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.
CEO & Founder,
Programming since he was 7, Talha has a CS Degree from the University of Illinois at Urbana-Champaign. After moving to Silicon Valley, he worked at Apple. He worked on iMovie and democratized film. Subsequently, he was a lead at Cinebase, a start-up for Hollywood studios that was acquired. Talha’s mother was diagnosed with cancer and he became devoted to healthcare. divvyDOSE focussed on medication adherence, sold to United Healthcare. Next, Deep6.AI, matches patients for clinical trials. Presently, Talha is the founder and CEO of Spiraldot Health which is using AI, ML and genomics for Tumor Boards for cancer patients.
The Index Standard
Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller. Before founding The Index Standard®, Laurence was Head of Quantitative Indices at Barclays. Prior to Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. He has worked at Lehman Brothers, Deutsche Bank, and Credit Suisse. He has appeared in podcasts and interviews with the Financial Times, ThinkAdvisor, Bloomberg and Structured Retail Products and is a frequent contributor on index thought leadership pieces.
SVP, Government Relations,
Diane R. Boyle is the senior vice president of government relations for the National Association of Insurance and Financial Advisors. Her responsibilities include developing and implementing NAIFA's comprehensive state, interstate, and federal legislative and regulatory strategies and daily executing association activities to provide advocacy services for insurance and financial professionals to support a private, competitive insurance marketplace. She serves as NAIFA’s chief federal lobbyist specializing in tax legislation focused on life and health insurance products, workplace benefits, pensions, and small business issues. Boyle is a proud Capitol-level contributor to IFAPAC and works closely with the political affairs team to develop strategies and programs to maximize NAIFA’s grassroots efforts around the country.
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.
Amanda is also the creator of the annual conferences - Ms. Medicare held in Cleveland, Ohio and the Medicare and Margaritas conference held in Orange Beach, Alabama.
Amanda has returned to the NABIP Medicare Advisory Group which is a select group of leaders from across the country that work directly with CMS and various other legislative organizations to discuss the various concerns and issues facing the agents in our industry.
Brittany Cassin is the CEO of DigiCARE Realized, a health technology company focused on modernizing care in complex brain disease through AI-powered decision intelligence applications. DigiCARE Realized is founded on technology developed at Indiana University. As a former life science manufacturer executive, Brittany has 20+ years of healthcare commercialization experience, including the first-ever digital medicine system approved by the FDA in 2017. She has led health system partnerships and research collaborations in both serious mental illness and Alzheimer’s disease. As a female, Hispanic founder, Brittany was named a 2022 finalist to the inaugural cohort of the National Institute on Aging (NIA) Start-Up Challenge. She also serves as a member of the CEOi Blood Based Bio-Marker Workgroup and is a collaborator to the Davos Alzheimer's Collaborative - System Preparedness Workgroup Flagship Program.
Tracy Killoren Chadwell is the Founding Partner of 1843 Capital, a venture capital fund focused on early stage technology companies. Through her work she hopes to change the way we view and experience aging. Notable investments include Beautycounter (Exited: $1B), Tempo Automation (Exited Nasdaq:TMPO), and May Mobility. She has been a speaker for the Milken Global Institute, SXSW, MIT and TedX NYIT. In 2021, Tracy was named to Forbes Magazine’s Inaugural “50 Over 50” list and in 2019 to Entrepreneur Magazine’s list of “100 Powerful Women.” Formerly, she was a Partner at Baker Capital, a $1Billion growth capital fund and a VP at Robertson Stephens and has joined the Kauffman Fellows Class 28. She is a current Board member Recuro Health, Board Observer Kinto Care and Corsha.
SVP Of Platforms,
With 20 years of experience in highly regulated industries, Sean guides the development of compliance, speech analytics, and consumer experience platforms across several market verticals.
SVP & CMO,
Melissa Crawford is the Senior Vice President and Chief Marketing Officer at Physicians Mutual. As an insurance executive with more than 30 years of experience, Melissa has an extensive background in marketing, strategic planning, product development and sales. As a member of the Physicians Mutual executive leadership team, Melissa has helped lead the company’s advancement of innovative insurance products and new market entries, including the development of innovative Medicare Supplement and dental products, and the entry into the preneed and pet insurance markets.
Nick Desai is a distinguished technology entrepreneur with a 25-year legacy of pioneering digital solutions. Nick has personally founded and led 5 venture-backed startups, the most recent 3 of which have been health-tech and wellness companies. Currently, Nick is the CEO of Together by Renee - an award-winning gen-AI based health assistant that automates care coordination and completes routine health tasks for aging Americans and their caregivers. Funded by Tau Ventures, Quiet Capital, Fika Ventures and the AARP, Together has raced to 15K active users - average age 67 - in just 3 months since launch, without any paid marketing. Prior to Together, Nick Desai founded and led award-winning (CNBC Disruptor #13 - 2020, CES Small Business of the Year 2019) doctor house call company Heal as CEO for 6.5 years, raising $200MM in investment capital from Fidelity, Breyer Capital and many others, securing contracts with 25 major insurance partners and over 50 Fortune 500 companies prior to securing a 9-figure exit to industry leader Humana.
Director Of RSSA Services,
National Association of Registered Social Security Analysts
Thomas Drapala, RSSA is the Director of Services at the National Association of Registered Social Security Analysts. Tom is a highly in demand speaker for all Social Security related topics and is passionate about working with and presenting to financial professionals to help them enhance their practices. Tom is in charge of implementing and improving ways for advisors to have a turn-key system to work with and help their clients with Social Security planning through the RSSA eLearning program. Tom has a Masters in Financial Management from LIU Post and lives on Long Island with his wife and two young children.
