is a Principal at Northwestern Mutual Future Ventures. Marie-Christine focuses on deal sourcing, due diligence, and portfolio monitoring for NMFV. Prior to joining NMFV Marie-Christine was a Scouting Manager for State Farm Labs in Silicon Valley. Here, she was responsible for identifying relevant startups for partnership opportunities. While there she co-founded Insurtech SVSF- an insurtech networking group. She started her career in Catastrophe Insurance, where she spent 7+ years as a Property Underwriter and Catastrophe Modeler, underwriting commercial deals ranging from $1M-$16B. Marie-Christine graduated from McGill University with a B.S. in Atmospheric & Oceanic Sciences.
Sri Reddy
SVP, Retirement & Income Solutions,
Principal Financial Group
Principal Financial Group
Srinivas D. (Sri) Reddy is senior vice president, Retirement and Income Solutions at Principal Financial Group®. He is responsible for the Income Solutions businesses, which includes Pension Risk Transfer, Defined Benefits, Retail Annuities, Principal Bank and our Principal Trust and Custody Solutions business. Prior to joining Principal, Reddy was the head of the investments and retirement income businesses for Prudential Retirement. Before that, he led all the product lines for USAA’s investment management and life insurance companies and held several roles at ING where his experience ranged from managing wholesale and direct distribution groups to product development in both the defined contribution business as well as the rollover & retirement income business. Previously, he served as a consultant with Ernst & Young. Reddy has a bachelor’s degree in Economics from Baylor University and a master’s degree in International Management from Thunderbird, The American Graduate School of International Management and holds the Chartered Financial Analyst (CFA) designation. He has also completed his coaching certification through the NeuroLeadership Institute. Reddy is a frequent contributor to national media outlets and an expert resource on a range of retirement and financial security topics. He has served on various industry and regulatory groups including as the chair, vice-chair and council member of the Employee Retirement Income Security Act (ERISA) Advisory Council at the United States Department of Labor from 2017 to 2019 and currently is on the board of directors of the Insured Retirement Institute.
Amanda Rees
CEO & Co-Founder,
Age Bold
Age Bold
Amanda Rees is the CEO of Bold, a digital health company focused on disease prevention and healthy aging. Bold provides members with personalized clinical exercise programs that prevent falls, reduce musculoskeletal pain, and increase physical activity. Bold partners with healthcare organizations to reduce hospitalizations and costs within a year. Amanda founded the company after caregiving for a family member who had multiple falls and hospitalizations led Amanda to become a certified fall prevention instructor. Prior to Bold, she worked at The Schmidt Family Foundation, managing $100M in strategic grants and impact investments.
Lisa Rehburg
President,
Rehburg Life Insurance Settlements
Rehburg Life Insurance Settlements
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Ms. Rehburg is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies. Lisa has been in the health and life insurance industries for over 30 years. She has presented to hundreds of organizations, including various Financial Planning Associations, Fiduciary Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate. She has held executive roles at carriers, general agencies and TPAs. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development. She can be reached at (714) 349-7981, Lrehburg@aol.com or www.rehburglifesettlements.com.
Chris Reuter
SVP Of Carrier Sales,
UnitedHealthOne
UnitedHealthOne
Chris Reuter is Senior Vice President of Carrier Sales with UnitedHealthOne, the individual, family and distribution line of business within UnitedHealthcare. UnitedHealthcare is a part of UnitedHealth Group (NYSE: UNH), the world’s largest healthcare company, ranking number 5 on the Fortune 500. UnitedHealthcare is comprised of multiple lines of businesses which together serve one in eight Americans, making it the single largest organization dedicated to health and well-being in the United States. In 2022, UnitedHealthOne produced over $2 billion in annual premium, serving nearly 2.2M lives contributing to UnitedHealthcare’s success. Chris began his career in health insurance with UnitedHealthcare in 2005 as an Account Executive working with independent brokers contracted with UnitedHealthcare’s individual line of business Golden Rule Insurance Company. Chris quickly developed industry relationships and became passionate about UnitedHealthcare’s role in the individual health insurance space. His career progressed with several leadership roles, including Director of FMO Agency Sales and Director of Digital Marketing and ecommerce. In 2016, Chris was promoted to Vice President of Sales for UnitedHealthOne, which included oversight over all UnitedHealthcare’s individual line “age pre-65” sales distribution channels including ecommerce, broker, and call center sales. In 2019, UnitedHealthOne expanded with multiple acquisitions, in which Chris was heavily involved. He continues to help shepherd this growth and supports other leaders within UnitedHealthOne in his current role as Senior Vice President of Carrier Sales.
Dr. Francesca Rinaldo
SVP Of Clinical Product & Innovation,
Sharecare
Sharecare
Francesca Rinaldo, MD, PhD, is senior vice president of clinical product and innovation at Sharecare and an affiliated scholar at the Stanford Clinical Excellence Research Center (CERC). At Sharecare, Dr. Rinaldo oversees the strategy and business development for the digital health company’s home care offering, CareLinx by Sharecare. A physician-scientist with a background in basic/translational research, clinical research, and healthcare delivery innovation, Dr. Rinaldo also brings clinical rigor to Sharecare’s offerings across all lines of business, helping teams to evaluate the outcomes and value delivery for the tools, interventions, and offerings within the company’s digital health ecosystem.
