2024 SPONSORS

Quote and Enrollment

LeadGen

Rosemont

Distribution - Field Marketing Organization

Medicare Supplement

Agent Symposium Sponsors
ACA Health Summit Sponsors
IN PARTNERSHIP WITH

ALSO BROUGHT TO YOU BY
RetireTech Sponsors
IN PARTNERSHIP WITH

ALSO BROUGHT TO YOU BY
INTERACTIVE EVENT MAP
EXHIBITOR LIST
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SCHEDULE OF EVENTS
Sunday, March 30th
Time Event Title Location
5:00PM - 7:00PM Registration Open
Monday, March 31st
8:00AM - 6:00PM Registration Open Fontainebleau 4th Floor
12:00PM - 5:00PM Agent Symposium Royal 14
12:00PM - 5:00PM Life & Annuity Forum 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 1st
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 2nd
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
TIMESESSION NAMESPEAKERS
5:00 pm -
7:00 pm .
Registration Desk
Registration Open
Monday, April 8th, 2024
TIMESESSION NAMESPEAKERS
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?
Agent Symposium
Agent Symposium Welcome
RetireTech
RetireTech Welcome
12:05 pm -
12:30 pm .
ACA Health Summit
ACA Market Overview: Results from the IFP Shopping & Switching Study
12:05 pm -
12:45 pm .
Agent Symposium
The CMS 2025 Call Letter: What It Means For Agents, FMOs, & Our Industry (*For Agents Only*)
12:05 pm -
12:40 pm .
RetireTech
Future of the Annuity Market: The Macro Trends
12:35 pm -
1:05 pm .
ACA Health Summit
ACA Carriers: Current and Future State of ACA
12:40 pm -
1:15 pm .
RetireTech
The Shape of Distribution To Come
12:45 pm -
1:10 pm .
Agent Symposium
Historic Changes in Medicare Part D: Prescription Drug Coverage & the Inflation Reduction Act (*For Agents Only*)
1:10 pm -
1:50 pm .
ACA Health Summit
How To Survive and Grow in the Changing ACA Landscape
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*)
1:20 pm -
1:55 pm .
RetireTech
Building Purpose-Driven Retirement Plans
1:35 pm -
2:00 pm .
Agent Symposium
The View from Washington on Medicare Advantage & Supplemental Benefits (*For Agents Only*)
1:50 pm -
2:15 pm .
ACA Health Summit
ACA & U65 – Same Industry?
1:55 pm -
2:30 pm .
RetireTech
Seeking Stable Growth: Designing the Next Generation of Annuities
2:05 pm -
2:25 pm .
Agent Symposium
The Power of Partnership: Taking Some Chips off the Table (*For Agents Only*)
2:20 pm -
2:40 pm .
ACA Health Summit
How to Start, Grow, or Integrate ACA Into Your Agency
2:25 pm -
3:00 pm .
Agent Symposium
Buying Habits & Trends of Seniors Today (*For Agents Only*)
2:35 pm -
3:10 pm .
RetireTech
Reinventing Customer Experience and Service in an AI-Driven World
2:40 pm -
3:15 pm .
ACA Health Summit
The Latest CMS Compliance Protocol and How To Do It Efficiently
3:05 pm -
3:25 pm .
Agent Symposium
Will Artificial Intelligence Replace Insurance Agents? (*For Agents Only*)
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
3:10 pm -
3:50 pm .
RetireTech
Insuring Tomorrow: Navigating the Regulatory Environment of the AI and Tech Revolution
3:20 pm -
3:55 pm .
ACA Health Summit
How to Apply AI to ACA and Open Enrollment
3:25 pm -
4:00 pm .
Agent Symposium
What Professional Organizations Do for Agents & How to Get Involved (*For Agents Only*)
3:50 pm -
4:15 pm .
Improving Healthcare Outcomes for Seniors in Medicare Advantage
Building Culturally-Sensitive MA Plans
3:55 pm -
4:25 pm .
ACA Health Summit
How To Ensure You Have the Best ACA Technology
3:55 pm -
4:30 pm .
RetireTech
Finding, Funding, and Improving the Future Retirement of GenX and GenZ
4:05 pm -
4:25 pm .
Agent Symposium
Get More Sales Working With Medicare Express (*For Agents Only*)
4:15 pm -
5:00 pm .
Improving Healthcare Outcomes for Seniors in Medicare Advantage
The Promise and Peril of Back Office Automation with AI
4:25 pm -
5:00 pm .
Agent Symposium
Back Office Systems that Agents & Agencies Need (*For Agents Only*)
4:30 pm -
5:00 pm .
ACA Health Summit
How To Double or Triple Your ACA Book of Business
RetireTech
The End of Accelerators As We Know Them – Meet the Next Model of Corporate Innovation
5:00 pm -
7:00 pm .
