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

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 prior life insurance experience that doesn’t apply to PPLI. In dispelling these myths, we will unpack both fact and fiction surrounding PPLI.

Join us for this WP90X webinar where we’ll break down:

  • The top five myths that hinder advisors from recommending PPLI
  • The truth around liquidity, fees, taxes, and investment access
  • How PPLI fits seamlessly into nearly any existing estate planning
  • Why you do not necessarily need to qualify for life insurance to obtain a PPLI policy

Meeting Details

What: From Complexity to Clarity: Debunking the Top 5 Myths of PPLI

When: Thursday, October 1, 2026 at 8:30 am Pacific Time

Where: Zoom Video Conference

CPE: 1 hour of NASBA* CPE or CFP credit will be offered (see below for more information)

Register

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