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2022 NorCal Medicare Summit

September 8, 2022 @ 8:00 am 1:00 pm PDT

Medicare Summit Cover

Join us for this year’s Medicare Summit at our office in Roseville, CA. Virtual Options Available!
Meet With Carriers, Learn, and Get Ready for AEP! Absolutely Free for our agents, but all Medicare agents are welcome with tickets at only $25


Alignment Required In-person Training

9 – 10 AM
This year Alignment is requiring in-person training for certification. Attending this event from 9 AM to 10 AM will satisfy this requirement but you MUST be there in person.

Recording Calls

You must record all calls with beneficiaries. This applies to all field agents and all components of the sale and enrollment – including the needs assessment, any benefit explanation, administrative calls and post-enrollment calls.

New Disclaimers 

All true “marketing materials” as defined by CMS (marketing materials must include benefit information) and beneficiary-facing websites must insert this disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY: 1-877-486-2048) to get information on all of your options.” 

New Reporting Requirements for Medicare Carriers 

(ex: Aetna, Humana, UHC, etc.) All carriers should be updating their Producer Agreements and guides to capture these new requirements. And have the tools and mechanisms for requesting, receiving, and storing this information.

Get ahead of the game and hear first-hand reviews from carriers on their benefits, plans, and updates for 2023.

Get first-hand knowledge from featured speakers of leading insurance carriers

Meet With All the Carrier Representatives

Get prepared for success with the latest Medicare insurance information

Plus, enter to win an awesome raffle!

Carriers Attending Will Include:




Blue Shield of California

Brand New Day

United Health Care


Western Health Advantage

And More!

$25.00 Free for TAIA Members, but open to anyone for $25


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Trusted American Insurance Agency

(844) 998-7878

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Trusted American Insurance Agency

201 Creekside Ridge Ct, Suite 200
Roseville, California 95678 United States
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