Agent Review CEO Jonas Roeser to Champion Verification and Consumer Trust at 2026 CSA Conference

Industry panel places Agent Review’s verification and trust mission within the national conversation on longevity, retirement security and extended care

BELLEVUE, WA, UNITED STATES, August 11, 2026 /EINPresswire.com/ -- Agent Review today announced that Co-Founder and CEO Jonas Roeser will participate in the plenary session “Financial Security: Is It Possible in the Longevity Economy?” at the 11th Annual Society of Certified Senior Advisors Conference. The panel is scheduled for Sunday, August 16, at 8:00 a.m. at the Westin Westminster near Denver, Colorado. The session will bring together leaders spanning retirement education, long-term care, Social Security analysis, financial planning and insurance distribution to examine how public programs and private-pay strategies can help families prepare for the costs of aging. Roeser will contribute the consumer-trust perspective, including how independent verification and responsible use of artificial intelligence can help consumers identify legitimate professionals in an increasingly complex digital marketplace.

“The longevity economy depends on more than access to products. It depends on knowing who consumers can trust,” said Jonas Roeser, Co-Founder and CEO of Agent Review. “As AI makes impersonation and misleading content easier to scale, the industry needs verification that is visible, current and grounded in objective information. We see an opportunity for professional organizations, agencies, distributors, carriers and technology platforms to strengthen consumer confidence through a shared commitment to transparency.” Agent Review is developing that trust layer through verified professional profiles designed to help consumers evaluate insurance and financial professionals using independently reviewed, objective information. Depending on the verification criteria applied, reviewed information may include identity, licensing status, National Producer Number validation, regulatory standing and profile details, supported by periodic monitoring.

The panel also highlights Agent Review’s strategic partnership with the National Association of Registered Social Security Analysts (NARSSA). Through the relationship, Agent Review features consumer-facing Social Security education and helps consumers discover Registered Social Security Analyst^® professionals for personalized guidance. Martha Shedden of NARSSA is also listed as a panelist. The partnership reflects a shared belief that complex retirement decisions require both credible education and clearly identifiable professional expertise. Within Agent Review, participating RSSA^® professionals can display their designation and supporting verification information, helping consumers distinguish relevant credentials during online search and discovery.

The published CSA agenda lists Roeser alongside 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.
GoldenCare’s participation as an Integrity-affiliated organization brings an important insurance-distribution perspective to the discussion. Agent Review believes verification and trusted digital identity can complement the technology, education and human guidance already serving consumers across large insurance ecosystems. The CSA plenary session creates a timely forum for those complementary capabilities to be considered alongside the financial realities of longevity. The 11th Annual CSA Conference will take place August 14 through 16, 2026, at the Westin Westminster near Denver, Colorado. The conference serves professionals working with older adults through programming focused on finance and insurance, health care and home care, longevity and aging trends, and business development. Conference information is available at www.csa.us/conference.

About Agent Review
Agent Review is a consumer-first digital trust platform that helps individuals discover and evaluate insurance and financial professionals. Through verified professional profiles, objective credential review, authentic consumer feedback, multilingual educational resources and AI-enabled search visibility, Agent Review is working to make professional identity and trust easier to assess online. Learn more at www.agentreview.net.

Jonas Roeser
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Agent Review: Digital Trust & Video Verification for Insurance Pros