
Bank of America Webinar - April 14, 2021
Introduction to IDFs Prudential Ignite 2021 - February 01, 2021
Life Insurance Market Update LISI Webinar - November 05, 2020
Investor Control & the Private Placement Life Insurance Market Excelsior Capital Webinar - October 29, 2020
Ultra High Net Worth Family Tax Liabilities and Opportunities in an Uncertain Future 2020 M Marketing Meeting - October 07, 2020
Five Case Studies By Five M Producers on How to Sell at a Social Distance and Capture Sales 2020 M Marketing Meeting - October 07, 2020
Commercial Premium Financing: Good or Bad? 2020 AALU Beacon - September 16, 2020
Modern Practice Management – A Discussion on Growing a Life Practice in the New Environment 2020 AALU Beacon - September 10, 2020
Getting Ready - Crafting your Story for a Virtual World 2020 AALU Beacon - September 09, 2020
Secrets of the Best and Brightest The Family Wealth Alliance 2019 Alliance Forum - Chicago, IL - October 18, 2019
Effective Ways to Preserve Relationships Across Generations with Ultra-Affluent Clients 2019 Conference of African American Financial Professionals - Atlanta, GA - August 06, 2019
Tell Your Own Story: Engagement & Advocacy to Promote Our Clients and the Profession 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 06, 2019
New Opportunities for Selling PPLI: Tax Act, Death Benefit Changes, Smaller Clients and More 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 05, 2019
How to Execute PPLI/VA in Practice: Broker Dealers, Licenses, Custodians and Reporting 2019 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 05, 2019
Examining the Data – Current Trends and New Opportunities in the PPLI and PPVA Market 2018 Fall Private Placement Conference Presented by SALI Fund Services - New York, NY - October 30, 2018
Market Update 2018 M Marketing Meeting - Scottsdale, AZ - October 09, 2018
The Future of Life Insurance: A Cross Generational Point of View 2018 M Marketing Meeting - Scottsdale, AZ - October 08, 2018
Life Insurance as a Unique Asset Class LISI PPLI Webinar - New York, NY - October 03, 2018
Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results 2018 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018
Innovation Panel: New Frontiers in Utilizing PPLI/PPVA 2018 Private Placement Life Insurance & Variable Annuities Forum - Chicago, IL - June 13, 2018
Current Trends in the PPLI and PPVA Market 2018 AICPA Engage - Las Vegas, NV - June 11, 2018
Private Placement Life Insurance as a Tax Strategy 2018 AALU Annual Meeting - Washington D.C. - April 30, 2018
The PPLI Opportunity 2018 National Advisors Conference (NAC) - Dana Point, CA - February 28, 2018
Why Advisors Recommend Jumbo Policies and How to Place Them NYSSCPA Family Office Committee - New York, NY - February 27, 2018
Integrating Tax Efficiency into Estate Planning - U.S. and Cross Border LISI PPLI Webinar - New York, NY - October 13, 2017
Private Placement Life Insurance & Annuity Strategies for Wealthy Families: Trends, Challenges, and Strategies for Growth New Jersey ICLE Seminar - Morristown, NJ - October 10, 2017
High Investment Returns, Tax Free Income Building, Artificial Super Intelligence: Important Goals in Building and Preserving Wealth 2017 Fall Private Placement Conference, Hosted by SALI Fund Services - New York, NY - October 04, 2017
Market Update M Marketing Meeting - Chicago, IL - September 26, 2017
From Fringe to Mainstream: The Story with PPLI 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Cash Value: The Central Element Underpinning All Private Placement Contracts 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Private Placement Fundamentals: Design and Underwriting 15th Annual Private Placement Life Insurance & Variable Annuities Forum - Boston, MA - June 13, 2017
Industry Overview Address: Changes, Challenges and Strategies for Growth MAGNASTAR Regional Advisors Meeting - New York, NY - April 25, 2017
PPVA and PPVUL Applications and Case Studies Houston Business and Estate Planning Council - Houston, TX - November 17, 2016
Introduction to Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Investment Accounts The University of Connecticut School of Law, Trust & Estates Class - Hartford, CT - October 19, 2016
Estate and Gift Tax: Introduction to Life Insurance Campden's North American Family Investment Conference - Chicago, IL - May 26, 2016
Improving the Tax Efficiency of Alternatives Portfolios to Generate Persistent and Repeatable Structural Alpha J.P. Morgan 2016 Hedge Fund CFO Roundtable - San Francisco, CA - May 05, 2016
J.P. Morgan 2016 Hedge Fund CFO Roundtable Opal's Family Office Winter Forum - New York, NY - March 08, 2016
Insurance Dedicated Funds: How Families Invest in Hedge Funds and Other Asset Classes Tax Efficiently 2015 M Marketing Meeting - Scottsdale, AZ - October 06, 2015
Diversity Overview: A View to the Future The Yale Club - New York, NY - June 01, 2015
A Recent Transaction Utilizing a Private Placement Variable Annuity 2015 AALU Annual Meeting - Washington D.C. - May 03, 2015
From Innovation to Opportunity (click here to watch a video of Campbell's vision for the industry in 2020) 2015 FOA Spring Global Summit - Rye, NY - April 08, 2015
Alternatives Investing for Growth & Tax Efficiency: How Families Can Maximize a Charitable Legacy for Generations Opal's Family Office Winter Forum - New York, NY - March 10, 2015
Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Solutions |