The 2026 Agenda.

8:00 AM6:30 PM

Registration Open

5th Floor Foyer

12:00 PM5:00 PM

Kick-Off Day Content

Track Rooms

12:25 PM1:00 PM

Track 1 The Role of LTC for Future Generations

Palazzo D

1:05 PM1:40 PM

Track 1 Lead or Be Left Behind: The AI Imperative for Insurance Advisors, Producers, and Business Leaders

Palazzo D

1:25 PM2:10 PM

Track 2 Social Security Through the Consumer’s Eyes: How Americans View The Program, Its Future and Its Role in their Retirement Security

Palazzo C

1:45 PM2:20 PM

Track 1 Fixing LTC: What Will It Take

Palazzo D

2:25 PM3:00 PM

Track 1 What Happens if You Live?

Palazzo D

2:25 PM3:10 PM

Track 2 Claiming Is Just the Beginning: Social Security and the Bigger Retirement Conversation

Palazzo C

3:05 PM3:40 PM

Track 1 Measure, Monitor, Mitigate & Document: The Fiduciary Process for LTC Planning

Palazzo D

3:10 PM3:55 PM

Track 2 The Power of Timing: Turning Age‐Based Milestones into Strategic Planning Opportunities

Palazzo C

3:45 PM4:20 PM

Track 1 Unstoppable: The Five Forces that Drive Peak Performance

Palazzo D

3:55 PM4:40 PM

Track 2 Social Security Knowledge as a Door Opener for Annuities and Long Term Care

Palazzo C

4:25 PM5:00 PM

Track 1 The Biggest Opportunity in LTC: Moving from Individual to Group

Palazzo D

5:00 PM7:00 PM

Kick-Off Reception

5th Floor Foyer

7:00 AM5:00 PM

Registration Open

5th Floor Foyer

8:00 AM9:30 AM

Plenary Breakfast

Marcello Ballroom

8:30 AM10:35 AM

Plenary Plenary Sessions

Marcello Ballroom

10:30 AM5:00 PM

Expo Hall Open

Expo Hall

10:45 AM11:20 AM

Track 1 The Next Wave of Innovation in Annuity Products

Palazzo D

10:45 AM11:20 AM

Track 2 Session TBA Presented By Integrity

Palazzo C

10:45 AM11:20 AM

Track 3 Whole Life As An Asset Compared To Real Property

Palazzo B

10:45 AM11:20 AM

Track 4 The Underwriting Edge: Place More. Sell More.

Palazzo A

10:45 AM11:30 AM

Workshop Room A Medicare-to-Annuity Opportunities

Palazzo N

10:45 AM11:45 AM

Workshop Room B Mastering Index Allocations: Balancing Client Goals with Best Interest Rules

Palazzo N

11:00 AM4:00 PM

Showcase Stage Showcase Stage

Expo Hall

11:25 AM12:00 PM

Track 1 Session TBA Presented By AmeriLife

Palazzo D

11:25 AM12:00 PM

Track 2 How Associations Work For YOU

Palazzo C

11:25 AM12:00 PM

Track 3 Premium Financing: The Good, The Bad, & The Ugly

Palazzo B

11:25 AM12:00 PM

Track 4 AI Fluency: The New Underwriting Skill Set

Palazzo A

12:00 PM2:00 PM

Lunch & Expo Hall Networking

Expo Hall

2:00 PM2:50 PM

Track 1 Index Innovation: Expanding the Toolkit for Modern Outcomes

Palazzo D

2:00 PM2:50 PM

Track 2 AI in the Real World of Distribution

Palazzo C

2:00 PM2:50 PM

Track 3 Motive: The Invisible Guest in your Wealth Biased Relationship

Palazzo B

2:00 PM2:50 PM

Track 4 Distribution of the Future

Palazzo A

2:00 PM2:45 PM

Workshop Room A From Yes to How: How Advisors and Clients Build Multigenerational Extended Care Plans

Palazzo N

2:00 PM2:45 PM

Workshop Room B Designed to Sell - Agency Modernization and Metrics for Exitability

Palazzo N

3:00 PM3:35 PM

Track 1 Session TBA Presented By OneAmerica Financial

Palazzo D

3:00 PM3:35 PM

Track 2 Session TBA Presented By Bestow

Palazzo C

3:00 PM3:35 PM

Track 3 The Conversation BEFORE the Conversation – How to Have Effective Wealth Planning Conversations Every Time!

