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Book – The Essential PPLI Handbook

In this book, Ben Rainey provides an overview of Private Placement Life Insurance (PPLI), discussing…

WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of Retirement Asset Maximization Plan…

WP90X – Mitigating Income and Estate Taxes: The Optimized CLAT with PPLI

Ryan Barradas and Ben Rainey of WealthPoint with Jonathon Morrison of Frazer Ryan Goldberg &…

Article – The Connelly Decision and the Impact on Planning for Business Owners

In this article, we provide a high-level overview of the United States Supreme Court's affirmation…

PPLI Deep Dive – Immediate Income from PPLI and PPVA

Ben Rainey and Frank Hirsch, J.D. examine real-world case studies on the use of PPLI and PPVA…

WP90X – Intergenerational Split Dollar: Learning from Levine

Jason Prather, J.D., L.L.M., of Legacy Capital Group and Shane Swanson, J.D. of Stinson with…

PPLI Deep Dive – Investment Options for PPLI and PPVA: SMAs and IDFs

Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Dave Reynolds of Spearhead Administrative Services…

PPLI Deep Dive – Maximizing Charitable and Financial Objectives with PPVA

Just as PPLI is gaining rapid adoption and traction in the ultra-affluent space, so too…

WP90X – Best Practices and Standards for Insurance Portfolio Due Care

Ryan Barradas and Vincent Brunoforte of WealthPoint discuss the types and importance of life insurance…

PPLI Deep Dive – Repurposing Existing Life Insurance for PPLI

In this PPLI Deep Dive, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Travis…