Private Placement Life Insurance & Variable Annuities Forum 2026
A forum focused on private placement life insurance and variable annuities, bringing financial professionals together to examine challenges and opportunities.
The Diplomat Beach Resort Hollywood
- Date
- November 19, 2026
- Venue
- The Diplomat Beach Resort Hollywood
- Location
- Hollywood, Florida
- Organizer
- Informa
TL;DR
- The forum begins November 19, 2026, at The Diplomat Beach Resort Hollywood in Hollywood, Florida.
- Its stated focus is connecting financial professionals involved in private placement life insurance and variable annuities to discuss challenges and opportunities.
- The organizer lists family offices, private banks, insurance professionals, wealth advisers, and other financial and legal roles among the intended audience.
Source: informaconnect.com/private-placement-life-insurance-variable-annuities/plan-your-visit
Who you'll find in the room
Family offices
Family office professionals.
Wealth managers and specialist financial advisers
Wealth management firms and specialist financial advisers.
Private banks
Professionals from private banks.
Trusts, estate planners, and RIAs
Trust and estate professionals, and RIAs serving high-net-worth individuals.
Retirement plan advisers
Advisers working with retirement plans.
Insurance brokers and carriers
Insurance intermediaries and carriers.
Accountants and tax advisers
Accounting and tax professionals.
Asset management and investment firms
Professionals from asset management and investment firms.
Insurance-based investment product managers
Managers advising on insurance-based investment products.
Attorneys and law firms
Legal professionals and law firms.
Featured speakers
4 listedSamy Reeb
CEO · Alpina Legacy (formally PFIS Group)
Miguel Cardona
CEO · Scuadra Life
Robert Amoruso
Founder and CEO · Gideon Strategic Partners
Michael Schulman
Partner & Chief Investment Officer · Running Point Capital Advisors
Venue & travel
Venue
The Diplomat Beach Resort HollywoodQuestions people ask
5 answeredThe forum starts on November 19, 2026.
The 2026 forum is at The Diplomat Beach Resort Hollywood in Hollywood, Florida.
The listed audience includes family offices, private banks, wealth advisers, trusts and estate planners, insurance professionals, investment firms, accountants, and legal professionals.
It is most useful for trust and estate planners, family office staff, RIAs and private bankers who place insurance-wrapped investments for wealthy clients, and for carriers and brokers who want to meet those referral sources, since the attendee list covers all of those groups plus attorneys and tax advisors. Speakers come from firms such as Alpina Legacy, Scuadra Life and Running Point Capital Advisors, which points to a specialist niche; generalist advisors with no HNW insurance-product work would get less from it.
Attendees at wealth management and insurance conferences usually wear business casual to smart business attire, often jackets without ties, and the beach resort setting at The Diplomat Beach Resort Hollywood in Florida leans toward lighter fabrics.
Related events
Find more events with this kind of reach.
We score 300,000+ B2B events by decision-maker density, so you can find the next one for your ICP.
Also listed in