May 8, 2019

08May7:15 am5:00 pmEvent OverFeaturedMedicare Summit 2019


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2019 ISAHU Medicare Summit

Event Details

Registration for this event is now closed. You may register at the door on a first-come, first-service availability. Seating, sessions, and lunch are not guaranteed for late registrants.

New and experienced agents specializing in the Medicare market won’t want to miss one of the biggest Medicare events of the year. The annual ISAHU Medicare Summit is coming up on Wednesday, May 08, 2019. This event happens the day before PIA’s annual convention at the Marriott East.

Need to stay at the hotel? Reserve your room now for $134, thanks to an extra room block opened by the Marriott East.

Course Descriptions

Register early to reserve your spot. The maximum number of attendees in CE sessions is 70.

Alternative Solutions to LTCi – Protecting Your Clients’ Wealth from LTC Expenses – # 35795

A leading disruption to a smooth retirement is the need for long-term care (LTC). The risks and consequences of a LTC event are significant. Many advisors and their clients are concerned about traditional LTC insurance historical and unpredictable price increases, along with the possibility that premiums will be paid without the need for care. Fortunately, there are new ways to insure for care. This presentation will define LTC and provide positioning for a comfortable client conversation. We examine modern insurance options, differentiating them with traditional LTC insurance. We’ll arm you with critical client questions to help determine which options make sense to explore. Attendees will receive our LTC Hybrid kit providing advisor and consumer-friendly educational tools, as well as a LTC pricing comparison for the options discussed.


Savvy Social Security Planning – # 35848

“What baby boomers need to Know to Maximize Retirement Income. This presentation will provide an overview of social security and what clients should be aware of. It will discuss at a high level the importance of choosing the right claiming strategy and some of the important factors to consider when making a decision on when to begin social security benefits. We will touch on should someone claim early, should they delay benefits and a review of spousal benefits.


HSAs…Medicare and Retirement – # 35844

Since the inception of Health Savings Accounts (HSAs) there has been much confusion regarding HSAs and their compatibility with seniors and senior medical care. This confusion has led to many myths, frustration, missed financial opportunities and even undesirable tax consequences.

This course is designed to educate health insurance agents on HSAs and how they interact with retirement, turning 65 years old, and Medicare. We will dispel myths and cover the proration of HSA contributions for Medicare clients. Improved knowledge of HSAs will allow you, the insurance broker, to be better prepared when addressing questions and concerns of your HDHP clients.


Learn how Group Medicare Sales can Increase your Business – # 35662

An overview of the Medicare landscape, new techniques for better marketing, and using Group Medicare products to attract more clients. We take a deeper dive into the untapped potential of the Group Retiree space and the need for being educated on these plans. Through the use of these plans we highlight a better way to market and generate referrals, sell more Medicare plans to a broader audience, along with better plans and coverage for senior’s at lower prices with better rate stability.

This will help advisors better understand how these Medicare plans can be used across many different sales environments. These plans offer coverage to single person groups all the way up to large Medicare retiree populations


Special Needs Plans – # 35796

Upon completion of this course, participants will be able to:

  • Differentiate between Special Needs Plans and other Medicare Advantage plans.
  • Demonstrate an understanding of SNP characteristics
  • Define SNP eligibility and enrollment periods.

This course is designed to give licensed agents a better understanding of Special Needs Plans. Therefore, they will be in a better position to advise others regarding Special Needs Plans and products. Offering consistent, comprehensive training to our agents promotes an overall confidence in the company, products and industry in which we work.

