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The Future of Tax-Efficient Investing with PPLI

Wed, Jul 30

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East Bank Club

For advisors and clients navigating complex wealth strategies, Private Placement Life Insurance (PPLI) offers a powerful edge. Join us for an exclusive breakfast to learn how this advanced tool is used to build custom, tax-efficient investment structures for sophisticated portfolios.

The Future of Tax-Efficient Investing with PPLI
The Future of Tax-Efficient Investing with PPLI

Time & Location

Jul 30, 2025, 8:00 AM – 10:00 AM

East Bank Club, 500 N Kingsbury St, Chicago, IL 60654, USA

About the Event

Join us for a private breakfast tailored to trusted advisors and high-net-worth individuals interested in advanced planning strategies.


This session will explore how Private Placement Life Insurance (PPLI) can be used to create highly customized, tax-efficient investment structures. We’ll cover real-world case studies, structuring considerations, and meet the advisors leveraging PPLI as a planning tool for their most complex clients.


What to Expect:

  • A breakdown of how PPLI integrates into portfolio construction

  • Insights into investment structuring for tax efficiency

  • Opportunities to network with peers and industry experts

  • Complimentary breakfast at one of Chicago’s premier venues


Agenda:

  • 8:00 - 8:30 AM: Breakfast and informal networking

  • 8:30 - 9:45 AM: Two panel discussions on PPLI and investment structures

  • 9:45 - 10:00 AM: 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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