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November 9-10, 2021
W Chicago City Center

November 9-10, 2021
W Chicago City Center

Specialist workshops

Your pick of 3 pre-conference workshops

Access the expert knowledge relevant to your business with at one of three workshops, led by leading financial advisors, RIAs, Funds and industry insiders.

Workshop overview

A pass gains you access to all three workshops, so you can pick the content that matters to you.

Each workshop is eligible for CPE points.

PPLI/PPVA fundamentals workshop.

Gain the knowledge you need to assess the PPLI/PPVA opportunity and how it can work for your clients.

  • Introduction to PPLI & PPVA
  • Design and underwriting
  • Investment allocation options
  • Client use case studies

Investment management workshop.

Designing and managing PPLI/VA funds? Learn about the latest best practices in:

  • Building your investment management structure
  • Choosing IDF and SMA jurisdictions
  • Onboarding your carrier
  • Marketing IDFs 

Planning strategies workshop.

Dive into the practical uses of PPLI and PPVA for wealth managers, RIAs and producers:

  • Ownership - trusts, LLC and jurisdictions
  • Sale cycle and partnerships for PPLI
  • Integrating PPLI in a family strategy
  • Assessing carrier choices