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June 1-2, 2022
Venue to be confirmed

June 1-2, 2022
Venue to be confirmed

Planning strategies

Dive into the practical uses of PPLI and PPVA for high net worth clients, stay at the forefront of the wealth management and family planning

Who's it for?

This workshop has been designed for RIAs, Producers and Brokers familiar with PPLI/PPVA, looking to fully utilizing the product and take their offerings to the next level.

Hear how leading producers and brokers in the space are integrating PPLI into a wider family strategy, utilizing the sale cycle effectively, looking at carrier selection to factor in size vs specialism and more. Get ahead of your competitors to be at the forefront of PPLI/PPVA usage.

What will you learn?

  • Integrating PPLI into a comprehensive family strategy
  • Sale cycle, key partnerships and administration
  • Ownership – juridscitions, trusts and LLC choices
  • Carrier selection – large vs specialist insurance firms