Chief Strategy Officer,
Dr. Dua is a visionary physician-entrepreneur who created Renee based on her 15 years of experience as a practicing nephrologist, her service as Chief of Medicine at two of LA’s largest hospitals and her 7 years as Chief Medical Officer of Heal – during which time she oversaw the successful delivery of over 300,000 doctor house calls. She founded Renee in August 2021 – and quickly raised $3.8MM in seed funding – to be the indispensable “best friend” that helps chronic disease patients follow their doctor’s care plan towards living happier, healthier lives. Since founding, she has led Renee’s product development including creating the first-ever flat-rate Rx program in the US. She is critical to Renee’s successful pilot program, business development and clinical success. Prior to Renee, Dr. Dua served as the Chief Medical Officer of Heal – a company she cofounded.
CEO & Co-Founder,
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.
President Of The Value-Based Care Alliance,,
Serviam Care Network
Fairbanks is the President of the Value-Based Care Alliance for Serviam Care Network. He is also part owner of Bickford Senior Living, which owns and operates over 55 senior living communities across the country. He has been a member of Argentum’s Executive Roundtable of Operations since its inception and currently serves as Chairperson. He has also been a contributor to Executive Insights and Assisted Living Executive Magazines. Fairbanks is a member of the Senior Living 100 advisory board and has participated in various industry organizations and speaking engagements over the years.
Director & Actuary,
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.
Epstein Becker & Green, P.C.
Helaine I. Fingold is a Partner in the Health Care and Life Sciences practice in the Baltimore office of Epstein Becker Green. She has more than 32 years of broad health law and health regulatory experience, including 20 years in the federal legislative/executive branches. Ms. Fingold advises health care plans and issuers, providers, and other stakeholders on legal and policy issues regarding the Medicare Advantage and Part D programs, including, but not limited to: general program compliance and corrective action; marketing, agent/broker and other TPMO issues; star ratings/quality bonus payments; plan application process, standards and appeals; program/financial audits and other program oversight; and program enforcement/sanctions and appeals. She also advises on Medicare Parts A and B; Medicaid fee-for-service and waiver/managed care programs; Medicare and Medicaid innovation programs; PACE, Qualified Health Plan and commercial plan requirements under the ACA; and federal and state Surprise Billing rules. From 2004 to 2012, Ms. Fingold worked in a range of capacities at the Centers for Medicare & Medicaid Services (CMS), with responsibility for areas of the Medicare Advantage program, including plan application review and approval, network adequacy,
plan application denials and appeals, contracting, plan surveillance and oversight, and Medicare Advantage and Part D marketing. Subsequently, Ms. Fingold served in both senior staff and leadership roles with the Center for Consumer Information and Insurance Oversight (CCIIO) in the Exchange Policy and Operations Group through which Ms. Fingold worked on the qualification of qualified health and stand-alone dental plans, plan oversight, essential health benefits, agent/broker issues, and market-wide cost sharing limitations.
Managing Director Of Healthcare,
Dan Fox serves as Managing Director of Healthcare for Drips, where he spearheads the company's expansion into the healthcare sector through. With over a decade of experience in artificial intelligence technologies, Dan is deeply involved in enhancing customer experiences with Conversational AI.
Marc Glickman, FSA, CLTC, is CEO of BuddyIns, a leading group and individual long-term care insurance technology company. BuddyIns provides a tech platform for agencies and IMOs looking to add an LTC line of business or enhance their LTC division. Marc is also a licensed insurance agent in all 50 states and has over 15 years of experience as an actuary including as the Chief Investment Officer and Chief Sales Officer for a major LTC insurance company. His experience provides him with unique insight into the inner workings of the insurance industry. Marc earned his degree in economics from Yale University. In 2019, Marc was named one of the top 20 innovators in the insurance brokerage space.
CEO & Founder
Chairman & Founder,
Nightingale Partners LLC
John is the Founder and former Executive Chairman of Gorman Health Group, at the time the industry’s leading consulting practice which spawned almost a dozen entrepreneurial ventures in government health programs. John’s work focuses on Medicare, Medicaid, and Affordable Care Act strategy, governance, and turnaround of distressed health plans. Prior to founding the firm, John served as Assistant to the Director of Health Care Financing Administration’s (HCFA, now CMS) Office of Managed Care, where he provided day-to-day management and served as the external liaison for the Medicare and Medicaid managed care programs. During the 1993 debate on national health care reform, John was chief lobbyist on health care financing issues for the National Association of Community Health Centers, an organization of federally-funded primary care clinics for the medically underserved. John’s career in Washington began as Press Secretary and Staff Director for U.S. Representative John Conyers, Jr. (D-MI), then Chairman of the Government Operations Committee. John serves on the Board of Directors of Henry Ford Health System’s Health Alliance Plan in his birthplace of Detroit, MI, and serves as a Senior Advisor to Premier, Inc., the hospital purchasing cooperative, on Medicare Advantage and Medicaid matters.
CEO & Founder,
Shai Granot is a visionary entrepreneur and leader, fostering a culture of collaboration and unity. He has fostered a deep understanding of the field, and successfully propels Effectivate Brain Training to new heights in the neuroscientific field.
