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2026 Wholesaler Leadership Conference Presentations


Presentations

General Sessions

GS1 — AI: Staying In Charge Understanding AI's Implications for Wealth Managers
Christina Cuffari, Vice President, Advanced Planning & Sales Technology, Prudential; Raymond Adamson, Vice President, Zinnia

GS2 — Wholesaling Reimagined Building The Modern, Data-Driven Sales Model
Björn Borg, Vice President of Sales, Annuities, Ensight; Cathy Jo Borgman, Head of Adoption and Platform Growth, Ensight

GS3 — From Conversation to Conversion: The New AI Advantage for Wholesalers
Preston Hunter, General Manager, Jump Grow, Jump AI

 

 

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