THIS ISN'T A CONFERENCE.
IT'S WHERE THE BLUEPRINT FOR Q4 GETS BUILT.
Two days. Elite producers. A strategy-first environment designed to give you a definitive edge this AEP.
The Coach’s Retreat: Nashville is where high-performers break down what’s actually working, align their execution, and walk away with the absolute clarity required to dominate the upcoming AEP season.
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YOUR ACTION PLAN FOR 2026 AEP
This retreat specifically for COACHG members to step away from daily operations and fully prepare for the AEP rush. This is a practical, interactive workshop designed to help you:
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Lock in your marketing and lead-generation plans well before AEP.
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Swap notes and data with other successful agents to see what’s working elsewhere.
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Troubleshoot operational bottlenecks in your business before the peak season begins.
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Leave completely organized, confident, and backed by a tight-knit community.
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MEET YOUR COACHES
CHASE GRUENING
FOUNDER & CEO COACHG & GHW
Chase Gruening is a 2x bestselling author, multi-seven-figure agency founder, and nationally recognized expert who helps elite performers and teams in the insurance industry scale to championship-level results through proven, repeatable systems.
As the founder of Gruening Health & Wealth, COACHG, and GH&W Partners, Chase draws on over a decade of experience to help more than 1,000 top-producing agents and ambitious agency owners nationwide scale to 6-, 7-, and even 8-figure growth.
A sought-after keynote speaker, Chase has headlined dozens of premier industry events, including Medicarians, speaking to audiences of more than 5,500 leaders. His impact is felt coast-to-coast, having hosted 100+ national virtual conferences, dozens of sold-out workshops at the Greatness Factory, and 200+ Medicare 101 webinars delivered every year.
Along the way, he’s been recognized with top producer and top operator awards, including Top Distribution for Aetna ancillary products and the Emerging Leader Award from Millikin University.
His bestselling books—Dynasty: Building a Championship Insurance Team and 64+: Your Ultimate Guide to Medicare & Retirement Planning—have become industry benchmarks for how to turn an agency into a high-performing, championship-level business. His podcast, “Just Like That. Only Different.”, features interviews with renowned experts such as Gaylan Hendricks, giving listeners an inside look at how the top industry builders and operators have built and exited $100M+ businesses. His insights are trusted by top FMOs and featured on respected platforms, including Integrity and Coach Micheal Burt’s podcast.
Chase’s roots in coaching run deep. A former Division I championship-winning football coach at Northern Illinois University who has coached at every collegiate level; he brings a coach’s mindset to everything he builds. He is the architect behind several programs that took him from a broke coach to a multi-seven-figure business owner with a national footprint, including programs like Rookie Season, Two-Point Plays, and The Coach’s Office—where he trains thousands of emerging and established agents to build championship-level organizations and implement repeatable systems that scale.
EMILY GRUENING
CHIEF BRAND STRATEGY OFFICER COACHG & GHW
Emily Gruening is a brand strategy and organizational culture expert who empowers elite performers and teams to build championship-level brands that connect, inspire, and convert. As co-author of the bestselling “Dynasty: Building a Championship Insurance Team” and host of “Branding Blitz” and “The Game Plan”, Emily has personally coached hundreds of insurance agency owners and 6-, 7-, and 8-figure brands nationwide on how to build a brand that truly speaks for them.
With nearly two decades of experience spanning hospitality, entertainment, and insurance leadership, Emily is renowned for her time designing and delivering high-impact training and culture programs for iconic organizations such as Ryman Hospitality Properties, Grand Ole Opry, and Ole Red Nashville. There, she onboarded and coached thousands in the art of guest experience, internal culture, and leadership—developing curriculum and delivering transformational trainings for all levels, from front line to director to C-suite.
Her unique ability to translate vision into momentum has made Emily the go-to advisor and creative force behind the execution of dozens of annual conferences and events serving 100+ agents, coaches retreats, and partner experiences under the COACHG banner, building intentional cultures of engagement, alignment, and performance.
Emily Gruening’s expertise has been featured in the The New York Times, and she has shared stages and conversations with top performers across multiple industries, including appearing on Coach Burt’s podcast and interviewing Luke Combs. She has spoken to audiences from Vanderbilt University classrooms to executive boardrooms and is a trusted voice behind internal recognition programs and strategic initiatives for high-performing organizations.
Above all, Emily’s superpower is helping leaders and teams feel connected to their mission and confident in their brand voice. She believes a brand is more than how you look—it’s how you lead, serve, and inspire. Through her work, she continues to empower elite performers and teams to build legacies that last.
