After over two decades of diverse professional experience and navigating significant personal and market challenges, market gaps and economic crisis, Naji A. Haddad and Jade W. Dagher discovered the common problems between experts and professionals in 25 countries: financial planning is experiencing a big gap in trust, ethics, standards, support, and awareness…They believe that filling this gap leads to less financial stress and more financial freedom, which brings more happiness, health and creativity for societies, companies, families and individuals.
This evolved gradually to develop the BLIS Global platform; the financial planning ecosystem to get all the information, knowledge, collaboration, networking, inspiration, events, awareness, and much more to be declared along the way. This platform is built for all professionals evolving around the world of financial planning: insurance, real estate, consultants, wealth management, lawyers, auditors, tax advisors, banks, financial institutions, investment, private banks, universities and certification institutes.
Time for strategic collaborations to achieve our aim:
More than 5% Life insurance penetration rate
More than 95% SMEs rate
Less than 1% unemployment rate
Our mission is to elevate the financial & business planning awareness and standards for the public, experts, businesses, investors, and governments...
A mission that started more than 10 years ago
After 7 years of continuous success and impact,
BLIS is opening its wings for new horizons to become
BLIS GLOBAL
Business Life Investment Solutions
After the success in BLIS with life insurance, and seeing the gap and opportunity to growing into financial planning to include business & investments. This opens the floor for strategic alliances like life insurance, re-insurance, brokers, wealth management, legal, audit, private banks, family offices, funds management, real estate, consulting, private banking, financial institutions, etc. Events sessions & podcasts will evolve around major concepts like: Wealth, succession planning, estate planning, retirement, investment, education, sales best practices, etc.
A modern hybrid platform
Working 24/7 in 5 regions of the world to raise the awareness and standards of the financial planning
Purpose
Raising financial planning awareness & standards
Scope
Business Life Investment Solutions
Services
Experience, Retreat, Roadshows, Podcast, Campaigns
Roadmap
5 years plan, 5 services, 5 regions,
25 countries
Life penetration
Raising the bar from an average of 2.9% to more than 5%
Unemployment & SMEs
Decreasing unemployment rate from an average of 4.8% to less than 1% & SMEs from 90% to more than 95%
Stronger Wings, Wider Horizons
‘Stronger Wings, Wider Horizons’ — a mantra that encapsulates our mission to connect multiple professions under one roof in order to raise the bar of the financial planning industry.
To thrive in the skies of success, you need 2 strong wings: one for stability and the other for partnering with professionals across industries to broaden our network and growth.
Through strategic alliances, we enhance capabilities and perspectives, propelling collective growth to serve the end client.
We fearlessly explore new ventures and wider horizons, invest in our futures, and pursue success, knowing we have the backing of a supportive network and the promise of resilience. Together, we raise awareness, empower the client and provide complete solutions to the market.
Helping people plan a better tomorrow to live happier, healthier & become more creative!
Join us in shaping the future
of business and beyond!
Objectives
Knowledge Exchange
Facilitate an exchange of insights and best practices in financial planning and wealth management.
Corporate Responsibility
Demonstrate a commitment to corporate responsibility by contributing to financial education and well-rounded wealth solutions.
International Collaboration
Foster collaboration and partnerships among professionals from diverse global backgrounds.
Key Components
- Financial Planning and Wealth Management awareness: the platform brings together a diverse array of experts and professionals from various industries. Topics covered include life insurance, investment strategies, real estate trends, legal considerations, audit practices, and other comprehensive wealth solutions.
- Global Representation: Anticipating a robust attendance of thousands of individuals, the BLIS platform is designed to be a global hybrid gathering. Participants will hail from at least 25 different countries, fostering an international exchange of ideas and practices.
- Collaboration With International Organizations: Following and adapting to esteemed organizations like MDRT, GAMA, and LIFE HAPPENS, ensures that the event maintains a high standard of expertise and credibility in the financial and wealth management domain.
Expected Outcomes
- A heightened understanding of global financial trends and innovative wealth management solutions.
- Strengthened international connections and potential collaborations in the financial industry.
- A sense of shared responsibility and commitment to advancing financial education and wealth management practices.
Why attend?
