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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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Four Key Features of Well-Structured Premium Finance Plans

September 23, 2026
Premium financed life insurance can provide affluent families with a flexible way to fund substantial…
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Identifying the Ideal Premium Finance Client: Why Suitability Matters

September 11, 2026
Premium finance remains one of the most powerful planning tools available to affluent families seeking…
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Family, Government and Charity: Your Allocation Decision

September 10, 2026
When Equal Is Not Always Fair: Rethinking Wealth Transfer Decisions One of the most common…
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Deep Dive Recap: PPLI Liquidity — How Access to Policy Value Works

August 17, 2026
For many clients and advisors, one of the biggest questions surrounding Private Placement Life Insurance…
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A Structural Solution to Embedded Capital Gains in Irrevocable Trusts

July 14, 2026
PPLI and the Limits of Traditional Basis Management
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Premium Finance Unpacked: Benefits, Pitfalls and the Right Fit

July 10, 2026
Premium financed life insurance can be an effective planning tool for high-net-worth families with a…
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A Time for Reflection: Discovering Hidden Value in Life Insurance

June 12, 2026
Most advisory teams know life insurance is rarely a "set it and forget it" asset.…
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WP90X On-Demand – A Time for Reflection: Discovering Hidden Value in Life Insurance

June 12, 2026
Most advisory teams treat life insurance as a "set it and forget it" asset. But…
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Hedging Time

May 20, 2026
A derivatives approach to mortality risk in private wealth planning.
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How One Client Used PPLI to Turn Tax-Inefficient Income Into Generational Wealth

March 4, 2026
The most successful investors all struggle with one common, unrelenting enemy: taxes. Assets like private…
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Modeling PPLI Accumulation: Asset Location, Not Asset Allocation

March 4, 2026
When taxes rise, long-term wealth outcomes are shaped not just by what families invest in,…
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PPLI for Family Offices: A Smarter Structure for Long-Term Wealth

February 26, 2026
Ultra-affluent families don't plan around quarterly returns or market cycles—they plan in decades, across multiple…

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

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