Networking & Events
Kick-Off Party
Tuesday, April 9th, 2024
TIMESESSION NAMESPEAKERS
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
8:30 am -
8:35 am .
Plenary
Welcome – Plenary Stage Day 1
8:35 am -
9:00 am .
Plenary
Tech Modernization: Innovation, Digital Transformation, and Meeting Market Demand
9:00 am -
9:25 am .
Plenary
Fireside Chat With Tim Barry, CEO, Chair, & Co-Founder of VillageMD
9:25 am -
9:30 am .
Plenary
Launch Showcase: Level Up With Ascend Broker
9:30 am -
10:00 am .
Plenary
Health & Wealth: The Keys to Retirement
10:00 am -
10:08 am .
Plenary
In Search of the Next Big Thing: Fortuna Health
10:08 am -
10:15 am .
Plenary
In Search of the Next Big Thing: Twilight Technologies
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
Track 2
The Future of MedSupp
Track 3
Supplemental Benefits: Will People Use What They Say They Want?
Track 4
Investment Horizons – How Do We Make Smart Bets on the Future of Retirement?
11:00 am -
11:30 am .
Innovation & Product Showcase Stage
The 1st AI Enhanced Products For Agencies & Agents
Innovation & Product Showcase Stage
The Future of Medical Alert Systems: Addressing Stigmatization with Innovation
Innovation & Product Showcase Stage
Circadian Lighting and AI from Skyjoy
11:10 am -
12:00 pm .
Track 1
Social Determinants of Health: The Fight Against Isolation and Insecurities
Track 2
Grow with Your FMO: Understanding the Value of Your Most Important Relationship
Track 3
Technology in Senior Living from Home to Housing
Track 4
CEO Roundtable: Where Will The Industry Be in Three Years?
11:30 am -
12:00 pm .
Innovation & Product Showcase Stage
Healthy Hearing: Critical Key to Quality of Life
Innovation & Product Showcase Stage
The Key to Solving the HEI Puzzle: Loneliness: How Pyx Health Uses AI-Enabled Peers and Tech To Improve Outcomes
Innovation & Product Showcase Stage
Enhancing the Brain with Vielight Photobiomodulation: Scientific and Practical
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
Track 2
Recruit, Accelerate, Retain: A Toolkit for Scaling Your Business
Track 3
Reading the Legislative and Regulatory Tea Leaves for Medicare Advantage Marketing
Track 4
FCC Changes & More: Telemarketing, Privacy Laws, and the Impact on our Industry
2:30 pm -
3:00 pm .
Innovation & Product Showcase Stage
Data and Response: Unveiling Insights in Direct Mail
Innovation & Product Showcase Stage
Zida- Inspired by My Grandfather, How I Disrupted the Treatment of Incontinence
Innovation & Product Showcase Stage
The MediZues Edge: A New Era in Client Retention
2:40 pm -
3:15 pm .
Track 1
Maximizing Medicare Growth: Strategies from Total Expert & Guided Solutions
Track 2
Targeted Audience Equals Qualified Leads
Track 3
Supplemental Benefits: A Seat at the Benefits Table
Track 4
State of Value-Based Care: How It’s Going & Where We’re Headed
3:00 pm -
3:30 pm .
Innovation & Product Showcase Stage
Streamlined Part D Management: Elevating Broker Success with RxCare.ai
Innovation & Product Showcase Stage
Aloe Care’s AI Time Machine
Innovation & Product Showcase Stage
Waterlily – AI Personalized LTC Planning
3:20 pm -
3:55 pm .
Track 1
Not Your Mama’s Medicare: Creating a Beneficiary Experience for the Modern Era
Track 2
Advancing Health Equity, Access, and Outcomes
Track 3
No Trade-Offs: Outbound Campaigns Driving Impact While Maintaining Compliance
Track 4
A Practical Approach to AI in Member Enrollment & Engagement
3:30 pm -
4:00 pm .
Innovation & Product Showcase Stage
Presentation by Motivity Care
Innovation & Product Showcase Stage
Kyber LetterGen: Instantly Draft, Review, and Send Complex Claim Notices
4:00 pm -
4:30 pm .
Innovation & Product Showcase Stage
Mitigating Fall Injury Risk with Tango Belt, by ActiveProtective
Innovation & Product Showcase Stage
Building Value-Driven Technology: The Application of AI to the Modernization of Care in Alzheimer’s Disease and Related Dementias
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
Track 2
Advancing Health Equity through Digital Health Literacy
Track 3
The Art of Cross-Selling
Track 4
Elevate Your Game: Power Up With MedSupp Innovation
Wednesday, April 10th, 2024
TIMESESSION NAMESPEAKERS
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
8:35 am -
9:05 am .
