2026 Advanced Sales Forum Presentations
GS2 — Executive Benefits in the Real World: Designing Plans That Actually Work
GS3 — Mistakes and Opportunities with Lifetime Income for Retirees
GS6 — Practice Management Networking: Sharing Tools for Success
GS7 — Rethinking Trust Planning in a Changing Landscape
GS8 — Are we there yet? AI, Superintelligence, and the Dream of Full Automation
Additional Links with GS8:
Nate B. Jones - AI News & Strategy https://www.youtube.com/@NateBJones
Research Papers - https://arxiv.org/list/cs.AI/recent
Have the AI install BMAD-Method https://github.com/bmad-code-org/bmad-method
GS9 — Economic Update: A Portfolio Manager’s Perspective from Vermont
1.2 — Estate Tax: Beyond the Feds
2.2 — Business Owner Problems, Advanced Sales Solutions
3.2 — Annuity Product Deep Dive: Building for Successful Sales
4.1 — 1035s…and other owner/beneficiary stuff!