Venue
TBA
TBA, Dubai, UAE

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Event Date Thu May 2 +04 (8 months ago)
In your timezone (EST): Wed May 1 4:00pm - Wed May 1 4:00pm
Location TBA
Dubai, UAE
Region EMEA
Details

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging presentations, workshops, panel discussions and networking, beginning at 9.00am and ending at 2.00pm after lunch (for those that would like to stay).

Very simply, the event will focus on the evolution of specialist HNW Life Insurance and related investment solutions for wealthy private clients in the Middle East, and how the wealth management industry can work with the insurers, specialist brokerage firms, lawyers and tax advisers, to deliver the right levels of information and advice to help private clients in this growing and very important field.

These are some of the key topics that will be covered in the Summit:

• Creating value for clients as they consider their legacy.
• Wealth Solutions and Insurance – navigating your way through a complicated maze
• How does the wealth management industry work with the insurers, brokers and other experts to help their clients with insurance and wealth & legacy planning?
• How is this opportunity developing within the UAE - especially as the wealth management proposition continues to develop.
• The full scope of HNW Life Insurance and what it can achieve.
• Insurance as a key tool within wealth planning & structuring for wealthy Families.
• The evolution of demand for HNW Life Insurance in the Middle East
• What are the key products within HNW Insurance and how do they work?
• Key considerations for private clients when considering HNW Insurance
• Use cases for PPLI and other policy types.
• Financing Premiums and Policies, and the Role of Leverage amidst Rising Rates.
• Relevant Tax and regulatory developments.