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.
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:
We’ll explore:
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 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.
Agenda subject to change