Dennis Rinner
Director Of Strategic Accounts,
GoldenCare
GoldenCare
Dennis Rinner has more than 35 years of experience in the financial services industry and has been partnered with Integrity Partners, GoldenCare/AIM since 1998, marketing activities for multiple Long Term Care Insurance (LTCI), Short Term Care Insurance (STCI), and Home Health Care Insurance (HHCI) carriers. Dennis has trained tens of thousands of financial professionals conducting over 2,500 workshops (agent and consumer). He has helped both organizations become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over one Billion in sales. As part of the Integrity Marketing family, with over 500K agents and 200+ partners, servicing 12M+ clients and $20B in Annual New Premiums.
Victor Rivera
VP Business Development,
Bloom Insurance
Bloom Insurance
Victor Rivera leads broker sales as part of Bloom’s go-to-market effort for Ascend Broker, launching spring 2024. Victor brings to his role nearly 25 years of insurance experience including 15 years in Medicare Advantage. His background as a field sales agent prepared Victor for several leadership roles as a Sales and Marketing executive for health plan payers. Victor is committed to helping independent brokers and distributors find the tools and resources they need to succeed.
Sean Robbins
Managing Director,
Accenture
Accenture
Sean Robbins leads Accenture’s Customer Engagement practice that focuses on helping health plans grow their revenue and membership through thoughtful design and execution of sales and product strategies. Sean has spent considerable portion of time helping health plan clients achieve their Medicare Advantage growth initiatives by ensuring their product designs resonate with beneficiaries, that sales funnels are full and they are closing a greater percentage than marketing average. Prior to joining Accenture, Sean held leadership positions at Elevance and Humana within underwriting, sales and product management. Sean remains a licensed health and life insurance broker.
Roberto Rodriguez
Managing Partner,
Sequential Ventures
Sequential Ventures
Roberto Rodriguez is the Founder and General Partner of Sequential Ventures, a pre-seed venture firm investing in inclusive, socially-conscious healthcare innovation. Roberto has spent the majority of his career funding category-defining healthcare entrepreneurs, beginning with SVB in Palo Alto where he provided venture debt to over 50 venture-backed companies. Roberto also helped with the launch of L’Attitude Ventures, a $101M venture fund focused on backing U.S. Latino entrepreneurs. Roberto counts on extensive technical due diligence experience through his tenure at the $30M George Schultz Innovation Fund at the University of Chicago and at Health Innovation Capital, a pediatrics-focused healthcare firm.
Sherman Rogers
CEO & Founder,
Bloom Insurance
Bloom Insurance
Sherman Rogers founded Bloom in 2007 to meet a market need to serve Medicare shoppers with quality consumer enrollment and engagement experiences. Today, Bloom works in collaboration with health plan payers and sales-marketing professionals nationwide to deliver High Value Enrollment, leveraging the company’s customized growth solutions and proven Ascend quote and enroll technology – now specially tailored for independent brokers and distributors and launching as Ascend Broker, beginning spring 2024.
Paul Rooney
Chief Growth Officer,
Aloe Care Health
Aloe Care Health
"Paul Rooney is an experienced executive in the healthcare industry, with an extensive
background working with payors and in distribution. Paul is currently Chief Growth Officer at
Aloe Care Health, where he is responsible for strategy, business development, sales and
account management. Aloe Care is the world's first comprehensive solution to keep seniors
safe and connected to their care network. As a caregiver, Paul enjoys the opportunity to
leverage his passion for creating and executing innovative solutions that address the needs and
challenges of older adults and their caregivers."
Paul Rosenthal
Partner,
Faegre Drinker Biddle Reath LLP
Faegre Drinker Biddle Reath LLP
Paul Rosenthal defends clients in complex commercial litigation, particularly involving consumer marketing, advertising, labeling and data privacy issues. He represents clients in responding to federal and state investigations involving advertising, marketing and privacy, as well as counseling clients on compliance with a wide variety of related state and federal laws. Clients appreciate Paul’s direct, pragmatic approach and ability to find practical legal solutions to complex challenges. Informed by his previous work as in-house counsel for a multinational consumer products company and his eye for efficiency, Paul assesses risks and opportunities to leverage the law to achieve business objectives.
Doug Roth
Managing Director,
Connecticut Innovations
Connecticut Innovations
Douglas is responsible for sourcing new investment opportunities, conducting due diligence, serving on boards of directors, and supporting the growth and success of portfolio companies. Before joining CII, Douglas gained extensive experience with early-stage businesses as both an operator and adviser. He founded a consulting firm to assist early-stage companies identify and assess growth opportunities, generate sustainable revenue and manage intellectual property. As a senior consultant at a boutique management consulting firm, Douglas was a strategic adviser to companies in the software, telecommunications, information technology and medical device industries. He advised investors in early-stage businesses, representing more than $250 million in invested capital. Earlier in his career, Douglas spent more than a decade as an operator in the telecommunications industry, primarily focused on building international voice, data and IP networks.
