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.

Cary brings 25+ years of healthcare experience with a deep focus on Medicare Advantage. His expertise spans health plan operations, product development, marketing, sales, and business development. Cary has a strong track record in market expansion and acquisition strategies, strategic partnerships, build/buy/outsourcing, new market and product entry and performance optimization. He also co-leads HealthScape’s Medicare Center of Excellence. Previously, Cary led business development at Regence/Cambia Health, focusing on market growth and navigating evolving government policies. Cary has also held leadership positions at Kaiser Permanente and AARP Services, Inc. Cary has an undergraduate degree in microbiology from the University of Kansas, a master's degree in public health from the University of Tennessee and an Executive MBA from Stanford University.

Calvin Bagley is a visionary and strategic thinker driving innovation and client-focused solutions in Medicare insurance. He founded and is the President of Nuvo Health, which has facilitated more than 60,000 client enrollments in health and Medicare insurance. He has actively advocated for Medicare insurance agents with congressional representatives and CMS policymakers. Calvin lives in the incredible city of Las Vegas, NV, with his wife and two children. He is an avid traveler and has visited all 50 states and all seven continents.

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.

Marc Bernstein is the Founder, CEO of Balto, the real-time guidance category leader, with over 300 million contact center conversations analyzed and optimized in real-time and the highest-rated solution on G2 with 4.8 stars. Balto's artificial intelligence understands phone conversations to be as effective as possible in every customer conversation. Marc was named CCW Next Generation Leader to St. Louis’s Titan 100 list of executives making an impact on the region. Marc earned a B.S. in Entrepreneurship, Marketing, & Psychology from Washington University in St. Louis.

Ashlee Borcan is a principal and consulting actuary with the Tampa office of Milliman. She joined the firm in 2011 and has more than 20 years of consulting experience. Ashlee’s primary area of concentration is the supplemental health insurance market. She frequently presents on a wide variety of topics at leading industry meetings. She has been responsible for the product development, pricing, valuation, and maintenance of an assortment of individual and group products, such as critical illness, accident, cancer, hospital indemnity, and Medicare Supplement.

Amanda is the owner of Medicare Answers Now in Cleveland, Ohio which is Field Marketing Organization with agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She has been working in the Medicare field for over 17 years, working for both Aetna and Anthem. She continues teaching numerous courses across the country on such topics as: Ethics, Business Development, Sales, Marketing, and many Continuing Education courses. She was recently awarded “Educator of the Year” by her local state NABIP Chapter. She is also the creator of the Ms. Medicare Conference, which provides an environment for women to network and learn from each other about work/life balance, being a business owner, industry trends and other fundamental skills to help them attain their dreams. She is also the creator of Medicare and Margaritas which is a conference open to ALL agents which focuses on subject deep dives and social networking. Last, Amanda is the partner for the Agent Symposium at the Medicarians: The Future of Senior Health, RetireTech, and AgeTech Conference in Las Vegas. Amanda has been a member for NABIP (National Association of Benefit and Insurance Professionals) since 2007 and held several seats on the Northeast Ohio Chapter board. She is currently serving on the National Media/Communications and Membership Boards. Amanda has returned to the NABIP Medicare Advisory Group which is a select group of leaders from across the country that work directly with CMS and various other legislative organizations to discuss the various concerns and issues facing the agents in our industry.

Jacob is a serial entrepreneur who specializes in regulated industries. He is the Co-Founder & CEO of ZorroCard, a health benefits concierge and payments platform that saves payors up to 51% on pharmacy expenses. Jacob previously started a 17 state weight management practice called Accomplish Health. As a Managing Partner at Helpful Networks, he advised Fortune 500 health insurers and reinsurers on new business incubation. As Founding Partner at MESA Ventures, he led 30 investments, with 3 reaching $1 billion valuations & achieving a >4x realized return.

Eric Brown is a serial entrepreneur and expert in AI and behavioral data. He co-founded inSearchX, an AI-driven platform, and previously founded Dataium, a leader in intent data, later acquired by IHS Markit. Eric is known for his innovative approach to consumer engagement, focusing on AI solutions like AskOtto, a digital concierge platform. He’s a sought-after speaker, featured on Fox News and in major publications. Recognized for his work, he’s been named Innovator of the Year and an Entrepreneur of the Year nominee for Nashville, TN. Eric’s ventures address market needs and leverage emerging technology to drive growth.

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.

Fred Camacho is Founder and CEO of HealthcareGPS Inc, focused on enhancing healthcare navigation and access through AI-driven solutions and engaging, rigorous content. The company's key offerings include MedicareCopilot, BenefitsCopilot, and HealthLiteracyCopilot, serving consumers, brokers, health plans, providers, employers, and patient advocacy organizations. With over 20 years of experience in healthcare product management and technology, Fred has driven innovation in consumer engagement, population health, analytics, and quality measurement at leading organizations such as UnitedHealthcare, Optum, Humana, Vizient, Medecision, and NCQA. He holds a PhD in Engineering and MS in Applied Math from Brown University, and an MS in Structural Engineering from Carnegie Mellon University.

