WP90X – The Untapped Goldmine: Using Existing Life Insurance for PPLI
Tuesday, February 17, 2026 at 8:30 am Pacific Time
Most advisors think PPLI requires starting from scratch. The truth? There are thousands of existing life insurance policies that can be repurposed for PPLI. These policies are hiding in plain sight, and tapping into them could be the easiest and smartest way to deliver significant income tax savings for your clients year after year.
Join us for an exclusive WP90X webinar where we will show you:
- How to identify existing policies that work for PPLI
- Why this strategy is the “easy button” for advisors
- Steps to unlock hidden opportunities without adding complexity
Meeting Details
What: The Untapped Goldmine: Using Existing Life Insurance for PPLI
When: Tuesday, February 17, 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)
Session Overview
Imagine being able to use your current life insurance for PPLI without the need for underwriting. What if setting up a new PPLI policy could take just weeks instead of several months or even years?
Using existing life insurance for a new PPLI policy is a powerful yet often overlooked strategy. In this session, Ben Rainey and Anthony Stanek of Investors Preferred Life Insurance will explain how most existing life insurance policies can be leveraged for new PPLI without the lengthy process of medical underwriting.
Learning Objectives
- Identify existing life insurance policies fit for PPLI and understand why these opportunities are often overlooked.
- Evaluate plans offered by three top domestic insurance providers and identify the main distinctions among their products.
- Gain a clear step-by-step overview of repurposing, including timelines, submission requirements, and implementation.
- Gain insight into the investment options available through PPLI, learn about the differences between Insurance Dedicated Funds (IDFs) and Separately Managed Accounts (SMAs), and discover how these choices can benefit advisors.
- Use effective methods to identify opportunities within current trust arrangements and advance cases with assurance.
After registering, you will receive a confirmation email containing information about joining the meeting. Feel free to share this invite with other members of your firm if you think it would be valuable for them to attend.
Continuing Education Information
- This program qualifies for one hour of NASBA CPE or CFP credit
- Prerequisites: none
- Advanced preparation: none
- Program level: basic
- NASBA field of study is Specialized Knowledge
- Delivery method: Group Internet Based
- There is no cost for this presentation or to obtain CPE credit
- For more information regarding administrative policies such as complaint and refund, please contact Kristin Teaff at 602.698.6590.
- WealthPoint, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
- Certificates for CPE/CFP credit will be provided within 30 days after the webinar