Plenary
Fireside Chat with Dawn Maroney, CEO of Alignment Health Plan & Markets President of Alignment Health
9:05 am -
9:30 am .
Plenary
Fireside Chat with Vijay Kotte, CEO of Go Health
9:30 am -
10:00 am .
Plenary
Fireside Chat with Sachin Jain, MD, President & CEO of SCAN Group & SCAN Health Plan
10:00 am -
10:30 am .
Plenary
Fireside Chat with Scott Perry, Chairman & CEO of AmeriLife
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
Tracks
11:00 am -
11:30 am .
Innovation & Product Showcase Stage
Presentation by Spiraldot Health
Innovation & Product Showcase Stage
Fixing Therapy for Older Adults
Innovation & Product Showcase Stage
Introducing e123 Commissions for Carriers
11:10 am -
12:00 pm .
Track 1
Value-Based Care in Senior Living
Track 2
Building Member Trust: Experience, Quality, and More
Track 3
Has the Time for Annuities in the Workplace Arrived?
Track 4
Advancements in Preventing and Managing Cognitive Decline
11:30 am -
12:00 pm .
Innovation & Product Showcase Stage
Retirement Security Innovation for Younger Americans
Innovation & Product Showcase Stage
Generative AI for Medicare Analytics and Prior Auth
Innovation & Product Showcase Stage
Guide Path – Innovative Culture Change Solutions for Senior Living
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
Track 2
New Frontiers in Senior Care Delivery
Track 3
Optimizing Medicare Stars Unique Performance Levers
Track 4
Venture Capital View: The Time Is Now
2:30 pm -
3:00 pm .
Innovation & Product Showcase Stage
Presentation by Fortuna Health
Innovation & Product Showcase Stage
Get the Aaptiv Advantage – The Innovative Fitness Solution
Innovation & Product Showcase Stage
Innovation @ Keen: Multi-Carrier Enablement Technology
Innovation & Product Showcase Stage
Using Apo AI to Deliver Digital Health Literacy
3:00 pm -
3:35 pm .
Track 1
Improving Star Ratings in an Era of Change
Track 2
Boost Your Medicare Sales With Social Security Expertise
Track 3
Building Global Retirement Corridors
Track 4
Managed Care in Senior Housing: Current & Future Outlook
3:40 pm -
4:15 pm .
Track 1
Generative AI in our Industry: The Hope, the Hype, & What’s Actually Happening
Track 2
Balancing Transparency and Profitability in Medicare Marketing: Introducing the Insurance Marketing Coalition
Track 3
The MedSupp Wondrous Dichotomy: Filtering High-Morbidity Applicants AND Issuing More Business with Medical Claims Data
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 Zone

In 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
Blake Amos
Head Of Customer Retention For Medicare Business
Cigna
Calvin Bagley
Founder & President
Nuvo Health & The Medicare Store
Arthur Barlow
President & CEO
Compass Insurance Advisors
Patrick Blair
CEO
InnovAge
Shawn Bloom
CEO
National PACE Association
Ashlee Borcan
Principal & Actuary
Milliman
Amanda Brewton
Owner
Medicare Answers Now
Jacob Brody
CEO & Co-Founder
ZorroCard
Jessica Brooks Woods
CEO
NABIP
Eric Brown
CEO & Co-Founder
inSearchX
Kortney Cruz
SVP Of Government Markets
Independence Blue Cross
Gary Culp
Chief Distribution Officer
Cigna
Elizabeth Davis
VP Of National Broker Distribution & Strategy- Medicare Advantage
Cigna
Bryan Derheim
VP & GM- Supplemental Products
VP & GM- Supplemental Products eHealth
Pete English
Senior Advisor
PEAR Health Labs
Jenna Fariss
Director & Actuary
Milliman Intelliscript
Helaine Fingold
Partner
Epstein Becker & Green, P.C.
Robert Garber
Managing Partner
7wireVentures
Charles Gellman
CEO & Co-Founder
HiDO Health
TJ Gibb
Head Of Medicare Part D
Humana
Chris Giuliani
CEO
Spring Venture Group
Shaily Gupta
Mabel
CMO & Co-Founder
Mario Haifa
VP Of Consumer Markets
Aflac
Mike Hardle
Chief Revenue Officer
Agent Boost Marketing
Gaylan Hendricks
CEO
Senior Security Benefits
Grant Hoffman
CEO
ConnectureDRX
Paul Hurley
Managing Director
Exactius
Chalen Jackson
Compliance Officer
McNerney Management Group
Sachin Jain, MD
President & CEO
SCAN Group & SCAN Health Plan
James Jiang
CEO & Co-Founder
Spark Advisors
Danielle Kunkle-Roberts
Founding Partner
Boomer Benefits
Greg Marion
SVP Health Products & Services
AARP Services Inc.