Cynthia Cox is a vice president and Director of the Program on the ACA, where she conducts economic and policy research on the Affordable Care Act and its effects on private insurers and enrollees. Her work focuses on enrollment, pricing and competition in the ACA’s exchange markets. Cox also directs the Peterson-KFF Health System Tracker, a partnership of the Peterson Center on Healthcare and KFF aimed at monitoring the performance of the U.S. health system over time and in relation to other large, high-income countries. Her work on this project focuses on trends in health care costs, access and affordability, as well as measures of health care quality and outcomes. Prior to joining KFF, she held research and advocacy positions at Columbia University Medical Center and the American Cancer Society. She also served on the board of directors of the Berkeley Free Clinic in California. Cox holds a bachelor’s degree from the University of California, Berkeley, and a Master of Public Health degree from Columbia University.

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.

Passionate about leveraging technology to solve real-world problems. I am the proud cofounder of Vermut, where we are changing 55+ lives and boosting the Age Tech industry through an accessible app to erase unwanted loneliness. Social efficiency freak and in love of constant learning. I thrive on pushing the boundaries of what's possible.

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.

George Dippel spent the first 12 years of his career with Procter & Gamble at P & G’s renowned Healthcare Consumer Institute. While there, George studied the healthcare consumer across all aspects of care delivery and used those insights to provide high-level consultation to both P & G’s internal brand teams as well as many partner health insurance carriers. George brought his healthcare consumer market research expertise to Deft in 2010, and since then has worked with more than 130 carriers to help them better understand the modern healthcare consumer. George’s range of healthcare consumer research expertise spans Medicare Advantage, MedSupp, Small Group, ACA, Uninsured, PBM and Part D.

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 is a Senior Advisor at PEAR Health Labs. Pete brings over two decades of experience in the Medicare industry, including ten years with several national and regional Medicare health plans. Additionally, he founded an independent, Medicare-focused brokerage agency and has spent the last 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.

Guy is a seasoned executive with a deep passion for improving healthcare. Through his experience as CEO of multiple healthcare startups, an executive at Fortune 100 companies, and a Managing Partner of a dedicated HealthTech Venture Capital fund, Guy has developed a deep understanding of how to drive change in the industry. These experiences have helped him to develop a truly huge vision: to build a real game-changing company that will tackle affordability and access to care–the most fundamental problems in healthcare–at their root. Outside of Zorro, Guy is an avid cyclist, an ironman and a dad of four kids.

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.

Tony's career in healthcare spans over two decades, beginning with his role as a marketing consultant for insurance companies. During this time, he was involved in a select team that launched the pre-ACA pilot program in Florida. This experience gave him valuable insights into the healthcare industry, where he identified a fragmented system plagued by data gaps and financial pressures that often failed to prioritize customer needs. Driven by a vision to transform healthcare, Tony founded his current company, intending to modernize the industry through integrating technology, process improvement, and a steadfast commitment to quality care. His company dedicates itself to reducing the financial burden of healthcare on American families and improving the overall delivery of care. By leveraging technology and streamlining processes, Tony aims to create a more efficient and effective healthcare system that prioritizes patients' well-being while also addressing families' financial concerns.

Manny has established himself as an award-winning sales professional in the Medicare field. In his current role, Manny works closely with brokers, agency principals, and FMO partners to develop and implement effective sales strategies. He is also renowned for his commitment to education and professional development. He has designed and executed comprehensive training programs that empower brokers and partners with the knowledge and skills needed to excel in the competitive sales environment. His training sessions are known for their thoroughness and relevance, ensuring that participants are well-equipped to navigate the complexities of Dual Special Needs Plans (DSNP) and Medicaid.

Helaine I. Fingold is a Partner in the Health Care and Life Sciences practice in the Baltimore office of Epstein Becker Green. She has more than 33 years of broad health law and health regulatory experience, including 20 years in the federal legislative/executive branches. Ms. Fingold advises health care plans and issuers, providers, and other stakeholders on legal and policy issues regarding the Medicare Advantage and Part D programs, including, but not limited to: general program compliance and corrective action; marketing, agent/broker and other TPMO issues; star ratings/quality bonus payments; plan application process, standards and appeals; program/financial audits and other program oversight; and program enforcement/sanctions and appeals. She also advises on Medicare Parts A and B; Medicaid fee-for-service and waiver/managed care programs; Medicare and Medicaid innovation programs; PACE, Qualified Health Plan and commercial plan requirements under the ACA; and federal and state Surprise Billing rules. From 2004 to 2012, Ms. Fingold worked in a range of capacities at the Centers for Medicare & Medicaid Services (CMS), with responsibility for areas of the Medicare Advantage program, including plan application review and approval, network adequacy, plan application denials and appeals, contracting, plan surveillance and oversight, and Medicare Advantage and Part D marketing. Subsequently, Ms. Fingold served in both senior staff and leadership roles with the Center for Consumer Information and Insurance Oversight (CCIIO) in the Exchange Policy and Operations Group through which Ms. Fingold worked on the qualification of qualified health and stand-alone dental plans, plan oversight, essential health benefits, agent/broker issues, and market-wide cost sharing limitations.

Sharon Fletcher is a highly accomplished three-time CEO with a history for being thrust into new businesses, quickly determining the leverage points, developing a plan to grow shareholder value, staffing the organization for success, and motivating the team to deliver. She has deep experience in the Healthcare sector and has demonstrated the same approach and results in industries ranging from technology, to consulting, and airlines. With over 18-years of managed care experience, she has served as the President of Fluent Health, a technology-enabled application platform delivering cost effective value to the healthcare sector. Fletcher holds a PhD from Northcentral University.

