At the Downstate Symposium you will learn how to:
- Decipher investor behavior and create a compelling client experience
- Blueprint your business, attract top talent and scale your firm for growth
- Leverage technology to serve clients of all generations
- Avoid the biggest “sales killing” mistake most advisors make
This day represents the best our industry has to offer—a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration right here in your own backyard! Panos Leledakis returns for a keynote address on all things A.I.! This half-day symposium will empower you to become a superhuman advisor or manager, and master the tools of artificial intelligence in your agency.
Our program is custom designed for insurance and financial professionals, and taught by a NAIFA member and MDRT national speaker. We will offer live demonstrations, making the power of artificial intelligence, and new technology, tangible and accessible to everyone in the audience.
- AI Simplified: Dive into the world of AI, where myths are busted, and practical applications are revealed. Understand how AI is not a threat but a tool that enhances our capabilities.
- Unlock the power of AI to streamline your work, personalize client interactions, and outpace competitors—all without needing advanced technical skills.
- Twenty and more simple and practical ways to use AI in your daily routine to maximize productivity! How AI can take over time-consuming tasks, giving you more time to focus on your clients.
- Learn how to "speak" to ChatGPT and other AI models. Understand what a prompt is and how to write effective prompts to get the desired responses from AI models.
- Make ChatGPT Sound Like You: Learn how to train the new GPT models to copy your OWN unique communication style, ensuring personalized and authentic interactions, not generic answers!
- Transform your email management by letting AI draft automated replies for you, make minimal corrections and just press send and save hours a day
Need More Reasons to Attend?
- Learn how to use AI tools such as Claude, Gemini, Perplexity, you.com, and others, to expand your capabilities in AI applications.
- Create Your Own AI Assistant to handle the boring everyday tasks that "kill" your productivity.
- Personalized Video Production: Send a video newsletter to your clients and prospects, personalized with your AI avatar. Mention their name, company, place, or whatever other information you want to differ in each video, by creating just one single video. Your clients will think you shot the video just for them!
- Real-life examples of AI in action within the insurance and financial planning fields!
Session description
Longevity is no longer a future concern—it’s today’s reality. As lifespans extend, the cost of extended care is outpacing most retirement projections. The result? Families under pressure, plans undone, and advisors caught off guard.
Join Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI for a 1-hour session that transforms long-term care from a difficult topic into a defining opportunity. You’ll learn how to:
Why Attend?
Reserve Your Spot Today – redefine what it means to plan for longevity.
Attendees will receive a free copy of Carroll Golden’s new book, and will leave with sample client conversation scripts, case studies, and resources to immediately apply in their practices.
Session description
What is happening at our State Capitol? Hear directly from NAIFA’s top lobbyist and your President as they outline all the issues pouring from the State Legislature. New York stands at a pivotal economic crossroads. With mounting fiscal strain and limited resources to support new laws and initiatives, state leaders face difficult choices that will directly impact taxpayers, employers, and families.
A “State of the State” briefing will provide a clear-eyed assessment of New York’s budget realities, the feasibility of proposed legislation, and the downstream implications for financial planning. From potential tax changes and funding shortfalls to long-term economic competitiveness, this session will unpack what advisors need to understand now — and how to translate these developments into meaningful conversations with clients.
This is more than a legislative update. It is an economic reality check.
Session description
Artificial Intelligence Game-Changer Session
After this speech, you will feel empowered to become a superhuman advisor or manager. New perspectives will open up to your professional horizon, and the important part is that this technology is easy to use!
Panos delivers a powerful, future-focused session about how Artificial Intelligence and new technologies are transforming the role of today's insurance intermediary. With a practical, real-world approach, he shows agents and brokers how to simplify daily operations, save enormous amounts of time, automate workflows, and deliver exceptional client service — all while significantly increasing productivity, production, and profitability.
This presentation will include live demonstrations, making the power of AI and new tech tangible and accessible to everyone in the room. Don’t just keep up with the industry—lead it. Join me and become the superhuman advisor your clients deserve, armed with AI tools that amplify your expertise and efficiency.
Take the first step toward transforming your practice with AI and new tech. Your clients will thank you, and your competitors will wonder how you did it.
An expert in the topic of millennials and Gen Z, Artificial Intelligence and Virtual & Augmented reality, digital transformation, internet marketing strategies, and cutting-edge technologies in the insurance and financial planning profession. He has an impressive record as an international public speaker with hundreds of hours on stage in more than 65 countries globally and at prominent events such as NASA Space Center, the main platform of MDRT, GAMA GLOBAL LAMP, and NAILBA annual meetings. His speaking style is characterized by his motivational and passionate approach, which captivates his audience's attention and provides an unforgettable experience.
Here is website to view Panos’ speaker profile and many testimonials from NAIFA members
