Filter by Resource Type

Watch

Deep Dive Recap: PPLI Liquidity — How Access to Policy Value Works

August 17, 2026

For many clients and advisors, one of the biggest questions around Private Placement Life Insurance…

Read More →

A Structural Solution to Embedded Capital Gains in Irrevocable Trusts

July 14, 2026

PPLI and the Limits of Traditional Basis Management

Read More →

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…

Read More →

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,…

Read More →

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…

Read More →
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…

Read More →

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…

Read More →

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…

Read More →
Watch

PPLI – Regulatory Risks

May 21, 2025

Wondering about PPLI’s future? Here’s why the WealthPoint team isn’t concerned about regulatory risks —…

Read More →
Watch

PPLI – Downsides and Where It Breaks

May 21, 2025

Dive into the downsides of PPLI and learn how an experienced team can help you…

Read More →
Watch

PPLI – Trusts and Step-up

May 21, 2025

Find out how PPLI can eliminate income tax during life and provide an effective step-up…

Read More →
Watch

PPLI – Access to Your Money

May 21, 2025

With PPLI, nearly 100% of account value is available from day one, and accessing funds…

Read More →

Stay In The Know

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