Byrd Baggett, CSP
Founder & President, True Growth Associates

Byrd Baggett, CSP, Founder and President of True Growth Associates, is a best-selling author and popular motivational speaker. He has been helping companies develop authentic leaders and passionately engaged teams since 1990. His corporate experience includes sales and management careers with two Fortune 500 companies. Byrd is the author of 13 best-selling business books that have sold in excess of one million copies. He is a Certified Speaking Professional (CSP), the highest earned designation presented by the National Speakers Association and was a collegiate All American in Track at the University of Texas.

Washington Update Panel

Gary Jacobs, Senior Vice President, Corporate Development
Universal American Corporation

Gary Jacobs joined Universal American in 2000 when CHCS Services was acquired. In his current position Mr. Jacobs develops strategic relationships to advance the company's mission. On a day-to-day basis he is responsible for the company's government affairs and corporate development efforts. As President of CHCS Services, he has been instrumental in positioning the company as the leading Third Party Administrator focusing on senior market products.

Prior to founding CHCS Services, Mr. Jacobs was the executive director of Staff Builders Health Care Services, a Medicare- certified home health agency. Earlier, he was president of HMI, a national HMO management and consulting firm. Mr. Jacobs serves on the Board of the Coral Springs Museum of Art as well as on the Business Advisory Board of the National Hispanic Council on Aging. He holds a B. A. in political science from Boston University and a master's in public administration from American University.

Merrill Matthews Jr., Ph.D., Executive Director
Council for Affordable Health Insurance

Merrill Matthews, Ph.D., is the executive director of the Council for Affordable Health Insurance in Alexandria, Virginia, and a resident scholar with the Institute for Policy Innovation. He is a public policy analyst specializing in health care issues, and is the author of numerous studies in health policy and other public policy issues. He is past president of the Health Economics Roundtable for the National Association for Business Economics, the largest trade association of business economists.

He has worked in public policy at the federal and state levels since 1992. The Washington DC-magazine National Journal has recognized the Council for Affordable Health Insurance as one of the most effective health policy organizations in Washington.

Dr. Matthews served for 10 years as the medical ethicist for the University of Texas Southwestern Medical Center’s Institutional Review Board for Human Experimentation, and has contributed chapters to several books, including Physician Assisted Suicide: Expanding the Debate (Routledge, 1998) and The 21st Century Health Care Leader (Josey-Bass, 1998). He also serves on the Texas Advisory Committee of the U.S. Civil Rights Commission.

He has been published in numerous journals and newspapers, including the Wall Street Journal, Investor’s Business Daily, Barron’s, USA Today and the Washington Times, and cited many times in Forbes. He was an award-winning political analyst for the USA Radio Network. He currently appears in a one-minute commentary that runs daily on Sirius XM Satellite Radio.

Dr. Matthews received his Ph.D. in Humanities from the University of Texas at Dallas.

David F. Gencarelli
Gencarelli Group
Government Relations

David F. Gencarelli is a native of Rhode Island, and a graduate of the University of Rhode Island and the University of Houston Law School. He served as legislative assistant to Senator Paula Hawkins of Florida, and was Director of Congressional Affairs at the U.S. Customs Service from 1985-1988. From 1988-1992, Mr. Gencarelli was Vice President and General Counsel to a national trade association.

Principal of the Gencarelli Group (www.gencarelligroup.com) since 1993, Mr. Gencarelli provides independent representation to firms and associations whose interests include life and health insurance, federal taxation, medicare reimbursement, and appropriations. In addition to other clients, he is currently providing legislative counsel to Guardian Life Insurance Company relative to life insurance regulatory activity.

P&C Panel

Matthew F. Dean, FLMI, ACS, HIA, Executive Director, Product Management
USAA
Matt is currently the Executive Director in Product Management responsible for USAA’s Life and Health Alliances which include USAA’s proprietary Medicare Supplement product and the following products through strategic alliances: Medicare Advantage, Medicare Prescription Drug Program, Long-term Care insurance for individuals and businesses, Major Medical, and Survivorship Life insurance.

Matt began his USAA career in 1987 working in P&C Claims and Policy Service. He joined the USAA Life General Agency (LGA) in 1993 and held a variety of sales, analyst and management positions in support of the LGA. In 2006 he accepted a position in Product Management and in 2009 was promoted to Executive Director.