Mary Forey serves as product line leader for USAA’s consumer facing health insurance business with accountability for strategy, development, delivery and management of world class, highly competitive products. As one of the original architects of the USAA/Humana partnership to serve veterans with the Humana USAA Honor Plan®, Mary has a proven track record in product innovation, marketing and industry leadership with the plan garnering >50% market share among veterans. Mary joined USAA in 2003, having led in various marketing and experience roles across USAA and currently serves on the USAA Life Company General Agency Board. Mary has an MBA from the University of Texas at San Antonio and is an honors graduate of Texas Tech University, as well as a graduate of LIMRA/LOMA’s Wharton Strategic Leadership Experience program—Mary was nominated as part of the inaugural class. Mary resides in San Antonio, along with her husband, Bruce, and enjoys spending time with their grown sons, Jake and Zane. She is also active in their community, serving on the Junior Achievement of South Texas Board and Impact San Antonio, for which she has served on the grant review committee.

Robert is currently Managing Partner of 7wireVentures, where he focuses on investments in digital healthcare and technology-enabled services that empower consumers to be better stewards of their health in today’s changing healthcare ecosystem. Robert has over 30 years of experience investing in, advising, and operating early-stage healthcare and technology companies and has co-managed five venture funds with $600M+ AUM. Before joining 7wireVentures, Robert served as Managing Director of Stratus Ventures and KB Partners where he led investments in early-stage healthcare and technology companies. Previously, Robert held key executive roles for three high-growth companies where he led operations, business development, and finance in the ecommerce and software industries. Robert received a Master of Business Administration degree from the Kellogg Graduate School of Management and a Bachelor of Arts degree from the University of Pennsylvania.

Mayra Garza has extensive experience across the insurance industry, focusing on strategy, business development, and product management. She has a deep understanding of large-scale transformations, including operating model strategy, organizational design, and change management, as well as supply chain assessments. In her current role as Head of Group Benefits Strategy and Retail Segment at Guardian, Mayra is responsible for the development and alignment of the company’s Group Benefits strategic priorities, capabilities, and value proposition while also leading Guardian’s Retail segment, which distributes individual health offerings such as dental, vision, and accident through a variety of channels. She holds a Bachelor of Arts from the University of Pennsylvania and an M.B.A. from Harvard Business School.

Marcelle has 18+ years of experience in sales and account management in the healthcare industry with a focus on call center and national field distribution. During this time, he has consistently achieved record-high revenue generating goals, partner satisfaction, and bottom-line improvements. Joining the Zing Health team in 2023, Marcelle uses his progressive experience to manage call center distribution, implement strategic partnerships, and support key internal initiatives as Vice President, National Strategic Accounts. In this role, he interacts effectively with executive management as well as building productive and profitable relationships with valued clients, suppliers, vendors, staff, and all stakeholders. Prior to joining Zing, Marcelle was a National Sales Manager at Humana where he was responsible for sales and account management of key national distribution partners.

As the CEO and co-founder of HiDO Health, Charles Gellman is on a mission to improve millions of patient lives with AI assisted robotics. He is a data scientist, TEDx speaker, researcher, NIH grant reviewer, 100+ podcasts and filmed a documentary on the future of care. Charles is one of the top voices on AI assisted robotics, digital health, and the impact on care.

Coach Kris, creator of the ACA Academy, is dedicated to training insurance agents across the country on the intricacies of the Affordable Care Act. With a passion for helping agents navigate complex situations, Kris believes in nurturing heart-centered agents who prioritize their clients' well-being. A successful agency owner, Kris has always focused on protecting clients from medical debt while educating them about their options. Recently, she expanded her focus to include training agents, aiming to empower them in safeguarding their clients' financial health.

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.

Chris, a dynamic and seasoned business leader, serves as the Chief Executive Officer (CEO) of Spring Venture Group. He joined the company in 2011 as the Executive Vice President, bringing his wealth of experience and expertise to drive growth and success. Chris was promoted to CEO in 2012. Since assuming this role, Chris has played a pivotal role in shaping SVG’s strategic vision, overseeing its day-to-day operations, and fostering a culture of innovation and collaboration. In addition, his emphasis on calculated growth and leadership development helped build the organization from 27 employees in 2012 to over 1300. Chris's dedication to innovation has led to substantial growth for SVG's three brands: Smart Match Insurance Agency, United Medicare Advisors, and the latest addition, SmartConnect. Under his leadership, Spring Venture Group has earned recognitions in Inc. Magazine’s Inc. 5000, Business Insurance’s Best Places to Work, The Kansas City Business Journal’s Fast 50, and earned Chris a place on Ingram’s 40 Under Forty list in 2014 and induction in the Ingram’s 250 in 2017, 2019, 2020 and 2021.

Clelland N. Green, II, RHU, is the President of Benepath, Inc., a leading company connecting consumers and small businesses with trusted insurance agents through high-quality, exclusive leads. Under his leadership, Benepath has become a key player in fostering meaningful, one-to-one client-agent connections. An accomplished author and thought leader, Mr. Green's work has been featured in publications like Employee Benefit News and HR Executive. He holds a degree in Economics from Dickinson College and the RHU designation from The American College, blending strategic insight and technical expertise to drive innovation in the insurance industry.