Ricky Sahu
CEO & Founder,
GenHealth.ai
GenHealth.ai
Ricky Sahu is the CEO of GenHealth.ai, a cutting-edge startup which provides a generative AI model trained on 100 million patient records offering a broad set of insights on cost, quality, networks, and risk. Formerly, Ricky founded and ran 1upHealth as CEO, supporting 50 million patients and their health plans with FHIR-based connectivity and compute. He started his journey in technology by creating iPhone apps in 2008 during his undergraduate years at the University of Virginia. Ricky also made significant contributions as the first employee at CareJourney, an ACO analytics company, and at Google on the Workspace team.
Bobby Samuelson
The Life Product Review,
Executive Editor
Executive Editor
Bobby is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry events and has been quoted in the Wall Street Journal.
Bobby is also the President and CEO of Life Innovators, an independent product development firm helping life insurers create and implement unique life insurance and annuity products. Previously, Bobby was the Senior Vice President and Head of Product Development and Pricing for life insurance and annuities at Brighthouse Financial, formerly MetLife US Retail. Prior to joining MetLife in 2013, he published The Life Product Review and was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.
Katie Schmitz
Chief Administrative Officer,
Ziegler Link-age Funds
Ziegler Link-age Funds
Ms. Schmitz is the Head of Principal Investing and Fund Management at Ziegler and the Chief Administrative Officer of the Ziegler Link-age Funds, a venture capital fund family with an investment policy designed to support innovation, collaboration and growth among entrepreneurs and senior living and healthcare providers.
With over 10 years of operating and investing experience, she oversees both operations, and development and execution of the Ziegler Link-age Fund’s strategic value proposition including managing the funds’ investment pipelines from sourcing through investment. As a strategic investor, Ms. Schmitz takes an active role in Ziegler Link-age Fund portfolio companies, helping them better understand and sell into senior living providers.
Kris Schneider
SVP Medicare,
Centerfield Insurance Services
Centerfield Insurance Services
Kris is the SVP, Medicare for Centerfield a leading digital marketing platform that provides sales and marketing services to Medicare insurance carriers. Kris has extensive experience in Medicare leading strategic partnerships, managing sales and distribution along with marketing services.
Mark Seghers
CEO & Co-Founder,
Inspire Health Tech
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.
Stefano Selorio
CEO & Founder,
Carevocacy
Carevocacy
In 2020, during his junior year of college, Stefano Selorio launched Carevocacy, a learning platform that helps lifelong learners be tech-savvy. Carevocacy offers three interventions: private tech tutoring, group classes, and their latest product, Apo, a text-based digital health literacy coach powered by AI. Carevocacy has served over 23,000 Learners, across 30 learning locations, and 19 of those locations are within Humana's Conviva Care Centers in Miami. He is also a caregiver to his grandma whose diagnosed with Alzheimer's and recently became one of the Forbes 30 Under 30. At 24 years old, Stefano is an avid community builder, a pragmatic optimist, and has a passion for creating solutions that meet people where they're at.
Mim Senft
Managing Director & Co-Founder,
Motivity Care
Motivity Care
Mim Senft, GBA, AAI, CWWS is the Co-Founder and Co-Managing Director of Motivity Care, a company that takes focuses on whole person/whole family caregiving support. She has 25+ years of corporate leadership experience in employee benefits design, health and wellbeing program strategy and implementation. Wellness Director under the Optum umbrella for the Goldman Sachs Wellness Program. Worked with more than 75+ national and international clients. She is a Co-Founder of Global Women 4 Wellbeing (GW4W) an advisory board member for the Women’s Business Collaborative (WBC) and a Chapter Co-Chair for the Orion Advisory Group. Mim Senft GBA AAI CWWS is the Co-Founder and Co-Managing Director of Motivity Care, a company that takes focuses on whole person/whole family caregiving support. She has 25+ years of corporate leadership experience in employee benefits design, health and wellbeing program strategy and implementation. Wellness Director under the Optum umbrella for the Goldman Sachs Wellness Program. Worked with more than 75+ national and international clients. She is a Co-Founder of Global Women 4 Wellbeing (GW4W) an advisory board member for the Women’s Business Collaborative (WBC) and a Chapter Co-Chair for the Orion Advisory Group.
Wes Severin
EVP, Retirement Division,
Symetra
Symetra
Wes Severin is Executive Vice President of the Retirement Division for Symetra Life Insurance Company. Mr. Severin has assumed multiple roles within Symetra over the last 12 years. As EVP, Mr. Severin has profit-and-loss responsibility for Symetra’s annuity products, including strategy development, product design and innovation, product marketing, market research, sales, distribution, service, and operations. Mr. Severin earned his Bachelor’s Degree in Economics from Colorado State University. He currently serves on the board of Insured Retirement Institute and LIMRA’s Annuity Advisory Committee.
Martha Shedden
President & Co-Founder,
National Association of Registered Social Security Analysts
National Association of Registered Social Security Analysts
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, RSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts. She is a Chartered Retirement Planning Counselor and is passionate about educating retirement professionals and retirees on the details of Social Security income planning. Martha has over a decade of experience providing Social Security education, consulting, and analyses. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.
