TAHU Medicare Summit

    Join us for a Virtual Medicare Summit.

    The day will be packed with engaging and informative speakers, a carrier panel, breakout sessions and networking time.

    The day will include 3 CE credits!

    Portal instructions will be sent out beginning Monday, January 25 to all registered attendees. You will be able to login, set up your profile and bookmark the sessions you want to attend.

    For a preview of the event portal including agenda, speaker information and sponsors:

    You'll also be able to view the rules to earn points to win up to $1,000 in prizes!

    Click HERE For Attendee FAQs

    Click HERE For a Printable Program

    Not a TAHU Member? 
    Attendees can save $95 on your first year of membership!
    Download a membership form here. Then:

    • Either scan it in and email it to us at [email protected] with the subject: New Member TAHU Medicare Summit OR Fax it to us at 908-967-5044
    • NAHU will automatically deduct $50 from your fee when they charge your card.
    • Once your application has been processed, we will refund your $45 via your original method of payment.


    Tentative Agenda (subject to change):

    Click HERE for speaker information.

    8:15 a.m. General Session - Welcome featuring WellMed
    8:50 a.m.
    CE Session: Medicare For All – What Does it Mean? - Janet Trautwein, CEO NAHU
    (Course # 125520)
    9:45 a.m. Medicare Legislation Update - Mike Smith, The Brokerage, Inc.; NAHU Medicare Advisory Board Member
    10:15 a.m. Networking with Exhibitors
    10:45 a.m.

    Top Producer Plan Discussion, Scaling your agency to six figures and beyond. Introduction by UnitedHealthcare Medicare.

    Moderated by Danielle Roberts, Boomer Benefits, TAHU Medicare Chair and Gaylan Hendricks, Senior Security Benefits

    12:00 p.m. Lunch and Networking with Exhibitors
    1:00 p.m.

    Carrier Panel Discussion with introduction by Insurance Exchange

    • Blue Cross Blue Shield of Texas
    • Liberty Bankers Insurance
    • UnitedHealthcare Medicare
    2:00 p.m. 

    Breakout Sessions

    • CE Session: Medicare Marketplace and Future Trends – Craig Taylor, Senior Market Sales (Course # 125421)

    • How Agents are Replacing the Medicare Plan Finder – Scott Nichols, MMQ Search and Save
    3:00 p.m.  Networking with Exhibitors  
    3:30 p.m.

    Breakout Sessions

    • CE Session: Dental, Vision, and Hearing Benefits for Seniors on Medicare by Gaylan Hendricks, Senior Security Benefits and Manhattan Life

            (Course # 125276)

    • Negotiating the New Normal for the Medicare Market by John Dubas, Vice President of Agent Success, Premier Marketing
    4:45 p.m.

    Closing Remarks and Virtual Happy Hour – Ask Me Anything with Danielle Roberts, Boomer Benefits and Christian Brindle, President, Christian Brindle Insurance Services



    Please note: CE Credits Valid in Texas Only.

    Cost for attendees:
    $25 for members
    $45 for non-members
    When registering, please put your license number in the comments box.

    Click HERE to view sponsorship opportunities.
    Thank you to our featured sponsors:







    Prizes Sponsored by: