RELEVANCE
RELATIONSHIPS
RECOGNITION
REWARDS

PANEL

Future of Financial & Health Plans for Seniors

We're assembling an online advisory panel to explore the future of financial and health insurance plans for the aging population. Specifically, we will discuss a) senior needs and pain points, b) building brand loyalty, c) creating ongoing positive experiences, d) how to market towards seniors, and beyond.

A professional facilitator will be leading an open and honest discussion. In this collaborative engagement, you will be one of 20 equal-caliber peers in your field. You will have the unique opportunity to gain recognition for advancing the industry and demonstrate your thought-leadership – in addition to earning merit-based compensation.

Activities include:
1. Exploring a variety of themes
2. Map the competitive landscape (i.e. emerging trends, disruptive tech, etc.)
3. React to the latest media/reports in this space
4. Enjoy the option of one-to-one engagement with other board members

Participation is 100% online and at your own convenience. By applying here, you are committing to participate once per week or as inspired, at your convenience.

peopleExpert participation

Panel members will come from a range of diverse backgrounds, but not limited to:
- Health insurance
- Healthcare/Medicare
- Financial and Retirement Services
- Financial Advisors
- Business Strategists
- Senior Customer Experience
- Aging and Senior Services (e.g. AARP)

Applicants
Mary Jean Herron
Partner B2B CFO® | Providing Strategic Business Transition and CFO Services to privately-held companies
I have developed strategies for providing services to an aging population
Keith Menner
SVP, Capital Markets
In the past five years, I have been active in the lives and affairs of three older couples, one being my parents and have witnessed and counseled in the use of home health services. I am in the financial services arena, as an intermediary, placing debt and equity for commercial real estate projects including healthcare.
Keith Hoffma
PKG Benefits-Comprehensive Insurance Planning
For several years, I have successfully educated seniors and sold relevant insurance programs that protect their well being: i.e. Medigap. Medicare Advantage, Part D PDP, and both Reimbursement-type and "hybrid" Long Term Care plans. I am a licensed NJ teacher as well as a licensed insurance producer.
Frank Suppa
Trusted Financial Advisor and Risk Manager at Experior Financial Group.
I am in the financial and or the i Insurance industry. Offering professional advice on health wealth and estate planning. This includes Personal health, critical illness, group benefits, and or annuitie products for all ages including seniors.
Himanshu Bharad
Creative Director.
In my career in advertising and marketing, I have worked for many financial and insurance clients. I have worked for Travelers insurance as Senior Director, Marketing and handled customer personas and pain points across different age groups. I also worked on projects for AARP . I am myself approaching 50 and thus conscious of these issues. I will be able to bring unique insights in the panel.
+22

lockThis panel is now closed to new applicants.

group

Engage with equal-caliber peers any time you want.

star

Enhance your knowledge on this subject.

check_circle

Gain recognition as a thought-leader in your industry.

local_activity

Earn cashable rewards through points.

“I like that I can do this when I have time,
and there is no set schedule.”


Eric Allen, Senior Manager, Supply Chain at EY

“I find the topics engaging and I love the
flexibility of checking in and providing insights
at my convenience.”

Kimberly Underwood, Consultant at Underwood Consulting

“Great platform, great questions and topics.
The potential to earn a little more money for
participating is nice as well.”

Oren Birks, Sr. Director of IT at PBI-Gordon

“I really enjoy being on the panels, sharing
information and reading the perspective of the
other panelists. It is quite intriguing and most
all of the panelists are quite bright.”

Patty Soltis, CX Strategist at Kinetic Edge Consultants

“Very interactive, informative and without
any inherent bias. This is as good a collaborative
platform as you can get.”

Pinaki Banerjee, Program Director at ITC InfoTech

“It is a perfect platform not just to share
but to learn and stay updated.”


Armando Leyva, HR Director at 360º HC

FAQ
  • add remove What is Currnt?
    Currnt is a “Knowledge Networking” platform where companies and professionals come to stay relevant on the latest advances in their industries in the face of the increasing pace of change. Companies sponsor panels to learn about where markets are headed or how to leverage new capabilities. Professionals join to demonstrate and develop their passions with equal caliber peers in expert-only facilitated online engagements. On Currnt, we take our passions seriously and ourselves lightly. See our Community Guidelines, to learn more of the rules of the road, here are some highlights

    • Be yourself. The authenticity of Currnt begins with the passion of people.
    • Be respectful. This applies to every person, at all times.
    • Be inclusive. Tolerate, welcome, and consider diverse people and perspectives.
    • Build empathy and understanding. Engage in debates that are in good faith.
    • Foster meaningful and genuine connections. This is what Currnt is all about.
    • Do not plagiarize or fail to cite other’s ideas.
    • Don’t game the points by trying to coordinate intentional recognition.
  • add remove How do Panels work?
    The panel is like a facilitated forum of hand selected experts on a topic sponsored by a company that wants to learn fast. Panels are organized in chapters called Themes that focus on one subtopic at a time. In some panels Themes are only 24 hours in duration, in others they are a week long, and in some they are two weeks long. When one Theme closes, a new one begins. You come in when you feel like it, but try to come in twice per Theme. You earn points from your peers and the facilitator when they react to your ideas. Likewise, others earn points when you interact on their posts. The more we discuss and debate, the better the insights, the more points earned by all.

  • add remove Why should I apply? Do I get paid?
    Professionals join Currnt because they want to remain relevant on subjects they’re passionate about and subjects that are shaping the future of their industry. They also:

    • Engage and connect with equal caliber peers in their industry
    • Learn and enhance their knowledge
    • Get recognized and rewarded for providing their inputs and thought-leadership
    • When specified above in the project description, you can earn honorarium payments and/or recognition points redeemable for cash. Learn more here.
  • add remove Are there specific times I need to participate?
    There are no set times for calls or meetings. Participation is 100% online on the Currnt platform and engagement between the all expert panelists is asynchronous in written form. Just come in twice per Theme, at your convenience.

  • add remove How do KnowledgeStreams and DesignSprints work?
    Streams are ongoing online engagements for exploration or working iteratively with a panel, and Sprints are on-demand engagement to get to actionable insights quickly. Both are facilitated and are always-on for participants to engage at-convenience. The conversations are segmented into Themes which are subtopics which are like chapters in a book. In a 4 Day Sprint, Themes are 24 hours, whereas a Theme in a Stream is every two week. Throughout the discussion, the facilitator highlights and categorizes the “key takeaways” to be voted and distilled into a summary report. It’s also common that other pieces of content (whitepapers, blogs, podcasts) are also prepared from the distilled insights.

  • add remove I’ve applied. Now what?
    Your application will be internally reviewed in the following 24-48hrs and screened for any conflict of interest, and general fit. Next your application will be shortlisted for the sponsor to accept, bookmark or reject. You will receive a notification each step of the way, but expect this may take a couple of days, or even weeks if the panel is new. Nevertheless, in addition to the notifications, you can always go back to the Apply page to view the status of your application.

  • add remove I’ve been selected. What am I expected to do when selected?
    Once you receive your Welcome Email, please RSVP by clicking the link in the notification. You can also gain access to the panel through your ‘My Currnt’ at the top of the page. Finally, once you have RSVP’d by logging into the panel, there is often a Welcome Tab where you can introduce yourself to the other panelists. If it’s a new panel, the first Theme will launch in a few days, if it’s an ongoing panel just jump right in by reacting to the question or to what the other panelists had to say.

  • add remove If I have other questions or issues, what should I do?
    Please contact support to answer any other questions or troubleshoot any issues via email or chat.

Future of Financial & Health Plans for Seniors