|Event Date||Wed Jun 1 EDT - Thu Jun 2 EDT (in 4 months)|
Get the latest industry insights and face-to-face meetings focused on the growing PPLI/VA marketplace.
Short sharp exciting sessions with senior decision makers. More focus on the principles of PPLI/VA, structuring and using IDFs vs SMAs. Exchange business cards with attendees and have those business-critical meetings.
There’s no better place to meet PPLI/VA experts and stay informed.
• Come to PPLI/VA to meet 200+ senior decision makers.
• Spanning brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts.
2021 Past Speakers
Principal, Golconda Partners, LLC
Partner, Boulevard Family Wealth
Founder & Managing Partner, Gideon Strategic Partners
Co-Founder and CEO, Legacy Capital Group
Investment Advisor Representative, Boulevard Family Wealth and Founder, Beaucoup Wealth and Insurance
Head of Private Wealth Group, Zurich Global Life North America
CEO, AIR Asset Management
Partner, Katten Muchin Rosenman LLP
Chief Executive Officer, Finseca
Wealth Advisor,Bartlett Wealth Management
Principal, Robert D. Colvin & Associate
Regional Vice President, Private Placement Life Insurance Solutions, Prudential
Founder & CEO, Diamond Wealth
President, Roxbury Consultants
President/Founder, Donfeld Insurance Services Corp.
Client Advisor, WealthPoint, LLC
Managing Director, Wealth Management and Strategic Partnerships, Spearhead
Senior Managing Director, Lombard International
Managing Director and Partner, Pennington Partners & Co.
Founding Partner and Chief Investment Officer, Silverpeak Credit Partners
Director of Research, Redwood Partners
Jennifer Hamilton Macaulay
Managing Member, BHJ, LLC
Managing Partner and CIO, Orchard Capital Management
President, Herman Agency, Inc.
Managing Director, Golub Capital
Principal, Chief Marketing Officer, SALI Fund Services
Field Vice President, Pacific Life
Ann Marie Liotta
US Wealth Strategist / Producer, Cohn Financial Group
Principal, Winged Keel
President, Investors Preferred Life Insurance Co.
Managing Partner, Head of Asset Management, Bridgeway Asset Management LLC
Managing Director, Wealth Planning and Analysis, Private Client Group, Bernstein Private Wealth Management
Managing Director, Portfolio Manager - Retail and High Net Worth Investment Funds, Monroe Capital LLC
Vice President, Prudential
Partner - Denver, WealthPoint, LLC
Principal Owner and Portfolio Manager, Redwood Partners
Managing Director, Wealth Advisor, Cresset Capital
Chief Operating Officer, SALI Fund Services
Vice President, Client Planning, Financial Architects Partners
Founder, Partner, and Chief Executive Officer, Proficio Capital Partners