WEBINAR

Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity

October 18, 2023 @ 2:00 pm - 3:00 pm

Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

Presenter(s): Jim Schlager, CFP, Michael Schulman

« All Events

This event has passed.

Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity

Name: Embracing the Power of Private Placement Life Insurance and Private Placement Variable Annuity
Start: 2023-10-18T14:00:00-04:00
End: 2023-10-18T15:00:00-04:00

October 18, 2023 @ 2:00 pm - 3:00 pm

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? Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

There will be time for questions, register today to reserve your spot.

Please note: This live 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 will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Details

Date: October 18, 2023
Time:
2:00 pm - 3:00 pm
Event Category: Webinars
Website: https://attendee.gotowebinar.com/register/6828386556705470298?source=Website

Organizer

Blue Vault
Phone 877-256-2304
Email info@bluevaultpartners.com

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.

Featured Speakers

Jim Schlager, CFP

Founder & Managing Partner Running Point Capital

Michael Schulman

Partner & Chief Investment Officer Running Point Capital

Recent

Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s

Oct 19, 2023

Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund (“Bluerock TI+ Fund,” “Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX), the largest real estate sector interval fund, today announced it has won the Money Management Institute (MMI) / Barron’s Asset Manager of the Year (AUM <$25B) Award for 2023...

Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution

Oct 18, 2023

Cantor Fitzgerald Infrastructure Fund (the “Fund”) announced a thirdquarter distribution of $0.0696 per Class A share (NASDAQ: CAFIX), $0.0693 per Class C share (NASDAQ: CFCIX) and $0.0696 per Class I share (NASDAQ: CFIIX)…

SmartStop Opens New Self-Storage Facility in San Gabriel, California

Oct 18, 2023

SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that it has opened an approximately 78,000 square foot storage facility in San Gabriel, California….

7 Top SEC Exam Priorities for 2024

Oct 18, 2023

The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year…

Most Popular

Blackstone REIT’s Share Redemptions Story Far From Over

Oct 18, 2023

One of the hottest topics in the nontraded REIT space, beginning in November 2022, has been the share redemption requests submitted by the shareholders of Blackstone Real Estate Income Trust (“BREIT”) and the REIT’s capping of repurchases at 2% of aggregate NAV per month and 5% per quarter…

Advent of Change

Oct 18, 2023

“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….

Legitimizing Your Firm

Oct 18, 2023

Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…