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LIVE! Virtual Sales Symposium

Class is back!

Ahead of NAILBA 44, we’re hosting a two-day virtual series this September for BGAs and operations leaders.

Each 90-minute session features practical education, interactive learning, and live breakout rooms to connect with peers. With a new theme each day, you’ll get fresh insights into industry priorities as we head toward year-end.

Attend all two or just the ones that fit your focus. NAILBA certification holders earn 1 free CE unit per live session (50+ minutes).

No quizzes—just real conversations, useful takeaways, and the tools to help you thrive.

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Agenda

LIVE! October 08, 2025 @ 1:00 p.m. - 2:30 p.m. ET

Medicare in the BGA World: Understanding the Trends, Risks, and Operational Impacts 

Medicare is often seen as a niche line of business for health-focused agencies—but the reality is that it’s quietly influencing producer loyalty, client retention, and agency relevance across the life and annuity space. 

This session is designed for NAILBA member BGAs and their operations leaders who want to: 

  • Understand how Medicare Advantage and Medicare Supplement trends are shaping the broader insurance distribution ecosystem. 
  • Evaluate the operational and competitive risks of not having a Medicare strategy—even if you never plan to sell it directly. 
  • Identify process and tracking approaches that protect revenue when working across multiple carriers and commission structures. 

We’ll explore: 

  • The latest enrollment data and growth patterns in Medicare Advantage and Medigap—and what they signal for producer behavior. 
  • How competitors outside the life space use Medicare as a “relationship entry point” with clients. 
  • Where commission management challenges emerge in a multi-product, multi-carrier environment, and strategies to address them. 

You’ll leave with an understanding of the Medicare landscape and a framework for evaluating whether—and how—it should factor into your BGA’s retention and revenue strategies. 

rachael w

Rachael Wender
Managing Director,
TAG Financial Institutions Group

Ms. Wender is a seasoned professional with extensive experience in the financial services and marketing industries. She is currently a Managing Director at TAG Financial Institutions Group, where she advises companies in the insurance, asset management, and specialty finance sectors on strategic transactions, capital raising, and M&A initiatives. She joined TAG Financial as Managing Director in January 2022 with 13 years of experience in life insurance, senior products, disability income, and annuity distribution and currently serves on the Board of Directors for The Marketing Alliance (MAAL). 

Prior to TAG, Rachel served as Executive Vice President of Business Development at Ash Brokerage.  Rachel is a Registered Investment Banking Representative (Series 79), Certified Merger and Acquisition Advisor (CM&AA), Life and Health Insurance licensed in the state of Indiana, and Lean Six Sigma Black Belt Certified. She is a former Division 1 collegiate swimmer, a 2x Ironman finisher, and a yoga instructor. Rachel received an MBA and Bachelor of Science degrees from the University of Missouri – Columbia. 

 

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Join more than 1,000 Independent Life Brokerage Agencies and connect with the country's most influential professionals in this field!

Agenda

Agenda subject to change

Tuesday, September 1o

  • Distribution Leadership 1:1
  • Navigating Healthcare & Empowering Patients in the Age of AI
  • DOL Regulatory Upate
  • NAILBA Charitable Foundation: Where Altruism Meets the Business of Brokerage
  • You’re Leaving Money on the Table! The Foreign National Market

Wednesday, September 11

Thursday, September 12