10th Annual Senior Summit Returns to Pechanga Resort

Medicare: Your Journey to the Top” Aug. 23 – 25, 2022

As part of their ‘Journey to the Top,’ on Aug. 23-25 more than 700 agents, company representatives, physician groups and carriers will be gathering at the 10th Annual Senior Summit to share ideas, hear about new products and features.

At the Pechanga Resort, participants will be able to complete training, including educational certifications, and learn of legislative issues and concerns affecting the Medicare focused marketplace. Agents and companies have shared that this meeting is vital to their preparation and kick off for the upcoming Annual Enrollment Period (AEP) Oct. 15 to Dec. 7, 2022.

There is so much to share that the event has expanded to three full days! The program kicks off on Tuesday with
“Companies First Look and Product Trainings” that will continue into the next day. Companies include Aetna, Alignment, Anthem Blue Cross, Blue Shield of CA, Brand New Day, Central Health Plan, Centene, SCAN, UHC, WellCare, and more.

And, to finish up the day, a fun cocktail party swings into action on the first evening on the rooftop! On Wednesday,
the program is jam packed with speakers and presenters. Thursday will be dedicated to education and break-out sessions (some with CE’s).

This year we are pleased to present our keynote Dan Clark, motivational speaker extraordinaire and author of many inspirational books including “Chicken Soup for the Soul.” He will also be leading a workshop addressing leadership and more!

This year is important for legislative issues on both the state and federal levels and especially addressing the just released CMS Marketing Guidelines for the upcoming AEP. A legislative panel will feature NAHU SVP of Government Affairs Marcy Buckner, Legislative Advocate at California Advocates Faith Borges, and Principal Nick Uehlecke of Todd Strategy Group. The panel will share insights, key issues and concerns for Medicare beneficiaries and agents.

Our educational break-out sessions will address a number of key topics that have been requested by our previous attendees. While being finalized at the time of the writing of this article, topics will include these and more:
• Determining the right structure of your business (sole proprietor or LLC or C corp);
• Addressing senior needs
• Understanding and offering ancillary and supplemental benefits
• Helping clients with the challenges of drug coverage
• succession planning

The exhibit hall opens on Wed. morning and continues through to Thurs. It promises to offer everyone the opportunity to visit with up to 70 exhibitors to learn more about their products and services. It is always a must to visit with
the exhibitors and see what is new in our industry and to connect with our carriers, medical groups and ancillary and supplemental benefit providers.

This major event would not be possible without our partners and exhibitors, noted below.
Gold Ribbon Partner: Applied General Agency
Red Ribbon Partners: Alignment Health Plan and Humana White Ribbon Partners: Jack Schroeder and Assoc., Centene, Optum and Golden Outlook
Blue-Ribbon Lunch Partners: Aetna Medicare and Senior Market Sales
Welcome Reception Partner: SunFire.
Sponsor Partners: HRBC, Financial Grade, SCAN Health Plan, The Brokerage, Inc, Prospect Medical, Van Berg Insurance Services, Green Leaf Financial Services, Altmed, Dickerson Insurance Services, Warner Pacific, Blue Shield of CA, AFUSA, Central Valley Health Plan, Regal Medical Group, Retire with Renewals, Rehburg Life insurance Settlements, UnitedHealthcare and Anthem Blue Cross

Thanks to all for supporting our 10th Annual Summit!Come and join us at this great event to learn, mingle, share ideas and just to get away and have fun!

For golfers, tee times will be available at special rates for Mon. afternoon, Aug. 22, at the Journey at Pechanga golf course. This course offers a challenging and fun playing experience.
For more Information: https://theseniorsummit.net/Register: https://guestli.st/706287
Information for reserving a room directly with the Pechanga Resort and Casino is also included.
Questions? Contact Dawn Carroll at ieahu.adminstration@gmail.com. See you there!

MAGGIE STEDT, CSA, LPRT, Senior Summit co-chair, Medicare chair of Orange County Association of Health Underwriters and immediate past president of CAHIP