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Advanced Planning with PPLI

Thu, Mar 05

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Centurion Lounge

For sophisticated investors and planning professionals, Private Placement Life Insurance (PPLI) offers a powerful advantage. Join us for an exclusive discussion in New York's Centurion Lounge on how this advanced tool is used to structure tax-efficient portfolios.

Advanced Planning with PPLI
Advanced Planning with PPLI

Time & Location

Mar 05, 2026, 4:00 PM – 6:00 PM

Centurion Lounge, 1 Vanderbilt Ave, New York, NY 10017, USA

About the Event

Join us for an exclusive discussion focused on the evolving role of Private Placement Life Insurance (PPLI) in sophisticated wealth and tax planning. This event will bring together investment managers, estate planning attorneys, private wealth advisors, and select ultra-high-net-worth family representatives to explore how PPLI fits within today’s planning landscape.


Our panel speakers include Managing Directors from well-known funds including Golub Capital, Bain Capital, CAZ Investments, and Millennium Management, alongside a Partner from Kirkland & Ellis, the Head of Private Placement at Prudential, and a Senior Managing Director from NFP Insurance Solutions. They will share practical insights on PPLI structuring considerations, investment design, and real-world applications.


What to Expect:

  • A practical overview of how PPLI integrates into portfolio construction

  • Insights into investment structuring for tax efficiency

  • Opportunities to connect with peers and industry experts

  • Drinks and hors d'oeuvres


Agenda:

  • 4:00 - 4:30 PM: Networking with drinks and hors d'oeuvres

  • 4:30 - 5:45 PM: Two panel discussions on PPLI and investment structures

  • 5:45 - 6:00 PM: Continue the conversation with speakers and fellow attendees

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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