NAHU represents licensed health insurance agents, brokers, consultants and benefit professionals who serve the health insurance needs of employers and individuals seeking health insurance coverage.
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Platinum Advisor Summit

The National Association of Health Underwriters (NAHU) created the Platinum Advisor Summit for NAHU members. The Summit is designed to provide a venue of collaboration among other professionals in your area of expertise and improve the strength of your value proposition to your clients and prospects. If you participate, you will be invited to events with other leading strategic advisors, brokers, producers and agents to participate in a collaborative, coaching, and thought-provoking environment. For more information, please contact Brooke Willson at bwillson@nahu.org or 202-595-0734.

As a member, you will receive coaching on the following topics:

Professional & Personal Development

Practice Management

Business Development

2017 Summit Schedule

The August Summits will be held at a the O’Hare Westin, conveniently located near the Chicago O’Hare International Airport. All three Summits will be running concurrently. The date is:

NAHU has negotiated a special room rate at the O’Hare Westin. To get the rate, please click here. You must book your room by July 12.

Summit participation is by invitation and is based on information provided in your Platinum Profile. To attend, please complete your profile below.

Fee to Participate

Platinum Profile

Coach Profiles


Karen Kirkpatrick

Karen Kirkpatrick is owner of On Your Mark Consulting. Karen has a long career of working with insurance brokers, CPAs, TPAs and employers helping them to understand complex regulations and create action items. Previously, she worked at Infinisource for 18 years where she gained a national reputation for being one of the foremost experts on HR compliance, payroll, COBRA, HIPAA, FMLA, consumer driven health plan options, healthcare reform and other benefit laws. During her career she has conducted thousands of seminars, webinars and executive briefings on numerous federal insurance laws, human resource compliance, consumer driven healthcare and healthcare reform.


Kevin Trokey

Kevin Trokey is founding partner and coach at Q4intelligence. Kevin is a business consultant and sales coach who specializes in independent agency transformation strategies. Having spent 17 years at an agency himself, he knows what works and what needs to change. Combined with his understanding of business and the changing landscape of HR/benefits, he creates true strategies and plans of agency differentiation that speak directly to today's decision makers. Kevin is past president of both the St. Louis Association of Health Underwriters and Missouri Association of Health Underwriters. He is a frequent speaker within the industry and also writes regularly on various industry-related topics and NAHU’s Region 6 Membership Council chair.


David A. Saltzman, RHU, DIA

David A. Saltzman, RHU, DIA, is director of marketing and business development at Borislow Insurance and Captivated Health. A transformation strategist and thought leader with more than 35 years of sales, David’s experience encompasses a wide variety of insurance verticals and channels, including private retail practice, service with two national carriers, president of a benefits enrollment software company and as president of one the country's oldest third-party administrators. He is the creator and host of weekly ShiftShapers Podcast and is also a popular speaker who has spoken nationally on subjects such as brand strategy, practice diversification, consumerism, leadership, strategic planning, marketing and communications.