2024 SPEAKERS
SPEAKER NAME
TITLE
COMPANY
Dwane McFerrin
SVP, Medicare Solutions
Senior Market Sales
Robert McFillin
President
Medicare Choice Group
Sam Melamed
CEO
NCD
Steve Natelson
VP Of Distribution & Strategy- Medicare Supplement
Cigna
Ronnell Nolan
CEO
Health Agents for America (HAFA)
Tracy Nolan
SVP, Marketpoint
Humana
Benjamin Pajak
CEO
HealthPlanOne
Ernesto Pena
CEO & Co-Founder
Nextere
Frank Reilly
Medi-Solutions Insurance Agency
Owner
Sarah Richard
CEO & Founder
Vara
Dennis Rinner
Director Of Strategic Accounts
GoldenCare
Roberto Rodriguez
Founder & General Partner
Sequential Ventures
Fred Roth
President, Medicare Supplement
Humana
Jamie Sarno
VP Of Medicare Supplement & Health Specialty
Amerilife
Cory Schmidt
CTO & Co-Founder
AgencyBloc
Andrew Schwab
CEO & Founder
Platform Government Strategies
Jason Allan Scott
Founder
XY Media
Dirk Soenksen
CEO & Co-Founder
Ceresti Health
Dr. Rachel Taylor
Founder
UNBroken
Sean Taylor
CEO
Healthcare.com
Matt Van Der Bosch
Chief Growth Officer
Zing Health
Craig Villwock
Owner & Founder
TLC Insurance Group and Wealth
Bret Voith
Founder
Tenure Health
Jeremy Weiser
CEO
Nuvo Health
Mark Williams
CEO & President
Brokers International
Ty Wooldridge
President
Aetna Health & Life lnsurance
Max Zamkow
Managing Partner
Third Act Ventures
SPEAKERS BIOS
Blake Amos
Head Of Customer Retention For Medicare Business,
Cigna
As the Head of Customer Retention, Blake is responsible for developing and executing the overall customer retention strategy across Medicare products. In this role, he oversees retention operations and works across the organization to execute retention initiatives to ensure a rich customer experience. Blake joined Cigna’s Managed Care Leadership Development Program over ten years ago, and has held positions of increasing responsibility, previously serving as the Director of Expansion Strategy & Execution. In this role, he led the strategy and execution of Medicare Advantage new market and product expansions. Blake attended Belmont University where he earned his Master's in Business Administration with a focus in Healthcare Management. He received a B.S. in Accounting from the University of Tennessee.
Calvin Bagley
Founder & President,
Nuvo Health & The Medicare Store
Calvin Bagley is a visionary and strategic thinker driving innovation and client-focused solutions in Medicare insurance. He founded and is the President of Nuvo Health, which has facilitated more than 60,000 client enrollments in health and Medicare insurance. He has actively advocated for Medicare insurance agents with congressional representatives and CMS policymakers. Calvin lives in the incredible city of Las Vegas, NV, with his wife and two children. He is an avid traveler and has visited all 50 states and all seven continents.
Arthur Barlow
President & CEO,
Compass Insurance Advisors
Arthur Barlow is the CEO and Co-Founder of Compass Insurance Advisors. Compass supports its 450+ agents in helping individuals, families, and businesses find the right solutions for HEALTH, MEDICARE, GROUP, and LIFE Insurance products. Arthur has been in the insurance space for over 13 years and is hoping to help lead the ACA industry to a more stable and transparent experience for the consumer and the agent.
Amanda Brewton
Owner,
Medicare Answers Now
Amanda is the owner of Medicare Answers Now in Cleveland, Ohio which is Field Marketing Organization with agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She has been working in the Medicare field for over 17 years, working for both Aetna and Anthem. She continues teaching numerous courses across the country on such topics as: Ethics, Business Development, Sales, Marketing, and many Continuing Education courses. She was recently awarded “Educator of the Year” by her local state NABIP Chapter. She is also the creator of the Ms. Medicare Conference, which provides an environment for women to network and learn from each other about work/life balance, being a business owner, industry trends and other fundamental skills to help them attain their dreams. She is also the creator of Medicare and Margaritas which is a conference open to ALL agents which focuses on subject deep dives and social networking. Last, Amanda is the partner for the Agent Symposium at the Medicarians: The Future of Senior Health, RetireTech, and AgeTech Conference in Las Vegas. Amanda has been a member for NABIP (National Association of Benefit and Insurance Professionals) since 2007 and held several seats on the Northeast Ohio Chapter board. She is currently serving on the National Media/Communications and Membership Boards. Amanda has returned to the NABIP Medicare Advisory Group which is a select group of leaders from across the country that work directly with CMS and various other legislative organizations to discuss the various concerns and issues facing the agents in our industry.
