September 18–20, 2019

Legal and Regulatory Overview and Update


Washington, D.C. partner Josephine Cicchetti spoke at The Tax and Regulatory-Efficient Asset Allocation Conference (TRAAC) on September 20, 2019, in Naples, Florida. Jo led the presentation titled “Legal and Regulatory Overview and Update.”

TRAAC is an educational and networking event for investment professionals in the insurance industry who are hoping to leverage the insurance company−owned life insurance (ICOLI) asset structure. The conference offers expert presentations, ICOLI holder deep dives, and interactive roundtable discussions, along with networking opportunities.

The Tax and Regulatory-Efficient Asset Allocation Conference presented by Gallagher and NFP

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