Deep Dive – The Roth Conversion Strategy You Have Likely Never Heard of
Tuesday, August 4, 2026 at 8:30 am Pacific Time
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 conventional wisdom and unpack real-world case studies where PPLI amplified the long-term family outcomes in ways a Roth and traditional IRA simply could not.
During this WP90X webinar, you’ll learn:
- The mechanics of an IRA to PPLI conversion and the math behind it
- To recognize the situations and reasons in which transferring assets from an IRA to PPLI may result in better legacy planning outcomes
- The trade-offs, including fees, investment flexibility, tax treatment, and generational control
- The actual impact through two case studies
- The ideal client profiles for this opportunity (hint: large, unneeded IRAs)
Meeting Details
What: The Roth Conversion Strategy You Have Likely Never Heard of
When: Tuesday, August 4, 2026 at 8:30 am Pacific Time
Where: Zoom Video Conference