Jacob Brody
CEO & Co-Founder,
ZorroCard
Jacob is a serial entrepreneur who specializes in regulated industries. He is the Co-Founder & CEO of ZorroCard, a health benefits concierge and payments platform that saves payors up to 51% on pharmacy expenses. Jacob previously started a 17 state weight management practice called Accomplish Health. As a Managing Partner at Helpful Networks, he advised Fortune 500 health insurers and reinsurers on new business incubation. As Founding Partner at MESA Ventures, he led 30 investments, with 3 reaching $1 billion valuations & achieving a >4x realized return.
Eric Brown
CEO & Co-Founder,
inSearchX
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.
Gary Culp
Chief Distribution Officer,
Cigna
Gary Culp emerges as a strategic leader and culture builder within the realm of healthcare, boasting a career distinguished by visionary initiatives, exceptional growth achievements, and an unwavering commitment to excellence. With more than two decades of experience, Gary has consistently demonstrated his ability to overcome obstacles, maintain strategic alignment, and drive strong revenue growth through creative solutioning and calculated risk-taking. Currently serving as the Chief Distribution Officer (CDO) for Government and Supplemental Programs at Cigna Healthcare in Irvine, CA, Gary was promoted to this role to define and drive growth across the enterprise. His remit includes developing and executing growth strategies for Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and Ancillary services. Under his leadership, the organization underwent significant changes, capturing financial gains through improved efficiency and reduced redundancy. Gary's strategic initiatives led to substantial increases in agent new sales, e-Broker engagement, and the creation of lower-cost channels for growth.
Bryan Derheim
VP & GM- Supplemental Products,
VP & GM- Supplemental Products 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.
Pete English
Senior Advisor,
PEAR Health Labs
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.
Jenna Fariss
Director & Actuary,
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.
Helaine Fingold
Partner,
Epstein Becker & Green, P.C.
Helaine I. Fingold is a Partner in the Health Care and Life Sciences practice in the Baltimore office of Epstein Becker Green. She has more than 33 years of broad health law and health regulatory experience, including 20 years in the federal legislative/executive branches. Ms. Fingold advises health care plans and issuers, providers, and other stakeholders on legal and policy issues regarding the Medicare Advantage and Part D programs, including, but not limited to: general program compliance and corrective action; marketing, agent/broker and other TPMO issues; star ratings/quality bonus payments; plan application process, standards and appeals; program/financial audits and other program oversight; and program enforcement/sanctions and appeals. She also advises on Medicare Parts A and B; Medicaid fee-for-service and waiver/managed care programs; Medicare and Medicaid innovation programs; PACE, Qualified Health Plan and commercial plan requirements under the ACA; and federal and state Surprise Billing rules. From 2004 to 2012, Ms. Fingold worked in a range of capacities at the Centers for Medicare & Medicaid Services (CMS), with responsibility for areas of the Medicare Advantage program, including plan application review and approval, network adequacy, plan application denials and appeals, contracting, plan surveillance and oversight, and Medicare Advantage and Part D marketing. Subsequently, Ms. Fingold served in both senior staff and leadership roles with the Center for Consumer Information and Insurance Oversight (CCIIO) in the Exchange Policy and Operations Group through which Ms. Fingold worked on the qualification of qualified health and stand-alone dental plans, plan oversight, essential health benefits, agent/broker issues, and market-wide cost sharing limitations.
Robert Garber
Managing Partner,
7wireVentures
Robert is currently Managing Partner of 7wireVentures, where he focuses on investments in digital healthcare and technology-enabled services that empower consumers to be better stewards of their health in today’s changing healthcare ecosystem. Robert has over 30 years of experience investing in, advising, and operating early-stage healthcare and technology companies and has co-managed five venture funds with $600M+ AUM. Before joining 7wireVentures, Robert served as Managing Director of Stratus Ventures and KB Partners where he led investments in early-stage healthcare and technology companies. Previously, Robert held key executive roles for three high-growth companies where he led operations, business development, and finance in the ecommerce and software industries. Robert received a Master of Business Administration degree from the Kellogg Graduate School of Management and a Bachelor of Arts degree from the University of Pennsylvania.
Charles Gellman
CEO & Co-Founder,
HiDO Health
As the CEO and co-founder of HiDO Health, Charles Gellman is on a mission to improve millions of patient lives with AI assisted robotics. He is a data scientist, TEDx speaker, researcher, NIH grant reviewer, 100+ podcasts and filmed a documentary on the future of care. Charles is one of the top voices on AI assisted robotics, digital health, and the impact on care.
