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June 1-2, 2022
Venue to be confirmed

June 1-2, 2022
Venue to be confirmed

PPLI/PPVA Fundamentals

Learn all you need to evaluate the PPLI/PPVA proposition, gain confidence with perspectives across the value chain

Who's it for?

Designed especially for firms new to Private Placement Life Insurance and Variable Annuities. This popular annual workshop will give you all the information you need to understand the PPLI/PPVA opportunity, market place, and how it could be put to effective use for your clients.

The only place to learn the basics from all the key industry stakeholders – hear from RIAs, Brokers, Carriers and Law Firms to understand PPLI/PPVA from all angles.

What will be covered?

  • Introduction to PPLI and PPVA
  • Design, underwriting and economics of policies
  • Investment allocation options under private placements
  • Use case studies for different client profiles