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Senior SummitWednesday – August 28, 2019

MORNING SESSIONS

7:00 AM to 12:00 PM Registration Summit Registration A, B

7:30 to 9:30 AM Continental Breakfast Summit Foyer

8:30 to 9:00 AM Welcome and Opening Ceremony Summit C Maggie Stedt, CSA, LPRT, Yolanda Webb, CHRS, Ricky Haisha, LUTCF, Summit Co-Chairs Patricia Griffey, President, National Association Health Underwriters

9:00 to 9:45 AM General Session: Health and Human Services 2020: Empowering Patients Summit C Nicholas Uehlecke, Advisor, U.S. Department of Health and Human Services

10:00 to 11:00 AM Humana: Medicare for Veterans Summit E Dan Nazarek, Sales Manager

10:00 AM to 12:00 PM SCAN Health Plan: 2020 Tier 3 Face-to-Face Certification Summit D Holly Ackman, National VP Sales Performance and David Milligan, Senior Vice President of National Sales

12:30 to 2:00 PM General Session: Washington Update Summit CLunch John Greene, VP of Congressional Affairs, National Association Health Underwriters Jim Morrison, VP of Legislation, California Association Health Underwriters Patricia Griffey, President, National Association Health Underwriters

2:00 to 5:00 PM Exhibit Hall Open Grand Ballroom Main

2:15 to 3:15 PM Anthem Blue Cross: 2020 Product Training Summit E Jill Mattern, Specialty Broker Director

2:15 to 4:15 PM Aetna Medicare: Product Rollout for AEP Summit A, B Ronald G. Chock, Broker Manager for San Diego & Hawaii

2:15 to 4:15 PM Blue Shield Promise and Blue Shield Product Launch Summit D Jeff Williams, Regional Sales Manager

BREAKOUT SESSION A Conference Center n Medicare Enrollments & What You Should Know Elderberry2:15 to 3:15 PM Yolanda York, Public Affairs Director, Social Security n Vertical Integration & Value Based Health Care (CE #381992 - 1hr.) Bear Craig Taylor, Associate Director of Medicare Solutions, Senior Market Sales n Where Medicare Advantage Is Heading: Latest Benefits for You and Your Sales Fox Robert Brzyski, VP Marketing & Business Development, Pinnacle Financial Services n How to Successfully Sell MAPD Plans Red Tailed Hawk Gale Gajardo, Broker Account Executive, SCAN Health Plan n Group Benefits vs. Medicare Benefits: At 65 Should Your Prospect Remain Rabbit on Their Group Plan or Move to Medicare Products? (CE #356191 - 1hr.) David Garcia, Medicare Sales Specialist and Mary King, Lead, Pre-Sale Support Specialist, Warner Pacific n Part D 2019: What You Need to Know to Be Able to Assist Medicare Manzanita Beneficiaries (CE #382758 - 1hr.) Brad Miles, Owner, Brad Miles Insurance

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3:00 to 3:30 PM Snack Break Summit Foyer

BREAKOUT SESSION B Conference Center n Planning for Medicare AEP (CE #380776 - 1hr.) Elderberry3:30 to 4:30 PM Neil Booth, Employee Benefits Agency Partner, AMA Insurance n Medicare Trends (CE #359491 - 1hr.) Bear Ryan Dorigan, Regional Sales Manager, Applied General Agency n Commission Protection & the Impact on Insurance Clients Fox (CE #381997 – 1 hr.) Phil Calhoun, President, Integrity Advisors n Lifesecure: Chase the Nickel, Forget the Dime! Red Tailed Hawk Hal Stiffler, Western States Manager, and Linda Fabian, Director of National Accounts, LifeShield n Rethinking Retirement in California Rabbit Isabel Sanchez, CalSavers Program n Think Bigger! Grow Your Business in 2020 Manzanita Cameron Greenlaw, COO and Michael Dysart, Co-Founder & CEO, LifeBuilders Insurance Agency

5:30 to 7:30 PM Summit Welcome Reception Grand Ballroon Main

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Senior SummitThursday – August 29, 2019

MORNING SESSIONS

7:00 AM to 11:00 AM Registration Summit Registration A, B

7:00 AM to 2:00 PM Exhibit Hall Open Grand Ballroom Main

7:00 to 11:30 AM Continental Breakfast with Exhibitors and Partners Grand Ballroom Main

8:45 to 9:00 AM General Session: Welcome to Day 2 Summit C Maggie Stedt, CSA, LPRT, Yolanda Webb, CHRS, Ricky Haisha, LUTCF, Summit Co-Chairs

9:15 to 11:15 AM General Session: Using Your Medicare Toolbox (CE #382772 - 2hrs.) Summit C Brad Miles, Owner, Brad Miles Insurance

Brand New Day: 2020 Certification Summit B Shaina Popkin, Director of Sales

11:45 AM to 1:00 PM Lunch in Exhibit Hall Grand Ballroom Main

1:15 to 2:15 PM Humana Product Training Summit E Dan Nazarek, Sales Manager

1:15 to 3:15 PM 2020 WellCare Certification Summit A Sandra Villalba, Janet Walsh and Dale Washington, District Sales Managers

The AGA Advantage Summit C Ryan Dorigan, Regional Sales Manager, Orange County

UnitedHealthcare AEP 2020 MAPD and AARP Med Supp Training Summit D Rodney Gale, Sales Director

Humana Product Training Summit E Dan Nazarek, Sales Manager

BREAKOUT SESSION A Conference Center n Best Practices for the Experienced Agent Focusing on the Senior Market Elderberry1:15 to 2:15 PM (CE #377951-1hr.) Peter Blasi, President, Financial Grade n Anthem Blue Cross: 2020 Product Training Bear Jill Mattern, Specialty Broker Director n Policy and Politics Impacting Rx Costs (CE #383091 - 1hr.) Fox William Hepscher, Director, The Canadian MedStore n Let’s Talk About Medi-Cal Red Tailed Hawk Lisa Ramsey, Founder, Medi-Cal Consulting Services, Inc. n Traditional vs Hybrid Long Term Care Insurance (CE #381971 - 1hr.) Rabbit Stan Israel, LTC Specialist, Stan Israel Insurance Services, Inc. n Life Insurance Settlements - Benefitting Your Client...and You! Manzanita (CE #381032 - 1hr.) Lisa Rehburg, President, Rehburg Life Settlements

2:00 to 2:30 PM Snack Break Summit Foyer

2:30 PM Exhibit Hall Closed

3:30 to 4:15 PM General Session: Medicare Supplement TED Talk Summit C Blue Shield, United American, Anthem Blue Cross, AARP/UnitedHealthcare

4:15 to 4:30 PM Closing Statements, Awards & Exhibitor Raffle, Grand Prize Summit C

4:30 PM Adjourn

2019 Senior Products & Marketing Summit Sponsors

2019 Senior Products & Marketing Summit Sponsors