Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of Retirement Asset Maximization Plan (RAMP) and help you better serve clients facing income and estate tax challenges.

Ryan Barradas and Ben Rainey of WealthPoint with Jonathon Morrison of Frazer Ryan Goldberg & Arnold provide an overview of the OCLAT along with exploring the added value PPLI delivers to the equation.

Ben Rainey and Frank Hirsch, J.D. examine real-world case studies on the use of PPLI and PPVA to increase spendable lifestyle income from an investment portfolio as well as unpack the mechanics of accessing money from a PPLI and PPVA contract.

Jason Prather, J.D., L.L.M., of Legacy Capital Group and Shane Swanson, J.D. of Stinson with Ryan Barradas of WealthPoint discuss Intergenerational Split-Dollar Agreements as well as the life insurance planning design utilized in the Levine case.

Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Dave Reynolds of Spearhead Administrative Services and Kevin Murphy of Provenio Capital take an in-depth look at the various investments available inside of Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA).

Just as PPLI is gaining rapid adoption and traction in the ultra-affluent space, so too is PPVA. Join Ben Rainey and Frank Hirsch, J.D. as they unpack the PPVA product.

Ryan Barradas and Vincent Brunoforte of WealthPoint discuss the types and importance of life insurance policy post-issue due care.

In this PPLI Deep Dive, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Travis Burke, of Axcelus Financial and Anthony Stanek of Investors Preferred discuss one of the best kept secrets in the life insurance industry. This presentation provides an overview of utilizing an existing life insurance policy or policies for PPLI without disrupting any current planning including multiple real-life case studies.

In this webinar, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Vimala Snow, J.D., Managing Director, Head of Wealth Strategy for Cresset Capital and Ken Foley, CEO for Spearhead Administrative Services discuss PPLI and how clients are using it as an asset location tool in seeking to maximize the net return on their investments.

In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well as Kristin Williams, J.D., LL.M. of PartnersFinancial discuss IRC §6166 as a methodology to pay for estate taxes.