Networking with industry leaders and experts
Access to the latest trends and advancements in finance, insurance, technology, and academia
Collaboration opportunities for business growth
Insights into the future of financial planning and related industries
Hear it from the best! Our top speakers share their BLIS Experience in these exclusive videos
New top-notch speakers
Intensive focused sessions and workshop
Panel discussions with new knowledge and practical skills
Connections and networking
Continuous learning & inspiration
Physical Attendees
Speakers
Countries
Virtual Attendees
BLIS HISTORY IN NUMBERS
"So, this is my third year of BLIS. And the experience is absolutely consistent.
You know, you have a massive variety of speakers who are giving you ideas, handling objectives, inspiring motivational stories. There's a little something for everybody here.
Even after 32 years in the business, it's still great to hear something new, learn something new, connect with people who you have a genuine family connection with. It makes you feel so good.
Our job is not the easiest job on the planet, but when you're surrounded by people that lift you up, it becomes easier.
So that's the reason I come to BLIS every year, year in, year out."
" My name is Avraam Pekris. I'm from Cyprus and I'm the CEO of your Eurolife insurance company.
Let me tell you how great of an experience it was in 2022. An amazing event.
Amazing speakers with great experience sharing their experience, their knowledge, their ideas.
It's really been a full journey of three days with amazing amazing people. Amazing experiences.
I would like to thank Naji for organizing this event yet again.
Every year we come back and it's always better and better and better.
Thank you, Naji and everyone come to BLIS."
"Oh, I'm so blessed to be here. But I would say thank you to Naji for inviting me. The experience was amazing. I feel full of energy and knowledge because I learned from all the people in the stage, all those great speakers and, it's very fulfilling for me. I will go back for sure God will first and I'm so happy to be here. My experience was amazing. Outstanding, incredible. Next year, everybody has to come to BLIS 2023. For sure. Peace."
"It's been an amazing experience here at BLIS 2022. I was the keynote speaker first off, so I had to set the energy, set the tone really high. There's an amazing group of speakers and presenters here. So, I'm very humbled to be a part of this prestigious group of people and here to inspire my counterparts all across the world to become the best advisors they can be."
"Hey, it's Joe Jordan here just talking to you from BLIS 2022 in Beirut, Lebanon. This has been an absolutely spectacular meeting. I had people from all over the Middle East and some people out in Asia, hungry and thirsty for knowledge and to find stuff out. The speakers were just absolutely impeccable, and it's a must Go. I can't believe the amount of time, effort that was put into this from Naji to put this thing together. I spoke about this idea of prospering in a post COVID world. I gave a context beyond just the numbers about how the world has changed and how I think it works towards our advantage. So, if you're contemplating thinking about going to BLIS 2023, if I were you, I'd make plans now."
"It is amazing the people, the hospitality, the food here in Lebanon has been outstanding, I travel the world and top notch one of the best for sure.
And the opportunity to be here at BLIS to share the GAMA Global message, to be with all my friends, all my fellow colleagues and managers, leaders, agents.
It is just such an opportunity and the lineup of speakers that is here. If you are not here, you have missed a phenomenal opportunity to grow yourself in the profession, to grow yourself with your friends and colleagues and it has just been outstanding not to miss event."
"First of all, thank you so much for the hospitality from BLIS from the country. The people of Lebanon are just awesome. So first time in my life when I came here was when I was 10 years old. So, it's been 48 years later, I'm here again. And this is an amazing country, an amazing city, an amazing group of people. And I just think that BLIS conference has done so well by bringing a group of people together from all over the world to come and give this message that why this insurance industry is so important and why networking and building a community of financial services agency is important. We're GAMA global love to be here. We will be here every year. And those of you out there listening to this, if you miss this year's conference, shame on you, you missed it. You need to put this in your calendar for next time and make sure you never ever miss BLIS conference in your life.
Thank you BLIS. Thank you for the great team and message."
"I am so honored and delighted to be here in beautiful Beirut Lebanon, but most importantly to meet my beautiful friends and so many from around the world,
BLIS is outstanding. In order for my family to travel almost 24 hours to get here is well worth it because Iron sharpen iron, we get the opportunity to share our experiences and the joy that we get a been in this business. We need to be inspired and this is all part of the BLIS Conference.
It's not only just a recognition but it's also a resource where you can grow and you can have a feeling that were part of an industry that's willing to share with one another that's sustainable.
We don't have to be alone in this business. This is the thing, this is now my fourth time coming here to Beirut Lebanon. I am so excited..."
Check our social media photo album
Check some of our previous events' media.