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

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PPLI/VA - Main conference

8:45am - 9:20am

Registration & Networking

9:20am - 9:30am

Chairperson's Opening Remarks

9:30am - 10:05am

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

10:05am - 10:50am

Designing Your Ideal PPLI Structure

10:50am - 11:20am

Morning Coffee & Networking Break

11:20am - 12:05pm

Protecting Your Wealthy Clients: Privacy & Portable Policies

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

12:50pm - 2:00pm

Networking Lunch

2:00pm - 2:45pm

The Future of PPLI – Offshore and Onshore

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

3:00pm - 3:20pm

Afternoon Coffee & Networking Break

3:20pm - 4:05pm

The KYC-Market Nexus: Analyzing Market Dynamics on PPLI

4:05pm - 4:55pm

Opening the Door of Investment Opportunities

4:55pm - 5:00pm

Chairperson's Closing Remarks

5:00pm - 6:30pm

Networking Drinks Reception

2026 AgendaThursday, 19 November 2026