[Webinar] How a Top 10 Life Broker Uses AI to Close More

Most “modernization” conversations in life, annuities, and health distribution create more noise than clarity. Underwriting is getting more complex, AI adoption is accelerating, and everyone is promising outcomes, yet very few teams are willing to share what’s actually working in the field.

That’s why I’m encouraging our community to attend an upcoming live webinar hosted by Pathwork on January 22 at 11:00 AM ET. The content will be genuinely useful for anyone focused on practical distribution and operational improvements.

In this session, leaders from Highland Capital Brokerage will walk through what they’re seeing firsthand—and what it means for distribution teams that need results, not hype. You can expect:

• Real examples of how Highland is reshaping operations
• How workflows are being rebuilt to improve speed and placement while strengthening human judgment
• Where AI is actually driving revenue and efficiency vs. where it’s just noise
• The “modernization playbook”: wins, misses, and the moves they’d run again

Speakers (Highland Capital Brokerage):

• Lori-Anne Walker, VP & Chief Underwriter
• Shelley Bondurant, EVP, Ops & Sales Enablement
• Adnan Raja, SVP, Digital Transformation
• Michelle Konsky, VP, Chief Underwriter

If you’re trying to separate signal from noise in 2026, this is worth your time.

Register here.

— Ken Leibow,
CEO, InsurTech Express