2026 Advanced Sales Forum Agenda
Monday, July 27, 2026
7:00 a.m. - 6:00 p.m. - Registration
7:45 a.m. - 8:45 a.m. - Breakfast
8:45 a.m. - 9:00 a.m. - Welcome and Opening Remarks
9:00 a.m. - 10:00 a.m. - GS1 — Investing and Living a Purposeful Life
10:00 a.m. - 10:30 a.m. - Refreshment Break
10:30 a.m. - 11:30 a.m. - GS2 — Executive Benefits in the Real World: Designing Plans That Actually Work
11:30 a.m. - 11:45 a.m. - Announcement
11:45 a.m. - 1:00 p.m. - Lunch
1:00 p.m. - 2:00 p.m.: Concurrent Sessions
1.1 Annuities: From A to Expert
1.2 Estate Tax: Beyond the Feds
2:00 p.m. - 2:30 p.m. - Refreshment Break
2:30 p.m. - 3:30 p.m.: Concurrent Sessions
2.1 — The ABCs of Charitable Planning, Simplified Through Case Studies
2.2 Business Owner Problems, Advanced Sales Solutions
3:30 p.m. - 4:00 p.m. - Refreshment Break
4:00 p.m. - 5:00 p.m. - GS3 — Mistakes and Opportunities With Lifetime Income for Retirees
5:00 p.m. - 6:00 p.m. - Welcome Reception
Tuesday, July 28, 2026
7:00 a.m. - 5:45 p.m. - Registration
7:45 a.m. - 8:45 a.m. - Breakfast
8:45 a.m. - 9:00 a.m. - Welcome and Opening Remarks
9:00 a.m. - 10:00 a.m. - GS4 — Inside the Political Landscape: What’s Ahead and Why It Matters for the Profession
10:00 a.m. - 10:15 a.m. - Break
10:15 a.m. - 11:15 a.m. - GS5 — Ahead of Time: Capitalizing on the Quiet Rise of Gen X Wealth
11:15 a.m. - 11:30 a.m. - Break
11:30 a.m. - 12:30 p.m.: Concurrent Sessions
3.1 — The Art and Science of Life Insurance Case Designs
3.2 — Annuity Product Deep Dive: Building for Successful Sales
12:30 p.m. - 1:30 p.m. - Lunch
1:30 p.m. - 2:30 p.m. - GS6 — Practice Management Networking: Sharing Tools for Success
2:30 p.m. - 2:45 p.m. - Break
2:45 p.m. - 3:45 p.m.: Concurrent Sessions
4.1 — 1035s… and Other Owner/Beneficiary Stuff!
4.2 — Beyond the Basics: Turning Knowledge and Data into Decisions for Advanced Markets Growth