Filter

Watch

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
Read

The Essential PPLI Handbook

December 23, 2024
Simplifying Private Placement Life Insurance for Advisors and Clients
Watch

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

Filter by Resource Type

Filter

Read

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.…
Watch

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…

Hedging Time

May 20, 2026
A derivatives approach to mortality risk in private wealth planning.

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…

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,…

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…
Watch

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…
Watch

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
Watch

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

Private Placement Life Insurance (PPLI)

View the PPLI Library →

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.

Stay In The Know

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