Advisors Urged to Lead With AI in Las Vegas

Panelists at Protectors 2026 argued that financial advisors need to take the lead on artificial intelligence adoption rather than wait for it.

Updated on Nov. 10, 2026 in Artificial Intelligence

Advisors Urged to Lead With AI in Las Vegas

Live Poll

Do you think AI will make getting insurance easier for you?

At Protectors 2026 in Las Vegas, Panos Leledakis, CEO and founder of the IFA Academy, said advisors must lead with AI, noting he has created 30 AI employees that perform tasks for him. Steve Cain of LTCI Partners described using AI to simplify compliance documents for clients.

Why it matters

The panel framed AI as a practical tool for client research and back-office work already in use in advisory practices. Its speakers argued that firms which delay adoption risk falling behind.

Leledakis reported creating 30 AI employees that perform tasks on his behalf, while Cain described using AI to map his company's entire workflow from client call to policy delivery. The extraction does not provide performance metrics, costs, or error rates for these systems.

The players

Panos Leledakis

Leledakis is CEO and founder of the IFA Academy, an advisor education organization, and spoke at Protectors 2026 on why advisors must lead with AI.

Steve Cain

Cain is associated with LTCI Partners, a long-term care insurance firm, and described his use of AI to compare carrier policy illustrations and simplify compliance documents.

Jeffrey Williams

Williams is managing director and insurance industry advisor at Microsoft, and outlined three stages of company AI adoption that he said will ultimately eliminate organizational hierarchy.

The details

Leledakis said clients are using ChatGPT to research insurance products. Cain said he put policy illustrations into an AI model to build a whiteboard comparing carriers' policies, and instructed AI to map his company's workflow from initial client call through policy delivery.

Protectors 2026 took place in Las Vegas on November 10, 2026.

The Tech Race

Clients researching insurance products with ChatGPT shows general-purpose chatbots moving into a regulated advisory market. Advisors' push to adopt AI first reflects a competitive pressure to keep pace with that consumer behavior.

Advisors who adopt AI tools may change how quickly they research carriers, compare policy illustrations, and prepare compliance paperwork for clients. Clients already using ChatGPT to research insurance products may arrive at advisor meetings with more pre-formed questions.

The takeaway

Panelists at Protectors 2026 treated AI as a near-term operational change for advisory firms rather than a distant possibility. Practices that map their own workflows, as Cain described, may be better positioned to decide where these tools fit.