Senior Director Of Growth,
Optum of California
Vice President, Managed Care Partnerships,
Oak Street Health
VP & Chief Operating Officer,
Neishloss & Fleming
After spending much of her career working for Sony PlayStation as part of the marketing team, Jill made the move to Medicare in 2012 and joined the Neishloss & Fleming (N&F) team. She enjoys initiating and strengthening relationships at all levels, from within N&F to Integrity Business Units to Carriers to agents and agencies. In January of 2018, N&F joined Integrity Marketing Group which opened unlimited opportunities to share best practices and learn from the top experts within the industry. Jill is a member of the Integrity Medicare Health Council, the MedicareCENTER Council, and the Integrity Enablement Support.
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.
CEO & Co-Founder,
The Helper Bees
Char received his PhD in molecular biophysics where he researched the underlying mechanisms for diseases like Alzheimer’s. He went on to build and operate Georgetown Living, a certified Alzheimer's and dementia living facility known for its evidence-based design building and pet therapy ranch animals. In 2015, Char co-founded The Helper Bees, bringing his passion and industry experience to his mission of transforming in-home care for older adults. The Helper Bees is an insurtech company that works with some of the world’s largest insurance carriers to reduce their claims and administrative costs by supporting older adults who are aging independently at home.
Co-Founder & General Partner,
Mosaic General Partnership
Fatima is an operator turned investor with a passion for healthcare. Post her Masters in Public Health, she started her career in US healthcare policy, then went on to become a Management Consultant at Bain & Company, followed by a six-year journey leading product and growth at Airbnb – one of the largest global marketplaces. Fatima is a high-conviction investor focused on early stage opportunities, and focuses on innovation in healthcare delivery, affordability, and infrastructure. She has been named Top 25 Rising Investors in Healthcare and is an influencer for DEI in tech and venture. Fatima has also worked with Nobel Laureate Kailash Satyarthi and developed policy recommendations used to reduce labor trafficking in South Asia. In her spare time, Fatima trains as a singer and meddles in some furniture and interior design projects with her husband.
President & CEO,
SCAN Group & SCAN Health Plan
Sachin H. Jain, MD, MBA is President and CEO of SCAN, where he is charged with leading the organization’s growth, diversification, and emerging efforts to reduce healthcare disparities. SCAN’s revenues top $4.3 and the organization serves 300,000 patients. Under his leadership, SCAN has grown its revenues by more than $1B. Previously, Dr. Jain was President and CEO of CareMore and Aspire Health, innovative care delivery systems with > $1.6B in revenues serving 200,000 Medicare and Medicaid patients and 2500 associates in 32 states. He pioneered the first clinical program in the world focused on social isolation. Dr. Jain is also an adjunct professor of medicine at the Stanford University School of Medicine and a contributor at Forbes.
Chairman & CEO,
Prior to starting Distinctive Living, Mr. Jedlowski was President and Owner of Milestone Retirement Communities, LLC since 2009. To date, he has been responsible for an array of integral senior housing projects, including but limited to new construction developments, acquisitions, change management, turn-around leadership, human resources, revenue development, net-income maximization and managing strategic relationships. Mr. Jedlowski proudly serves as an active member of the Arizona Assisted Living Federation Association, Florida Senior Living Association, the American Geriatrics Society, the National Association of Health Services Executives, The American College of Healthcare Administrators, and The American College of Healthcare Executives. He is an advocate of the Alzheimer’s Association, Alzheimer’s Society, and American Red Cross.
EVP & Chief Operations Officer,
Liberty Bankers Insurance Group
Eric Johansson presently serves as Executive Vice President and Chief Operating Officer of Liberty Bankers Insurance Group, a role he has held since October 2015. With over three decades in life, annuity, and health insurance, he has developed broad experience in marketing, operations, technology, and corporate strategy. This has resulted in a unique ability to create award-winning innovations that harmonize the needs of customers, agents, and the organization. Most recently, Mr. Johansson represented LBIG at the 2023 Stevie Awards, accepting both the Gold Award and People’s Choice Award for the industry-leading On-The-Spot (OTS) underwriting system.
CEO & Founder,
Solera Senior Living
In April 2016, Adam leveraged his 15 years of experience to launch Solera Senior Living, a next-generation senior living operations, development and investment company. Solera has successfully developed over 5 Class A projects located in ultra-high barrier to entry locations and closed on a programmatic venture for 300 MM of equity focused on an acquisition’s strategy. At Solera, Adam identifies strategic growth opportunities, sets the vision for the operating model and program design, sources and structures capital relationships, evaluates innovative technologies and new care delivery models and is responsible for building a highly engaging culture. Adam received his BA from Cornell University, School of Hotel and Restaurant Management, and his MBA from Northwestern University’s Kellogg School of Management. Adam serves on the Board of Directors for EmpowerMe Wellness and the Executive Board of Argentum. Most recently, Adam is a Co-Founder and Partner at Equitage Ventures, an AgeTech Fund that will invest in technology and tech-enabled services for the senior care sector.
Danny Kaplan is a General Partner at Equitage Ventures, a venture capital firm focused on the intersection of senior care, technology, and healthy aging. Danny was formerly a healthcare investor at Generator Ventures, where he worked on and continues to support investments including IntelyCare, Vesta Healthcare, VyncaCare, and Wellthy. Prior to Generator, Danny was part of the early team at ClearCare, a leading web-based platform for home care agencies. Danny holds a BA in International Business from Dickinson College and an MBA and MS in Gerontology from the University of Southern California.
