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

Frank Seneco
President at Seneco Global Advisors Inc
Speaker

Profile

Frank W. Seneco is President of Seneco Global Advisors Inc, one of the leading advanced planning firms with a specialty in structuring sophisticated life insurance solutions. He is also President of Seneco Global Advisors Ltd, an offshore insurance consultancy. And he is a registered representative of Oberlin Financial International, LLC (OFI). For over 32 years, working in conjunction with his partners, staff and retained network of specialists, he works with domestic and international families who have significant wealth. Assisting them to meaningfully enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Furthermore, Frank is recognized as a leading authority on structuring traditional and private placement life insurance solutions for the extremely affluent including celebrities. Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. Frequently quoted in Forbes, he has written for a variety of trade publications including Private Wealth, Elite Traveler and INC. Magazine’s Business Owners Council. He is a co-author of the book “Protecting the Family Fortune” and “Maximizing Personal Wealth.” Frank is a member of Finseca, (previously known as the Association for Advanced Life Underwriting or AALU), and The Forum 400. He is also a Principal and former Chairman of the Board of Directors of the nationally recognized producer group, First Financial Resources

Agenda Sessions

  • PPLI rules and engagement for investment managers

    2:30pm