Farooq Sheikh
Global Head Of Banking, Insurance And Healthcare,
Unqork
Unqork
Farooq Sheikh is the Global Head of Banking, Insurance and Healthcare at Unqork and serves global clients on industry leading technology transformation. Unqork is the leading codeless platform which enables large complex clients to digitize customer experiences, create leading edge buying journeys and automate internal processes. Unqork has pioneered the codeless architecture approach, which allows clients to accelerate the speed of digital transformation focused on areas that require leading edge presentation, orchestration, and integration capabilities. Before Unqork, Farooq was at Oliver Wyman, where he was a Partner in the Financial Services and Digital practices. At Oliver Wyman, Farooq served global financial services clients and led go-to-market for multiple platforms including Reinventing Insurance and Legacy Migrations.
Jeff Siaw
Nationwide Ventures,
Venture Capital Associate
Venture Capital Associate
Jeff Siaw is an investor at Nationwide Ventures, the corporate VC arm at Nationwide Mutual Insurance. Nationwide Ventures invests in early-stage startups that are shaping the future of insurance and financial services. He focuses on early-stage investments across the financial services value chain with a diverse range of interests, including retirement, compliance, and advisor technology opportunities. Prior to joining the Ventures team, Jeff was part of Nationwide’s Financial Leadership Rotation Program with rotations including the IT finance group, Business Transformation, and the Enterprise Risk Team. Before Nationwide, Jeff worked in sales and business development roles at Formlabs, a manufacturer of 3D printers and consumables. Jeff holds a BSc in Business Administration from Worcester State University and an MBA from George Washington University.
Rishi Sikka, MD
President, Village Medical,
VillageMD
VillageMD
As president of Village Medical, Dr. Rishi Sikka will be responsible for the clinical outcomes of Village Medical, a leading provider of comprehensive and coordinated primary care services. Dr. Sikka has more than 20 years of leadership experience in health systems, value-based care, and digital health. Prior to VillageMD, Dr. Sikka served as president of system enterprises for Sutter Health, managing the responsibilities for ambulatory, population health, non-clinical and health plan businesses. Under his leadership, his division experienced the most rapid growth and profitability, while launching innovative initiatives using artificial intelligence and robotic process automation. Dr. Sikka began his career at Boston Medical Center as an emergency department physician.
Royce Simmons
COO,
Compass Insurance Advisors
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.
Nikita Singareddy
CEO & Founder,
Fortuna Health
Fortuna Health
Nikita Singareddy is the cofounder and CEO of Fortuna Health, a multi-lingual platform to easily check eligibility, enroll, and recertify on Medicaid (backed by a16z). Nikita has worked as a healthcare investor and served in strategy and operations roles at Oscar Health and Truepill. She is a former Medicaid beneficiary.
Jay Singh
CEO,
Hedgeness
Hedgeness
Jay drives product innovation, strategy, and vision at Hedgeness. He brings more than two decades of financial services and technology development experience combined to Hedgeness. He joined Olde Investments in 1999 and had a ten-year financial services career culminating at Morgan Stanley with a focus on retirement planning. After that, he spent time consulting with technology and finance strategy for startups and mid-sized companies. He has a BA with Honors in Political Science from Belmont Abbey College, NC. Prior to moving to the US, he lived extensively in Europe, Asia, and India.
Wamis Singhatat
CEO,
ActiveProtective
ActiveProtective
Wamis Singhatat is a mission-driven developer of wearables, surgical devices, and connected health solutions with over 20 years of industry experience. Focused on creating products that elevate the standard of care and positively impact society, he has led R&D and marketing functions within companies ranging from early-stage startups to Fortune 50. He is currently the CEO of ActiveProtective and previously held various management roles within DePuy Synthes, a Johnson & Johnson company. He holds over 30 US patents in a variety of fields and has co-authored multiple publications on medical technology in peer-reviewed journals.
Gary Skole
CEO,
AlzBetter LLC
AlzBetter LLC
Gary has a degree in business management from the University of Massachusetts. He has been the owner of a private duty home care agency since 1989 and continues as a partner in Home to Stay Healthcare Solutions in Cherry Hill NJ. He sits on a committee with the Home Care Association of America and speaks at national conferences on the subject of dementia. Gary is also the founder and CEO of AlzBetter, a company which was created to address the needs of people living with dementia and offer support to those who care for them. He has authored several books and a video educational series on dementia care.
Gustavius Smith
Founder & CEO,
Rxcare.ai
Rxcare.ai
With a commitment to revolutionize Medicare sales, Gus stands at the forefront of technological advancement. The pivotal moment came during a broker presentation, revealing the
overwhelming administrative burden faced by agents in the busiest sales season. This inspired Gus to automate thousands of Part D reviews, dedicated to enhancing client care and
empowerment. A forward-thinker dedicated to progress, Gus invites exploration of how RxCare.ai transforms Medicare sales support for standalone Part D Plans, aiming to strengthen
broker-client relationships and elevate the quality of care and service for every Medicare member with standalone Part D Plans.
