FOR IMMEDIATE RELEASE Washington, DC, March 12, 2026: The American College of Trust and Estate Counsel (ACTEC) announced this today Margaret G. Lodise He will be president of ACTEC 2026–2027. Lodise is a partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles, California. He has been president of ACTEC 2025–2026 Peter […]
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FOR IMMEDIATE RELEASE Washington, DC – March 13, 2026: The American College of Trust and Estate Counsel (ACTEC) today announced an ACTEC Fellow the teacher Reid Kress Weisbord He will be Editor (2026–2028) and ACTEC Fellow the teacher Ronald J. Scalise, Jr. will be associate editor (2026–2028). ACTEC Law The magazine. Weisbord got it the […]
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AI workflows and use cases for agents RECORD June 30, 2026 Real agents. Real work processes. This session looks at how agencies are actually using AI today – from notes to meetings to renewal preparation and client communications – so you can see exactly where to start and what’s working right now. Kimberly Fox Head […]
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Managing Artificial Intelligence: Protecting Your Agency and Your Clients RECORD June 23, 2026 Responsible use of AI is optional – it’s a matter of risk management. Learn what you need to know about data privacy, customer information, E&O exposure, and how to create a simple AI policy for your agency before things go wrong. Jason […]
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AI for Independent Agencies: The Real Story RECORD June 9, 2026 Cut through the hype. This session looks at what AI really is, where it’s already at your agency whether you realize it or not, and why agencies that start learning now will have a real competitive advantage. Technical education is not necessary. Andy Siegel […]
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Hint: How to actually talk to the AI RECORD June 16, 2026 The difference between a mediocre AI result and a great one is usually the hint. Learn proven frameworks for writing tips that get useful results – with examples created specifically for insurance workflows like coverage summaries, customer emails, and renewals. Manny Barbosa Agent […]
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Bonus Session: How AI Search is redefining trust in buying insurance RECORD June 17, 2026 AI-powered search is changing the way consumers find and evaluate insurance agencies, increasing trust, credibility and consistency as key visibility drivers. Agencies that follow these signals can increase visibility and connect with consumers more effectively. Rich McCoy Insurance search architectPartnershipExperience.com […]
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Episode 149: Beyond the Numbers: The Emotional Side of Financial Planning with Dr. Sonia Lotter Download the text or Watch on YouTube! In this episode, Rachel and Brandi sit down with Dr. Sonya Latter to explore the powerful connection between psychology, relationships, and financial decision-making. From financial stress and emotional spending to couples’ communication and […]
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Episode 150: The Call is Out: Using Your Voice for Financial Change with Lisa Whiteley Download the text or Watch on YouTube! In this episode of Real money, real expertshosts Dr. Brandi Baxter and Rachel DeLeon sit down with Lisa Whitley, a certified financial advisor and founder of MoneyByLisa LLC, a registered investment advisor based […]
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Episode 151: The Roots of Money and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard Download the text or Watch on YouTube! In this episode of Real money, real expertshosts Rachel Dillion and Brandi Baxter sit down with Jack Howard, Head of Financial Wellness at Ally, to discuss the evolving financial […]
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