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February 25 - 27, 2008 | Conrad Miami, Miami , FL

Event Overview

Event Overview

Dear PPLI Professional,

Since we met last February in Miami, the private placement life insurance and private placement variable annuities sectors have continued to grow in popularity among affluent clients and evolve in terms of structure and distribution. There has been a significant increase in industry understanding of the concepts, but by no means is this process complete. On top of this, IDFs, carriers and producers continue to face distribution challenges, and new marketing channels are constantly being investigated and pursued.

You spoke and we listened. With the help and input of key industry leaders and market participants, we've put together a revamped program while continuing our rich tradition of interactive sessions and more time to network than ever before. Now in its 6th successful year, Alternative Investing Through Life Insurance & Annuities truly is the only forum dedicated to full understanding and implementation of PPLI and PPVA in the greater context of estate planning and asset protection.

Here is a small slice of what you can expect from the 2008 event:

  • Economic Keynote Address: Mark W. Yusko, President and Chief Investment Officer of Morgan Creek Capital Management, LLC, will discuss how current economic trends, such as the credit cycle downturn, the subprime mortgage collapse and emerging markets can affect your affluent client's.
  • Political Keynote Address: Just in time for primary season, Greg Vallier, Senior Vice President and Co-Founder of Stanford Group Company's Policy Research, will comment on the political landscape of the 2008 election and how the turnout will affect affluent families.
  • International Trends: Stay ahead of the industry curve through this unprecendented 3 case study approach to international applications of PPLI for 2008 and beyond
  • Distribution, Distribution, Distribution- Arguably the most important industry issue: Partake in audience focused question and answer sessions with IDF managers, carriers, producers and wirehouses on what's worked, what hasn't, why not and what's next
  • Over 8 hours of on-site structured networking time: Follow up on what you've heard throughout the day in the sessions through extended breaks, more receptions and one-on-one accessibility to key industry players and speakers

Plus: Make sure to attend our brand new Estate Planning & Asset Protection Session, throughout the program. In-depth panels with professionals from Withers Bergman, Giordani, Schurig, Beckett & Tackett LLP, Deutsche Bank and more will speak on protecting your clients from diversification failures, lending in a pre and post planning context and more!

Make sure you drive the future of the Private Placement Life Insurance and Private Placement Variable Annuities planning solution by registering today! Call 888.670.8200, email register@iirusa.com or register online at www.iirusa.com/altinvesting.

We look forward to seeing you in Miami in February!

Best regards,

Jill Ozovek
Event Director

Conference Brochure

Event Sponsors

  • American International Group (AIG)

  • Berens Capital Management

  • Pictet

  • Taylor Investment Advisors

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