2026 AFS Summer Program #2: Life Insurance & Annuities in Private Wealth Management
Thu, Jul 09
|535 5th Ave, 13th floor, New York, NY 10017, USA
Please join us in person to network, make friends and learn about the evolving concept of total wealth management strategies!
Time & Location
Jul 09, 2026, 5:30 PM – 8:30 PM
535 5th Ave, 13th floor, New York, NY 10017, USA
About the event
Dear AFS Member,
The Asian Financial Society is pleased to invite you to an in-person presentation by Mr. Fred Huang on Life Insurance & Annuities in Private Wealth Management, taking place at 5:30 pm EDT on Thursday, July 9, 2026.
The age of Great Wealth Transfer is here...American baby boomers (born 1946 – 1964) are transferring a total of $79 Trillion in the next 2 decades, using assets and financial vehicles such as life insurance and annuity products specifically designed for the purpose of retirement income distribution, tax-efficient wealth growth and generational wealth transfer. Asset managers, family offices, wealth management firms, as well as banks and insurance companies are competing for one of the largest private wealth market share in history. For a long time, neither life insurance or annuity products are well understood and represented as valuable assets in private wealth management space due to its complexity in design, layering and targeted purpose. Now…