Your Q4 Growth Plan Starts Here
Tired of sitting through webinars that feel like a waste of time? So are we.

That’s why the OCI Experience Summit isn’t just another virtual event—it’s your sales tune-up before fourth quarter hits.
Over three days, we’re delivering what agents are really looking for.

  • Multiple opportunities to earn CE credits
  • Proven strategies to drive new business and cross-sell with current clients
  • Key product updates for your line of business heading into 2026—straight from the top carriers via our forums
  • Practical ways to cut through the AI noise and work smarter, not harder, by implementing it in your workflow
Spots for each session are limited—reserve yours today to join carriers, industry leaders, and other top agents.

See the full agenda for virtual sessions below.

Plus, don’t forget that the week caps off with our exclusive in-person event, Conquer the Summit, on Thursday, September 18th at OCI’s beautiful office in Elkhorn, NE!

Monday, September 15th

9:00 a.m. CT

Financial Services Forum

Presented By: National Life, Symetra, Protective

10:30 a.m. CT

Life Settlements—The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan

Presented By: Tama Klosek (Managing Partner, Treyled)

1:00 p.m. CT

Nebraska Individual ACA Forum

Presented By: BCBSNE, Medica, Oscar, Ambetter, UHC

Tuesday, September 16th

9:00 a.m. CT

Nebraska Medicare Advantage Forum

Presented By: BCBSNE, Medica, UHC, Sanford, Devoted Health

1:00 p.m. CT

*CE Credit Available

Annuities…The Perfect Storm

Presented By: Aaron Clark (Financial Solutions Sales Executive, OCI)

2:00 p.m. CT

Work Smarter, Not Harder Using AI

Presented By: Jason Nocita (Founder, Devantas)

3:00 p.m. CT

*CE Credit Available

Introduction to Level-Funded Health Plans for Small Employer Groups

Presented By: Paul Scholz (Senior Vice President of Group Sales, OCI)

Wednesday, September 17th

9:00 a.m. CT

2025: The Year We Stop Babysitting and Start Winning New Business

Presented By: Nick Elbert (Vice President of Business Development & Financial Solutions, OCI)

10:00 a.m. CT

Create More Revenue Streams with Your Current Clients

Presented By: Eric Ojeda (Director of Sales Enablement, Alliance Group)

11:00 a.m. CT

Nebraska & Minnesota Group Ancillary Forum

Presented By: Pacific Life, UNUM, Principal

1:00 p.m. CT

Nebraska & Minnesota Group Medical Forum

Presented By: BCBSNE, Aetna, Allstate, Medica, UHC, BCBSMN

More information and the RSVP form can be found at www.ociservices.com/summit.
If you have any questions, please contact the OCI team at events@ociservices.com.