Helping agents better their business since 2001
Join Pinnacle Financial Services as we meet with some of the top carriers in the industry. Register today for our cocktail and networking reception (March 10), and carrier-sponsored trainings (March 11). Hear about the latest in marketing trends, legislative updates, sales concepts, state-of-the-art technologies, and more. This is an event you can’t afford to miss out on. There is no charge to attend, so don’t delay in securing your spot.
Variety of Products
Medicare, Life insurance, Annuities, Final Expense, Health insurance, & more.
Innovative tools
Have access to the latest market information and resources to improve sales and relations with prospects.
Diverse Technology
Quoting, enrollments, and comparison systems to provide the best quality plans for your clients.
Attentive Support
Experienced and responsive team to provide a back-office for your business, wherever and whenever you need.
Join Us at the Top
Here at Pinnacle, we’re about partnerships, not titles. We build relationships with each and every agent, whether an independent broker working from home, or a large agency working multiple states.
Dates & Location
Sheraton Valley Forge
480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800
Tuesday, March 10
Networking & CockTail Reception
6:00 – 9:00 pm
Wednesday, March 11
Sales Summit
8:30 am – 3:45 pm
Hotels
Sheraton Valley Forge
Reservation Link
480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800
Courtyard by Marriott
Reservation Link
1100 Drummers Lane
Wayne, PA 19087
1 (610) 687-6700
Valley Forge Casino Resort
Reservation Link
1160 First Avenue
King of Prussia, PA 19406
1 (610) 354-8118
Extended Stay America
Reservation Link
400 American Avenue
King of Prussia, PA 19406
1 (610) 962-9000
Media
The team at Pinnacle Financial Services has had numerous experiences in meeting with agents at various events.
Speakers
Industry Experts with discussions on the latest in technology, legislative updates, panel discussions with Q&A on Medicare, life, annuities, final expense and more….
Call for details.
John C. Greene
NAHU Vice President of Congressional Affairs
John is currently Vice President of Congressional Affairs at the National Association of Health Underwriters and has been their lobbyist since September 2000. He has worked on every major piece of health care legislation from TAA to the PPACA. In 2005, he spearheaded legislation which expanded a program for long-term care insurance partnership policies to all states as part of the 2005 Deficit Reduction Act. He was a member of the Senate mental health parity negotiating team which led to enactment in 2008. John helped get bipartisan support for a provision to remove a $2,000 deductible cap on small group plans and got legislation passed that restored the Medicare open enrollment period to the pre-ACA timeframe.
Prior to joining NAHU, John worked for the State of Maryland as a Health Policy Analyst with the Maryland Health Care Commission. John enjoys collecting political memorabilia particularly campaign buttons. He has a son who plays in a band in Nashville and a daughter who dances ballet in Pittsburgh. John has a Masters in Health Services Administration from The George Washington University and lives in Rockville, MD.
Krish Krishnan
Founder & CEO | Magnifact
See the latest tech tool for Pinnacle Financial agents created specifically for use by insurance professionals in the Technology Showcase.
Krish V. Krishnan has nearly 35 years of executive leadership experience in the global information technology and consulting space, building and leading IT organizations in more than 10 countries around the world. He has also served on the boards of international corporations in the US and Asia Pacific.
Before founding Magnifact, Krish set up and served as President of DST IT Services, a global organization of 2500 global professionals providing IT consulting services to clients domestically and internationally. Earlier in his career he was Managing Consultant at the Chicago Stock Exchange, and CIO at DST Catalyst working out of several countries including Israel, South Africa, Thailand, Greece and Philippines forming and leading global teams for implementing large insurance and financial services projects. He also built robust vendor systems expertise during his tenures at Digital Equipment Corporation, Data General and Unisys Corporation.
Krish holds an Electrical Engineering degree and is an alumnus of the Harvard Business School. When not analyzing data, he writes books and creates art from his Chicago studio.
Judi Carsrud
Assistant Vice President, Government Relations | NAIFA
As Assistant Vice President of Government Relations with NAIFA, Judi Carsrud’s responsibilities include meetings with members of Congress and their staff, regulatory agencies, as well as with industry association partners, to advocate for a positive legislative and regulatory environment in which NAIFA members can serve their clients. Her primary advocacy areas include tax and ERISA issues relative to insurance industry products and retirement savings plans.
Judi’s areas of expertise include annuities, employee benefits, life insurance, STOLI, estate tax, group life and disability income insurance, IRA’s, retirement savings plans, life insurance death benefits, life insurance inside buildup, and DOL fiduciary.
Steve Natelson
Vice President of Sales, Broker Distribution | Cigna Supplemental Benefits
Steve Natelson is Vice President of Sales, Broker Distribution, and is responsible for broker sales of Cigna’s Medicare supplement, final expense, and supplemental health products. Steve has spent more than 25 years working in the senior insurance market space, with responsibilities for multiple senior-based products.
Steve received his degree from the University of Texas at Austin and currently lives in Dallas, TX with his wife, Debbie, and their son, Brandon.
Timothy Lockwood
Regional Marketing Director | Lincoln Financial Group
Timothy joined the Lincoln Financial MoneyGuard team in August 2007, and has 15+ years of experience in the financial services industry.
In his current capacity as MoneyGuard Regional Marketing Director in Eastern PA & NJ, Timothy helps financial advisors create strategies to reduce the impact of long-term care expenses on client assets. Timothy holds FINRA Series 6, 63, and 26 registrations, and state life and health licenses.
He received a BS in Business Administration and Management from West Chester University of Pennsylvania. Timothy lives in the Philadelphia suburbs with his wife Jamie, and their two children, William and Emelia. In his free time, Timothy enjoys spending time with family, following the Philadelphia sports teams and overall outdoor activities.
