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WEBINAR
Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity
October 18, 2023 @ 2:00 pm - 3:00 pmHow well do you understand Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) and how these accounts can be leveraged to enhance net-of-tax returns? Jim Schlager, CFP Founder and Managing Partner and Michael Schulman, Partner and Chief Investment Officer of Running Point Capital reviewed the PPLI and…
Presenter/s: Jim Schlager, CFP, Michael Schulman
How well do you understand Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) and how these accounts can be leveraged to enhance net-of-tax returns? Jim Schlager, CFP Founder and Managing Partner and Michael Schulman, Partner and Chief Investment Officer of Running Point Capital reviewed the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more on October 18, 2023.
Watch the webinar on demand.
Please note: The webinar is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay is available to Blue Vault members and partners only. For information about becoming a member, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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