The PPLI Advantage
March 28 @ 8:00 am - 4:00 pm
A critical business objective for investment professionals is amassing substantial assets under management. While there are tremendous opportunities to gather and manage assets from high-net-worth investors, there is also a great deal of competition, and it is increasingly difficult for many investment professionals to differentiate themselves. The workshop is designed to provide information and resources so that attendees – if appropriate – can quickly start the process of creating their own customized PPLI solution and to begin developing a powerful business development plan centered on private placement life insurance.