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If you’re ready to get started with PPLI, WealthPoint has the dedicated team of experts to do the job right. Book a discovery call with our PPLI experts today.

The right ESOP takes the right partners. Succession planning is high-stakes. Clarity comes from partnership. At WealthPoint, we start with your story, then design an ESOP around it. We cover the numbers, the financing, the governance, and the people who make it all work. You don’t have to solve every detail alone. That’s what we’re here for.

We know how hard you’ve worked to grow and steward your wealth. As your trusted PPLI partner, WealthPoint commits to: 1. Deep discovery around your story and goals 2. Proactive reviews and no-nonsense recommendations 3. Acting with total transparency and clear communication In short, we’re here to be your PPLI partner. Interested? Let’s talk.

The best exit is the one that fits your story. Every owner eventually faces the same question: what happens to the company you’ve spent decades building? For most, the crossroads are clear: sell, pass it on, or share ownership with the people who built it. At WealthPoint, we look at the numbers, the tax strategy, the financing, and most importantly, what it means for your people. Then we show what each path truly means for you. Sometimes that’s an ESOP. Sometimes it’s not. What matters is leaving the process clear, confident, and true to your legacy.

Join our Dec 4 WP90X presentation to unpack premium finance, identifying the ideal client, plan design and common pitfalls. When structured correctly, premium finance can help families secure the coverage they need through strategic leverage, enhancing wealth transfer planning without unnecessary risk. But beware: poor structuring and unrealistic assumptions can lead to disappointing outcomes. We’re thrilled to collaborate with Wintrust Bank, one of the industry’s leading players, for an insightful discussion on best practices in premium finance. Don't miss this opportunity to elevate your expertise! Join the session on December 4 at 8 AM PT and earn one hour of NASBA CPE or CFP credit. Register now: https://lnkd.in/ghDcDKPg

Clarity beats complexity every time. Most ESOP advisors bury owners in debt models and compliance checklists. We take a different approach. We begin by knowing your story — your goals, your people, and your legacy — then design the transaction around them. From feasibility to financing to the first year of governance, our team carries the technical weight so you don’t have to. What you get is clarity, and the confidence to know your decision protects what matters most.