The 7th Annual Alternative Investing Through Life Insurance and Annuities event is the only worldwide industry gathering for Private Placement Life Insurance (PPLI) professionals that brings together the top minds in insurance, broker dealers, wealth advisors, legal counsel, and hedge funds (IDFs) to discuss the best practices for creating tax-advantaged investment strategies through insurance wrappers (utilizing investment strategies inside of insurance policies). Read more about PPLI by clicking here.

Why is 2009 The Critical Must Attend Year? It comes down to two major topics of discussion:

• The New Administration: Each candidate has widely disparate views on the tax laws and monetary policy.  Meet in Miami for a frank discussion on what impact the new government makeup will have on your client’s taxes and wealth planning strategies
• The Economy: On average, the 52 economists surveyed now expect U.S. gross domestic product to contract in the third and fourth quarters of this year, as well as the first quarter of 2009. (Wall Street Journal, October 9, 2008) What does this and other economic indicators mean for your clients’ wealth planning goals and the use of PPLI as a tax efficient planning tool?

• Who’s Who Of The Industry: At nowhere else in the world will you find the key distributors, carriers, IDF managers and advisors
• 2 Keynote Addresses: In a heavily strained economic environment, your need-to-knows are twofold: You must learn how to effectively communicate with your clients and understand their needs. And you need to know what affect economic crisis has on PPLI as a wealth planning tool. Gary Shunk of Wealth Psychology and Susan Crotty of Tremont will address the congregation on these crucial issues.
• Real World Application: What’s the use of theoretical discussion? More case studies for first timers AND seasoned veterans including financial services convergence, investor control, asset protection and more
• 2 Town Hall Meetings: 1 Regulatory Roundtable- The convergence of financial services AND 1 Alternative Sales Strategies In A Challenging Environment Town Hall Meeting
• Direct Speaker to Attendee In-Session Networking: Champagne Roundtables & An Open Microphone: Spend time drilling down on key operational business topics directly with your peers and a glass of champagne