TJ Gibb
Head Of Medicare Part D,
Humana
TJ has extensive experience in the insurance and healthcare industries. He has more than 18 years with Humana and currently serves as the head of the Medicare Prescription Drug Plan business and Low Income Newly Eligible Transition (LINET) program. These businesses serve millions of individuals and provide access to safe and affordable medications for seniors and other Medicare eligible populations. TJ leads the charge to help customers achieve their best health. Prior to his current role, TJ held an array of executive leadership roles for commercial employee benefits, retail insurance and healthcare organizations.
Chris Giuliani
CEO,
Spring Venture Group
Chris, a dynamic and seasoned business leader, serves as the Chief Executive Officer (CEO) of Spring Venture Group. He joined the company in 2011 as the Executive Vice President, bringing his wealth of experience and expertise to drive growth and success. Chris was promoted to CEO in 2012. Since assuming this role, Chris has played a pivotal role in shaping SVG’s strategic vision, overseeing its day-to-day operations, and fostering a culture of innovation and collaboration. In addition, his emphasis on calculated growth and leadership development helped build the organization from 27 employees in 2012 to over 1300. Chris's dedication to innovation has led to substantial growth for SVG's three brands: Smart Match Insurance Agency, United Medicare Advisors, and the latest addition, SmartConnect. Under his leadership, Spring Venture Group has earned recognitions in Inc. Magazine’s Inc. 5000, Business Insurance’s Best Places to Work, The Kansas City Business Journal’s Fast 50, and earned Chris a place on Ingram’s 40 Under Forty list in 2014 and induction in the Ingram’s 250 in 2017, 2019, 2020 and 2021.
Shaily Gupta
Mabel,
CMO & Co-Founder
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.
Mike Hardle
Chief Revenue Officer,
Agent Boost Marketing
Mike Hardle is the CRO and part owner of Agent Boost Marketing. Agent Boost is one of the largest independently operated FMOs in the Medicare and ACA space. Mike and his brother Dan (Agent Boost CEO), co-host the Agent Boost Podcast. A weekly podcast that functions as a behind the scenes tell all and talks in depth about industry trends and topics. Mike is an entrepreneur, adventurer, and fitness enthusiast. When Mike is not Running with the Bulls, swimming with sharks, or pushing himself physically, he is spending time coaching football or relaxing with his family!
Gaylan Hendricks
CEO,
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 $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.
Grant Hoffman
CEO,
ConnectureDRX
Grant Hoffman is the CEO of ConnectureDRX, a software provider of innovative, compliant and trusted Medicare enrollment and drug transparency technologies for health plans and health insurance agencies. Grant leverages decades of healthcare software leadership experience to support a team that empowers seniors to make informed and confident coverage decisions while reinforcing the members’ relationships with their trusted plans and agents. Grant holds a BA and an MBA from the University of North Carolina at Chapel Hill, and resides in Durham, NC with his wife and three children.
Chalen Jackson
Compliance Officer,
McNerney Management Group
As a Key Accounts Specialist with Senior Marketing Specialists, Chalen works with top-performing agents and agencies to establish and execute strategic growth programs to help them reach the next level of their success. By working closely with agents to uncover market trends, highly specific opportunities, and a path for growth, he enhances partnerships through mutual triumphs. As Compliance Officer, he ensures that agents are in the know on compliance and regulatory changes as well as developing tools to help them remain effective in the current oversight environment. You can find Chalen’s work in national industry publications and as a sought-after speaker at events around the country, working to educate agents on how to grow their business no matter what regulatory hurdles may pop up. Chalen currently serves as the President of Missouri NABIP and on the National Medicare Advisory Group for NABIP. When he is not wading through regulatory jargon or helping agents find their path to success, you can find him hiking or fishing with his wife Julia and son Theodore in the woods and waters of Central Missouri.
Sachin Jain, MD
President & CEO,
SCAN Group & SCAN Health Plan
Sachin H. Jain, MD, MBA, is CEO of SCAN Group and SCAN Health Plan, serving over 300,000 members across five states. Previously, he was President and CEO of CareMore and Aspire Health, serving 200,000 patients in 32 states. He has held leadership roles at Merck & Co., CMS, and CMMI. Dr. Jain graduated from Harvard College, Harvard Medical School, and Harvard Business School. He is an Adjunct Professor at Stanford University School of Medicine and serves on the boards of AHIP, Omada Health, Advantage Healthcare Services, and The Paul & Daisy Soros Fellowships for New Americans.
James Jiang
CEO & Co-Founder,
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.
Danielle Kunkle-Roberts
Founding Partner,
Boomer Benefits
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.
Greg Marion
SVP Health Products & Services,
AARP Services Inc.