Palazzo B

3:00 PM3:35 PM

Track 4 What’s Next in Distribution? Views from Across the Insurance Ecosystem

Palazzo A

3:00 PM3:45 PM

Workshop Room A The Strategic Role of Institutional Life Insurance in Executive Benefit Financing

Palazzo N

3:00 PM3:45 PM

Workshop Room B From Agent to Advisor & The Art Of Articulating Your Value

Palazzo N

3:40 PM4:15 PM

Track 1 The Role of the Insurer is Not Just Insurance

Palazzo D

3:40 PM4:15 PM

Track 2 Realities of AI & Tech Enablement

Palazzo C

3:40 PM4:15 PM

Track 3 From Product Innovation to Infrastructure Innovation – Exploring L&A's Next Wave

Palazzo B

3:40 PM4:15 PM

Track 4 Not Your Old School Employee Stock Ownership Plan! Modern Design, Creative Trends and Advisor Opportunities

Palazzo A

4:00 PM5:00 PM

Expo Hall Reception

Expo Hall

7:00 AM3:00 PM

Registration Open

5th Floor Foyer

8:00 AM9:30 AM

Plenary Breakfast

Marcello Ballroom

8:30 AM10:35 AM

Plenary Plenary Sessions

Marcello Ballroom

10:30 AM5:00 PM

Expo Hall Open

Expo Hall

10:45 AM11:20 AM

Track 1 The 20 Million Client Opportunity: Serving Non-U.S. Citizens

Palazzo D

10:45 AM11:20 AM

Track 2 Who Will Own the Retirement Paycheck?

Palazzo C

10:45 AM11:20 AM

Track 3 Business Owner Trifecta

Palazzo B

10:45 AM11:20 AM

Track 4 Legacy Transformation

Palazzo A

10:45 AM11:30 AM

Workshop Room A Annuity Pricing and Renewal Rates in PLAIN ENGLISH

Palazzo N

10:45 AM11:30 AM

Workshop Room B Rebranding as a Holistic Advisor

Palazzo N

11:00 AM4:00 PM

Showcase Stage Showcase Stage

Expo Hall

11:25 AM12:00 PM

Track 1 State of the Annuity Industry - Do Numbers Lie?

Palazzo D

11:25 AM12:00 PM

Track 2 AI-Advisor Workflows

Palazzo C

11:25 AM12:00 PM

Track 3 Beating the House: How to Pay Less than 10% Tax in Retirement

Palazzo B

11:25 AM12:00 PM

Track 4 Evolution of IMOs

Palazzo A

12:00 PM2:00 PM

Lunch & Expo Hall Networking

Expo Hall

2:00 PM2:50 PM

Track 1 Distribution Management

Palazzo D

2:00 PM2:50 PM

Track 2 Top of the Table: Ideas & Concepts To Put Extra Zeros Into Your Paycheck

Palazzo C

2:00 PM2:50 PM

Track 3 Finding Your Niche - Differentiating from the Crowd

Palazzo B

3:00 PM3:35 PM

Track 1 Special Considerations for Business Owners in Estate Planning

Palazzo D

3:00 PM3:35 PM

Track 2 Navigating the K-Shaped Consumer: Strategies for Profitable Acquisition

Palazzo C

3:00 PM3:35 PM

Track 3 Where Risk Matters Most

Palazzo B

3:00 PM3:45 PM

Workshop Room A The Fiduciary Advantage - How Trust Becomes Your Greatest Growth Strategy

Palazzo N

3:40 PM4:15 PM

Track 1 Trust, But Verify - The Latest Learnings in Fraud Prevention

Palazzo D

3:40 PM4:15 PM

Track 2 Be Empowered to Empower: Grow Your Practice

Palazzo C

3:40 PM4:15 PM

Track 3 From One Sale to a Lifetime

Palazzo B

4:00 PM5:00 PM

Expo Hall Reception

Expo Hall

9:00 PM11:00 PM

Official After Party

Marcello Ballroom