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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…

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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…

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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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The Essential PPLI Handbook

December 23, 2024

Simplifying Private Placement Life Insurance for Advisors and Clients

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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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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”…

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PPLI Deep Dive – Investment Options for PPLI and PPVA: SMAs and IDFs

April 25, 2024

Description: Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Dave Reynolds of Spearhead Administrative…

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PPLI Deep Dive – Maximizing Charitable and Financial Objectives with PPVA

March 12, 2024

Description: A Private Placement Variable Annuity (PPVA) is an institutionally priced variable annuity which allows…

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PPLI Deep Dive – Repurposing Existing Life Insurance for PPLI

February 7, 2024

Description: In this PPLI Deep Dive, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with…

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WP90X – Current Trends and Exciting Developments in PPLI

November 8, 2023

Description: In this webinar, Ben Rainey and Frank Hirsch, J.D. of WealthPoint with Vimala Snow,…

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