Main Stage Panel – Underwriting in an Age of Escalating Risk: What Advanced Planners Must Know for Complex Cases

For ultra-high-net-worth families and business owners, new data, AI-driven tools, and expanded large-case capacity are changing what’s possible. All the while, political, fiscal, and tax pressures are raising the stakes on every sophisticated structure. This session gives advanced planners a clear-eyed look at where underwriting is headed, what it means for large face amounts, premium financing, and complex business cases, and how to position your process — and your clients — for what’s coming.