M Financial hosted its specialty MAGNASTAR PPLI Forum from May 9–10 at the Grand Hyatt DFW in Dallas, Texas.
The event brought together private placement life insurance (PPLI) thought leaders for insights into PPLI client conversation-starters, best practices, and to hear success stories from M Member Firms well established in the PPLI space.
Leading investment companies also outlined what they see happening in the PPLI market and presented key information for PPLI producer success.
“The MAGNASTAR PPLI Forum was terrific for all M Member Firms in attendance,” said Carl Peterson, Principal of M Member Firm Lindberg & Ripple. “Rich content was shared by M Principals who are the leading practitioners in the market, top fund managers who have alternative products available on the MAGNASTAR platform, M’s product actuaries, and MAGNASTAR Partner Carriers Pacific Life and Prudential. Both ends of the spectrum — from M Principals who are the best in this space to those new to PPLI — came away with valuable insights.”
Approximately 70 professionals attended the event by special invitation.
“The MAGNASTAR PPLI Forum was a fantastic event where members of the M Community had the opportunity to listen to and learn from peers who shared best practices and insights into this market,” said Dennis McMahan, M Financial’s Director of Product Management. “It was a tremendous example of the collaboration and sharing that is a hallmark of the M Community.”
With more than 130 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact TV Kumaresh, Chief Strategy Officer, at tv.kumaresh@mfin.com.