CHRIS HUNTÂ
DIRECTOR OF BUSINESS DEVELOPMENT
Chris Hunt is the connector, closer, and coach behind the scenes—making sure the business relationships around COACHG move with precision, purpose, and long-term strategy. Born and raised in London, England, Chris moved stateside in 2006 to attend Millikin University, where he played football and earned his degree in Business Management before going on to complete his MBA at Louisiana State University.
With a background in finance, commodity trading, and energy procurement, Chris brings a rare combination of corporate-level polish and gritty, get-it-done hustle. As CoachG’s Director of Business Development, he manages key external partnerships, maintains the bridge between CoachG and its FMO network, and serves as the point man for agency owners inside the program—helping them navigate opportunities, resources, and strategic growth initiatives.
Whether he’s negotiating deals, guiding new agency owners through the system, or repping CoachG in high-stakes conversations, Chris is the guy you want in your corner when it’s time to expand your footprint and level up your business.
He currently lives in Nashville with his wife Courtney and their two daughters, Collins and Camden. When he’s off the clock, you’ll find him hunting, cheering on England Rugby, or spending quality time with family and friends.
“Growth isn’t luck—it’s built, one smart move at a time.”
MATT MONACELLI
DIRECTOR OF DIGITAL INTEGRATIONS & MARKETING
As the Director of Digital Integrations & Marketing at GHW, he’s the architect behind the systems that turn clicks into conversations—and conversations into clients.
Inside COACHG, Matt leads The Perfect Play coaching experience, helping agents and agency owners build scalable, ad-driven lead generation systems that don’t fall apart behind the scenes. From Facebook ad strategy and landing pages to CRM workflows and automated follow-up, Matt shows you how to connect the dots and run plays that actually work.
With a background in football coaching and Medicare sales, Matt’s playbook is rooted in clarity, precision, and repeatability. No fluff. No confusion. Just proven strategies built from the ground up inside a multi-seven-figure Medicare agency.
He’s passionate about helping agents get out of the weeds, stop duct-taping their tech, and finally build marketing systems that work as hard as they do.
Based in Charleston, SC, Matt lives with his fiancée Mikayla and their labradoodle, Nala. He brings the same grit and discipline to COACHG that he once brought to the football field—and he’s here to help you win, one system at a time.
“Great systems don’t slow you down—they set you free.”
TRAVIS GOVEIA
NATIONAL DIRECTOR OF SALESÂ GHW
Travis Goveia brings a team-first mindset and a deep playbook of practical knowledge to every rep inside COACHG. Growing up in a big family with four brothers—including his twin—competition, leadership, and hard work were built into his DNA. A three-sport athlete through high school, Travis went on to play football and earn his MBA from Millikin University.
Since 2018, Travis has been in the Medicare trenches—working directly with clients and coaching agents on how to win in one of the most technical (and rewarding) spaces in the industry. Today, as the National Director of Sales at Gruening Health & Wealth, he oversees a high-performing team of agents and teaches the fundamentals that drive real results.
Inside COACHG, Travis leads The Practice Field—a weekly session where agents roll up their sleeves and get hands-on with the operational and sales details that make the difference. From navigating carrier portals to mastering product-specific conversations, he helps agents tighten their game one rep at a time.
When he’s not coaching agents or clients, you’ll find him coaching high school football, watching classic movies, or hanging out with his fiancé Sara and their massive crew of nieces and nephews.
“Execution beats potential—every time.”
JOE PATEÂ
FOUNDER, MEDICARE JOE & RETIRE WITH JOE
Joe Pate didn’t go looking for the Medicare industry—it found him. While helping his grandparents navigate the confusing world of Medicare, he realized just how broken the system felt for everyday people. That experience sparked a mission: to simplify Medicare and make real help accessible.
In 2018, he launched Medicare Joe®, which now serves thousands of seniors each year with honest, no-fluff guidance. But that was just the beginning. Over time, Joe kept hearing the same thing from his clients: “Can you help me with retirement, too?” The more stories he heard—people running out of money, going back to work, or unsure of what to do next—the more he knew he had to step in.
So, in 2022, he founded Retire With Joe, LLC, offering transparent retirement planning, powered by a Series 65 license and a deep desire to educate, not confuse. With his “Portfolio X-Ray” process and annual review system, Joe and his team bring peace of mind to people planning their future.
Inside CoachG, Joe leads 3rd and Long: Annuity 101, where he teaches agents how to identify annuity opportunities buried in plain sight—and how to turn one policy into a long-term financial solution. It’s not theory—it’s the exact playbook Joe runs in his own business.
