Register for professional access

Professional access opens the analytical tools, the full case library and the advisor playbooks, and keeps your work between sessions. It is being built now. Registering places you in the first cohort, at no cost, and gives you a say in what is built first.

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What access includes

The full toolset

Candidate screener, illustration reader, policy economics analyzer, jurisdiction comparator and the due-diligence framework — beyond the Tax-Alpha Simulator, which stays open to everyone.

Client CRM and policy register

Every client you have screened, what you concluded and why, with review dates and reminders. Carrier, jurisdiction, funding schedule and MEC status for every policy you advise on.

Saved analysis

Every simulation stored with its assumptions, so a projection you showed a client in March can be reproduced exactly two years later. This is a file-defensibility feature as much as a convenience.

The complete case library

All case analyses in full, including the negative cases and the illustration critiques — the material that is most useful in practice and least available anywhere else.

Playbooks

Working documents on the decisions inside a live case: funding schedules, ownership design, carrier questions, ongoing governance.

Training and certification

Enrolment in the PPLI professional programme — Fundamentals, Advanced Practitioner and Masterclass — with progress tracking and a certificate of completion held in your account.

Regulatory tracking

What changed, whether it affects a file you already have open, and — more often — why it does not. Items are matched against your own client files by jurisdiction and structure.

On cost. Professional access is free during the build. If it becomes a paid tier, existing registrants will be told before anything changes and will not be charged without opting in. We would rather say that plainly now than surprise anyone later.

Professional registration

Open to practising professionals. We ask about your role because it determines which material is useful to you, and because the first cohort is being kept small enough to talk to.

First name

Last name

Work email

Firm

Role

Country

PPLI experience

What would you most want built first? — optional

I am a practising professional and I understand that PPLI.com is an independent educational and research platform that does not provide legal, tax, investment or insurance advice. I have read the privacy policy.

Registrations are reviewed by the editorial team. We do not sell or share registrant details, and we do not pass them to carriers, brokers or product providers.

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What Happens Next

A short queue, on purpose

Registrations are read rather than processed. The first cohort is being kept small enough that we can ask people what they actually need, and small enough that the answers change what gets built. If your registration raises a question we cannot yet answer, we will say so.

Once your access is open you will get an email with a link to set your password. Access opens in stages as each module is completed, and training enrolment opens level by level. You will be told when something you asked for is ready, and not otherwise. We do not run a mailing list and we will not add you to one.

If you have a live case and need a substantive conversation before then, that is a different request — write to the editorial team directly.

PPLI.com does not sell insurance products, manage client assets, act as a broker-dealer, or represent any carrier, jurisdiction or financial institution. Professional access is provided for educational and research purposes. Registration does not create an advisory relationship. No part of the training programme currently carries CFP Board CE or NASBA CPE credit. Client records you create in the workspace are private to your account, are never shown to other advisers, carriers, brokers or product providers, and can be exported or erased by you at any time. See our editorial standards and privacy policy.

Page published 23 August 2026.

Register for professional access

Professional registration

A short queue, on purpose

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