THANK YOU FOR MAKING 2013 OUR BEST YEAR YET!
Thank you to all the sponsors, participants, and attendees involved with the 11th Annual Private Placement Life Insurance and Variable Annuities Forum in National Harbor, Maryland on June 13 and 14. Your contribution to the program helped us make this year’s event our best ever in terms of attendance.
The Private Placement Life Insurance and Variable Annuities Forum focuses on tax-efficient investing for the high net worth market. This year, conference-goers were treated to:
- A three-hour, Pre-Conference Summit detailing “How to Grow Assets Under Management” using private placement life insurance products
- A keynote address from John Tousley, Managing Director of Goldman Sachs Asset Management’s Third-Party Portfolio Strategy Group
- Case studies that gave hands-on, practical advice about how to initiate and manage a private placement insurance deal; use replication strategies to boost returns; and set up an insurance dedicated fund
- A detailed discussion of “Tax and Budget Policy in the Washington Swamp” from Ken Kies, former Chief of Staff of the Congressional Joint Committee on Taxation
See you in 2014!
ACCOUNTANTS AND ATTORNEYS
Learn how to build relationships with distributors at the pre-conference workshop
FUNDS AND ADVISORS
Discover how PPLI/PPVA is increasing assets under management
CARRIERS AND BROKERS
Hear success stories on how PPLI/PPVA can grow your business
The distribution network for your product
Prospective clients on the products’ benefits
Investment returns in a low-yield environment