Medical Director, Clinical Solutions,
Hope Karnes, MD, PhD, is a Board-certified pathologist and Medical Director at Quest Diagnostics. She completed her residency, chief residency, and fellowship at Washington University School of Medicine in St. Louis. Prior to joining Quest Diagnostics in 2018, Dr Karnes worked as a general pathologist in both the private and governmental sectors. She has broad experience within laboratory medicine and particularly enjoys working across teams to improve communications among pathologists, clinicians, and laboratorians. Dr. Karnes is a recognized author and speaker. She was named a “40 Under Forty” selectee for laboratory leadership by the American Society for Clinical Pathology (ASCP).
President & CEO,
Lynne Katzmann, PhD. is the President and CEO of Juniper Communities, which she founded in 1988. In 2019, she was the inaugural recipient of McKnight's Women of Distinction Lifetime Achievement Award and in January 2020 she was inducted into the American Seniors Housing Association Hall of Fame. The International Council on Active Aging recognized Lynne with the 2022 CEO Pinnacle Award for Best in Wellness Leadership, and in 2023 McKnight’s recognized her with their Pinnacle Award for Thought Leadership. Under Lynne’s leadership, Juniper developed Connect4Life, a pioneering model of integrated care to position senior living operators to capture their inherent value in the post-acute continuum. In 2021, Lynne launched Perennial Advantage, an operator-sponsored Medicare Advantage I-SNP, in partnership with Ohio Living and Colorado-based Christian Living Communities.
Randy Klein is a healthcare executive with over 20 years experience with home care and value based programs. Randy joined Vesta in May 2018 to build his vision of empowering caregivers and integrating home care with value-based healthcare. His prior experience includes leadership roles at Remedy Partners, Complex Care Solutions, MJHS/Elderplan, Optum and Visiting Nurse Service of NY. He began his career at Accenture. Randy holds a BA from The Ohio State University and an MBA from NYU Stern.
US Health Source
Join us as Mark Kleiner, President of U.S. Health Source discusses some keys to his success in a career that spans over 32 years. Mark is a former top producer at Metlife, Anthem and his agency has been one of the top producers in the country for health insurance for many years. He has consulted with the White House and currently with the Governor of Kentucky on various topics in our industry. Mark will discuss some keys to success and ways to running your business more efficiently. You will not want to miss this!
VP Of Growth & Field Sales,
VP, Medicare Sales & Marketing,
Independence Blue Cross
Spring Venture Group
As the leader of Spring Venture Group's Marketing department, Jon and his team are responsible for designing, developing, and executing innovative programs that captivate, acquire, and retain customers. With a rich professional history with prominent consumer and B2B brands, Jon honed his expertise in digital, content, outbound engagement, and paid media strategy. Jon is committed to ensuring compliance in all his team’s efforts, bringing a deep understanding of evolving regulatory standards. His actionable advice on the Medicare industry’s complex marketing challenges and opportunities, makes him a speaker you won't want to miss.
Western Asset Protection
Jean Lentsch is the epitome of compliance professionalism. With 30+ years in the insurance industry, over 25 of those being in the compliance realm at the carrier level, she is an advocate of agents and agencies as well as carrier/provider group partners. Her knowledge of the insurance regulatory requirements, standards, laws and policies, plus assessments of all existing and new regulatory changes as well as management of Western Asset Protection’s internal policies and standards is just the tip of the iceberg of her scope of work. She is a true compliance resource to many colleagues in the industry
Founder & CEO
David Macchia is an author, entrepreneur, public speaker, and marketing communications expert whose work focuses on improving Americans’ retirement security. David is the founder of Wealth2k Inc, the nation’s leading provider of advisor-centric retirement income planning solutions. He is the creative force behind the popular, Income for Life Model®. David has written dozens of articles on the topics of retirement income planning, macroeconomics, and Ai. He is the author of two books, Lucky Retiree and Constrained Investor: How to Avoid a Devastated Retirement. David earned an MBA, with Honors, from Boston University Questrom School of Business. He holds the RMA and CBBP professional designations.
Chief Growth Officer,
Kevin is Chief Growth Officer for ChenMed, leading value-based care provider with 125 centers in different 15 states. Kevin is responsible for leading ChenMed’s National Sales Team. This team specializes in deploying strategic growth initiatives with contracted MAPD insurance carriers and collaborating with field-based agents with local MGCs (Membership Growth Consultants) at each center. Kevin previously worked in several national / regional sales leadership positions with UnitedHealthcare with focus on Dual Special Needs products.
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.
Founding General Partner,
Jim is the founding partner of Prufrock Ventures, a venture studio and fund with a focus on longevity tech. Prufrock both invests and builds new companies from scratch. Many of the Prufrock team are serial and exited founders and former Amazonians. Prior to Prufrock, Jim founded Evolv (acquired by CSOD) and backed by LSVP, Khosla. GGV. Jim also founded InvestRx (acquired by WCP) and backed by Austin Ventures. He was also most recently a senior leader at Amazon. Jim brings a background as a serial entrepreneur, senior operator in big tech and investor to longevity tech.
CEO & Co-Founder,
The SeniorCare Investor,
The SeniorCare Investor
Steve Monroe is the founding editor of The SeniorCare Investor, the premier investment newsletter that specializes in the seniors housing and care investment market, published for 35 years by Irving Levin Associates. He is a former partner and Managing Editor at Levin, where he has worked since 1986. Steve is an
award-winning writer, and often-quoted industry leader. Previously, he spent nearly 10 years on Wall Street, including working at investment banking firm Kidder, Peabody & Co., where he completed several equity and bond offerings, as well as merger and acquisition assignments. He is a Phi Beta Kappa and magna cum laude graduate of the University of Vermont and received his MBA in Finance from Columbia University in New York City.
