Chris Callahan, Member Relations Director, LIMRA and LOMA

Laura Murach, Research Director, LIMRA and LOMA

Christina Cuffari, Vice President, Advanced Planning & Sales Technology, Prudential

Raymond Adamson, Vice President, Zinnia

Together, we will fully dive into how AI is shaping the way wholesaler leaders and financial professionals work today. Whether you’re just testing the waters or ready to explore deeper, we’ll surface practical, real‑world ways AI is being used to save time, support leadership decision-making, enhance client engagement, and streamline work.

Through real examples, live demonstrations, and interactive conversation, you’ll learn how others are putting AI into motion, gain perspective on responsible use, and chart a course for using AI as a powerful current that supports human judgment — not replaces it — before taking new ideas back to your teams.

Continue the conversation around AI and other technology platforms shaping the sales and distribution landscape in a candid peer-to-peer setting. You’ll discuss which tools are making waves today and where challenges remain, as technology tides ebb and flow. Come ready to share perspectives, compare notes, and gain clarity on what’s ahead.

Björn Borg, Vice President of Sales, Annuities, Ensight Cathy Jo Borgman, Head of Adoption and Platform Growth, Ensight As wholesaling models evolve, expectations for productivity, financial professional engagement, and sales impact continue to rise. In this forward-looking discussion, a panel of wholesaling leaders will explore what the next‑generation wholesaling model requires — and how to modernize to meet it. We’ll cover: Modernizing the illustration experience into a scalable, financial professional‑friendly point‑of‑sale process. Evolving internal wholesaling to drive broader coverage and higher efficiency. Closing critical data and analytics gaps that slow the pipeline and impact financial professional and customer experiences. You will gain a clear view of the future of wholesaling model — along with practical strategies to prepare your teams, technology, and data for what’s ahead.

With changing expectations, evolving roles, competitive pressures, and more, talent management is rarely calm waters. In this interactive session, connect with peers to share real-world approaches to building strong teams, balancing diverse expectations, and thoughtfully aligning performance and rewards. You’ll come away with ideas to help your teams stay engaged, valued, and moving forward — no matter how the tides shift.

Step beyond the surface and into a deeper conversation about the leadership forces shaping your day‑to‑day. This open‑water session has no set agenda — you’ll bring forward the topics that matter most to you, from challenges you’re navigating to ideas ready for exploration.

Through engaging conversation and shared experiences, you’ll gain fresh perspectives that elevate your leadership impact, energize your approach, strengthen connections, and help you chart a confident course for what comes next.

We will reunite in a facilitated conversation to share key takeaways and engage with each other on the questions, insights, and ideas that rose to the surface during the breakout discussions.

Extraordinary beluga whales and their friends set the scene in the underwater, captivating world of Wild Arctic for a one-of-a-kind evening. Enjoy delicious food, relaxed conversation, and warm connections in a setting that’s anything but ordinary — a truly memorable experience. A refreshing change of pace — casual dress encouraged.

Tobin Bennion, Senior Vice President, Sales, Jump AI

Discover how AI is transforming conversations — and what that means for your wholesalers, their territories, relationships, and results. In this session, you’ll learn how conversational intelligence surfaces real‑time trends, client sentiment shifts, and product cues that wholesalers can use to show up smarter, tailor messaging, and accelerate growth. Walk away with practical ways to turn financial professional meetings into actionable opportunities.

Dive into a collaborative, innovative session where everything you’ve learned so far becomes the springboard for imagining what wholesaling could look like ten years from now. Each table will explore the future from a different perspective, all designed to help you stretch your thinking and discover new possibilities.

Your mission: with curiosity and creativity, venture into unchartered waters, reveal fresh insights, and shape future-friendly ideas that make waves. Bring your imagination and leave your comfort zone on shore.

Teams will share their most compelling future‑focused ideas and insights that surfaced during their discussions. This rapid readout helps reveal the themes and opportunities shaping our collective view of the future.

Bill Nash, Vice President, Head of Member Relations, LIMRA and LOMA
Chris Callahan, Member Relations Director, LIMRA and LOMA

Bill has lived every chapter of wholesaling — from the day-to-day hustle to leading teams at scale across diverse distribution channels and products. In this fireside chat, he’ll share lessons from each role, how wholesaling has evolved, and what these shifts mean for the future. This grounded, real‑world conversation will help leaders think differently about what comes next. Bill’s perspective, shaped by his experience, will motivate, challenge, and equip you with the clarity and confidence to navigate the future of wholesaling.