Steven Smith
Sales Director,
Western Asset Protection
Western Asset Protection
I am a Graduate of Arizona State University with a Bachelor of Science in Justice Studies. 6 years honorable service in the US Air Force as an engine mechanic on the F-16s at Luke AFB in Phoenix, Arizona from 1986 through 1992 - during Desert Storm. 14 years of experience in the Mortgage and Real Estate business and over 17 years in Life and Annuities. 10 years with Humana as a Sales Manager in the Washington/Oregon and Arizona markets. In 2018 I left Humana and started my own agency, and became an agency Principal for SES Insurance Advocates in Tucson, Arizona, and am now the Sales Director for Western Asset Protection, an Integrity company, and the largest FMO in Arizona.
Melissa Newton Smith
Founder,
Newton Smith Group
Newton Smith Group
Melissa Smith is the Chief Consulting Officer at HealthMine, bringing 30 years of experience in
governmental healthcare programs to support and serve the needs of our clients. Melissa is a well-known thought leader and healthcare expert with proven success developing strategic and tactical solutions to improve Star Ratings, quality performance, health outcomes, and the member experience. Melissa has helped dozens of clients in a consulting capacity improve performance within HEDIS, CAHPS, Star Ratings and other programs and helps clients evaluate market dynamics and opportunities, optimize distribution channels, and support our clients’ strategic planning needs.
Fran Soistman
CEO & Director,
eHealth
eHealth
Fran Soistman has served as our Chief Executive Officer and member of our Board of Directors since November 2021. Mr. Soistman founded and previously served as president of Healthcare Management and Transformation Advisory Services LLC, an advisory services company operating in the healthcare space, from January 2020 to November 2021. From January 2013 to September 2019, Mr. Soistman was executive vice president at CVS Health, a health solutions company, and president of government services at Aetna, a managed care company. Prior to his tenure at Aetna, Mr. Soistman co-founded Jessamine Healthcare, having previously served in executive leadership across a number of health care and managed care companies, including Coventry Healthcare, Principal Health Care and Blue Cross Blue Shield of Maryland. Mr. Soistman holds a B.S. in accounting and finance from Towson University and is a graduate of the Stanford University executive program. Mr. Soistman has nearly four decades of diverse experience in healthcare and managed care and brings a demonstrated ability to lead operational transformations, financial turnarounds and accelerated profitable growth businesses in the insurance space.
Jake Soloman
CEO & Co-Founder,
True Choice LLC
True Choice LLC
Jake Solomon is a visionary leader and CEO of True Choice Agency. With a passion for innovation and a commitment to improving both the beneficiary and broker experience, Jake has spearheaded transformative initiatives that prioritize customer-centric solutions. His strategic acumen and industry expertise have propelled the agency to new heights, fostering partnerships and driving growth. Jake’s leadership is characterized by integrity, empathy, and a pursuit of excellence in servicing seniors beyond just their Medicare needs.
Arvind Sontha
CEO & Co-Founder,
Kyber
Kyber
Arvind Sontha, co-founder and chief executive officer of Kyber, is at the forefront of transforming the landscape of insurance carrier operations through the deployment of cutting-edge AI-native solutions. His journey into the tech world began remarkably early, securing a full-time position at Google when he was just 19. During his tenure there, Arvind distinguished himself as a tech lead on the Google Search team, orchestrating major initiatives aimed at refining their user modeling platform. Kyber has not only captured the imagination of the industry but has also attracted the backing of some of the most prestigious investors in Silicon Valley, including YCombinator.
Melissa Steffan
President, Home-Based Care,
Evernorth
Evernorth
Melissa Steffan serves as President of Evernorth Home-Based Care, which provides in-home primary care and post-acute care enablement for millions of patients, including comprehensive care for those with multiple chronic conditions and complex care needs. She is responsible for leading Evernorth Home-Based Care’s strategic direction and growth, and driving differentiated value for the patients and clients they serve. As a results-oriented healthcare executive, Melissa brings extensive strategic and operational leadership experience from across healthcare settings. She has held executive roles in organizations ranging from hospitals and medical groups to regional health systems and long-term care facilities. She has been at the forefront of care delivery innovation, leading organizations in the implementation and management of new care modalities such as digital, telehealth, and care in the home.
Jared Strock
Principal & Consulting Actuary,
Telos Actuarial
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!
Alison Susko
VP Of Community & Partnerships,
Asset-Map
Asset-Map
Alison Susko is VP of Community and Partnerships at Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey. Alison has been working in the financial technology industry for over 15 years specializing in Account Management, Training and Partnership Development/Growth. Before joining Asset-Map in 2018, she worked at eMoney Advisor where she oversaw Account Development and Enterprise Relationships and Docupace Technologies where she created and ran their Training Department.
Michael Tobias
CEO & Founder,
GetMeHealthcare
GetMeHealthcare
Michael Charles Tobias is a prolific author with six published titles to his name, alongside being a dynamic public speaker and entrepreneur. With a robust background in sales and insurance, he serves as the CEO of GetMeHealthcare.com, leading one of the largest in-house agencies for insurance sales. Over his 25 years in the industry, Michael has played pivotal roles in taking numerous companies public and facilitating mergers and acquisitions. His expertise has earned him features in prestigious publications like Inc. magazine. Additionally, he's a forward-thinking entrepreneur in the technology sector, spearheading innovative programs to revolutionize insurance sales methodologies.
