On October 26th, Michael Mingolelli, Jr. spoke at the M Technology Specialty Meeting in Chicago. His focus was ‘utilizing and leveraging technology in our practice.’ Michael spoke about the firm’s marketing, sales and social media focus and how technology initiatives provide advantage over other market participants.
At the Annual PPLI & PPVA Forum, held in Boston this year, Pinnacle consultants shared their experiences and insights during three different presentations of which included using investments and insurance, expertise and infrastructure required to service PPLI & PPVA investments, and tax and regulatory landscape surrounding these products. Attendees at the conference included family offices, hedge funds, insurance carriers as well as insurance brokers.
David Hauptman presented to members of the Association for Advanced Life Underwriting (AALU) on designing, implementing and funding executive benefit programs. AALU is the premier life insurance advocacy group based in Washington, D.C..
At a program entitled “Sophisticated Estate Planning: The Latest Cutting Edge Techniques” held in Boston, Michael Mingolelli, Jr. served as a panelist and discussed split dollar life insurance planning as well as investing through private placement insurance structures.
In Greenwich Connecticut at a program entitled “GPS, PMs and UHNWs Taking the Next Step: Launching Family Offices” Marc Mingolelli served as a panelist and shared recent trends on family office investing, with particular focus on emerging trends in private placement insurance investing.