Greg Marion is Senior Vice President of Health Products and Services at AARP Services Incorporated (ASI). In this role, Greg is responsible for the strategic direction and growth of ASI's health products and services portfolio that represents more than 10 million individual consumer relationships across health insurance, healthcare delivery, and caregiving services. Greg brings a long track record of driving profitable growth to this role with more than 20 years of prior industry experience which includes most relevantly his senior leadership roles at USAA, where he built out the health products business as well as head of corporate strategy.
Robert McFillin
President,
Medicare Choice Group
Robert is the Founder and President of Medicare Choice Group, an organization specializing in employer focused, Medicare education and transition services programs. With 20 years of experience across group health plans and government programs, Robert’s expertise in adding Medicare education to HR service offerings has given him the opportunity to work extensively with employer groups, group benefit brokers, wealth managers, associations and health plans nationally.
Sam Melamed
CEO,
NCD
Sam Melamed is the infectiously positive CEO and Chief Insurance Nerd at NCD, building and distributing supplemental dental and vision insurance products for the Senior market. Sam is also the founder of Insurance Forums and an investor in Insuretech Connect, The Medicarians Conference and a number of healthtech and insuretech startups.
Ronnell Nolan
CEO,
Health Agents for America (HAFA)
B. Ronnell Nolan, HIA, is a dynamic leader and advocate in the health insurance industry. As President/CEO of Health Agents for America, Inc. (HAFA) since 2012, she has spearheaded initiatives to empower health insurance agents nationwide. Additionally, Ronnell leads HAFA PAC Louisiana and HAFA PAC Federal, amplifying agents' voices in policymaking. With roles on prestigious boards like the CMS Trade Group and the Louisiana Department of Insurance Agent Advisory Board, Ronnell is at the forefront of shaping industry regulations. Recognized for her impact, she has received numerous accolades, including the "Most Influential Women in Employee Benefits" award. Ronnell's passion for effecting change drives her advocacy efforts on Capitol Hill and in State Government.
Benjamin Pajak
CEO,
HealthPlanOne
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.
Sarah Richard
CEO & Founder,
Vara
Sarah is Founder & CEO of Vara, the compliance copilot that changes the risk profile of senior living operations. Sarah is also Founder & CEO of AgeTech NYC, the community of 600+ NYC-based entrepreneurs, senior living operators, and investors using technology to make New York the best place to grow older.
Dennis Rinner
Director Of Strategic Accounts,
GoldenCare
Dennis Rinner has over 35 years of experience and conducting over 2,500 workshops, with thousands trained. Has helped his company become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over one Billion in sales. With a Bachelor of Science degree in Business with an emphasis in Insurance from San Diego State. Dennis excels at communicating the importance of planning ahead for care to Medicare Specialists, Financial Advisors, Life and Annuity Professionals. His training provides agents with valuable tools to help support their sales success, taking the complex, making it simple, giving these professional, actionable strategies that work.
Roberto Rodriguez
Founder & General Partner,
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.
Cory Schmidt
CTO & Co-Founder,
AgencyBloc
Cory Schmidt is AgencyBloc's Co-Founder and Chief Technology Officer. His passion for insurance technology can be traced back to his days at Wellmark Blue Cross Blue Shield, where he was Team Leader of Marketing Systems. Around the same time, he co-founded Spinutech, a website and digital marketing agency. In 2008, he became a founding partner of AgencyBloc. In his role as the company's CTO, he works on strategic initiatives and leads the development team of AgencyBloc's Plus Suite, the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industries.
Andrew Schwab
CEO & Founder,
Platform Government Strategies
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.
Jason Allan Scott
Founder,
XY Media
Jason Allan Scott is a multifaceted entrepreneur, event professional, and thought leader. As an award-winning figure in the events industry, he has successfully founded and sold businesses across three continents. Scott is the founder of XY Media, a company dedicated to fostering critical and unconventional thinking on crucial issues. A sought-after speaker, Scott has delivered presentations at over 210 conferences and events worldwide, speaking at Google, Oxford, and Coutts to major growth marketing conferences. Scott hosts The XuperYuman show, a weekly podcast that explores health optimization, longevity, and critical thinking. Living with Multiple Sclerosis has fueled his passion for human performance and innovative health solutions. His mission is to empower individuals to achieve peak physical and mental function, embodying his philosophy of being "XuperYuman" – surpassing human limitations to help others thrive in the modern world. You can learn more about Jason, invite him to speak at your next event or find out about his new book by visiting his website: https://www.jasonallanscott.uk.
Dirk Soenksen
CEO & Co-Founder,
Ceresti Health
Dirk Soenksen is co-founder and CEO of Ceresti Health. Prior to co-founding Ceresti, Mr. Soenksen was founder and CEO of venture-backed Aperio, the recognized leader in digital pathology, which was acquired by Danaher in 2012. Mr. Soenksen also founded the Digital Pathology Association (DPA), a non-profit organization comprising major vendors and leading pathologists, with the goal of establishing best practices and increasing awareness of digital pathology. Dirk served as President of the DPA from its 2006 inception until 2012, and as a board member of the DPA through the end of 2014. He has an undergraduate degree in Chemistry from Bowdoin College, a graduate degree in electrical engineering from the University of Pennsylvania and his MBA from Pepperdine University.
