Agenda
Preview confirmed sessions for the Medicare Marketing & Sales Summit, February 25–27, 2026 at Caesars Palace, Las Vegas. Expect practical AEP tactics, compliance clarity, human-centered marketing, and marketing–sales alignment. The full experience starts Day 1 and is included in your all-inclusive pass.
Wednesday - February 25, 2026
11:00 AM
11:00 AM – 4:00 PM
Registration Opens
12:00 PM
12:00 PM – 4:00 PM
Half Day Workshop
12:00 PM
12:00 PM – 1:30 PM
Women’s Leadership Lunch N Learn: Panel - Thriving During Times of Change
In a market that never stops shifting, true leadership is defined by how we show up in uncertain times. This conversation explores how women in Medicare Advantage marketing and sales lead with steadiness, adaptability, and heart when the ground is moving beneath them. Leave with strategies for staying grounded, confident, and forward-focused no matter what changes come next.
- 12:00PM – 12:30PM Lunch and Networking
- 12:30PM – 1:15PM Panel Discussion
- 1:15PM – 1:30PM Q&A and Wrap Up
1:30 PM
1:30 PM – 4:30 PM
Workshop A: Beyond AEP - Creating Holistic Medicare Marketing Strategies
Medicare marketing doesn’t begin and end with AEP. Now more than ever, it’s important for marketing leaders to lead with the big picture in mind.
Designed for forward-thinking marketing leaders, this workshop focuses on designing strategies that extend beyond enrollment season. Through interactive exercises and peer brainstorming, attendees will leave with actionable frameworks to transform their Medicare marketing programs.
- Design a year-round Medicare marketing strategy that drives member acquisition, retention, and engagement beyond AEP
- Leverage member data to deliver targeted campaigns and measure impact across the full marketing lifecycle
- Align marketing and member experience to strengthen brand trust and longterm loyalty
- Build a practical blueprint for implementing holistic marketing initiatives within compliance guidelines
1:30 PM – 4:30 PM
Workshop B: The DSNP Growth Playbook – Where Mission Meets Market
The Dual Eligible (DSNP) and special populations market remains one of the most promising yet most complex growth opportunities in Medicare Advantage. As plans face tighter margins, heightened competition, and shifting regulations, success depends on reaching and retaining members with unique needs and barriers to engagement. For sales and marketing teams, this means rethinking traditional acquisition models, deepening community partnerships, and crafting authentic, compliant messaging that resonates.
Designed for on the ground sales and marketing professionals, this workshop focuses on unlocking growth among dual-eligibles, LIS-eligible members, and those with chronic conditions and turning mission-driven strategies into measurable results.
1:30 – 2:15PM Part I: Sales Deep Dive — Winning in the DSNP and Special Populations Market
- Get a better understanding of the market opportunity and growth dynamics across DSNP, LIS, and chronic condition segments
- Get field-tested, high-impact approaches to reach, engage, and enroll Duals, LIS, and chronic condition members
- Discuss navigating state-level nuances and local competition
2:15PM – 3:00PM Part II: Marketing That Resonates — Connecting Authentically with Special Populations
- How to design and deploy marketing strategies that drive awareness, trust, and enrollment — while remaining compliant and culturally relevant
- Develop audience segmentation strategies tailored to special populations
- Choose channel mixes that effectively reach Duals and LIS members.
3:20PM – 4:05PM Part III Strategy in Action — Aligning Sales & Marketing for Growth
- Integrate marketing touchpoints with the sales and onboarding process for sustained engagement
- Get tips on breaking down silos between sales and marketing to drive coordinated activation and measurable results
- Evaluate DSNP and LIS strategies using data-driven performance metrics
4:05PM – 4:30PM Part IV: Q&A and Group Discussion on Implementation
4:30 PM
4:30 PM – 6:00 PM
Opening Networking Reception: Back to the ‘80s Bash
Break out the sequins, leg warmers, and neon colors – it’s time to rewind the clock and kick off the conference in true ’80s Vegas style! Enjoy themed bites, cocktails, and great company as you mix and mingle with fellow attendees for an unforgettable throwback night. Retro attire encouraged: think big hair, bold colors, and plenty of sparkle. After all, what happens in the ’80s… stays in the ’80s.
