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PPLI Deep Dive – Immediate Income from PPLI and PPVA

Ben Rainey and Frank Hirsch, J.D. examine real-world case studies on the use of PPLI and PPVA…

WP90X – Intergenerational Split Dollar: Learning from Levine

Jason Prather, J.D., L.L.M., of Legacy Capital Group and Shane Swanson, J.D. of Stinson with…

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

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

PPLI Deep Dive – Maximizing Charitable and Financial Objectives with PPVA

Just as PPLI is gaining rapid adoption and traction in the ultra-affluent space, so too…

WP90X – Best Practices and Standards for Insurance Portfolio Due Care

Ryan Barradas and Vincent Brunoforte of WealthPoint discuss the types and importance of life insurance…

PPLI Deep Dive – Repurposing Existing Life Insurance for PPLI

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

WP90X – Current Trends and Exciting Developments in PPLI

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

WP90X – Making the §6166 Election: What You Don’t Know Can Hurt You

In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well as…

Whitepaper – Executive Compensation Overview

This presentation provides an overview of executive compensation; what it is, what strategies to consider…

WP90X – Executive Compensation Overview

Compensation drives results and results drive value. Check out this webinar to learn more about…