Shaily Gupta is the Chief Marketing Officer and Co-Founder of Mabel. She has spent the last decade working in Medicare -- as a payer, provider, and broker. Prior to Mabel, she was the Creative Director of Clover Health, launched a senior-focused primary care clinic, and spun off a Medicare-focused insurance brokerage. In addition to launching Mabel with her husband, Abhas Gupta, she advises other entrepreneurs against starting companies with their spouses. Shaily has a Sc.B with Honors in Biomedical Engineering from Brown University.

Laura serves as innovation program manager for Nassau Re/Imagine, Nassau Financial Group’s Insurtech and Retiretech incubator. She drives community and industry collaboration and sources innovative partnerships for the company. Her professional experience includes a background in investor relations, economic development, and marketing roles. She also serves as co-organizer of TEDxHartford.

Melissa D. Hall is a prominent thought leader in the Medicare sector and the voice of female agents. She began her insurance career in college and has since guided thousands through her successful YouTube channel and innovative courses, including the Medicare Masters Academy, which trains agents in Medicare sales within 10 days. Passionate about building community engagement and media presence, Melissa empowers agents to connect with the senior community. She is also the owner of Hall Insurance Group, where her motto is “Everyone Matters.”

Mike Hardle is the CRO and part owner of Agent Boost Marketing. Agent Boost is one of the largest independently operated FMOs in the Medicare and ACA space. Mike and his brother Dan (Agent Boost CEO), co-host the Agent Boost Podcast. A weekly podcast that functions as a behind the scenes tell all and talks in depth about industry trends and topics. Mike is an entrepreneur, adventurer, and fitness enthusiast. When Mike is not Running with the Bulls, swimming with sharks, or pushing himself physically, he is spending time coaching football or relaxing with his family!

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 $80 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 1400 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.

John Henson joined TroutmanAmin in 2024. Prior to joining the firm, John was General Counsel at ConsumerAffairs.com where he led the Legal, Compliance and Talent and Culture since 2021. Previously, John was at LendingTree for six years, where he assumed a variety of roles including Vice President of Compliance, Interim General Counsel, and Assistant General Manager of LendingTree’s Mortgage vertical. John focuses on lead generation compliance around TCPA, UDAAP, and FTC and CFPB regulations. John lives with his wife and 3 children in Birmingham, Alabama, where he spends his free time barbecuing, watching college football and golfing.

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.

Ben has spent more than 30 years as an advisor and spokesperson for business leaders, policy makers, and organizational decision makers in the U.S. and globally. Prior to joining Fidelity Investments, he founded a health research institute for a global consulting firm, where he led a team of industry experts, policy analysts, and economists developing original and independent thought leadership. Ben also developed health policy as a legislative director in the Texas House of Representatives and as a government relations officer for the City of Austin. Ben received a master’s degree from the LBJ School of Public Affairs at the University of Texas where he was a U.S. Department of Defense fellow. He is a fellow with the American College of Healthcare Executives and serves as a board member for multiple health-related not-for-profits.

As a Key Accounts Specialist with Senior Marketing Specialists, Chalen works with top-performing agents and agencies to establish and execute strategic growth programs to help them reach the next level of their success. By working closely with agents to uncover market trends, highly specific opportunities, and a path for growth, he enhances partnerships through mutual triumphs. As Compliance Officer, he ensures that agents are in the know on compliance and regulatory changes as well as developing tools to help them remain effective in the current oversight environment. You can find Chalen’s work in national industry publications and as a sought-after speaker at events around the country, working to educate agents on how to grow their business no matter what regulatory hurdles may pop up. Chalen currently serves as the President of Missouri NABIP and on the National Medicare Advisory Group for NABIP. When he is not wading through regulatory jargon or helping agents find their path to success, you can find him hiking or fishing with his wife Julia and son Theodore in the woods and waters of Central Missouri.

Sachin H. Jain, MD, MBA, is CEO of SCAN Group and SCAN Health Plan, serving over 300,000 members across five states. Previously, he was President and CEO of CareMore and Aspire Health, serving 200,000 patients in 32 states. He has held leadership roles at Merck & Co., CMS, and CMMI. Dr. Jain graduated from Harvard College, Harvard Medical School, and Harvard Business School. He is an Adjunct Professor at Stanford University School of Medicine and serves on the boards of AHIP, Omada Health, Advantage Healthcare Services, and The Paul & Daisy Soros Fellowships for New Americans.

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.

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.

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.

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.

Jeff has over 20 years of knowledge and experiences working as an attorney in the ever-evolving space of Medicare compliance. He’s seen it all working at CMS, a PBM, a national Medicare plan and current an FMO. In his free time he loves RVing and playing tennis with his wife and 2 kids (in the NW suburbs of Chicago).

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 is the CEO and co-founder of Signal Advisors, where he leads the mission to empower independent financial advisors in helping every American achieve a secure retirement. With over 20 years in the financial industry, Patrick’s experience spans roles as an investment advisor, financial representative, and entrepreneur. In 2012, he founded his first company, RepPro, which he later sold to RetireUp in 2018, where he then served as EVP of Business Development. In 2020, Patrick launched Signal Advisors to transform the financial advising landscape. His leadership philosophy is grounded in relentless curiosity, a client-first mindset, and a commitment to constant improvement. Under his guidance, Signal Advisors is pioneering solutions that make financial advising more accessible, efficient, and impactful for advisors and their clients.