Tentative Agenda

7:15 am – 8:00 am Registration and Sponsor Visits

7:15 am – 8:00 am Continental Breakfast

8:00 am – 8:10 am ISAHU Welcome

8:10 am – 8:15 am Premier Event Sponsor (United Healthcare)

8:15 am – 8:20 am Premier Event Sponsor (Star Benefits)

8:20 am – 8:25 am Speaker Introduction (Introduction by Session Sponsor)

8:25 am – 9:55 am VA/Tricare Military Benefits (1-1/2 Hour CE #36066) (Mike Jones/Humana) (General Session)

9:55 am – 10:15 am Break with sponsors

10:20 am – 10:25 am *Introduction by Session Sponsors

10:25 am – 11:25 am Breakout Session (1 Hour CE – pending)

  • Social Security Benefits (Erik Benner/Hilltop Wealth Solutions) Hilltop Wealth Solutions (CLASS FULL)
  • Medicare and HSA’s (Ruste Pontenberg/HSA Authority) (CLASS FULL)
  • Special Needs Plans (Roy Mikesh/Anthem)
  • Group Retiree Medical Products (Jason McClellan/IAD Brokerage)

11:30 am -11:35 am (Lunch Sponsor)

11:35 am – 12:20 pm Lunch

11:40 am – 11:45 am Introduction of Panel (Session Sponsor Page 1 Medicare)

(Panel – Tim Shook/Pat Griffey/Roger Garrett)

11:45 am – 12:15 pm NAHU and Medicare (Non-CE) (Main Room)

12:20 pm – 12:25 pm *Introduction by Session Sponsors

12:25 pm – 1:25 pm Breakout Sessions

  • LTC Alternative Funding (Rob Barnes/Integrated Insurance Consulting, LLC)) (1 Hour CE – pending)
  • Social Security Benefits (Erik Brenner/Hilltop Wealth Solutions) (Main Room) Hilltop Wealth Solutions (1 Hour CE – pending(CLASS FULL)
  • Medicare and Foreign Travel #36036 (Andrew Bard/Tokio Marine)
  • Group Retiree Medical Products (Jason McClellan/IAD Brokerage) (1 Hour CE – pending)

1:30 pm -1:50 pm Break with Sponsors

1:55 pm – 2:00 pm Introduction of Speaker (Session Sponsor)

2:00 pm – 3:00 pm Medicare Trends and Marketing (Tim Shook/Cornerstone (Main Room) (1 Hour CE – pending)

3:05 pm – 3:25 pm Break with Sponsors

3:30 pm – 3:35 pm *Introduction by Session Sponsors

3:35 pm – 4:35 pm Breakout Sessions

  • Medicare and Foreign Travel #36036 (Andrew/Tokio Marine) (CLASS FULL)
  • Medicare and HSA’s (Ruste Pontenberg/HSA Authority) (1 Hour CE – pending)
  • Special Needs Plans (Roy Mikesh/Anthem) (1 Hour CE – pending)
  • LTC Alternative Funding (Rob Barnes/Integrated Insurance Consulting, LLC) (1 Hour CE – pending)

4:40 pm – 5:00 pm Door Prizes/Closing Remarks

Speakers and panelists

Robert Barnes

Robert M. Barnes


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Founder & President of Integrated Insurance Consulting, LLC

With 25+ years of experience in the insurance and financial services industry, Rob specializes in the use of life insurance for business and estate planning needs. As Founder and President of Integrated Insurance Consulting LLC, Rob partners with advisors to help them serve their client protection needs. Rob also serves as a Regional VP for One Resource Group.

Rob resides in Orland Park, Illinois with his wife Rita and daughter Cassandra. He currently serves as a board member and active fund raiser for Park Lawn, an organization dealing with special needs children and adults. He enjoys music, travel and being a dad.

Andrew Bard

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Andrew Bard is a senior health care executive with U.S. and international success in operations and business development, first dollar insurance and reinsurance. He currently serves as Senior Vice President, General Manager for HCC. Andrew began his career in the insurance industry in 2001 with State Farm, where he focused on Life and Health sales. In 2003 he transitioned his focus to international insurance and Short Term Medical plans, with MultiNational Underwriters, LLC. In 2008 MultiNational Underwriters was acquired by HCC Insurance Holdings, Inc. where he was named Vice President of ales and served as that until 2015 when he was named SVP, General Manager.  In his capacity as Senior Vice President, Andrew offers his extensive knowledge of travel medical, international employer group, expatriate medical insurance, and short term medical insurance.

