Agenda - 2026 Agenda | Private Placement Life Insurance & Variable Annuities Forum

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PPLI/VA - Main conference

2026 Agenda 8:45am - 9:20am

Registration & Networking

2026 Agenda 9:20am - 9:30am

Chairperson's Opening Remarks

2026 Agenda 9:30am - 10:05am

From Capitol Hill to Wall Street: Political Decisions Driving the PPLI Market

2026 Agenda 10:05am - 10:50am

Designing Your Ideal PPLI Structure

2026 Agenda 10:50am - 11:20am

Morning Coffee & Networking Break

2026 Agenda 11:20am - 12:05pm

Protecting Your Wealthy Clients: Privacy & Portable Policies

2026 Agenda 12:05pm - 12:50pm

PPLI 2.0: Navigating Innovation and Asset Class Evolution in PPLI

Considering cryptocurrencies and digital assets? What is the best product in the market for your client?
Creating investment flexibility for your clients
How can we establish parametric insurance applications?
Digital solutions for compliance and management
Designing an ideal risk transfer mechanism

2026 Agenda 12:50pm - 2:00pm

Networking Lunch

2026 Agenda 2:00pm - 2:45pm

The Future of PPLI – Offshore and Onshore

2026 Agenda 2:45pm - 3:00pm

Co-Creating PPLI Next-Gen Wealth Strategies

Younger beneficiaries and changing family dynamics influencing product design
Cross-generational investing – considering alternative assets (crypto, digital assets)
Providing simplified succession planning advice and education funding
Incorporating family governance and policy frameworks. Case study of Rockefeller Waterfall Method, Webber v. Commissioner

2026 Agenda 3:00pm - 3:20pm

Afternoon Coffee & Networking Break

2026 Agenda 3:20pm - 4:05pm

The KYC-Market Nexus: Analyzing Market Dynamics on PPLI

2026 Agenda 4:05pm - 4:55pm

Opening the Door of Investment Opportunities

2026 Agenda 4:55pm - 5:00pm

Chairperson's Closing Remarks

2026 Agenda 5:00pm - 6:30pm

Networking Drinks Reception

2026 Agenda