Tamiko Toland
Toland Consulting, LLC,
Principal
Principal
Tamiko Toland is principal at Toland Consulting, LLC, where she shares her insights, experience, and strategic analysis with clients. She is an expert and thought leader in retirement and
annuities in the individual and institutional markets. For more than two decades, Tamiko has tracked trends and key issues on retirement income, addressing all audiences. She has held leadership roles at TIAA, Cannex, the annuity data and
analytics firm, and Strategic Insight. Tamiko’s introduction to annuities began as a trade reporter for Annuity Market News. She regularly shares her perspectives for the news media and speaks at industry conferences and webinars.
Grace Totman
Director, Co-Head Of Healthcare Practice,
Capstone
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.
Michele Trogni
Chairman & CEO,
Zinnia
Zinnia
Michele Trogni is Chairman and Chief Executive Officer of Zinnia, a leading life and annuity insurance technology services company. Zinnia simplifies insurance, offering comprehensive solutions for the insurance industry's most critical needs. Zinnia's offerings better enable clients to build, sell, and service insurance, and ultimately help more people get the coverage they need. As a global business leader in banking and financial services, Michele is a recognized technology innovator and agent of change. She is currently a member of the Deutsche Bank Supervisory board where she advises on technology, innovation, and risk. Michele was Executive Vice President of Consolidated Markets and Solutions for IHS Markit, where she led a portfolio of businesses that deliver data insights, analytics, and technology solutions to financial markets, engineering, and technology companies. Michele spent the majority of her career at UBS, where among other roles, she served as the firm’s Group CIO and Head of Operations.
Mick Twomey
CEO & Co-Founder,
Hyperlift
Hyperlift
Mick Twomey is the founding Chief Operating Officer (COO) and current Chief Executive Officer (CEO) of Hyperlift Logic, Inc. Coming from a management consulting background, Mick envisioned redefining how plans approach Stars optimization. Out of that was born Stars Monitor, Hyperlift's SaaS technology platform. Crafted by Stars professionals for their peers, Stars Monitor is the industry's leading Stars analytics solution that gives Stars teams time back while redefining how plans approach Stars optimization. Mick's dedication to creating a scalable and universally applicable model has helped establish Hyperlift's innovation-driven approach as a trusted partner in the healthcare sector. Through a combination of leading-edge technology, Stars experts, and a year-round engagement framework, Hyperlift propels healthcare plans of all magnitudes to elevate their Stars performance management. Mick's leadership catalyzes these solutions, enabling healthcare plans to embark on a transformative Stars management journey that outperforms conventional performance management.
Paul Tyler
Chief Marketing Officer,
Nassau Financial Group
Nassau Financial Group
Paul Tyler serves as Chief Marketing Officer for Nassau where he leads the marketing and innovation strategy. Paul drives the branding of the insurance companies and affiliated asset management companies. He built an affiliate sales channel for Nassau Financial Group. In addition, he launched Nassau Re/Imagine, an Insurtech-focused incubator based in Hartford. Prior to his role at Nassau Financial Group, he worked at Fidelity & Guaranty Life and MetLife in a variety of roles in strategy, marketing, operations, technology, sales, and compliance. He earned his A.B. from Princeton University and his J.D. from Cornell Law School.
Karl Ulfers
CEO & Co-Founder,
DUOS
DUOS
Karl is passionate about empowering older adults to have more freedom as they age because of his own experience helping his loved ones navigate their challenges of aging and struggling to find resources they needed to age independently. He is leveraging his experiences as an early leader in digital health starting in 2006 at OptumHealth, part of UnitedHealth Group, and his more recent experience as the Chief Product Officer and then CEO of Rally Health to help DUOS establish a system of aging that makes it easy for older adults and caregivers to get access to the support they need.
Chase Urich
President,
The Equita Group
The Equita Group
Chase Urich, as President and Principal of The Equita Group for nearly 17 years, has transformed the company from focusing solely on final expense solutions to a comprehensive provider for seniors, including Medicare and annuities. His leadership is defined by a commitment to servant leadership, supporting agents, and agency leaders, and fostering organic growth. Under his guidance, Equita has become a key player in the financial industry, dedicated to serving seniors across the United States with integrity and excellence. Chase's approach emphasizes collaboration and innovation, ensuring Equita's continued success and impact.
Jason Vallejos
Executive VP & CSO,
Syndicated Insurance Agency
Syndicated Insurance Agency
Jason Vallejos is the Executive Vice President & Chief Strategy Officer of Syndicated Insurance Agency, a multi-line general agency founded in 2003 offering all lines of coverage with a strong focus on Medicare Plan sales. Jason is head of sales, marketing and training for all sub-agencies working with Syndicated and fosters win-win relationships with professional partners including Medical Group Networks. Jason developed a passion for helping seniors with their healthcare needs while learning the operational and analytical support that run major carriers. Jason acquired business knowledge, actuarial analysis, insurance, networking, and managed care experience through his over 23 years of industry experience.
Josh Van Drei
Deputy Director, Division Of Compliance, Oversight, & Monitoring,
Centers for Medicare & Medicaid Services (CMS)
Centers for Medicare & Medicaid Services (CMS)
Josh Van Drei is the Deputy Director of Marketplace Compliance at the Center for Consumer Information and Insurance Oversight (CCIIO), the CMS Center responsible for implementation of the ACA. In his current role, Josh is primarily responsible for oversight and compliance of the Agent/Broker Program as well as CCIIO’s Direct and Enhanced Direct Enrollment Partners.