Thursday - February 26, 2026
8:00 AM
8:00 AM – 6:30 PM
Exhibit Hall Open
8:00 AM
8:00 AM – 4:00 PM
Information Desk Opens
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
9:00 AM
9:00 AM – 9:10 AM
Welcome Remarks
9:10 AM
9:10 AM – 10:00 AM
Regulatory Update: Rules, Risks and Readiness for 2026 and Beyond
In a year defined by new CMS marketing rules, evolving broker oversight, and heightened scrutiny around member communications, compliance is no longer just a box to check — it’s a brand imperative. This session breaks down what’s new, what’s next, and what it means for your day-to-day work in sales, marketing, and member engagement.
10:00 AM
10:00 AM – 10:50 AM
The Longevity Revolution: Redefining the Future of Medicare Marketing & Sales
Today’s older adults are active, tech-savvy, and value-driven, challenging Medicare Advantage marketers to evolve how they connect, communicate, and build trust.
In this keynote, discover how increasing longevity is reshaping member expectations and the impact on sales and marketing strategy.
Turn demographic shifts into strategic growth opportunities for your plan. Takeaways include:
- Understand the mindset and motivations of today’s “young-old” consumer
- Better align sales and engagement strategies with new definitions of health, independence, and value
- Walk away with insights and tools to position your organization — and your messaging — for success in the era of longevity
10:50 AM
10:50 AM – 11:15 AM
Break
11:15 AM
11:15 AM – 12:00 PM
Beyond the Survey: Real Stories from Real Members
Join RISE for a candid sit down with members themselves, with insights into what drives satisfaction, what creates frustration and what truly builds trust and loyalty with their MA plans.
- Get a deeper understanding of what members prioritize when selecting and staying with a plan
- Spark ideas for improving touchpoints across the member journey, from enrollment to renewal
- Walk away with actionable ways to turn authentic member feedback into more human-centered marketing and service strategies
12:00 PM
12:00 PM – 1:30 PM
Extended Networking Lunch & Roundtable Discussions
1:30 PM
1:30 PM – 2:15 PM
Track B
Session Presented by Conference Sponsor
1:30 PM – 2:15 PM
Track A
Session Presented by Conference Sponsor
2:15 PM
2:15 PM – 2:20 PM
5-minute transition
2:20 PM
2:20 PM – 2:35 PM
Track A
Tools and Technology Spotlight
2:20 PM – 2:35 PM
Track B
Tools and Technology Spotlight
2:35 PM
2:35 PM – 2:40 PM
5-minute transition
2:40 PM
2:40 PM – 3:25 PM
Track B
Panel: High-Impact MA Marketing: Connecting with Members in a Complex Market
As competition intensifies and CMS oversight increases, marketing leaders in Medicare Advantage face a new balancing act: standing out in the marketplace while maintaining compliance and trust. The days of broad, benefit-heavy messaging are giving way to more targeted, data-driven engagement that builds long-term member relationships. In this discussion, marketing and member experience leaders share how they’re evolving their strategies — blending creativity, analytics, and operational rigor — to drive retention, satisfaction, and sustainable growth in an increasingly constrained environment.
