Wealth Solutions and Insurance – navigating your way through a complicated maze

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  • What trends do you see in the HNW Insurance market?
  • How does increased interest rates impact product choice?
  • How does Citizenship and Residency affect the conversation and options?
  • Is Life Insurance compatible with Sharia law?
  • How to start the wealth solutions / HNW Insurance discussion and why is this increasingly important?
  • How can this be a win for you and your clients?
  • Suitability / tax / transparency – what are all the challenges we must consider?
  • In a more competitive environment – how do we differentiate ourselves?
  • How does insurance and a family office potentially blend together?
  • How should you use trust structures when considering insurance solutions?

Chair

Jeremy Young  
Global Head of Distribution and Product Strategy
Transamerica Life (Bermuda)

Panel Members

Philippe Amarante
Head of Middle East
Henley & Partners

Nirav Dinesh Kumar Shah
Founder and Managing Director
FAME Advisory

Marc-Andre Sola
Founder & Chairman
1291 Group

Reggie Mezu
Special Counsel
Baker McKenzie

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