Erik Brenner

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Erik Brenner has been an advisor since 1993 and is President and Founder of Hilltop Wealth Solutions an independent Registered Investment Advisory Firm located in Northern Indiana.   He is a Certified Financial Planner and a National Social Security Advisor along with being a member of the Ed Slott Elite IRA Advisor program.   Erik works with clients and businesses throughout the country.  Erik is a Retirement Income Strategy Expert and is passionate about helping clients coordinate all of their income streams prior to and during their retirement years.  Erik has worked with hundreds of clients on coordinating and managing a successful retirement.

Roger D. Garrett

Roger D. Garrett

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Roger D. Garrett will have been in the health and life insurance business in Evansville, IN for 41 years this year.  He is president of Insurance & Business Planning, Inc. which was established in 1981.  Roger holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Senior Specialist CSS), and Life Underwriters Training Council Fellow (LUTCF). He also has NAHU’s Medicare Certification.  Roger is a past president of the Evansville, IN Estate and Financial Planning Council, the Southwestern IN Assoc. of Insurance and Financial Advisors, the Evansville Chapter of CLUs and ChFCs, and the Evansville General Agents and Managers Association.  Roger has been a 15+ yr. board member of the Southwestern IN Assoc. of Health Underwriters, and is currently serving his third term as a member of the NAHU Medicare Advisory Working Group.

Michael W. Jones

Broker Relations Manager

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1SG (ret) Michael W. Jones was born on 8 December 1971 in Louisville, KY. In 1989, he enlisted into the Army as an Armor Crewman and attended one station unit training at Fort Knox, KY in October of 1990.

The majority of his career was spent as a Special Agent, Criminal Investigator, conducting felony investigations where there was an Army interest. From 1993 until retirement in 2011, Michael led Soldiers in peace and in combat, serving in every leadership role from Team Leader to First Sergeant. Additionally, Michael served and led the Protective Services Battalion, which is the Department of Defense executive protection unit, similar to the well-known Secret Service. Michael personally protected three Secretaries of Defense, as well as many other DoD leaders both here and abroad.

Michael has served in 16 separate countries to include the combat zones in Somalia, Iraq and Afghanistan. His most prestigious awards and decorations include the Legion of Merit, Bronze Star, Defense Meritorious Service Medal, and the Office of the Secretary of Defense Identification Badge.

In June 2011, Michael was hired as a SME for Humana’s veteran initiatives. In this capacity, he was a regional executive representing 22 states, supporting the company’s efforts to deliver education and products, designed to help veterans achieve their best health. Michael is currently the Broker Relations Manager for Humana, representing the great state of Indiana.

He is married to Laura and has two children – Shea and Peyton and resides in Lawrenceburg, IN.

Jason McClellan

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Jason’s career in the insurance industry began in 1997 when he became a licensed captive agent selling Long Term Care, and other senior life and health products. From June 1997 to February 2011, Mr. McClellan served in multiple roles for a National FMO and Captive Agency, including Vice President.

To date, Jason has worked with and trained thousands of Independent insurance agents across the country.

Since February 2011, Jason McClellan has served as President and CEO for Insurance Advisors Direct, a Full-Service National Marketing Organization (FMO) specializing in senior market health and life products, including:

Group Retiree Medical, Life, Health, Long-Term Care, Medicare Supplements, Medicare Advantage, PDP, Annuities, Cancer, and Final Expense.

Mr. McClellan has additional expertise in: Public Speaking, Agent Training, Education, Sales Tools, Marketing Services and Support, Lead Generation Programs, Administrative Services, and Technology.

