Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced that it will serve as the Gold and Keynote Sponsor for KNECT365’s Private Placement Life Insurance & Variable Annuities Forum on June 13-14, 2017 at the Colonnade Hotel in Boston. This unrivalled annual gathering is the only event dedicated to tax-efficient solutions for the high-net worth marketplace.
Executives who wish to attend can enjoy Crown Global’s 20% discounted rate by using the special VIP code FKN2492EMSPON. To register please click here.
Crown Global’s Chairman and CEO Perry Lerner will deliver a keynote presentation on June 14th entitled The Five Keys to Increasing the Assets of Your Insurance Dedicated Fund: Insights from an Experienced Carrier. The Company is also sponsoring the keynote presentation on June 14th by the Managing Partner of Insurance AUM, Stewart Foley, entitled A How-To Guide to Growing Your Insurance AUM.
Crown Global’s Managing Director Jay Judas will lead a panel discussion on June 14th entitled Exploring Tax-Exempt, Sovereign and Foreign Investment Opportunities. Mr. Judas will moderate fellow industry experts Ken Masters, a Principal of Pinnacle Financial Consultants, a member firm of the M Financial Group, and Allan Rosenzweig, the CEO and Founder of Evergreen Life Insurance Group.
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“With over 225 members of the PPLI and PPVA community in attendance this annual KNect365 Forum is an ideal gathering to learn from the industry’s leading specialists while enhancing your professional network,” said Perry Lerner. “We are thrilled to participate and look forward to a sharing the latest insights about insurance-based tax solutions for affluent investors.”