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