Date and Venue TBC
Date and Venue TBC
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