Alexis Cierra Vaughn
Founder & CEO,
Off Course
Off Course
Alexis Cierra Vaughn is a 16 time Award-Winning Insurance Expert and the Founder & CEO of Off Course, an Insurtech Consulting Firm, dedicated to providing strategy consulting for Insurtechs, Fintech, RetireTechs, Carriers, MGA's, Accelerators, insurance agencies and Brokerages. Alexis is a 14 year licensed Insurance and Insurtech Executive, with a strong reputation as an Insurance Innovator within the industry. Her company Off Course was created due to her strategic and creative approach to innovation being in high demand within the industry and agent & broker distribution. Alexis decided that instead of just impacting one InsurTech, she would use her company Off Course to impact them all. Alexis is also the Producer and Host of the Insurance Unicorn podcast where she interviews insurance innovators in the InsurTech and Insurance industry. Off Course has helped Insurtechs and innovation labs in the areas of Distribution, Cyber, Parametric flood insurance, agency management
systems,technology, claims payment systems, and digital distribution for MGA’s. Alexis’ Co-Founder & COO is her husband Marvin Vaughn, who leads the strategy practice,
talent advisory, and operations advisory verticals of their firm, he brings 20 years of Operations strategy experience to the practice from leading insurers and management consulting Big 4 firms.
Lily Vittayarukskul
CEO & Founder,
Waterlily
Waterlily
Lily Vittayarukskul, who started college at 14 and collaborated with NASA at 16, founded Waterlily after a personal experience with a long-term care event in her family. This experience, combined with her Data Science degree from UC Berkeley and a decade in healthcare, including leading roles in startups focusing on product development and engineering, inspired her to create Waterlily. Her goal: to mitigate the devastating outcomes families face in caring for their elderly loved ones.
Keith Wallace
Membership Council Chair,
NABIP
NABIP
Keith is a dedicated Sales Representative with over 30 years of experience in the Life, ACA and Medicare marketing and sales industry. Keith serves on the Washington State Office of Insurance Commissioner Producer Advisory Council. He was appointed by the Washington State Governor as the Director of Agents on the Washington State Health Insurance Pool, serves as the National Membership Chair for the National Association of Benefits and Insurance Professionals (NABIP) and is a former President of the Domestic Violence Sexual Assault Services. Keith has been married for more than 30 years and has two children and a grandson. Keith enjoys crabbing in the San Juan Islands, hiking and golfing. He strongly believes that service is his product and that leadership is the byproduct of it.
Nate Watters
CSO,
Ambetter
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.
Andrew Wegrzyn
Principal,
SixThirty Ventures
SixThirty Ventures
Andrew Wegrzyn invests in early stage companies at the intersection of digital health, fintech, and insurtech at SixThirty Ventures. He previously led teams innovating new treatments in neuro and genitourinary oncology at the Washington University School of Medicine. He subsequently served as Vice President of Strategy and Partnership at Citi Ventures and consulted at Edward Jones, connecting data science and advanced analytics to business growth and insights.
Joe Welu
CEO & Founder,
Total Expert
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 300 employees today. The company powers CRM, marketing, and customer engagement for more than 170 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.
Marc Wheeler
Managing Partner,
Strategic Options
Strategic Options
Marc Wheeler is the founder and managing partner at Strategic Options a consulting firm focused on working with established and emerging Life and Medicare businesses in scaling revenue in high growth digital environments. Former executive with NetQuote, SelectQuote, and One America. Serves as an industry resource for investors regarding the Medicare category. Industry speaker, Advisor, and Mentor through the Global Insurance Accelerator, PlugandPlay insurance sector and co-founder InsurTech Denver.
Sam Wiener
EVP Of Growth,
Spark Advisors
Spark Advisors
Sam Wiener is the Executive Vice President of Growth at Spark, a technology-enabled Medicare brokerage that partners with independent agents and agencies to help Medicare beneficiaries take control of their healthcare. At Spark, Sam is responsible for leading the sales, marketing, and operations teams and is focused on building local and national partnerships with the top Medicare agents in the industry.
John Wilson
Academic Director, MS FinTech,
University of Connecticut
University of Connecticut
John is an in-residence faculty member in the UCONN School of Business Graduate Program and is the Academic Director of the MS – Financial Technology (FinTech) program. He previously served as Director of UCONN’s Center for the Advancement of Business Analytics. As a faculty member at UCONN, he teaches a variety of graduate business courses including Visual Analytics, Advanced Project Management (Capstone) and Global Technology Management. He has also taught Predictive Modeling, Process Modeling and SQL, Management Information Systems, Engineering Management, and Cost and Risk Management. In 2017, 2018, and 2019 John was recognized as outstanding OPIM- Analytics faculty member in UCONN’s MBA program. In 2019, John received the prestigious UCONN School of Business Excellence in Graduate Teaching Award and in 2020, the AAUP – Early Career Teaching Award. He was also a 2020 CETL nominee for Excellence in Teaching. In January of 2020, he was named Academic Director and tasked to lead the formation and implementation of a new MS program in Financial Technology (Fintech). He is also a member of the UCONN School of Business Hall of Fame.