Dr. Rachel Taylor
Founder,
UNBroken
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
CEO,
Healthcare.com
Sean Taylor is the CEO of HealthCare.com, a consumer platform serving millions of consumers annually, with a focus on delivering customized health insurance and ancillary products through its web properties and distribution partnerships, including specific solutions for the Senior Market. HealthCare.com's deep understanding of the consumer, combined with its advanced use of data science and AI, results in best-in-class matching and persistence, generating significant value for consumers and distributors alike. Prior to joining Healthcare.com, Sean founded Jaroop - a technology company acquired by Healthcare.com that specialized in optimizing and scaling insurance distribution. Jaroop's innovative solutions helped agencies and carriers streamline their operations.
Craig Villwock
Owner & Founder,
TLC Insurance Group and Wealth
Craig Villwock has had a career in the insurance business since 1997 and is very experienced in sales and training on individual, union, employer and group Medicare markets. Craig is a highly regarded and nationally recognized Medicare and retirement planning specialist. Craig is the Co-Owner of TLC Insurance Group and Wealth, Inc., a national NMA/FMO for Medicare brokers. TLC Insurance Group is co-owned and managed by Craig and his twin brother, Chris. Craig has been awarded many top industry honors in his career and has helped grow TLC Insurance Group into one of the largest producing Medicare agencies in the country. Craig has become known as the innovator of “Mass Medicare Marketing”, which fills the un-serviced needs of many employers and provides unique Medicare sales and marketing opportunities to brokers. Because of this niche market experience, Craig has become a requested speaker for national employer and union conventions. Craig has helped TLC attain many exclusive contracts with national unions and employers to manage and service their retirees.
Bret Voith
Founder,
Tenure Health
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
CEO,
Nuvo Health
Jeremy Weiser is the Chief Executive Officer of Nuvo Health, which owns and operates the brands PlanFit, The Medicare Store, and The Medicare Hub. As a leader in the insurance industry for the past 10 years, he has developed a deep understanding of the industry and works tirelessly to educate others about their options and benefits. Under Jeremy’s leadership, Nuvo Health has helped over 60,000 clients, expanded into states such as New Mexico and Texas, and placed policies in all 50 states. The agency is recognized as the number one rated in Nevada, with over 3,500 five-star Google reviews.
Ty Wooldridge
President,
Aetna Health & Life lnsurance
Ty leads the CVS Health/Aetna Medicare Supplement and Ancillary businesses located in Franklin, Tennessee. Under his leadership, annual revenues have grown from less than $300 million in 2011 to over $3 billion today, placing Aetna among the top carriers in the space. Ty became President of Continental Life in August 2010 and led the sale of that business from Genworth Financial to Aetna in October 2011. Ty is a recovering actuary with 40 years of insurance experience. His most significant roles included Chief Actuarial positions for General Electric and its Genworth Financial spinoff for Long-Term Care insurance (2002-2005) and Insurance Product Pricing (2006-2010). Prior to that, he held senior leadership roles at various times in Life Insurance valuation, Structured Settlement pricing, Annuity valuation, Cashflow Testing, and Mergers & Acquisitions for First Colony Life Insurance Company and General Electric (GE Capital). Over the years, Ty has been a frequent speaker in both the actuarial and distribution communities from the Medicare Supplement and Long-Term Care industries, including international forums in London, Madrid, Paris, and Beijing.
Max Zamkow
Managing Partner,
Third Act Ventures
Max Zamkow is the Managing Partner of Third Act Ventures, an Agetech-specific venture firm where he invests in founders working to change the way we age. He also serves as the Editor-in-chief of Agetech News, which reports on fundings, exits, and opportunities in Agetech. With his focus on later life, Max is able to support and empower visionary entrepreneurs to accelerate the pace of innovation in aging. Max is also involved with Aging2.0, supporting their global network Agetech ecosystem. Vivek Zaveri is the Founder & CEO at Mantra Digital, Meera.ai, and Legal Growth Marketing. With more than a decade of experience in lead generation, paid search, social media, and business — he built Venture Direct Worldwide's search division into a $12 million business in only 3 years and transformed XL Marketing's (now Zeta) higher education department into a $30 million lead generation business in half that time. His strong eye for innovation and his unwavering entrepreneurial spirit serve as the catalyst for his next big venture: Meera.ai — an AI-powered texting platform pioneering the next generation of sales automation.
COMPANY DESCRIPTIONS