Chief Operating Officer,
Jackie is the COO of Security Benefit where she oversees the Company’s business operations as well as cybersecurity, communications, and PMO. She brings 30+ years’ experience to Security Benefit and served in executive leadership roles in both insurtechs and traditional carriers, having worked for Bestow, Legal and General America, Equitable, Lincoln Financial and Americo Life. Morales holds a BA in Humanities and her MBA from Southern Methodist University in Dallas, TX. In 2012, Jacquline received the Women in Insurance Leadership Award. She is a licensed insurance agent and is often media cited as an expert in life insurance and annuities.
CEO & Founder,
Satish Movva is the Founder and Chief Executive Officer of CarePredict — an AI-powered platform that enables preventive care by alerting on activity changes that warrant attention. Satish previously founded ContinuLink to commercialize the first SaaS software for Homecare and Hospice agencies that he developed while serving as CIO at Interim Healthcare. Before that Satish was the founding CIO of Sheridan Healthcare where he created the first mobile EMR device on a Palm Pilot in 1998 and the first SaaS EMR for Neonatal ICUs in 2000. Before his service in health care, Satish worked with IBM in the insurance, health care, and law enforcement segments, holding various positions including Network Architect, Systems Management Architect and Security Sub-System Architect in California, Florida, New Zealand, and Scotland. Satish has over 35 years of experience in Information Technology, twenty-eight of them in health care technologies.
Director Of Strategic Partnerships,
Anna Patrick is the Director of Strategic Partnerships at CSG Actuarial, an Integrity Company. She works closely with field marketing organizations, agencies, and independent agents to help them utilize Integrity’s technology suite of solutions. Anna provides insightful ways to streamline and grow their business based on market trends and analytics. She helps agents find their areas of opportunity based on Medicare plans, demographics, and enrollment data. Anna helps agents stay well informed to better serve their clients.
Fair Square Medicare
Dan is the CEO of Fair Square, the most customer obsessed health insurance brokerage for seniors. Previously he co-founded Trim (acq OneMain) and Octane Lending. Dan lived in Brooklyn with his wife.
CEO & Co-Founder,
Priority Life Care
Prior to entering senior housing, Sevy’s investment banking career spanned a decade of lending and structuring debt solutions for Senior Housing & Healthcare. In 2009, she and her family changed their career directions seeing a larger need in the affordable care sector. Priority Life Care (PLC) currently focuses on 3rd party management partnerships and provides all services available in Independent, Assisted Living and Memory Care communities. As a family-owned business, PLC has worked to create a family-centric model that permeates to all levels. As CEO, Sevy leads PLC in pursuit of its purpose to support independence, while empowering her team to be mindful of the roles they play in serving their residents.
Senior Manager Of Underwriting,
CVS Health / Aetna
Chris Pike is the Senior Manager of Underwriting for CVS Health/Aetna. Chris leads an innovative underwriting team responsible for new business production as well as the development and ongoing support for our Underwriting Models. One of our main goals has been the constant improvement to our new business application experience while managing proper risk selection. Prior to joining Aetna, Chris worked for State Farm Insurance with experience in the Property and Casualty lines as well as the lending business with State Farm Bank.
Rehburg Life Insurance Settlements
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Ms. Rehburg is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies. Lisa has been in the health and life insurance industries for over 30 years. She has presented to hundreds of organizations, including various Financial Planning Associations, Fiduciary Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate. She has held executive roles at carriers, general agencies and TPAs. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development. She can be reached at (714) 349-7981, Lrehburg@aol.com or www.rehburglifesettlements.com.
Director Of Strategic Accounts,
Dennis Rinner has more than 35 years of experience in the financial services industry and has been partnered with Integrity Partners, GoldenCare/AIM since 1998, marketing activities for multiple Long Term Care Insurance (LTCI), Short Term Care Insurance (STCI), and Home Health Care Insurance (HHCI) carriers. Dennis has trained tens of thousands of financial professionals conducting over 2,500 workshops (agent and consumer). He has helped both organizations become recognized leaders in the Long-Term Care/Short-Term Care insurance market, with over one Billion in sales. As part of the Integrity Marketing family, with over 500K agents and 200+ partners, servicing 12M+ clients and $20B in Annual New Premiums.
Applied General Agency, Inc.
In 1993 Patrick Rodriguez launched Applied General Agency, Inc., which has now become one of the largest Medicare-focused National Marketing Organizations (NMO) nationwide. He founded AGA with the intention of providing unparalleled service to overworked agents who had more obligations than time. With the support of a full back-office team, Patrick knew he had the vision and tools to make quality agents even more successful. By always striving for innovation and increased levels of service, he has kept AGA at the forefront of the Medicare industry.
CEO & Founder,
Ricky Sahu is the CEO of GenHealth.ai, a cutting-edge startup which provides a generative AI model trained on 100 million patient records offering a broad set of insights on cost, quality, networks, and risk. Formerly, Ricky founded and ran 1upHealth as CEO, supporting 50 million patients and their health plans with FHIR-based connectivity and compute. He started his journey in technology by creating iPhone apps in 2008 during his undergraduate years at the University of Virginia. Ricky also made significant contributions as the first employee at CareJourney, an ACO analytics company, and at Google on the Workspace team.
Chief Administrative Officer,
Ziegler Link-age Funds
Ms. Schmitz is the Head of Principal Investing and Fund Management at Ziegler and the Chief Administrative Officer of the Ziegler Link-age Funds, a venture capital fund family with an investment policy designed to support innovation, collaboration and growth among entrepreneurs and senior living and healthcare providers.
