The PPLI wealth planning solution is designed to provide investors with strategies and solutions for generating tax-free or tax-deferred returns from alternative investment classes by using private placement life insurance investment vehicles. Whereas alternative investment returns are typically subject to capital gains taxes, investing in hedge funds through life insurance vehicles allows the investor to watch their returns grow tax-free or tax-deferred, which is significant for investors who are interested in wealth accumulation and wealth-transfer strategies.

Executive MasterClass: Providing Potential Solutions For Two Key Industry Conundrums: Platform Access and Distribution
2:15	Registration
2:45	Part I: Building Winning Relationships With IDF Managers and Insurance Carriers
4:00	Break
4:15	Part II: Your Clients in Focus: Pinpointing, Approaching and Educating TITAN ADVISORS LENOX ADVISORS INC MERITAGE CAPITAL BERENS CAPITAL MANAGEMENT MANOR HOUSE CAPITAL SUNLIFE FINANCIAL
5:45	Workshop Concludes
6:00	Welcome Cocktail Reception Sponsored By
7:00	End of Welcome Reception

8:00	Morning Registration and Coffee
8:50	Chairpersons’ Opening Remarks GIORDANI, SCHURIG, BECKETT & TACKETT, LLP MASSMUTUAL
9:00	State of the Union Address: Pinpoint the Current State of PPLI and Chart Future Progress PHILADELPHIA FINANCIAL GROUP
9:30	Keynote Address: Macroeconomic Outlook
10:30	Networking and Refreshment Break
11:00	Financial Crisis Effects in the Spotlight: Compare IDF Market to Overall Alternatives: How Are We Doing? WATERSTREET INVESTMENT CONSULTANTS LEGACY CAPITAL GROUP
12:00	Underwriting and Product Considerations Under the New 2001 CSO Mortality Table AIG NEW YORK LIFE INSURANCE COMPANY FINANCIAL ARCHITECTS
12:45	Luncheon For Conference Attendees
2:00	Keynote Address: Emotional Money: The New Partnership of Psychology And Finance WEALTH PSYCHOLOGY
2:55	Town Hall Meeting: Regulatory Roundtable on Financial Services Convergence JONES WALKER LLP PRUDENTIAL More Panelists to be Announced
3:45	Networking Break
4:15	Canvassing the Market: Go In-Depth on Industry Concerns and Pockets of Opportunity With the Who’s Who of Insurance Carriers Moderator: MASSMUTUAL AIG AMERICAN GENERAL SUNLIFE FINANCIAL PHILADELPHIA FINANCIAL GROUP NATIONWIDE PRUDENTIAL
5:05	Champagne Roundtable Discussions and an Open Microphone: Operational Business Debates MERITAGE CAPITAL DEUTSCHE BANK PRIVATE ASSET MANAGEMENT K2 ADVISORS IVY ASSET MANAGEMENT SUNLIFE FINANCIAL AIG AMERICAN GENERAL JONES WALKER LLP GIORDANI, SCHURIG, BECKETT & TACKETT LLP
6:15	Beachside (Weather Permitting) Cocktail Reception Sponsored by   and
7:15	End of Main Conference Day 1

8:00	Morning Registration and Coffee
8:30	Chairperson’s Remarks
8:40	Competition to PPLI and PPVUL: Alternatives To Alternatives PELAGOS ADVISORS CONVERGENT WEALTH MANAGEMENT
9:25	Applying the Toolkit: Applications and Case Studies of Successful Use of Asset Protection in a PPLI Context GIORDANI, SCHURIG, BECKETT & TACKETT LLP
10:20	Networking Break
10:50	Town Hall Meeting #2: Alternative Sales Strategies In A Changed Market & Economy Roundtable Discussions GIORDANI, SCHURIG, BECKETT & TACKETT LLP MANOR HOUSE CAPITAL
11:45	PPLI and Beyond: Assessing the Next Phase of International Applications of PPLI SUNLIFE FINANCIAL VIE INTERNATIONAL
12:30	End of 7th Annual Alternative Investing Through Life Insurance & Annuities