Meeting/Event Information

May 2023 - Virtual Zoom Session One

 

May 11, 2023
10:00 AM - 12:00 PM
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Virtual via Zoom


Directions

Our efforts to gather face to face in Memphis this month were challenged by too many of us going different directions. 

So the next best option was to deliver the members a virtual platform -- and we've scheduled two 2-hour sessions for you this month, on May 11 and May 23.  We hope these interactive sessions will provide valuable information to you and to your staff members, should you want to include key employees in the programs listed below. 

THURSDAY, MAY 11 - starting at 11AM Eastern, 10AM Central Time

Hour One -- Mergers, Acquisitions and Agency Valuations – Moderated by Justin Reinig, Executive Director of Oberlin Marketing - How is M&A impacting your business? How do you see your business adapting over the next 3-5 years in response? What processes, platforms, or resources are you finding helpful when evaluating agents' books of business?  What is your plan to be engaged in the succession plans of retiring agents?

Hour Two -- Medicare Supplements vs. Medicare Advantage – Moderated by Mike Smith of The Brokerage, Inc. and featuring a panel of Med Sup and MAPD carrier reps including Korey Ashton from SunFire Matrix and David Huddleston, Broker Manager with Aetna. The future of Med Sups is impacted by the increased popularity of Medicare Advantage.  We will discuss the trends, challenges, and opportunities, plus how to navigate these times with modern technology.

ZOOM Link for May 11

https://us06web.zoom.us/j/87857630031?pwd=ZjJ0MGFRQXk2RnNVaHllYXlnWEM3Zz09

Meeting ID: 878 5763 0031 * Passcode: 158284

If you have any questions or concerns in advance of these two sessions, please contact Executive Director Joe Pittman at [email protected] or 402-397-0280.

Please mark your calendar and plan to participate.  We look forward to seeing you "virtually" on May 11th and May 23rd!