In 2012 Mr. Jason McClellan received National recognition and was awarded the “Industry Elite – Best of the Best” award from National Underwriter Life and Health. In 2014 he again received National Recognition from LifeHealthPRO magazine as one of the “24 most creative people in insurance”.

Ruste Pontenberg

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Ruste Pontenberg is the Vice President and Sales Manager for The HSA Authority located in Fort Wayne, Indiana; He has 30 years of consumer and small business banking experience. Ruste is a graduate of Ball State University and Pacific Coast Banking School. He also holds Life, Health, Property, and Casualty licenses in the State of Indiana. As a licensed insurance agent, he understands the challenges faced by today’s transitional healthcare environment.

Ruste’s sales, management, and finance experience allow him to lead a successful team of experts at The HSA Authority. They partner with insurance brokers and employers to provide the highest quality HSA education and support in the industry. The HSA Authority has been providing HSA solutions since 2004 and through its dedication to education and customer service has grown to become the 15th largest administrator in the county with over 2,000 employer groups and accounts in all 50 states.

NAHU efforts are supported through Ruste’s active membership in the Northeast Indiana and Indianapolis Association of Health Underwriters chapters. He is a current board member for the American Banker Association’s HSA Council. He also supports the health insurance industry by providing HSA continuing education classes on a regular basis.

Tim Shook

Tim Shook

Vice President – Individual & Senior
Cornerstone Senior Marketing

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Tim is a graduate of The Ohio State University and has spent his entire career in the insurance business. Tim has worked on all sides of the business starting in health claims administration, and then moved on as a carrier rep, independent agent and now on the wholesale side. He came to Cornerstone with over 21 years’ experience in the health insurance industry. He loves working with brokers using his experience to train and help them become successful in this business. A majority of his career has been spent on the Individual and Medicare side of the business. In 2010, he received his MBA in Health Services and taught as an Adjunct instructor for four years at DeVry University. 

Tim enjoys spending time with his family and friends. He is an avid Ohio State Buckeye and enjoys watching all sports, running, boating, fishing, hunting and all other outdoor activities. 

Patricia Griffey

Patricia Griffey

NAHU President-Elect

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Patricia Griffey is Vice President of the Board of Trustees for the National Association of Health Underwriters (NAHU) and is the owner and operator of Page 1 Medicare located in Elkhart Indiana.

She has served as a member of the Board of Directors for the Indiana Chamber of Commerce, currently participating on the Chamber’s Healthcare Policy Committee, and has served multiple years on the Agent Advisory Council for Anthem Blue Cross and Blue Shield in Indianapolis.

Pat is a Lifetime and Qualifying member of the NAHU Leading Producers Roundtable and has been recognized multiple times for her industry service and leadership.  She considers herself most blessed to have been named Honorary Insurance Commissioner by the State of Indiana Department of Insurance in 2009.

Mrs. Griffey resides in Elkhart Indiana with her husband Don, who is also an active insurance professional and NAHU member.  They enjoy spending quality time with their five children and nine grandchildren.

Sponsored by

While you’re at the Summit, meet with these great sponsors.

Corporate Sponsor

Corporate Sponsor


Corporate Sponsor & Event Bag Sponsor

Star Benefits

Premier Event Sponsor – Brokerage


Premier Event Sponsor – Carrier

Anthem Logo

Continental Breakfast

Lunch Sponsor


Afternoon Keynote Speaker

Dental Care Plus Group

Name Tag Sponsor

Program Book Sponsor

Hilltop Wealth Solutions

Social Security Benefits Session Sponsor

NAHU & Medicare Market

IU Health Plans

All Day Beverage Sponsor


Afternoon Break Sponsor

Easy Street Insurance

Technology Sponsor




(Wednesday) 7:15 am - 5:00 pm


Mariott East

7202 E 21st St, Indianapolis, IN 46219

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Indiana State Association of Health Underwriters

Indiana State Association of Health Underwriters