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Eric Naison-Phillips Principal at SALI Fund Services

Profile

Eric is a Principal of SALI Fund Services. He is actively involved in the marketing of SALI to investment managers, insurance companies, and investors, while working closely with Tom Nieman, SALI’s Managing Principal and Chief Financial Officer, on strategic business planning for SALI. Eric became active with the marketing of SALI in 2003. In 2009, he became a Principal of SALI. Eric spends a significant portion of his time structuring, implementing, and servicing Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) portfolios designed to meet the unique needs of ultra-affluent families. Eric has expertise in both the onshore and offshore Private Placement markets. Eric is a frequent speaker at industry events on the subject of Insurance Dedicated Funds (IDFs), PPVA, and PPVUL. In addition to his speaking engagements, Eric has worked jointly with Michael Liebeskind to publish articles in Private Asset Management magazine, and Trusts and Estates magazine on the subject of PPVA. A graduate of Yale University with a BA in American Studies, Eric was a pitcher and four-year letter winner for the Yale baseball team. He is a member of the Association for Advanced Life Underwriting (AALU), and holds FINRA Series 3, 6, and 63 securities licenses.

Agenda Sessions