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

April 21, 2026 8:30 am

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…

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WP90X – The Advisor’s Guide to Life Settlements and Other Underutilized Exit Strategies

June 9, 2026 8:30 am

Strategies every advisor should consider. Too many life insurance policies are surrendered or lapse, leaving significant value on the table. This webinar examines when life settlements make sense, showcases real case studies, and highlights additional underutilized exit strategies. More details…

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Deep Dive – The Roth Conversion Strategy You Have Likely Never Heard of

August 4, 2026 8:30 am

Roth conversions aren’t new—yet there’s one approach most advisors have never considered: A Roth or traditional IRA “converted” into Private Placement Life Insurance (PPLI). It sounds crazy, but the math and evidence is clear. In this webinar we break from…

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WP90X – The Unspoken Truths About Life Insurance: Compensation Clarity and Post-Issue Service

September 1, 2026 8:30 am

Placing a policy is only the beginning of a trusted relationship with accountability. Learn best practices for ongoing policy maintenance, blending strategies that improve client outcomes, and how transparent compensation communication builds lasting trust. More details are coming soon! Meeting…

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Deep Dive – From Complexity to Clarity: Debunking the Top 5 Myths of PPLI

October 1, 2026 8:30 am

Private Placement Life Insurance (PPLI) is far too often misunderstood, and these misconceptions keep advisors from using one of the most powerful financial tools in the market today. Many of these myths are grounded in an element of truth or…

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WP90X – From Complexity to Clarity: The Art and Science of the $100M Life Insurance Case

November 10, 2026 8:30 am

Learn the strategies, timing, and coordination required to execute jumbo life insurance cases successfully. Discover what most advisors overlook, how to properly integrate with other advanced planning strategies and gain insights from those who have done it right. More details…

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Past Webinars

Check out some of our past WP90X webinars below.

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WP90X Recap – The Untapped Goldmine: Using Existing Life Insurance for PPLI

For the right client, existing life insurance may hold hidden planning potential — unlocking Private…

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WP90X Recap – Premium Finance Unpacked: Benefits, Pitfalls and the Right Fit

An innovative strategy to help you better serve clients facing income and estate tax challenges

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WP90X Recap – Family, Government and Charity: Your Allocation Decision

An innovative strategy to help you better serve clients facing income and estate tax challenges

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

An innovative strategy to help you better serve clients facing income and estate tax challenges

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

An innovative strategy to help you better serve clients facing income and estate tax challenges

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

Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…

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PPLI Deep Dive – Immediate Income from PPLI and PPVA

Description: One of the most common misconceptions around PPLI is that the money is “untouchable”…

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WP90X – Current Trends and Exciting Developments in PPLI

Description: In this webinar, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Vimala Snow,…

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WP90X – Making the §6166 Election: What You Don’t Know Can Hurt You

Description: In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well…

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WP90X – Executive Compensation Overview

Description: In this video webinar, Joe Liggett and Michael Kenneth present on Executive Compensation; what…

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Video – IV Financial Modeling Overview

Description: In this brief webinar, Michael Kenneth provides an overview of WealthPoint's proprietary financial modeling…

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Video – Rethinking Asset Location: Mitigating Income Tax Drag with Private Placement Life Insurance and Annuities

Description: In this webinar, Ben Rainey and Aidan Elliott of WealthPoint will discuss the recent…

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