Danielle is a founding partner at Boomer Benefits, a health insurance agency that helps baby boomers and seniors navigate Medicare in 49 states. She is the author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, which has sold more than 50,000 copies. Named the 2019 Health Insurance Advisory Firm of the Year, her agency has more than 1M 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.

Alexis has helped clients across the healthcare industry on a variety of strategic, operational, and financial issues. She specializes in payer-provider relationships, particularly Medicare Advantage. Her experience includes strategic planning, M&A, operational due diligence, and value-based transformation. As co-lead for HealthScape’s Medicare Center of Excellence, she has led successful engagements focused on helping Medicare Advantage Organizations grow, develop external partnerships, improve Star Ratings, identify performance improvement opportunities, develop risk adjustment strategies, and improve compliance. Alexis holds an MBA from Washington University in St. Louis and a bachelor’s degree in occupational therapy from Boston University.

Greg Marion is Senior Vice President of Health Products and Services at AARP Services Incorporated (ASI). In this role, Greg is responsible for the strategic direction and growth of ASI's health products and services portfolio that represents more than 10 million individual consumer relationships across health insurance, healthcare delivery, and caregiving services. Greg brings a long track record of driving profitable growth to this role with more than 20 years of prior industry experience which includes most relevantly his senior leadership roles at USAA, where he built out the health products business as well as head of corporate strategy.

Julie Mason is a 35-year veteran in the Medicare industry, first serving 20 years at the Centers for Medicare and Medicaid Services (CMS), overseeing Medicare Advantage plans. She left Federal service to form three consulting firms, including Integritas Medicare, which provides compliance and operational consulting services to Medicare plans and their contracting entities, and Mason Medicare Advocates, which provides Medicare advocacy and consulting services to Medicare beneficiaries and their caregivers. Her combined experience as a Federal regulator, a consultant to corporations, and an advocate for Medicare beneficiaries provides Julie a unique and long-range perspective on the Medicare program.

Baldwin Risk Partners welcomed Blake McCoy to their team in August 2020 following their acquisition of his companies. As of 2023, Blake is the Executive Director, Health. With over 20 years of experience in the Medicare industry, Blake has managed every aspect of the business including building an FMO and a captive channel business. He believes that an appreciated and knowledgeable team can achieve great things together while having fun. Outside of work, Blake enjoys traveling with his family, exploring new cultures, taking his Jeep offroad, and spending time with their animals. Baldwin Risk Partners is the parent company of Guided Solutions, and is headquartered in Tampa, FL, with a sales hub in Charlotte and 20+ offices nationwide. BRP is an award-winning, entrepreneur-led, and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams.

As Senior Vice President, Med Solutions, Dwane McFerrin, CLU®, CFP®, RHU®, CLTC®, LLIF, has helped position Senior Market Sales® (SMS) as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excess of 600,000 new business applications into Medicare-related products annually. Dwane has more than 30 years of experience in executive-level positions in the insurance industry. Prior to joining SMS, he was Vice President of Marketing at Mutual of Omaha and a Senior VP of Agency at Physicians Mutual Insurance Company. He has a strong background in the senior market, sales management, association and worksite marketing, client development and lead generation. In 2020 the Omaha Association of Health Underwriters (OAHU) selected Dwane its Underwriter of the Year Award recognizing distinguished service to the association and the industry. McFerrin served as Chair for seven years on NAHU’s Medicare Working Group, served a two-year term on the Omaha AHU Board of Directors and currently serves on NAHU’s mental health task force and prescription drug task force.

Robert is the Founder and President of Medicare Choice Group, an organization specializing in employer focused, Medicare education and transition services programs. With 20 years of experience across group health plans and government programs, Robert’s expertise in adding Medicare education to HR service offerings has given him the opportunity to work extensively with employer groups, group benefit brokers, wealth managers, associations and health plans nationally.

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.

Ryan and his family are based in Denver, Colorado, where he has built a distinguished career in the insurance industry. He spent years at Jack Schroeder and Associates (JSA), refining his expertise and expanding the agency’s presence before opening a satellite office in Denver. With over 15 years of experience, Ryan founded RMA, now one of Colorado’s largest independent Medicare brokerages. His expertise covers Long Term Care, Final Expense, and all Medicare products. Dedicated to agent success, Ryan continues to support independent insurance agents nationwide, helping them navigate the industry and grow their businesses.

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.

Tracy Nolan is a transformational, Fortune 50, senior executive and Board member with a proven track record of driving expansive growth and maximizing shareholder value across highly regulated industries. Experienced in leading billion-dollar P&Ls, Tracy excels at architecting multi-channel distribution strategy and has spearheaded several enterprise-wide digital and operational evolutions. Tracy is widely recognized in telecommunications and healthcare for her outsized growth outcomes and focus on consumer trust and engagement. Her expertise in risk management and operational effectiveness has set new standards across industries. Her strategic approach to succession planning has consistently strengthened organizational resilience. In her current role as Senior Vice President at Humana, Tracy leads MarketPoint – a distribution organization of over 4,500 sales and operations professionals. Through her bold, transformative approach and commitment to enhancing consumer experiences, Tracy’s leadership has further elevated Humana’s Medicare sales team, as an industry model of agility, operational excellence, and innovation.

