2026 EXIT PLANNING SUMMIT AGENDA
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PPLI does include a life insurance component, but it's not about life insurance benefits – it is about capital gains, ordinary income, estate tax, and asset protection planning for high-net-worth families and business owners considering a transition. Done right—through strategic structuring—it's arguably the most powerful tool in an advanced planner's arsenal. Done traditionally/poorly, it may create more problems than solutions. Join Brad and Joe to understand these critical distinctions and applications.
- Discover why PPLI has become a cornerstone strategy for high-value business exits ($100M+) and how to adapt these powerful techniques for middle-market transactions, creating immediate differentiation for your practice.
- Master a 90-second explanation of PPLI that resonates with business owners and positions you as their essential advisor for transition planning—converting complex concepts into client-winning conversations.
- Identify implementation strategies that accelerate client engagement by 12+ months, enhance your advisory fees by 2-3X, and potentially increase your clients' post-sale wealth by 20-100%—all while avoiding the regulatory and structural pitfalls that plague traditional approaches.
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