With over 10 years of operating and investing experience, she oversees both operations, and development and execution of the Ziegler Link-age Fund’s strategic value proposition including managing the funds’ investment pipelines from sourcing through investment. As a strategic investor, Ms. Schmitz takes an active role in Ziegler Link-age Fund portfolio companies, helping them better understand and sell into senior living providers.
Managing Director & Co-Founder,
Mim Senft, GBA, AAI, CWWS is the Co-Founder and Co-Managing Director of Motivity Care, a company that takes focuses on whole person/whole family caregiving support. She has 25+ years of corporate leadership experience in employee benefits design, health and wellbeing program strategy and implementation. Wellness Director under the Optum umbrella for the Goldman Sachs Wellness Program. Worked with more than 75+ national and international clients. She is a Co-Founder of Global Women 4 Wellbeing (GW4W) an advisory board member for the Women’s Business Collaborative (WBC) and a Chapter Co-Chair for the Orion Advisory Group. Mim Senft GBA AAI CWWS is the Co-Founder and Co-Managing Director of Motivity Care, a company that takes focuses on whole person/whole family caregiving support. She has 25+ years of corporate leadership experience in employee benefits design, health and wellbeing program strategy and implementation. Wellness Director under the Optum umbrella for the Goldman Sachs Wellness Program. Worked with more than 75+ national and international clients. She is a Co-Founder of Global Women 4 Wellbeing (GW4W) an advisory board member for the Women’s Business Collaborative (WBC) and a Chapter Co-Chair for the Orion Advisory Group.
Eos Venture Partners
Galen Shaffer is a Vice President at Eos Venture Partners, an InsurTech specialist early-stage VC fund with investments across life, employee benefits, and wealth. Prior to joining Eos, Galen worked in McKinsey's Insurance Practice across its Boston and Los Angeles offices. She led teams focused on digital transformation and new business innovation strategy for leading Fortune 500 carriers and asset managers. She holds a BA from Wellesley and an MBA from MIT Sloan.
President & Co-Founder,
National Association of Registered Social Security Analysts
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, RSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts. She is a Chartered Retirement Planning Counselor and is passionate about educating retirement professionals and retirees on the details of Social Security income planning. Martha has over a decade of experience providing Social Security education, consulting, and analyses. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications.
Venture Capital Associate
Jeff Siaw is an investor at Nationwide Ventures, the corporate VC arm at Nationwide Mutual Insurance. Nationwide Ventures invests in early-stage startups that are shaping the future of insurance and financial services. He focuses on early-stage investments across the financial services value chain with a diverse range of interests, including retirement, compliance, and advisor technology opportunities. Prior to joining the Ventures team, Jeff was part of Nationwide’s Financial Leadership Rotation Program with rotations including the IT finance group, Business Transformation, and the Enterprise Risk Team. Before Nationwide, Jeff worked in sales and business development roles at Formlabs, a manufacturer of 3D printers and consumables. Jeff holds a BSc in Business Administration from Worcester State University and an MBA from George Washington University.
Wamis Singhatat is a mission-driven developer of wearables, surgical devices, and connected health solutions with over 20 years of industry experience. Focused on creating products that elevate the standard of care and positively impact society, he has led R&D and marketing functions within companies ranging from early-stage startups to Fortune 50. He is currently the CEO of ActiveProtective and previously held various management roles within DePuy Synthes, a Johnson & Johnson company. He holds over 30 US patents in a variety of fields and has co-authored multiple publications on medical technology in peer-reviewed journals.
Principal & Consulting Actuary,
Jared Strock is an owner of Telos Actuarial and Medicare Market Insights. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He helps insurance companies create new insurance products for the Medicare market, and helps Medicare distributors calculate their customer retention, LTV, and book of business values. He also posts Medicare focused content on LinkedIn daily, and has a weekly newsletter focused on the Medicare industry. Jared enjoys being outside, playing music, and being a husband and dad to 3 kids!
CEO & Founder,
Diego is the founder and CEO at Invive, an early-stage startup that's looking to deepen the connection between health and wealth. Invive offers a HIPAA-compliant software tool that allows users to build their financial plan around their biological age, rather than their chronological age. Invive helps consumers better understand how their health impacts their wealth and works with the user over time to help them quantify the financial impacts of healthy lifestyle choices. Invive also works with financial advisors who are looking to better engage with clients and insurance carriers who are looking to attract ultra-healthy policyholders.
Toland Consulting, LLC,
Tamiko Toland is principal at Toland Consulting, LLC, where she shares her insights, experience, and strategic analysis with clients. She is an expert and thought leader in retirement and
annuities in the individual and institutional markets. For more than two decades, Tamiko has tracked trends and key issues on retirement income, addressing all audiences. She has held leadership roles at TIAA, Cannex, the annuity data and
analytics firm, and Strategic Insight. Tamiko’s introduction to annuities began as a trade reporter for Annuity Market News. She regularly shares her perspectives for the news media and speaks at industry conferences and webinars.
Chief Marketing Officer,
Nassau Financial Group
Paul Tyler serves as Chief Marketing Officer for Nassau where he leads the marketing and innovation strategy. Paul drives the branding of the insurance companies and affiliated asset management companies. He built an affiliate sales channel for Nassau Financial Group. In addition, he launched Nassau Re/Imagine, an Insurtech-focused incubator based in Hartford. Prior to his role at Nassau Financial Group, he worked at Fidelity & Guaranty Life and MetLife in a variety of roles in strategy, marketing, operations, technology, sales, and compliance. He earned his A.B. from Princeton University and his J.D. from Cornell Law School.