Eugene W. Fetter
Regional Sales Director | Lincoln Financial Group
Gene Fetter, CLU, ChFC, LUTCF is a Regional Sales Director of Lincoln Financial. With more than 30 years of in-depth experience in the financial services industry, with carriers such as AG, Sun Life, MetLife Investors, and General American, Gene is responsible for the Mid-West Territory. Gene holds Series 6, 63, and 7 licenses. He has served as past President of the Central Florida Chapter of the Society of Financial Service Professionals and past LUTCF Moderator of Advanced Business Planning.
Gene’s background, experience, and professional specialities include small business markets, (supplemental executive benefits and retirement plans, business succession planning, key person employer needs, and non-qualified deferred compensation plans), and individual markets, (income distribution planning, estate and retirement planning, personal protection, and charitable estate and weath transfer planning.)
As part of Lincoln Financial, Gene is dedicated to making it easy for you to build your agency and grow your practice. He will help forge new complimentary distribution relationships with your Lincoln partnership.
Judy Gee
Broker Relationship Manager, Humana MarketPoint
Judy Gee is a Broker Relationship Manager with Humana in Pennsylvania, New Jersey, and parts of Upstate New York. She’s been in the Medicare industry with Humana for 10 years. She assists agents within her footprint for MAPD, PDP, Medicare Supplements, and Stand-alone Dental and Vision plans. She aspires to share Humana’s culture and values while assisting agents through training and education. Judy lives in central New York with her husband Ed and their two grown children.
Don Mazza
Executive Director- Sales, Marketing & Community Development | Aetna
Don Mazza oversees Medicare sales, marketing, and community development for the states of Pennsylvania, Delaware, and West Virginia. His leadership of the Medicare segment has enabled Aetna Medicare to become the number one Medicare Advantage carrier in Pennsylvania, Delaware, and West Virginia – serving over 230,000 individual Medicare beneficiaries.
Don has served the insured, uninsured, and underserved in Pennsylvania (in the managed care industry) since 1996 – carrying leadership roles with Capital BlueCross, Highmark Blue Shield, HealthAmerica/Coventry, and Aetna. He has served in a senior leadership role with the Medicare segment for eight years and has been with the Aetna health family since 2008.
Sponsors
Leading carriers spanning Medicare, life insurance, annuities, technology, industry, and more…..
More Coming Soon.
Agenda
Sheraton Valley Forge
480 N Gulph Rd
King of Prussia, PA 19406
1 (484) 238-1800
For more information on a specific event or date, please contact a Pinnacle Representative.
Tuesday
3.10.20
4:00 pm – 6:00 pm
Registration Opens
6:00 pm – 9:00 pm
Networking & Cocktail Reception
Wednesday
3.11.20
7:00 am
Registration Opens
7:00 am – 8:25 am
Networking Breakfast
8:30 am – 8:45 am
Welcome
Kevin Shields – President & CEO, Pinnacle Financial Services
8:50 am – 9:45 am
Federal Update: Legislative & Regulatory Changes & Future Landscape
The industry-focused briefing of the changes that are, or will impact Medicare plans and a look at the landscape from those embedded in the trenches. Your opportunity to ask questions and hear those raised by your peers from across the country.
John C. Greene – Vice President of Congressional Affairs, NAHU
9:50 am – 10:15 am
Technology Showcase
See the latest tech tools, created specifically for use by Medicare distributors and agents. Presenters share their latest innovations, and what’s coming next. Krish Krishnan, a noted expert on strategy and implementation of data analytics, will introduce you to your personal data aggregator.
Krish Krishnan – Founder & CEO, Magnifact
10:15 am – 10:30 am
Break
10:30 am – 10:55 am
Connect4Medicare
Click. Quote. Enroll. Learn about this all-in-one tool for Medicare Advantage, prescription drug plans, and Medicare Supplements. Instantly quote, compare, and enroll your clients all in one place. Best of all, it’s free of charge for all Pinnacle Financial Services agents!
Bob Brzyski – Vice President of Marketing & Business Development, Pinnacle Financial Services
11:00 am – 11:45 am
Medicare Advantage Panel
Hear from the top carriers on the future of Medicare Advantage- where it is going, and the impact on agent distribution.
Panelists to be Announced
11:50 am – 12:05 pm
Oak Street Health
Lirui Li – Regional Vice President, Philadelphia | Oak Street Health
12:10 pm – 1:10 pm
Lunch
Tim Tilson – Regional Sales Director, UnitedHealthcare | AARP Medicare Supplement Plans
1:10 pm – 1:25 pm
Updates on the Secure Act
Judi Carsrud – Assistant Vice President Government Relations, NAIFA
1:30 pm – 2:00 pm
Life & Long-Term Care Panel
An overview of the evolution of long-term care products, and the expansion of hybrid options. What types of hybrid LTC choices are available? What are the next steps in this industry?
Panelists to be Announced
2:00 pm – 2:15 pm
Break
2:15 pm – 3:00 pm
Medicare Supplement Panel
Medicare Supplements and advancements in technology – what the impact will be on agent distribution.
Panelists to be Announced
3:05 pm – 3:45 pm
Closing Remarks
What’s on the horizon & raffle drawing.
Bob Brzyski – Vice President of Marketing & Business Development – Pinnacle Financial Services
Contact Us
For any questions, or immediate assistance, reach out to a Pinnacle representative.
65 W Street Rd, Suite A-101
Warminster, PA 18974
+1 800 772 6881
support@pfsinsurance.com