Susan Winkler
VP & ED,
Connecticut Insurance and Financial Services
Connecticut Insurance and Financial Services
Ms. Winkler represents the workforce and business interests of 25 major insurance and financial services [IFS] companies in Connecticut, including P&C, life/retirement, and health insurers as well as financial services companies and service providers. Ms. Winkler provides strategic direction and management to a Board of Directors across the common goal of economic development including major initiatives in workforce development, public advocacy, and business attraction. As an industry leader, she manages strategic, public-private, high-priority projects of business recruitment, selling the strengths of Connecticut’s IFS industry, and the Insurance Capital of the U.S., to bring net new jobs to the economy.
John Winner
CEO,
Kizen
Kizen
John is the CEO of Kizen Technologies, an AI platform that helps people do more of what they love and companies accelerate growth. Kizen is pioneering the development of Process Generative AI which powers the Self-Optimizing Enterprise. John is an internationally-recognized thought leader for improving enterprise agility and growth using data and AI. John has founded 6 companies and has been working at the intersection of new technologies and humanity for over 20 years – primarily in the healthcare, insurance, and banking industries. John was previously a management consultant to Fortune 500 and rapid growth companies.
Doug Wolff
CEO,
Security Benefit
Security Benefit
Doug Wolff is the CEO of Security Benefit and oversees the company’s vision, mission, strategy, and culture. He also serves as Chairman for Everly, the company's life insurance subsidiary. Prior to being CEO, Wolff was President of Security Benefit Life managing product development and operations and spearheaded innovative retirement solutions that made it an industry leader. Before joining Security Benefit, Wolff worked at Allstate Life Insurance and began his career as an actuary with Ernst & Young. Doug earned his Bachelor of Science in Finance from the University of Illinois and is a Fellow in the Society of Actuaries and a Chartered Financial Analyst.
James Wong
Founder,
The Founder's Chair
The Founder's Chair
James Wong is the visionary founder of The Founder’s Chair. With over two decades in the financial services industry, specializing in insurance and technology distribution, James has been an entrepreneurial force. His track record of successful startups and expertise in mergers and acquisitions sets him apart from other consultative providers. Renowned for building strong connections, James empowers his clients with his profound insights into insurance distribution. Founders seeking to occupy The Founder’s Chair and funders looking for lucrative opportunities to invest and mentor will find James a trusted ally on their journey to growth and success.
Ty Wooldridge
President,
Aetna Health & Life Insurance
Aetna Health & Life Insurance
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.
Joanna Wyckoff
FMO Principal,
Topflight Insurance Solutions
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.
John Young
Chief Strategy & Development Officer, Home-Based Care,
Evernorth
Evernorth
In his current role, John leads growth and go to product innovation, market strategy, and business development for Evernorth Home-Based Care. In addition, I oversee strategy development, execution and governance as well as roadmaps and product development across all of Home-Based Care. Prior to his current role, he was General Manager over Evernorth’s Post-Acute, Transition of Care, Home Health, DME, Sleep and HRS solutions. John held accountability for the business performance and in defining, implementing and executing differentiated solutions to capture the significant opportunity in the care to home market space. John was the Senior Vice President of Product and Innovation leading eviCore’s inQbator business unit. His teams focused on modernizing current products, developing innovations with NL/ML/AI toosl, building new products and increasing the innovation capabilities within eviCore. Recently, John and his teams have led and supported the development of Evernorth’s Post-Acute, Embarc, Medical Neighborhoods and FamilyPath Solutions.
Max Zamkow
Managing Partner,
Third Act Ventures
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
CEO & Founder,
Meera.ai
Meera.ai
Vivek Zaveri is the Founder & CEO of Meera — an AI text messaging platform that helps insurance companies automate tedious tasks. Meera has helped brands like TruCoverage and Compass free up their teams using conversational AI. Vivek has an extensive background in technology and performance marketing. Prior to founding Meera, 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.
Sam Zimmerman
CTO,
NCD
NCD
Sam Zimmerman is currently the COO of NCD. Prior to this, Sam was the co-founder of Freebird, a General Catalyst backed consumer fintech startup acquired by Capital One, CTO of PathCheck Foundation, the world’s largest nonprofit open-sourced project for COVID-19 contact tracing which was the official app in five US states and territories and is used by millions around the world, and the CEO of Sagewell – the only digital bank built specifically for 55+ Americans. Since 2011, Sam’s roles have consistently involved successful commercial applications of research technologies in financial services and computer science. Sam is a graduate of Duke University. In his spare time, Sam enjoys running, wrestling, animals, poetry, and eviction research.
Manny Zuccarelli
CEO & Founder,
QuoteVelocity
QuoteVelocity
Manny is widely admired for his true servant leadership, guiding a team that excels in lead generation within highly regulated and complex environments. His daily life is a balanced blend of dedication to work, fitness, and cherishing time with family. With a keen interest in health and business, he aims to stay atop personal and professional wellness and secure a meaningful future for his team. At the core of his ambitions lies the goal to build a remarkable company that unlocks the absolute best in everyone around him.
COMPANY DESCRIPTIONS
