Agent Review CEO to join CSA panel on longevity and trust

Agent Review Co-Founder and CEO Jonas Roeser will speak Aug. 16 at the 11th Annual Society of Certified Senior Advisors Conference near Denver, where a panel will focus on financial security in the longevity economy. The appearance spotlights Agent Review’s push to use verification and AI-aware trust tools to help consumers find legitimate insurance and financial professionals.

Why it matters: - The panel puts Agent Review’s verification strategy in front of professionals focused on retirement security, long-term care, Social Security and insurance distribution. - The discussion comes as impersonation, misleading content and AI-generated deception make it harder for consumers to judge who is legitimate online. - The conference gives Agent Review a national stage to argue that trusted digital identity can improve consumer confidence in aging-related financial decisions.

What happened: - Agent Review announced that Co-Founder and CEO Jonas Roeser will join the plenary session “Financial Security: Is It Possible in the Longevity Economy?” at the 11th Annual Society of Certified Senior Advisors Conference. - The session is scheduled for Sunday, Aug. 16, at 8:00 a.m. at the Westin Westminster near Denver, Colorado. - The published agenda places Roeser on the panel with Chris Orestis of Retirement Genius, Dennis Rinner of GoldenCare, an Integrity company, Martha Shedden of NARSSA and John W. Wheeler Jr. of Totus Wealth Management. - Carmen Perry-Tevaga of the National Aging in Place Council will moderate.

The details: - The panel will examine how public programs and private-pay strategies can help families prepare for the costs of aging. - Roeser will bring a consumer-trust perspective, including how independent verification and responsible use of artificial intelligence can help consumers identify legitimate professionals. - Agent Review is building verified professional profiles that let consumers evaluate insurance and financial professionals using independently reviewed, objective information. - Depending on the verification criteria used, reviewed information may include identity, licensing status, National Producer Number validation, regulatory standing and profile details. - Agent Review’s profiles include periodic monitoring to support ongoing verification. - The company’s partnership with the National Association of Registered Social Security Analysts features consumer-facing Social Security education and helps consumers find Registered Social Security Analyst® professionals. - Martha Shedden of NARSSA is also a panelist. - Participating RSSA® professionals can display their designation and supporting verification information on Agent Review. - The CSA conference runs Aug. 14-16, 2026, at the Westin Westminster near Denver. - Conference programming covers finance and insurance, health care and home care, longevity and aging trends, and business development. - Conference information is available at the CSA conference page.

Between the lines: - The event links consumer verification with a broader industry challenge: people making high-stakes financial choices later in life need both education and a way to confirm who they are dealing with. - Agent Review is positioning verification as a complement to existing insurance, planning and education channels rather than a replacement for them. - GoldenCare’s presence through Integrity adds an insurance-distribution perspective, which suggests the panel is aiming for cross-sector agreement rather than a single-company pitch. - The NARSSA relationship also shows Agent Review tying verification to professional specialization, not just general identity checks.

What's next: - Roeser is expected to use the panel to advocate for broader adoption of visible, current verification standards across professional organizations, agencies, distributors, carriers and technology platforms. - Agent Review will continue promoting its trust platform, including verified profiles, consumer feedback, multilingual education and AI-enabled search visibility. - The conference may shape how senior-focused professionals think about verification as a practical tool in retirement and aging-related planning.

The bottom line: - Agent Review is using a national senior-services conference to make a case that trust infrastructure is becoming as important as the products and advice consumers are trying to find.