2:40 PM – 3:25 PM
Track A
Panel: Redefining Broker Success in Medicare Advantage
- Gain insight into how leading plans are redesigning broker incentive structures to balance growth, quality, and compliance
- Learn how to strengthen broker loyalty through new engagement models, training, and technology enablement
- Discover real-world approaches for aligning broker activity with plan-level retention and member experience goals
- Identify practical ways to future-proof broker partnerships amid evolving CMS regulations and competitive pressures
3:25 PM
3:25 PM – 3:50 PM
Break
3:50 PM
3:50 PM – 4:35 PM
Track B
Panel - Balancing Innovation and Oversight: Navigating AI Use in Medicare Marketing and Sales
- Unpack how plans can harness AI’s potential while protecting member trust and staying aligned with CMS and privacy requirements
- Cut through the AI buzz with proven strategies for validating vendor claims and separating hype from reality
- Identify opportunities to apply AI-driven efficiencies across the Medicare Advantage marketing and sales lifecycle
3:50 PM – 4:35 PM
Track A
Panel - Leading Through Change: Building a Resilient, High-Performance Medicare Sales Team
- Navigate organizational and market shifts with strategies that keep sales teams focused during periods of volatility
- Strengthen trust and alignment by communicating evolving goals, metrics, and compliance expectations clearly and consistently
- Rebuild motivation and accountability across underperforming or disengaged teams through data-driven performance management
- Foster long-term resilience by developing adaptable team structures, consistent coaching, and transparent performance standards
4:35 PM
4:35 PM – 4:40 PM
5-minute transition to General Session
5:25 PM
5:25 PM – 5:30 PM
Closing Remarks
5:30 PM
5:30 PM – 6:30 PM
Networking Cocktail Reception
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
Friday - February 27, 2026
8:00 AM
8:00 AM – 1:45 PM
Exhibit Hall Open
8:00 AM
8:00 AM – 11:00 AM
Information Desk Opens
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
9:00 AM
9:00 AM – 9:10 AM
Welcome Remarks
9:10 AM
9:10 AM – 9:55 AM
Session presented by Meridith Elliott Powell, CSP, CPAE
Business Growth, Sales, and Leadership Expert & Best-Selling Author
9:55 AM
9:55 AM – 10:40 AM
Panel: Navigating Headwinds — Learnings from AEP & the Road Ahead
- Break down how 2025’s AEP results reflected real-world headwinds, from shrinking margins and benefit cuts to tougher competition and compliance constraints, and the implications for sales & marketing professionals for the road ahead
- Explore practical takeaways to strengthen sales performance, member engagement, and broker relationships heading into 2026
- Discuss what’s actually working in today’s tougher Medicare Advantage landscape with focus on how frontline sales, marketing, and broker teams can adjust their outreach, messaging, and retention strategies in response to these pressures
10:40 AM
10:40 AM – 11:05 AM
Networking Break
11:05 AM
11:05 AM – 11:50 AM
Track B
Session presented by Conference Sponsor
11:05 AM – 11:50 AM
Track A
Session presented by Conference Sponsor
11:50 AM
11:50 AM – 11:55 AM
5-minute transition
11:55 AM
11:55 AM – 12:10 PM
Track B
Tools and Technology Spotlight
11:55 AM – 12:10 PM
Track B
Tools and Technology Spotlight
12:10 PM
12:10 PM – 1:10 PM
Networking Lunch
1:10 PM
1:10 PM – 1:55 PM
Track A
Selling to Win: Aligning Sales and Product Strategy for Market Success
- Learn to pinpoint the features, benefits, and differentiators that resonate most in the market, and translate those insights into persuasive messaging that positions your offering for success
- Understand how to engage internal teams in meaningful discussions about product design, highlight opportunities to strengthen your offering, and ensure your sales perspective informs future enhancements
- Gain practical tactics for pivoting your approach when the product isn’t the primary differentiator, including emphasizing service, support, or other value-added elements that create a winning proposition for members and brokers
- Discover how to turn technical product knowledge into compelling narratives that drive engagement, trust, and conversion, ensuring your team can confidently communicate value in competitive markets
1:10 PM – 1:55 PM
Track B
Stars in Your Strategy: Leveraging Quality Metrics for Growth
- Leverage Star Ratings strategically to differentiate plans, engage members, and support behaviors that improve quality performance, all while maintaining strict compliance with CMS guidelines
- Translate complex Star Rating data into clear, actionable insights for members and brokers to enhance decision-making
- Align messaging across channels, campaigns, and broker interactions to maximize impact on enrollment, retention, and member satisfaction, while identifying opportunities to influence behaviors that enhance future Star performance
1:55 PM
1:55 PM – 2:00 PM
5-minute transition to General Session
2:00 PM
2:00 PM – 2:45 PM
Ask, Share, Solve: Closing Strategies for MA Marketing & Sales
We all face tough marketing and sales challenges—but no one has to solve them alone. This open, problem-solving session invites you to share a real issue from your work. Our expert facilitators will help unpack it while your peers weigh in with creative, field-tested solutions. Walk away with practical ideas, renewed perspective, and a stronger network of colleagues facing the same hurdles.
2:45 PM
2:45 PM – 3:00 PM
Closing Remarks
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