The Forum was created to meet the needs specific to financial advisors and general agents in the highly affluent market. The Forum is hosted by The Leaders Group, the world's #1 distributor broker-dealer for variable universal life.
Forum sponsors include life insurance and annuity carriers, trust companies and investment managers/platforms, offering product solutions that provide tax-efficiency and increased accumulation opportunities.
The Forum provides an interactive experience for all attendees. Featuring breakout sessions facilitated by experts in product development, investment options, and sales positioning.
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