STEP Texas - integrating Private Placement Life Insurance (PPLI) into a Comprehensive Wealth Plan
November 5, 2025, 1:00 PM - 7:30 PM
6th Floor Conference Space 3737 Buffalo Speedway, Houston, TX 77098
6th Floor Conference Space 3737 Buffalo Speedway, Houston, TX 77098
Join us for an informative event on November 5th in Houston. The afternoon will feature a great lineup of speakers covering how to integrate Private Placement Life Insurance (PPLI) into a comprehensive wealth plan.
After the presentations, we invite you to two hours of networking at Eunice, a restaurant on the building's first floor.
1:00 pm - 1:30 pm Gather to meet & greet
1:30 - 2:30 pm - Session 1 - International Investment
2:30 - 3:30 pm - Session 2 - Insurance
3:30 - 4:30 pm - Session 3 - Technical PPLI
4:30 - 5:30 pm - Session 4 - Panel Discussion
5:30 - 7:30 pm - Networking at Eunice.
CE Credit available - Texas Bar CLE, CPE & CFP
After the presentations, we invite you to two hours of networking at Eunice, a restaurant on the building's first floor.
1:00 pm - 1:30 pm Gather to meet & greet
1:30 - 2:30 pm - Session 1 - International Investment
2:30 - 3:30 pm - Session 2 - Insurance
3:30 - 4:30 pm - Session 3 - Technical PPLI
4:30 - 5:30 pm - Session 4 - Panel Discussion
5:30 - 7:30 pm - Networking at Eunice.
CE Credit available - Texas Bar CLE, CPE & CFP
Speakers
We are extremely excited to showcase the lineup of impressive speakers.
Schedule
Gather at 1 pm for the meet and greet. Presentations will start promptly at 1:30 pm.
SESSION 1
Tom Allsup & Chris Macklin- The Global Lens - International Investment with PPLI
1:30 pm - 2:30 pm
Tom Allsup & Chris Macklin- The Global Lens - International Investment with PPLI
1:30 pm - 2:30 pm
Explore the landscape of international investment through the unique structure of PPLI. This session will provide an in-depth look at how PPLI can be utilized as a powerful tool to access global markets, diversify portfolios, and achieve tax-efficient growth across borders.
SESSION 2
Dan Dilella & Kyle Campbell - The Cornerstone - Insurance and Wealth Preservation
2:30 pm - 3:30 pm
Dan Dilella & Kyle Campbell - The Cornerstone - Insurance and Wealth Preservation
2:30 pm - 3:30 pm
Delve into the fundamental role of insurance in wealth planning. We will discuss how PPLI serves as a robust solution for wealth preservation, asset protection, and estate liquidity. Learn about its application in various scenarios and how it can be tailored to meet your specific goals.
SESSION 3
Bob Colvin – The Blueprint - Technical PPLI in Practice
3:30 pm - 4:30 pm
Bob Colvin – The Blueprint - Technical PPLI in Practice
3:30 pm - 4:30 pm
Gain a deeper understanding of the mechanics behind PPLI. This session will cover the technical and structural details of PPLI policies, including policy design, tax implications, and regulatory considerations. We will also address common questions and provide clarity on its practical implementation.
SESSION 4
Panel Discussion with all speakers. Moderated by Bob Colvin.
4:30 pm - 5:20 pm
Panel Discussion with all speakers. Moderated by Bob Colvin.
4:30 pm - 5:20 pm
Networking 5:30 pm - 7:30 pm | Eunice Restaurant (Ground Level)
Join us for 2 hours of networking cocktails and light bites.
Interested in sponsoring the event? email us at [email protected] for more information.
Event Location
3737 Buffalo Speedway, 6th Floor, Houston, TX 77098
News & Updates
For STEP Texas news and updates, visit our branch website https://www.step.org/branches/step-texas and follow us on LinkedIn https://www.linkedin.com/company/step-texas/