Matt has a BBA in Finance, holds the FINRA Series 7 license, is a licensed Life and Health Insurance Agent, and holds these professional designations; Fellow, Life Management Institute (FLMI); Associate in Customer Service (ACS); Health Insurance Associate (HIA). In addition to his membership in ICMG, he is a member of the American Association for Long-term Care Insurance, and the Association of Strategic Alliance Professionals.

Matt is married to his middle-school sweetheart, Jennifer, and has a son, Justin (23), daughter, Taylor (12), and son, Tanner (5); the best of the 80's, 90's and today! Matt and Jennifer are active in the Prader-Willi Syndrome Association.

Debbie Lorch, Senior Agency Processing Manager, Financial Services Division
Allstate Insurance Company

Duane C. Knauer, CPCU, CLU, ChFC, General Manager
Insurance Intermediaries, Inc. - a Nationwide Company
Duane is currently General Manager of Insurance Intermediaries, Inc (III) and is responsible for all III operations. During his 10 year leadership, III has grown to over $550 million in premium, serving all Nationwide producers across the country.

Duane's Nationwide experience includes Corporate Research and Markets Development. He has held numerous marketing and transition management positions in Nationwide; including Nationwide General Insurance (franchise auto and home), Nationwide Financial (NEA-Valuebuilder Annuity Marketing), Colonial Insurance Company of California (non standard auto) transition, TIG – NICOA Transition Management, and Allied.

Duane is an Engineering Honors Student and holds a Master of Science Degree in Systems and Industrial Engineering from The Ohio State University. He is a CPCU, CLU and ChFC.

Leads ROI Panel

Clint Jones, Co-Founder & CEO
Norvax
Clint Jones is Co-Founder & Chief Executive Officer of Norvax, an integrated marketing and sales productivity company serving the health insurance market.

Since Norvax introduced the first multi-carrier insurance quote engine for the health insurance industry, it has taken the forefront in developing technology to help carriers and agents increase their productivity. Today, Norvax sales automation and marketing tools power more than 10,000 agents and 85 carrier partners across the country.

Norvax also operates a vast network of popular consumer-facing insurance websites, which help individuals and families find the right health insurance products to fit their situations. Through this network, Norvax connects more than 200,000 health insurance shoppers each month with agents and carriers who can best serve their needs.

Norvax is an Inc 500 company and was ranked among the Top-20 Fastest Growing Technology Companies in the US, in both 2007 and 2008.

Sherman Rogers, CEO
Finelight and Bloom Marketing Group

Justin Remick, National eBroker Sales Director, Aetna Consumer Markets
Aetna, Inc.
Current National eBroker Sales Director for Aetna's Consumer Segment, Justin began his carrier at Aetna in 1998 as an Application Developer. During this time he was responsible for programming automation solutions for Aetna's National Accounts, Middle Market, and Small Group business lines. Accepting a new position in 2004, Justin joined Aetna's consumer segment where he helped launch Aetna Individual Products nationally. In his current role Justin is responsible for technology vendor management as well as distribution strategy / sales management for Aetna's national online distribution agencies for both pre and post-65 product lines. Justin resides in Pennsylvania with his wife and two children.

Adriane G. Berg, Founder
Generation Bold

Brief Biography

Adriane G. Berg is one of the most credentialed and recognized speakers on personal finance in the nation and internationally. She is the national keynoter for the "USA Today" retirement seminars, award winning author of 13 books on personal finance, most recently "How Not To Go Broke at 102: Achieving Everlasting Wealth," John Wiley & Sons, 2008.

Adriane designs and conducts seminars on marketing, product development, client outreach, and financial gerontology for home office, branches and regions of numerous insurance carriers and financial companies, as well as designing and keynoting consumer outreach and client appreciation events.

Ms. Berg is also a well-known radio and television personality, having won an Emmy for writing and hosting "IRS Tax Beat" on FNN, and has made multiple appearances on OPRAH, GOOD MORNING AMERICA and REGIS.

Adriane G. Berg is a leader in the field of longevity, including marketing to the baby boom and silver generations, personal road to successful aging, financial gerontology, care taking and public policy. She is also a renowned speaker in the field of world travel and tourism and residential relocation as a function of worldwide aging and the passion for new experiences, and new housing concepts.
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