Senior Resource Group - SRG

Directions Website

Senior Resource Group - SRG SRG represents the next generation of insurance agencies, with a focus on technology, cultural diversity, and best-in-class sales training and virtual tools.

10/05/2026

A partnership reaching a new level.

SRG is proud to have earned an NMA-level contract with UnitedHealthcare, marking an exciting milestone in the continued growth of our partnership.

Sheri Teoli, Vice President of National Broker Distribution at UnitedHealthcare, shares her perspective on SRG’s growth, our relationship with UHC, and what’s ahead as we enter another AEP together.

We’re grateful for partners who recognize what we’re building and continue to grow alongside us.

Here’s to a strong AEP and the next chapter of our partnership with UnitedHealthcare.

srg

10/01/2026

Growth takes vision, strong leadership, and the right support behind you.

Chenping Wu, Founder of Happy Insurance, shares how her partnership with SRG has helped her agency continue to grow — from strategic guidance and leadership to the contracting and back-office support needed to scale.

After building a strong presence in Philadelphia, Happy Insurance has expanded into Edison, New Jersey, with plans for King of Prussia next and an even bigger goal ahead: growing beyond the local market and building a national presence.

We’re proud to support Chenping and the Happy Insurance team as they continue building what’s next.

09/23/2026

The Medicare industry is changing, but the opportunity isn’t going anywhere.

As part of the 5th Annual AEP Industry Event in Philadelphia, our State of the Industry Panel brought together leaders from across the industry to discuss what those changes mean for agencies, agents, carriers, and the future of Medicare distribution.

Featuring insights from Scott Perry, CEO of AmeriLife; John Barnoski, CEO of Connect One Health; Rachael Hurtado, SVP of National Distribution at UnitedHealthcare; Michael Tobitsch, Head of M&A at AmeriLife; and Josh Benson, Chief Client Officer at EnrollHere, Inc.

From the shift toward quality and sustainable growth to diversification, cross-selling, and becoming a true local expert, the conversation focused on what it takes to build a business positioned for long-term success.

The industry may be evolving, but one thing was clear: there is still tremendous opportunity for those willing to evolve with it.

Thank you to our panelists and everyone who joined us for the conversation.

InsuranceAgents AgencyGrowth

09/16/2026

AEP preparation goes beyond products and plans.

At our Medicare Town Hall in Philadelphia, industry leaders came together to share insights, perspectives, and strategies as we look ahead to the upcoming AEP season.

Featuring insights from Scotty Elliott of AmeriLife, Ben Miller of SunFire, Matt R***r of Connect One Health/Your Health Connect, and Stephanie Kirk of Secure Benefits.

Another great conversation from our 5th Annual AEP Industry Event.

🚨 Tomorrow’s the day! 🚨Make sure to save this post as your guide to all of tomorrow’s events, times, and locations for t...
09/08/2026

🚨 Tomorrow’s the day! 🚨

Make sure to save this post as your guide to all of tomorrow’s events, times, and locations for the 5th Annual AEP Industry Event.

We’re officially one day away from bringing together agency owners, agents, executives, carrier partners, and industry leaders from across the country for a full day in Philadelphia.

From Women Who Lead and the Medicare Sales Town Hall to the Sponsor Trade Show, State of the Industry Panel, and Industry Party, we have an incredible day ahead.

Swipe through to make sure you know where to be and when.

📅 Wednesday, September 9
📍 Philadelphia, PA

Safe travels to everyone making their way to Philadelphia. We can’t wait to see you tomorrow!

/AmeriLife InsuranceDistribution AgencyGrowth WomenWhoLead

09/07/2026

We’re just days away from the 5th Annual AEP Industry Event in Philadelphia!

Scott Perry, CEO of AmeriLife, is looking forward to returning for this year’s State of the Industry Panel, where some of the industry’s leading executives will come together to discuss what they’re seeing across Medicare and what agencies and agents should be thinking about as we head into AEP.

Joining Scott on the panel:

Rachael Hurtado — SVP, National Broker Distribution, UnitedHealthcare
Tyler Rees — CEO, EnrollHere
Michael Tobitsch — EVP & Head of Corporate Development (M&A), AmeriLife
John Barnoski — CEO, Connect One Health | Moderator

📅 September 9
📍 Hilton Philadelphia Penn’s Landing

Thank you to AmeriLife, UnitedHealthcare, EnrollHere, and Connect One Health for bringing together leaders from across the industry for a conversation you won’t want to miss.

