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

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 are coming soon!

Meeting Details

What: The Advisor’s Guide to Life Settlements and Other Underutilized Exit Strategies

When: Tuesday, June 9, 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

Stay In The Know

Get insights, news, and resources designed to help you grow and steward your wealth.

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

How One Client Used PPLI to Turn Tax-Inefficient Income Into Generational Wealth

The most successful investors all struggle with one common, unrelenting enemy: taxes. Assets like private…

Read More →

Modeling PPLI Accumulation: Asset Location, Not Asset Allocation

When taxes rise, long-term wealth outcomes are shaped not just by what families invest in,…

Read More →

PPLI for Family Offices: A Smarter Structure for Long-Term Wealth

Ultra-affluent families don't plan around quarterly returns or market cycles—they plan in decades, across multiple…

Read More →