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WP90X Recap – ESOPs: A Different Way of Selling to a Third Party

July 25, 2025
An innovative strategy to help you better serve clients facing income and estate tax challenges
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The Essential PPLI Handbook

December 23, 2024
Simplifying Private Placement Life Insurance for Advisors and Clients
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WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

November 12, 2024
An innovative strategy to help you better serve clients facing income and estate tax challenges

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WP90X Recap – The Untapped Goldmine: Using Existing Life Insurance for PPLI

February 20, 2026
For the right client, existing life insurance may hold hidden planning potential — unlocking Private…

Repurposed PPLI: A Smarter Way to Unlock More from Existing Life Insurance

February 19, 2026
Many affluent families already hold significant life insurance policies in place for estate planning. Those…

PPLI vs. PPVA: Understanding the Key Differences

December 18, 2025
When sophisticated advisors mention tax-efficient investment vehicles, two acronyms frequently surface: PPLI and PPVA. Both…

What Private Placement Life Insurance Is and Why It Matters

December 18, 2025
You’ve spent decades building something extraordinary. Whether through your business or investments (or both), you’ve…
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WP90X Recap – Premium Finance Unpacked: Benefits, Pitfalls and the Right Fit

December 9, 2025
An innovative strategy to help you better serve clients facing income and estate tax challenges
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WP90X Recap – Family, Government and Charity: Your Allocation Decision

September 18, 2025
An innovative strategy to help you better serve clients facing income and estate tax challenges
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Why Most Phantom Equity Plans Miss the Mark (and How to Get It Right)

June 11, 2025
We design phantom equity strategies that mimic true ownership and connect to the real drivers…
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WP90X Recap — Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

May 30, 2025
Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…
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WP90X – Intergenerational Split Dollar: Learning from Levine

January 23, 2025
Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case
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WP90X – Mitigating Income and Estate Taxes: The Optimized CLAT with PPLI

August 22, 2024
Adding value to the Optimized CLAT with PPLI
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The Connelly Decision and the Impact on Planning for Business Owners

June 17, 2024
Authored by: Kim Boston, CLU® Description: This article provides a high-level overview of the United…
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PPLI Deep Dive – Immediate Income from PPLI and PPVA

May 29, 2024
Description: One of the most common misconceptions around PPLI is that the money is “untouchable”…

Private Placement Life Insurance (PPLI)

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Learn the basics of PPLI, including its benefits as a tax-deferred life insurance product designed…
Just how much can PPLI save you? Discover the simple math behind PPLI’s incredible efficiency…
With PPLI, nearly 100% of account value is available from day one, and accessing funds…
Find out how PPLI can eliminate income tax during life and provide an effective step-up…
Dive into the downsides of PPLI and learn how an experienced team can help you…
Wondering about PPLI’s future? Here’s why the WealthPoint team isn’t concerned about regulatory risks —…

WP90X Webinar Series

Explore advanced strategies for maximizing your wealth and stay up to date on the shifting financial landscape with WealthPoint’s flagship webinar series, WP90X.

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