WP90X – ESOPs: A Different Way of Selling to a Third Party

TUE, JUNE @ 8:00AM PT - Speakers: Michael Kenneth and Drew Schaefer

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WP90X – Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

Phantom Stock plans offer private companies a powerful tool to attract, retain and reward key…

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WP90X – Intergenerational Split Dollar: Learning from Levine

Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case

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The Essential PPLI Handbook

Simplifying Private Placement Life Insurance for Advisors and Clients

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