Advanced Markets 2026 On Demand: Private Credit in 2026 Income, Liquidity Guardrails, and Insurance Integration

Private credit has moved from a niche allocation to a core consideration for clients with sophisticated planning needs, but in 2026, the focus has shifted to discipline, liquidity, and manager selection as the market has matured. 
 
This session provides an implementation-focused framework for advanced planners, including how to set client expectations around liquidity, evaluate complex structures, and conduct due diligence that stands up with sophisticated clients and their advisors across fees, valuation, and transparency. 

By the end of this session learners will be able to:

• Participants will be able to evaluate the characteristics, risks, and income profiles of private credit investments within a diversified portfolio. 

• Participants will be able to assess liquidity constraints and establish appropriate guardrails when incorporating private credit into client portfolios. 

• Participants will be able to analyze key due diligence factors, including manager selection, fee structures, and valuation methodologies. 

• Participants will be able to explain how private credit strategies can be integrated with insurance-based planning to support income and risk management objectives.