Rohit Nuwal is a Partner at TELUS Global Ventures (TGV), Canada's largest (100+ investments till date) and the most active CVC. As a part of a global fund with AUM of ~1Bn, he is leading investments in Healthtech, as well as supporting coverage of other innovative foundational technologies. An exp VC, he helps portfolio companies with their strategy agendas and growth initiatives. Prior to joining TGV, Rohit was leading the investments for Bertelsmann. Previously, he spent close to half a decade as a management consultant with BCG & Accenture. India raised, Rohit is an avid yoga practitioner and is also a certified yoga trainer.

Ben Pajak is the CEO of HealthPlanOne, a tech-enabled platform for direct-to-consumer customer acquisition and lifecycle management focused on senior citizens' life, health, and wealth needs. Since joining the company in 2022, Ben’s emphasis on calculated growth, data-driven decision-making, and leadership development has helped the company grow to 2K+ licensed agents and into adjacent areas for growth. Today, the Company serves millions of clients annually and assists its carrier partners in acquiring, activating, engaging, and retaining healthcare consumers for life. Prior to leading HealthPlanOne, Ben led Willis Towers Watson’s individual marketplace efforts in the employer and direct-to-consumer spaces for over a decade. An experienced and widely respected healthcare insurance executive, he was integral in acquiring and leading several companies in the fast-growing senior health insurance segment. Ben lives in Ridgefield, CT, with his wife, two sons, and their dog.

Rosie Paulsen is a dynamic business strategist and keynote speaker who has made her mark as the owner of Rosie Paulsen Enterprises and S&R Services, a Medicare brokerage serving clients across Florida. Originally from Ecuador, Rosie came to the United States as a teenager and has since become a respected leader in her field, recognized as one of the "Top 50 Most Influential Leaders in Florida" by the Florida State Hispanic Chamber of Commerce. She currently serves as Chair of the Spirit of the Community Awards for the Florida Commission on the Status of Women and is an active member of the Tampa Club Board of Directors.

Daniel Petkevich is CEO of MedicareVox, a company building the AI licensed Medicare agent. MedicareVox was born from Dan’s experience launching Fair Square, a Medicare brokerage with 13,000 clients, 95 NPS, and 90% annual retention. Fair Square and MedicareVox have raised $19 million in funding from top Silicon Valley Investors, including YCombinator, Define Ventures, and Slow Ventures. Previously, Daniel started and exited a financial technology company and studied Physics at Yale University.

Drew Rector is a dynamic and strategic executive with deep experience in nurturing successful partnerships, product development, and growth strategies for accretive results. His 20+ years of experience in healthcare leadership has led him to his current role as President of MeetingsTech. Drew prides himself as a servant leader who elevates culture as a key management tool for motivating leaders and associates throughout the organization. He is a seasoned operations executive with a proven track record of driving growth and increasing revenue and profitability, with MeetingsTech being no different. He served in the U.S. Army Airborne Infantry (Ranger school graduate), has a bachelor’s degree in accounting, is a graduate of Cornell University Executive Leadership Program, and holds an MBA from the University of South Florida.

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.

Sarah is Founder & CEO of Vara, the compliance copilot that changes the risk profile of senior living operations. Sarah is also Founder & CEO of AgeTech NYC, the community of 600+ NYC-based entrepreneurs, senior living operators, and investors using technology to make New York the best place to grow older.

Dennis Rinner has over 35 years of experience and conducting over 2,500 workshops, with thousands trained. Has helped his company become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over one Billion in sales. With a Bachelor of Science degree in Business with an emphasis in Insurance from San Diego State. Dennis excels at communicating the importance of planning ahead for care to Medicare Specialists, Financial Advisors, Life and Annuity Professionals. His training provides agents with valuable tools to help support their sales success, taking the complex, making it simple, giving these professional, actionable strategies that work.

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.

Sean A. Ruggiero currently serves as a Managing Partner at Integrity Marketing Group. Sean's focus is on helping consumers, agents and advisors with retirement readiness through the use of evolving FIAs. Sean’s expertise includes retirement income planning, wealth management, SaaS, insurance, credit, automotive, mortgage and finance verticals. Voted by Life Health Pro as one of “Top 20 Most Creative People in Insurance” for 2015. DIA award winner in 2016 Barcelona. Listed Top 100 InsurTech Startups by Digital Insurance Agenda 2016-2018. Marketing consultant for three of the top 60 insurance companies in the United States. Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. Author of the best-selling book, "7 Benefits of FIAs for Retirement."

Sean A. Ruggiero currently serves as a Managing Partner at Integrity Marketing Group. Sean's focus is on helping consumers, agents and advisors with retirement readiness through the use of evolving FIAs. Sean’s expertise includes retirement income planning, wealth management, SaaS, insurance, credit, automotive, mortgage and finance verticals. Voted by Life Health Pro as one of “Top 20 Most Creative People in Insurance” for 2015. DIA award winner in 2016 Barcelona. Listed Top 100 InsurTech Startups by Digital Insurance Agenda 2016-2018. Marketing consultant for three of the top 60 insurance companies in the United States. Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. Author of the best-selling book, "7 Benefits of FIAs for Retirement."

Cory Schmidt is AgencyBloc's Co-Founder and Chief Technology Officer. His passion for insurance technology can be traced back to his days at Wellmark Blue Cross Blue Shield, where he was Team Leader of Marketing Systems. Around the same time, he co-founded Spinutech, a website and digital marketing agency. In 2008, he became a founding partner of AgencyBloc. In his role as the company's CTO, he works on strategic initiatives and leads the development team of AgencyBloc's Plus Suite, the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industries.