See you in Philadelphia!

InsuranceDistribution AgencyGrowth

09/03/2026

ONE WEEK AWAY. 🔥

The 5th Annual AEP Industry Event returns to Philadelphia next week, bringing together industry professionals for a full day of connection, collaboration, education, and celebration.

From the 2nd Annual Women Who Lead and breakout training sessions to our Sponsor Trade Show, State of the Industry Panel, and Industry Party, this is one of the biggest days of the year for the SRG network and our industry partners.

And when the day wraps up, we’re taking over The Fillmore with DJ Dame Williams for the Industry Party.

📅 September 9th
📍 Philadelphia, PA

One week. We’ll see you in Philly.

/AmeriLife WomenWhoLead Networking Philadelphia

08/31/2026

The 5th Annual AEP Industry Event wouldn’t be possible without the incredible organizations helping bring it to life.

We’re proud to recognize and thank this year’s sponsors for their partnership and continued support:

💎 EnrollHere, Inc.
💠 Independence Blue Cross
💠 AmeriHealth Caritas
💠 UnitedHealthcare
🥇 HealthSpring
🥇 SunFire
🥇 Humana
🥇 Aetna, a CVS Health Company
🥈 Clover Health
🥈 ChenMed
🥈 Wellcare Medicare
🥈 Devoted Health
🥈 careCycle (YC W25)
🥈 Magnolia
🥈 Oak Street Health, part of CVS Health
🥈 Elevance Health
🥈 Zing Health
🥈 Tatsu Tea

Thank you to each of these organizations for supporting an event that brings together agencies, carriers, partners, and leaders from across the Medicare industry ahead of AEP.

📅 September 9, 2026
📍 Philadelphia, PA
📩 [email protected]

We’ll see you in Philadelphia!

/AmeriLife InsuranceDistribution IndustryPartners Networking Philadelphia

A big thank you to all our sponsors:EnrollHere, Independence Blue Cross, AmeriHealth Caritas, UnitedHealthcare, HealthSp...
08/26/2026

A big thank you to all our sponsors:

EnrollHere, Independence Blue Cross, AmeriHealth Caritas, UnitedHealthcare, HealthSpring, SunFire, Humana, Aetna, Clover Health, ChenMed, Wellcare, Devoted Health, careCycle, Magnolia HealthCare, Oak Street Health, Elevance Health, Zing Health, and Tatsu Tea

for supporting our 5th Annual AEP Industry Event and 2nd Annual Women Who Lead, taking place September 9, 2026, in Philadelphia.

Together as one, no other FMO event in the country brings together this level of talent in one place — including top insurance executives, healthcare providers, sales and distribution leaders, and insurance technology innovators.

This event has quickly become one of the industry’s premier networking events — a place where influential leaders connect, exchange ideas, and share the best practices shaping the future of our industry.

We look forward to welcoming everyone to Philadelphia!

Technology continues to reshape the way our industry operates, and at the 2nd Annual Women Who Lead, we’re bringing toge...
08/25/2026

Technology continues to reshape the way our industry operates, and at the 2nd Annual Women Who Lead, we’re bringing together four leaders who are helping drive that change.

Join us for “What the Tech?”, a technology panel exploring innovation, emerging tools, and the role technology will play in the future of our industry.

Our panel will feature:

💻 Carolina Miles — Sr. Account Manager, SunFire
💻 Christina Ragone — SVP, Health Distribution Operations & Chief of Staff, AmeriLife
💻 Amber Ro — VP of Compliance & Sales Integrity, EnrollHere
💻 Samantha Waldman — VP of Operations & Carrier Success, EnrollHere

Together, they’ll bring perspectives from across the industry for a conversation on where technology is today, and where it’s headed next.

📅 September 9, 2026
⏰ 9:30 AM – 12:30 PM
📍 Hilton Philadelphia Penn’s Landing

📩 [email protected]

InsuranceIndustry Leadership AEP2026

Address

Clearwater, FL
33755–33769

Website

Alerts

Be the first to know and let us send you an email when Senior Resource Group - SRG posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category