7:45 am

Registration, Breakfast & Exhibitor Marketplace

8:45 am

• Melinda McNett, NABIP Wisconsin President
• Nichole Dittman, NABIP Wisconsin Vice President  

9:00 am   

Medicare Risk Planning

As Medicare continues to evolve, beneficiaries face more risks than ever before—and a single product is no longer enough. In this session, you'll learn how to identify common coverage gaps, position complementary protection products, and build a holistic Medicare risk-planning strategy that delivers greater value for clients while increasing retention and growth opportunities for your business. 1 CE Credit

• Christopher Hagerstrom, Director of Product Training & Development, Jack Schreoder and Associates, LLC

10:00 am     

Break: Visit with Exhibitors

10:20 am 

Medicare Agent Commission: Historical Trends & Market Response

This session will review how Medicare Advantage plans are funded by CMS, how the Fair Market Value impacts the commission rate, and how to identify how commission changes affect the market.1 CE Credit

• John Whittemore, Network Health

 11:20 am

How Agents and Brokers Can Use Today’s Technology

Technology is changing how insurance agents and brokers attract, serve, and retain clients. This practical course explores how CRM systems, workflow automation, artificial intelligence (AI), and client self-service tools can improve efficiency, strengthen client relationships, and support business growth. Participants will learn practical ways to incorporate today’s technology into everyday agency and brokerage activities while maintaining professional judgment, client service, and appropriate safeguards.1 CE Credit applied for

• Todd M. Zuerlein, VP Business Development, Smart Agent

Lunch

Looking Ahead: 2027-2028 Legislative, Elections - Local, State & Federal 

With newly elected state and federal legislators taking office, healthcare policy is poised for change. This session will provide an overview of key legislative priorities, Medicare and ACA updates, and the potential impact on agents, brokers, employers, and consumers. Learn what to expect, how to prepare your business and clients, and where advocacy efforts will be focused in the year ahead. 1 CE Credit

• Jeremy Shepherd, Schreiber Associates
• Steve Schwartzer, NABIP-WI Legislative Chair

Beyond Medicare: What Top Agents are Doing (That Others Aren't)

Today's clients need more than just Medicare or ACA coverage—they're looking for solutions that protect their health, finances, and overall well-being. This session explores compliant ways to introduce complementary products and value-added benefits that can enhance your clients' coverage while expanding your business opportunities. Learn how to identify client needs, position products such as dental, vision, hearing, hospital indemnity, cancer, critical illness, accident, life insurance, prescription assistance, wellness programs, and other supplemental benefits, and incorporate them into meaningful client conversations. You'll also gain practical marketing strategies to educate clients, strengthen relationships, and create a more comprehensive benefits experience. 1 CE Credit applied for

• Sarah Korsch, LeClair
• Melinda McNett, LeClair