Andrew Schwab is the Founder & CEO of Platform Government Strategies, a strategic government health policy, advocacy and messaging firm built to “platform” healthcare organizations inside our national health policy debate. His deep experience includes having spent the past two decades in and around national health policy and politics, first as a staffer in the United States Senate and New Jersey Legislature, and then as a Washington, DC government affairs leader at trade and member associations, nonprofits and public companies. Prior to starting his firm, Andrew was most recently VP & Head of Government Affairs at Oak Street Health.

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.

Dirk Soenksen is co-founder and CEO of Ceresti Health. Prior to co-founding Ceresti, Mr. Soenksen was founder and CEO of venture-backed Aperio, the recognized leader in digital pathology, which was acquired by Danaher in 2012. Mr. Soenksen also founded the Digital Pathology Association (DPA), a non-profit organization comprising major vendors and leading pathologists, with the goal of establishing best practices and increasing awareness of digital pathology. Dirk served as President of the DPA from its 2006 inception until 2012, and as a board member of the DPA through the end of 2014. He has an undergraduate degree in Chemistry from Bowdoin College, a graduate degree in electrical engineering from the University of Pennsylvania and his MBA from Pepperdine University.

Melissa Sterling is President and Co-Owner of Insurance Associates, a family-owned independent health and life insurance agency established in Eau Claire Wisconsin in 1981. She leads a team of dedicated staff in providing exceptional client-centered service. Melissa began at Insurance Associates as an accounting intern in 2012 and has advanced to this position thanks to her visionary leadership, dedication, and commitment to continuous improvement. She has significantly improved the agency's efficiency through training and technological updates and has expanded their reach through regional expansion and innovative marketing strategies. She is passionate about helping seniors and establishing long-lasting relationships with their clients.

Jason Stevens is CEO of Stevens & Associates Insurance Agency, Inc. He was born and raised in Santa Barbara, CA. Jason has lived and breathed insurance since he was a child. “I have been a Medicare specialist since I was 3 feet tall,” he says. “growing up in the family business of insurance, it just becomes a part of your life.” Jason has been recognized as a leading national producer for multiple carriers and by organizations such as NABIP that have listed him a “Soaring Eagle” on the Leading Producers Round Table. Now as CEO, he has taken more of a role to grow the agency through innovation developing multistep automation to reduce the workload, allow scalability, and ease the pressure of AEP. Since his promotion to CEO, the company has gone from pen and paper to fully automated systems and Jason has ambitious plans to further strengthen the agency's workforce through innovation.

Lee leads a team that develops analytics capabilities and human capital to deliver data-driven insights and strategic recommendations to clients. His team focuses on market entry, sales and marketing optimization, cost optimization, M&A, advanced analytics program development, and analytics strategy and org design. Lee has helped healthcare organizations address critical challenges through innovative solutions including applying industry-leading approaches to identify opportunities for performance improvement and growth, particularly in value-based and managed care programs. Previously, Lee led a cross-functional team at McKinsey & Company's healthcare practice. Lee holds a bachelor’s degree in Economics and Public Policy from The College of William & Mary.

Xing Su is the Co-Founder and CEO of Seen Health, a PACE (Program of All-Inclusive Care for the Elderly) organization inspired by his personal caregiving journey with his twin brother and co-founder, Yang Su, as they supported their aging grandparents. Driven by a commitment to deliver the kind of care he would trust for his own family, Xing co-founded Seen Health to provide seniors with compassionate, comprehensive, and culturally-focused support that empowers independence and dignity. By integrating technology, Seen Health ensures exceptional care reaches more seniors who need it most. A graduate of Duke University, Xing previously served as Head of Global Expansion at Uber Freight and International Launcher at Uber, where he led research, go-to-market, operations, and expansion across multiple markets in North America, China, Europe, and Latin America. His strategic vision, operational acumen, and deeply personal dedication have been key to building Seen Health into a trusted partner in senior care.

Dr. Rachel Taylor is a renowned neuroscientist, researcher, and writer dedicated to transforming lives through the integration of modern science and ancient wisdom. With a PhD in Cognitive Neuroscience, her work spans neuroscience, psychology, molecular biology, and longevity. Dr. Rachel is the founder of the UNBroken podcast, where she explores societal impacts on health and well-being. Her innovative approaches to resilience and emotional health have made her a sought-after speaker and consultant. Passionate about creating a kinder world, she combines authenticity, equity, and a touch of magic in her mission to help individuals thrive.

Sean Taylor is the CEO of HealthCare.com, a consumer platform serving millions of consumers annually, with a focus on delivering customized health insurance and ancillary products through its web properties and distribution partnerships, including specific solutions for the Senior Market. HealthCare.com's deep understanding of the consumer, combined with its advanced use of data science and AI, results in best-in-class matching and persistence, generating significant value for consumers and distributors alike. Prior to joining Healthcare.com, Sean founded Jaroop - a technology company acquired by Healthcare.com that specialized in optimizing and scaling insurance distribution. Jaroop's innovative solutions helped agencies and carriers streamline their operations.