A former college athlete and MBA grad from Salve Regina University, Joe grew up just outside Providence, RI, as the oldest of five siblings. That big-brother mentality is still what drives him today—lead by example, show up when it matters, and always put others first.
“Every Medicare client is one question away from an annuity.”
JOSH COOPER
FOUNDER, SENIOR GUIDED SOLUTIONSÂ
Josh Cooper knows that a winning game plan is built on two things: education and execution. After trading his basketball jersey for a degree in Education, Josh spent five years in the classroom mastering the art of breaking down complex ideas so others could win.
In 2017, Josh brought that teacher’s heart to the insurance sector. Over the last seven years, he has dominated the Final Expense, Life, and Medicare markets—not just as a producer of over $200k in annual premium, but as a mentor who stays in the trenches.
Inside COACHG, Josh leads the charge on Life Insurance and Final Expense. He specializes in helping agents bridge the gap between "working hard" and "operating at full capacity" by mastering the sales scripts and systems required to close high-volume business. He is dedicated to helping agents duplicate his success through structured growth and repeatable plays.
When he’s not drawing up growth strategies, you’ll find Josh back in his element—spending time with his family, traveling, or jumping into a competitive game of hoops. He leads with a simple philosophy:
“Seek to understand before seeking to be under
DEVIN CURTIS
REGIONAL DIRECTOR OF SALES, GHW
Devin Curtis doesn’t just show up to work—he shows up to compete. A lifelong athlete who took his talents to the collegiate soccer pitch, Devin traded his cleats for a Business Administration degree from Illinois College and a mission to help others win. He understands that in both sports and insurance, success isn't an accident; it’s the result of having the right tools and the right mindset.
As a Regional Director of Sales, Devin thrives on the "assist"—connecting clients with the exact products and services they need to protect their lifestyle and perform at their peak. For Devin, it’s about more than a transaction; it’s about ensuring every person on his roster has the playbook to be their best every single day.
When he’s not coaching his team or scouting new opportunities, you’ll find Devin pushing his limits at the gym, catching a game live, or relaxing at home with his wife, their families, and their two cats.
KEEGAN POWELL
CONTENT & CREATIVE MANAGER
Keegan Powell serves as Content & Creative Manager, supporting insurance agents and agencies by bringing clarity, structure, and confidence to the content creation process. With a professional background in video production and on-set execution, Keegan specializes in helping individuals translate their expertise into clear, engaging, and trustworthy media.
Over the past two years, Keegan has worked professionally across high-budget music videos and commercial productions throughout Nashville and surrounding areas. He has also spent time as a production manager at a media company, where he developed a strong foundation in operational support, workflow management, and execution under pressure. A graduate of Western Kentucky University with a focus in film, Keegan brings both technical skill and practical experience to every shoot.
Keegan is especially passionate about working directly with agents who may feel uncomfortable on camera. He thrives in guiding people through the filming process, helping them feel prepared, confident, and supported so their message comes across naturally and effectively. His approach is hands-on, calm, and collaborative, ensuring productions stay efficient while maintaining high creative standards.
Outside of work, Keegan values time with his family in Bowling Green, Kentucky, including his parents and two siblings. He enjoys staying active, working out, and continuously pushing his creative abilities. Driven by curiosity and a love for problem-solving, Keegan is always looking for better ways to create, refine, and execute meaningful content.
ASHTON CARTER
MARKETING & COMMUNICATIONS DIRECTORÂ
What started as a summer job making copies evolved into a dynamic 14-year career fueled by a deep passion for strategic design and visual storytelling. As the Marketing and Communications Manager, Ashton lives and breathes branding. She specializes in helping businesses discover their unique identity, cultivating cohesive brand experiences, and shaping the creative vision for the Springfield team. A master of message and design, she seamlessly blends creative execution with strategic communication to ensure every project resonates perfectly with both the team and clients.
Outside of the marketing world, Ashton loves exploring the outdoors, experimenting with new recipes in the kitchen, and getting lost in a good book. She and her husband, Josh, live in their hometown of Sherman, IL, along with their mini Australian Shepherd, Reba.
COACHG MEMBERS - FREE!
- Full Access to All Sessions
- Coach's Pool Party Access
- Use exclusive code for $0 ticket provided in The COACHG Community
- $150 Refundable Deposit Required
NON-MEMBERS - $2500
- Limited Tickets Available to non-members
- Full Retreat Access
- First come, first served until non-member tickets fill up - get them before they are gone!