Deep Dive – Access to Your Money: Overcoming the #1 Impediment to Implementing PPLI

One of the most significant considerations when implementing Private Placement Life Insurance (PPLI) is access to capital inside the policy. Too often clients and advisors alike view PPLI funds as inaccessible or “last resort money,” but nothing could be farther from the truth. Not only is liquidity far more accessible than most think, but it is contractually guaranteed!

During this WP90X webinar, you’ll learn:

  • The mechanics of accessing funds inside a PPLI policy
  • The structural difference between a withdrawal and a policy loan and why to choose one over the other
  • The low, contractually guaranteed costs of accessing those funds
  • Why PPLI should be considered first for needed funds and not the “last resort”
  • Why a thorough understanding of liquidity access unlocks significantly greater results for your clients

Meeting Details

What: Access to Your Money: Overcoming the #1 Impediment to Implementing PPLI

When: Tuesday, April 21, 2026 at 8:30 am Pacific Time

Where: Zoom Video Conference

CPE: 1 hour of NASBA* CPE or CFP credit will be offered (see below for more information)

Register

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