As Brokers International’s Chief Sales Officer, Scott Truka leads an experienced Sales Team with his passion for helping agency partners grow their business. Scott has spent his career building strong relationships in the fixed annuity and life insurance FMO space and is dedicated to developing agencies and their financial professionals. At Brokers International, Scott drives a best-in-class agency sales team leveraging industry-leading marketing, sales, and training programs, including case design strategies, and data driven solutions that bring agencies consistent value, new opportunities, and proven growth strategies. Scott continues to partner with health focused agencies seeking to expand their offerings into the retirement income planning marketplace using fixed annuities and life insurance strategies. Leveraging sales data and focusing efforts, Scott is leading the industry with his experience in how to successfully build an agency. When he’s not working, he enjoys golfing, hunting and spending time with his family.

Craig Villwock has had a career in the insurance business since 1997 and is very experienced in sales and training on individual, union, employer and group Medicare markets. Craig is a highly regarded and nationally recognized Medicare and retirement planning specialist. Craig is the Co-Owner of TLC Insurance Group and Wealth, Inc., a national NMA/FMO for Medicare brokers. TLC Insurance Group is co-owned and managed by Craig and his twin brother, Chris. Craig has been awarded many top industry honors in his career and has helped grow TLC Insurance Group into one of the largest producing Medicare agencies in the country. Craig has become known as the innovator of “Mass Medicare Marketing”, which fills the un-serviced needs of many employers and provides unique Medicare sales and marketing opportunities to brokers. Because of this niche market experience, Craig has become a requested speaker for national employer and union conventions. Craig has helped TLC attain many exclusive contracts with national unions and employers to manage and service their retirees.

Bret is a healthcare entrepreneur committed to improving health outcomes for seniors, with a focus on improving payer-provider collaboration. As the founder of Tenure Health, Bret has led the creation of the first value-based Medicare Supplement plan, which is set to go-live in Texas in Q3 2023. Prior to starting Tenure Health, Bret most recently helped build Bright Health from pre-launch to serving over one million consumers, leading numerous business functions and overseeing more than twenty successful new market launches.

Jeremy Weiser is the Chief Executive Officer of Nuvo Health, which owns and operates the brands PlanFit, The Medicare Store, and The Medicare Hub. As a leader in the insurance industry for the past 10 years, he has developed a deep understanding of the industry and works tirelessly to educate others about their options and benefits. Under Jeremy’s leadership, Nuvo Health has helped over 60,000 clients, expanded into states such as New Mexico and Texas, and placed policies in all 50 states. The agency is recognized as the number one rated in Nevada, with over 3,500 five-star Google reviews.

Chad J. Wells, Chief Marketing Officer, leads the design and distribution of Physicians Mutual’s health, life and retirement portfolios. Mr. Wells enjoys sharing his unique perspective in helping people navigate Medicare and insurance in retirement, rooted from extensive leadership in health, life and benefits industries at such companies as UnitedHealthcare (UHC), Blue Cross Blue Shield and Combined, a Chubb company. Mr. Wells brings a deep understanding of insurance and agency distribution to his role, and was instrumental in launching UHC’s Medicare Store™ strategy and its community-based retail and agency support initiatives. He brings a passion to helping people and partnering with those who serve the same. Connect with Chad at linkedin.com/in/chad-j-wells.

Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 200 employees today. The company powers CRM, marketing, and customer engagement for more than 200 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.

Mark Williams is the CEO of Brokers International and Integrity Managing Partner. Over his more than 25 years of financial services experience, Mark has been both a producing independent agent in the field and a home office leader consulting to agencies and field marketing organizations. Currently, Mark is focused on the future of the insurance industry, from the disruptions of InsurTech and robo-advisors to the changing demographics and needs of customers. He also is an avid mentor, helping financial professionals navigate the industry.

John is the CEO of Kizen, the first generative AI enterprise application builder. Kizen is on a mission to build technology that enables an increasingly fulfilling future for humanity. Recognized globally as a thought leader in AI/ML, leveraging data, and automation to drive better enterprise outcomes and experiences, John brings over two decades of experience at the intersection of technology and humanity. He has founded 6 companies and worked extensively in healthcare, insurance, and banking, shaping innovative solutions that transform industries. Before Kizen, John served as a management consultant for Fortune 500 companies and high-growth organizations, helping them navigate complex challenges and achieve lasting success.

Ty 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.

With a career spanning over 20 years uniquely focused on the individual health insurance market, I have built teams that have recruited in excess off 75,000 independent agents and generated well over $3billion dollars in Annualized Issued Premiums in individual major medical, short-term medical, fixed benefit medical and supplemental lines of business. Growing up in the UK I have a passion for figuring out the ‘perfect’ healthcare system. Alas, this journey continues..!

Max Zamkow is the Managing Partner of Third Act Ventures, an Agetech-specific venture firm where he invests in founders working to change the way we age. He also serves as the Editor-in-chief of Agetech News, which reports on fundings, exits, and opportunities in Agetech. With his focus on later life, Max is able to support and empower visionary entrepreneurs to accelerate the pace of innovation in aging. Max is also involved with Aging2.0, supporting their global network Agetech ecosystem. Vivek Zaveri is the Founder & CEO at Mantra Digital, Meera.ai, and Legal Growth Marketing. With more than a decade of experience in lead generation, paid search, social media, and business — he built Venture Direct Worldwide's search division into a $12 million business in only 3 years and transformed XL Marketing's (now Zeta) higher education department into a $30 million lead generation business in half that time. His strong eye for innovation and his unwavering entrepreneurial spirit serve as the catalyst for his next big venture: Meera.ai — an AI-powered texting platform pioneering the next generation of sales automation.