Thought Leadership

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White Paper – ESOP Presentation & Overview

This presentation and case study provides an overview of Employee Stock Ownership Plans (ESOPs), how…

Video – ESOP Presentation

In this webinar, Frank Caputo and Michael Kenneth will explain how Employee Stock Ownership Plans…

Video – IV Financial Modeling Overview

In this brief presentation, Michael Kenneth provides an overview of WealthPoint's proprietary financial modeling tool...

Article – PPLI State Jurisdiction Comparison

In this article, we provide a high-level overview of PPLI and PPVA; explaining how they…

Article – PPLI & PPVA Frequently Asked Questions

In this article, we provide a high-level overview of PPLI and PPVA; explaining how they…

Video – Rethinking Asset Location: Mitigating Income Tax Drag with Private Placement Life Insurance and Annuities

In this webinar, Ben Rainey and Aidan Elliott of WealthPoint will discuss the recent evolution…

Article – PPLI

In this article, Ben Rainey & Aidan Elliott provide a brief overview of Private Placement…

Article – Plan for Decisions…Don’t Just Decide to Plan

In this article, Ryan Barradas discusses the differences between a planning process and a decision-making…

Article – Taxes on Insider Transactions…The Greatest Discount on Value

In this article, Ryan Barradas discussed the impact of income and capital gains taxes on…

Article – PPLI & PPVA

In this article, Aidan Elliott provides an overview of Private Placement Life Insurance and Private…