The only annual gathering for private placement life insurance professionals
Meet and connect with insurance carriers, financial/wealth advisors, producers, brokers, asset managers and investors in one place.
The leading Private Placement Life Insurance & Variable Annuities event
Hottest industry topics discussed
PPLI/VA is the best resource for senior professionals to deep-dive into the latest trends and challenges affecting the industry.
Topics that were discussed in 2022 included defining best practices in PPLI, post-pandemic – predictions for the PPLI/VA marketplace, RIAs and how to generate more value for clients, the SMA explosion, how family offices use PPLI and more.
Networking made easy
Building long-lasting relationships has never been more important. That’s why we’ve placed networking at the heart of our event.
With lots of dedicated networking time and a smart matchmaking tool, it has never been easier to start a conversation with the right person.
Who will you meet?
Come to PPLI/VA to meet and mingle with the most senior decision makers.
Spanning brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts.
Companies that attended PPLI/VA in 2022 included Cohn Financial Group, RedWood Partners, Meryll Lynch, Prudential, TransGlobal Holding Company, Cooper Family Office, Signature FD, Chequers Financial Management, Carson Group, OC Consulting Group, Family Office Association and many more!
Hear from the industry leaders
PPLI/VA speakers are the thought leaders of the industry.
We heard from an expert line-up including Gideon Strategic Partners, Roxbury Consulting, Carson Group, NFL, Greenberg & Rapp Financial Group, Signature FD and more! Also, we heard from the big-name keynotes as part of the wider Wealth Management Edge programme including football superstars Eli and Archie Manning.
Free passes
If you are a single family office, high-net-worth individual or an advisor that is new to PPLI including RIAs, independent B/D advisors, regional advisors, wire house advisors and financial planners you may qualify for a free pass.
Qualifying advisors must be active as a financial advisor with reportable AUM and new to PPLI. Proof of certification (CFP, CFA or others) is not sufficient nor qualifies you for this rate.
We heard from NFL legends for an exclusive keynote Q&A
Eli and Archie Manning took to the stage to discuss the secrets of their success on the football field and in the business world – while also sharing their perspectives on managing family and intergenerational wealth in this exclusive keynote Q&A.
Find out more here.
The experts who spoke in 2022 include...
New in 2022!
PPLI and VA Forum will be a satellite event at Wealth Management EDGE, a new conference experience for financial advisors and leaders of advisory firms looking to accelerate the growth of their businesses. Wealth Management EDGE brings Inside ETFs, WealthStack and RIA Edge together to provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.
What is a satellite event?
Satellite events take place alongside Wealth Management EDGE, providing the benefit of more networking functions and a larger pool of financial advisors and wealth management professionals to network with. Aside from the increased networking provided to satellite events, they will have dedicated session rooms and dedicated attendees. Participation in a satellite event will grant you access to the event you are participating in as well as all other events taking place at Wealth Management EDGE*.
*Close-door and invite-only events are denoted on event agendas.
Sustainability
Discover the steps being taken to run PPLI/VA as sustainably and socially responsible as possible including:
- FasterForward to zero - Informa's commitment to net zero carbon
- Reducing carbon emissions
- Wellbeing and accessibility
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Lead Media Partner: Trusts & Estates
The pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.
CERTIFIED BY THE CPD CERTIFICATION SERVICE
Private Placements Life Insurance & Variable Annuities Forum is now a CPD certified event.
