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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
Date and Venue TBC
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Pre-conference workshops

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Pre-conference workshops

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Showing 2 of 2 Streams
1:15pm - 2:00pm
Registration
2:00pm - 2:30pm
Meeting the needs of the end investor: PPLI priorities for investment managers

  • How well do investment managers understand PPLI

  • What investment managers need to consider when building their insurance product / offerings

  • RIA’s wish list

  • Anna Sulkin - Legal Editor, Trust & Estates, Wealth Management
  • Ann Marie Liotta - US Wealth Strategist / Producer, Cohn Financial Group
2:30pm - 3:15pm
PPLI rules and engagement for investment managers
1:15pm - 2:00pm
Registration
2:00pm - 2:30pm
PPLI 101 – what, how and the rules
  • Bill Boersma - President/Owner, OC Consulting Group
  • Patrick Maguire - Managing Partner, Greenberg & Rapp Financial Group, Inc.
  • Henry Bregstein - Partner Chair, Alternative Products, Katten
2:30pm - 3:15pm
HNWIs Case Study - How HNWIs assess and plan with PPLI

PPLI as a repositioning tool

  • Marguerita Cheng, CFP - CEO, Blue Ocean Global Wealth
3:15pm - 3:45pm
Networking in the Expo Hall
3:45pm - 4:30pm
Keynote Address: Disaster Prep for Billionaires
  • Angelo Robles - Founder & CEO, Family Office Association
4:30pm - 5:05pm
PPLI Cocktail Reception
5:05pm - 6:05pm
Happy Hour in Exhibit Hall
7:30pm - 9:30pm
Beach Party
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