CEO & Founder,
Daphney Vick is the forward-thinking Founder & CEO of Carefluent, a transformative startup at the forefront of merging cultural competence and personalization within in-home care. With over two decades of healthcare expertise, including executive leadership roles at UnitedHealth Group/Optum and contributions to startups like CityBlock and Vatica Health, she's been instrumental in driving operational excellence, innovation, and consistent growth. Beyond her professional achievements, she is recognized for her mentoring, love of reading, and zest for travel. Daphney is an alumna of the University of Maryland and holds a Stanford University Graduate School of Business Executive Education Certificate.
Marc Wheeler is the founder and managing partner at Strategic Options a consulting firm focused on working with established and emerging Life and Medicare businesses in scaling revenue in high growth digital environments. Former executive with NetQuote, SelectQuote, and One America. Serves as an industry resource for investors regarding the Medicare category. Industry speaker, Advisor, and Mentor through the Global Insurance Accelerator, PlugandPlay insurance sector and co-founder InsurTech Denver.
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.
Acquire Direct + LeadJig
TouchFuse is the leader in delivering innovative omnichannel workshop marketing solutions, differentiating ourselves through tangible value, transparency, and prioritizing customer success by enabling them to achieve their strategic goals based on real data and market feedback.
AGA is a leading FMO partner specializing in Medicare products. With a legacy spanning 30 years, AGA empowers independent agents and agencies by offering a wide range of marketing and administrative services. Personalized training programs, cutting-edge technology, endless marketing resources, investment opportunities, and compliance support are just some of the benefits our agents experience. AGA's commitment to building strong partnerships is reflected in our hands-on approach, ensuring all partners have the tools and knowledge needed to thrive in the competitive Medicare market. AGA's dedication to excellence and innovation makes us a trusted choice for insurance professionals across the nation.
Agent Boost Marketing
Agent Boost Marketing works with a network of top-rated insurance carriers across the United States to provide its agents and consumers with a wide range of insurance options. Our goal is to help agents succeed in the insurance market by providing them with high-quality leads, training, education, compliance oversight, business strategy, co-funded marketing initiatives, technology solutions and ongoing support. Overall, Agent Boost Marketing is a highly reputable and established insurance brokerage firm that focuses on providing quality service and support to insurance agents nationwide.
Allstate Health Solutions
For over 90 years, Allstate has been helping people protect their businesses, life, homes and vehicles. We’ve been a valued and reliable partner, providing protection for the unexpected bumps along the road of life. Now, as Allstate Health Solutions, we’re here to help protect your health too. Allstate Health Solutions (AHS) puts the power behind our senior coverage offerings. AHS products include Senior Indemnity, Senior Dental. +Vision +Hearing , and Medicare supplement insurance – all of which minimize a customer’s medical out-of-pocket cost.
America's Health Insurance Plans (AHIP)
America’s Health Insurance Plans (AHIP) is the national trade association representing the health insurance industry. Its mission includes providing a wide range of educational resources to help health care professionals—from within and outside the industry—better-serve their communities and grow professionally. Designed for busy professionals at all career levels, AHIP’s online courses, designations, and on-demand webinars focus on such areas as Medicaid, Medicare, and programs for those who are dually eligible, as well as long-term care, disability, fraud detection and prevention, health care management, and much more. Learn more at ahip.org/courses
Asset Protection Unit (APU)
At APU, our mission is to foster lasting, mutually beneficial relationships with our carrier partners. We achieve this by actively listening to their needs, deeply understanding their people, processes, and values, and adapting to our shared strengths and weaknesses. Drawing upon this knowledge, we empower our carrier partners to achieve financial success through the development of customized data analytics solutions. These solutions identify unique recovery opportunities and utilize non-adversarial techniques to recapture lost revenue. Together, we strive to enhance carrier partner data, processes, and procedures, nurturing a collaborative environment.
The BuddyIns team of actuaries, technologists, and marketers seek to advance innovation in the long-term care insurance (LTCi) industry and expand awareness of LTC planning. BuddyIns partners with a large community of carriers, BGAs, IMOs, national accounts, and LTCi specialists to educate and advocate on LTC planning solutions. Through a value-based partnership model, BuddyIns respects existing relationships and encourages national accounts to get direct contracts with carriers. BuddyIns can serve as an enrollment partner for group LTCi sales and also offers proprietary sales technology on a licensing or subscription model.
CenterWell Senior Primary Care & Conviva Care Solutions
Our Primary Care Organization (PCO), comprised of CenterWell and Conviva, is the country's largest provider of senior-focused primary care. Operating under a comprehensive, holistic care model, our PCO centers are staffed by board-certified physicians and integrated care teams that have been specially trained to treat the senior population.
Compass Insurance Advisors
Compass is a general agency/FMO supporting independent agents and agencies who specialize in Health, Medicare, Group, Life, and Supplemental Insurance. We believe in helping our agents and agency partners grow their businesses with the best systems, technology, marketing, training, support, and compliance available in the industry.
ConnectureDRX develops innovative Medicare, value-based care and drug transparency technologies, unparalleled distribution networks and actionable healthcare insights to deliver a personalized member experience that contributes directly to our customers’ growth. Our solutions support the entire Member Journey— from acquisition to engagement to retention—driving member satisfaction, reducing costs for both members and health plans, elevating CAHPS scores and positively influencing Star ratings. For more information visit www.connecture.com or contact firstname.lastname@example.org
Great Hearing Benefits
Great Hearing Benefits understands firsthand how frustrating navigating the world of hearing loss can be. We are changing the way hearing health is viewed, making it simple, accessible, and affordable to everyone. Great Hearing Benefits works with health plans, employers, and unions to improve hearing health, which is essential to overall health. We’re comprised of thousands of credentialed hearing care professionals in our nationwide network, including online and mobile options that offer top-of-the-line care and patient satisfaction. Our programs offer savings on award-winning audio solutions and hearing aid products to fit all lifestyles and needs.
