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

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.

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Meeting Details

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

When: Tuesday, November 10, 2026 at 8:30 am Pacific Time

Where: Wistia Video Conference

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

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