Private Placement Life Insurance (PPLI) helps you protect and grow your wealth. It’s a high-efficiency strategy that offers a vast range of investment options, managed by your chosen investment professional, where earnings grow tax-deferred and can be accessed 100% tax-free.
Interested? Learn more about this tremendously powerful product in WealthPoint’s expert-led video series.
In a few short videos, WealthPoint Partner Ben Rainey will walk you through the basics of PPLI—upsides, downsides, strategies and more—with total transparency.
01 What Is PPLI?Duration 4:06
Learn the basics of PPLI, including its benefits as a tax-deferred life insurance product designed for ultra-wealthy individuals.
02 PPLI – The Tax Problem and Potential ImpactDuration 4:21
Just how much can PPLI save you? Discover the simple math behind PPLI’s incredible efficiency in this video.
03 PPLI – Access to Your MoneyDuration 4:09
With PPLI, nearly 100% of account value is available from day one, and accessing funds is straightforward. Here’s what you should know.
04 PPLI – Trusts and Step-upDuration 3:58
Find out how PPLI can eliminate income tax during life and provide an effective step-up in basis at death, all while keeping assets outside the taxable estate.
05 PPLI – Downsides and Where It BreaksDuration 4:43
Dive into the downsides of PPLI and learn how an experienced team can help you successfully navigate all key requirements.
06 PPLI – Regulatory RisksDuration 4:26
Wondering about PPLI’s future? Here’s why the WealthPoint team isn’t concerned about regulatory risks — and why you shouldn’t be either.
Pressed for time? That’s why our team created the PPLI Executive Briefing Series: seven engaging, value-rich emails that go beyond what’s in the videos and give you a direct line to WealthPoint’s PPLI experts.
When you sign up, you’ll unlock:
PPLI isn’t magic — it’s math. The formula is simple: The cost of life insurance is much less than the cost of taxes.
PPLI provides an abundance of additional benefits:
Our fundamental goal is simple: giving you the best possible results with an unwavering commitment to service.
$7.5B+
in total death benefit placed
23 Credentialed Staff
JD, LLM, CPA, CFA (candidate), MBA, CLU, ChFC
8 Partners
with a collective 185 years of industry experience
100+ Firms
collaborated with us nationwide in 2024
20 Billionaire Families Served
Our client, a 50-year old Colorado resident with a total net worth of $100 million, wanted to maximize return on a $20 million portion of his portfolio. By eliminating tax drag, his projected cost savings will top $43 million after 40 years — and because those savings grow with the account, the overall gains from leveraging PPLI are projected to exceed $150 million.
We have a wide range of expert-led webinars, interviews, whitepapers, and blogs to sate your curiosity.
Ready for the next step? Take 60 seconds to fill out the form, and we’ll connect you with our PPLI team for a productive, engaging conversation.
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor. WealthPoint, LLC is not affiliated with The Leaders Group, Inc.. The Leaders Group, Inc. is not a Certified Public Accounting firm. WealthPoint is a member firm of PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Consumer Relationship Summary link here. Privacy Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.
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