Guarantee Trust Life Insurance Company
Founded in 1936, Guarantee Trust Life Insurance Company (GTL) has a history of ground-breaking insurance products designed to provide policyholders access to cutting-edge medical advancements and
care. From claims paid quickly to customer service calls answered by our friendly staff in Glenview, Illinois, we make it easy for you when you need us most.
Humana - Headshot Studio Sponsorship
Humana Inc. (NYSE: HUM) is committed to putting health first – for our teammates, our customers, and our company. Through our Humana insurance services, and our CenterWell health care services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
Lead Concepts is one of the nation’s leading direct mail and digital marketing agencies in the insurance industry. Their team reliably builds measured, focused, and optimized campaigns that yield financial rewards for their clients.
Lead Concepts has spent more than 30 years focusing on building lasting relationships with insurance professionals nationwide and supporting them all with exclusive leads and world-class service from a highly skilled team of marketers.
Lead Concepts operates a 33,000-square-foot mail production facility. With state-of-the-art equipment and a talented team, each campaign is beautifully produced and dependably delivered to the target audience.
LeadingResponse, premier performance marketer for the Medicare market, connects consumers facing life’s big decisions to experts at exactly the right time help is needed. Clients find they get better results, better technology, and better service with LeadingResponse via our national partnerships, leading-edge technology, and our proven multi-channel solutions. LRSP consistently drives over 100,000 consumers/per month to our clients for seminar events, scheduled appointments, and webinars.
Lending Science DM
Insurance Science DM, turnkey performance marketing trailblazer, delivers game-changing Medicare, healthcare, auto/P&C lead generation and innovative consumer targeting solutions for new policy acquisition, live warm- and consumer-dialed inbound calls and leads, predictive analytics and response/conversion model overlays, exclusive 1st party campaigns, reporting, analytics and remarketing/retargeting.
Milliman, Inc., is an independent risk management, benefits, and technology firm serving clients around the world. Here in the U.S., Medicare is changing fast. Milliman can be your partner in innovation—bringing the data, methodologies, and market experience you need to navigate new payment models, regulations, and market shifts.
Mutual of Omaha Insurance Company
Mutual of Omaha is a leading provider of insurance and financial services for individuals and families. We are committed to helping our customers achieve their financial goals. Mutual of Omaha offers a diverse portfolio including Medicare supplement, prescription drug plans, dental, disability, life, annuities, and long-term care insurance.
NationsBenefits® is a leading member engagement, benefits administration, and healthcare company that partners with managed care organizations to provide innovative healthcare solutions aimed at driving growth, reducing costs, and delighting members. To learn more, visit NationsBenefits.com.
Optum is evolving health care so everyone can have the opportunity to live their healthiest life. Optum One Pass™ is a proven Medicare fitness benefits partner and a total solution for mental, social and physical well-being. With access to the industry’s largest Medicare gym network, a customizable fitness library and interactive social activities at no additional cost, the program is designed to reduce costs, improve member satisfaction, and differentiate itself in the marketplace.
Priority Life Care
Priority Life Care, a family-owned leader in senior living, provides inclusive, quality care across a spectrum of services, including independent, assisted living, and memory care. With over a decade's experience, we've cultivated an environment where both residents and staff—our #PLCfamily—thrive through personalized independence and growth opportunities. Our team, dedicated to a mission of compassionate, respectful, and affordable senior care, drives our reputable trust among families.
With over 40 years in the industry, RGI Solutions offers lead generation and agent recruitment services to insurance companies and all forms of Medicare distribution in the United States. RGI applies data analytics to generate the most leads at the lowest cost to our clients. The company has also helped insurance companies contract thousands of agents through its innovative sourcing program.
The Swiss Re Group is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients.
Since April 1985, TargetLeads has been a leader in senior insurance lead generation, specializing in leads for all lines of Medicare products. We are your One Stop Shop for Medicare marketing! We offer an array of marketing options including direct mail, prospecting lists and even digital marketing, including Google Ads, Facebook Ads, and more. For direct mail, we can print and mail your already designed artwork, use one of our generic templates, or use our graphics artist to create something custom for you. Call us today at (800) 723-5254 and let one of our expert sales team members assist you!
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.
Wellcare strives to be your trusted partner. Through this partnership, we have the opportunity to further connect and educate the agent community on our mission to transform the health of our local communities and ensure everyone is able to access high-quality affordable healthcare. Wellcare’s vision is to be a leader in government-sponsored health care programs in collaboration with our members, providers and government partners. Our members and your clients are our reason to serve. Wellcare is here for you!
WEX simplifies benefits administration and helps you maximize the value your plans deliver to your business and plan participants.
WPS Health Insurance
WPS Health Insurance has been serving seniors since before Medicare began. We're a Medicare supplement company with deep Midwest roots and a growing national presence. We place a high value on our partnerships, working together to provide the concierge-level support customers and agents expect.
Zeeto is a self-serve platform that assists companies in acquiring highly-qualified leads and matching them with appropriate ads to maximize ad revenue. Founded in 2010, the company received numerous awards and was included on the Inc. 5000 list of the fastest-growing companies in the US.