Private Placement Life Insurance &
Variable Annuities Forum
Connecting trusts, estate planners, family offices, RIAs, RPAs, and private banks with insurance carriers, advisors, brokers, and investors to tackle PPLI challenges, uncover opportunities, and build lasting relationships.
The leading PPLI & VA conference is back in Miami!
Limited free passes available for advisors!
Don't miss this exclusive opportunity to join us in Miami for free* if you are an advisor in:
- Family Offices
- Wealth Management Firms
- Insurance-based Investment Managers
- Private Banks
- Financial Advisers and Wealth Managers
- Trusts and Estate Planners
- Accountants and Tax Advisors
- RIAs for High-Net-Worth Individuals
- Retirement Plan Advisors
- Attorneys and Law Firms
- Insurance Brokers
ACT NOW: We only have a few free passes available!
*Subject to approval.
What's new for 2026
Hottest industry topics
An action-packed agenda touching the latest trends and biggest challenges affecting the industry, including:
- Political decisions driving the PPLI market
- Designing your ideal PPLI structure
- Optimizing IDFs vs. SMAs
- Privacy & Portable Policies
- The future of PPLI - offshore and onshore
- PPLI next-gen wealth strategies
- Analyzing market dynamics on PPLI
- Opening the door to investment opportunities
Who will you meet?
Come to PPLI/VA to meet and mingle with the most senior decision makers.
Including:
- Family offices
- Wealth management firms and specialist financial advisors
- Private banks
- Trusts, estate planners, and RIAs working with HNWIs
- Retirement plan advisors
- Insurance brokers and carriers
- Accountants and tax advisors
- Asset management and investment firms
- Managers advising on insurance-based investment products
- Attorneys and law firms
Networking made easy
Dedicated networking opportunities throughout the day will allow you to meet and connect with old friends and new faces.
Conclude the day with a relaxed networking drinks reception to see off the conference in style!
Hear from the industry leaders
PPLI&VA speakers are the industry's thought leaders. Hear from carriers, brokers, RIAs, RPAs, family offices & more - all under one roof!
Confirmed experts speaking in 2026 include:
Samy Reeb
CEO at Pfis Group
Miguel Cardona
CEO at Scuarda Life
Robert Amoruso
Founder and CEO at Gideon Strategic Partners
Michael Schulman
Partner & Chief Investment Officer at Running Point Capital Advisors
Interested in partnering opportunities for 2026?
Get in touch with us today to discuss a sponsorship and exhibition package that can help you demonstrate your knowledge and expertise, generate leads and put your brand in the spotlight.
Contact Marcus by email at Marcus.Beeby@informa.com.
