Southern California Private Placement Life Insurance & Private Placement Variable Annuity Forum—more details below in the invite
Southern California Private Placement Life Insurance & Private Placement Variable Annuity Forum hosted by Running Point Capital
and sponsored by Prudential (Pruco Life Insurance Company), Charles Schwab & Co., Inc., Golub Capital, Ares Management, Silverview Credit Partners, GoldenTree Asset Management, Donfeld Insurance Services, The Leaders Group, and Spearhead Administrative Services
When: Wednesday, May 17, 2023, 11:30 am to 3:30 pm
Who: Invite Only
Where: Westdrift Hotel, 1400 Parkview Ave, Manhattan Beach, CA 90266
Accommodations: Westdrift Manhattan Beach, Autograph Collection Hotel discount rate: $299/night offered from Sunday May 14 to Sunday May 21, 2023: Book your group rate
Topics:
• PPLI can optimize the after-tax performance of trust assets and function as a tax-efficient legacy planning tool for UHNW clients
• PPVA can help clients defer taxes on traditional and private/alternative investments, and can help establish tax-efficient charitable legacies
• Insurance Dedicated Funds (“IDFs”) and Separate Managed Accounts (“SMAs”) function as the underlying investment solutions for PPLI and PPVA contracts to access
Agenda:
11:30—12:00 pm Registration and pre-networking
12:00—1:00 pm Lunch, Intros, PPLI/VA 101, Trends & Developments
1:00—2:00 pm PPLI/VA and Insurance Dedicated Fund (IDF) panels
2:00—3:30 pm Networking, cocktails, and appetizers
Roles:
• Running Point Capital is an approved SMA investment manager of custom PPLI & PPVA portfolios using private/illiquid investments, publicly traded securities, and IDFs for investors, RIAs, and registered representative partnerships
• Pruco Life Insurance Company, a subsidiary of Prudential Financial & provider of private placement life insurance products
• Golub Capital, Ares Management, Silverview Credit Partners, and GoldenTree Asset Management are asset managers within the IDFs space
• Spearhead Administrative Services is an administrator within the PPLI & PPVA space, and works in partnership with RIAs, asset managers, and insurance carriers
• Donfeld Insurance Services Corp. is a licensed insurance broker based out of Beverly Hills that specializes in PPLI & PPVA structuring
• The Leaders Group is a broker-dealer for the insurance industry that has relationships with all major insurance providers, giving you access to the best solutions available
• Running Point has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts
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Private Placement Life Insurance (PPLI) is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, PPLI and PPVAs are exclusively available to Accredited Investors (net worth exceeding $1,000,000 or an annual income of over $200,000 for the last 2 years) and Qualified Purchasers (individuals with a minimum of $5,000,000 of investable assets), as described by the Securities Act of 1933. RP-23-35