Tag: Risk Management

Sam Halpern – Online Insurance Marketing Pioneer and Innovator

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the 2000s for producers in the senior market to access and distribute high quality/high volume leads from vendors, associations and carriers, then quote and sell Medicare Supplement insurance, leveraging proprietary SMS technology comprising secure email, single-sign-on authentication, and various electronic signature methods in order to integrate with the then burgeoning electronic applications adopted by the leading national carriers.

Sam helped develop the industry’s first electronic scope of appointment process, healthcare provider look up and Medicare Advantage network filter; Medicare Blue Button integration. These groundbreaking tools and services —  available exclusively via SMS’ proprietary lead management and sales platform Lead Advantage Pro — helps agents “leverage their time, make more money and put their business in a position of distinction.” With the explosive growth of mobile devices and increased expectation by agents and Medicare beneficiaries that they have 24/7 online access to services, on multiple operating systems and browsers, devices. On a daily basis Sam leverages his deep relationships with SMS colleagues, life/health insurance carriers, agencies as well as insure-tech and health-tech vendors, to create value for SMS and its distribution partners by identifying and exploiting the cutting edge APIs, data and services that will help SMS maintain and extend its sales and technology leadership position in the senior market as well its favored status among top producers and leading national insurers.

https://seniormarketsales.com/

Larry Adams – LongevityQuest, Inc. Predictive Analytics To Drive Down Healthcare Spend

Join us for a conversation with Larry Adams at LongevityQuest.  Their algorithmic biotech analysis (created in conjunction with Quest Diagnostics and MIT) encourages and empowers people to pursue a long, good life. They help organizations improve employee health and reduce costs by intelligently managing what has previously been unknowable. Their innovative myLQAnalysis® reports provide individuals with a patented ranking compared to personal goals and others, and a comprehensive analysis of risk factors that may be impacting wellness and longevity — all from the convenience and confidentiality of home. For more information you can visit www.MyLongevityQuest.com or email: info@mylongevityquest.com.

Grace Grant – Exec Dir of GIS: The Insurance Industry Talent Pipeline

Grace Grant is the Executive Director of the insurance industry’s premiere collegiate talent pipeline, Gamma Iota Sigma.  We are very pleased to share a few minutes of our conversation with Grace about how GIS brings the stakeholders of our industry together to serve those seeking talent and those seeking careers!  Grace joined Gamma Iota Sigma in 2013 and has served in multiple roles across the organization focusing on university engagement, chapter expansion, collaborative industry initiatives, and organizational operations. She is responsible for the strategic direction of Gamma Iota Sigma and manages all governance-related matters including the Board of Trustees and its committees.  She is an avid runner and sports fan, residing in Powell, OH with her husband and their five children.  If you would like to learn more about partnering with GIS, go to www.GammaIotaSigma.org.

Richard Szuch – Senior & Vulnerable Investor Financial Protection and Reporting

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related to diverse topics including intellectual property, environmental contamination, voter fraud, closely held business disputes, probate matters and others. The 25 plus attorneys at Bressler Senior and Vulnerable Investor Group provide end to end advisory solutions and litigation support for clients confronting senior and vulnerable investor issues.

https://www.bressler.com/senior-group