WealthPoint, LLC provides holistic business and life insurance advisory services, focusing on succession, exit, and wealth transfer planning for affluent family groups and entrepreneurs. Their services include new life insurance acquisitions, large case implementation, life settlements, and executive benefits like non-qualified deferred compensation and SERPs[1][3][4]. The target audience is closely held companies across the U.S. Their unique selling proposition is the Know your story process, which simplifies complex wealth decisions by emphasizing mutual transparency and stakeholder involvement[1][3]. This approach replaces traditional planning complexity with a decision-making model tailored to clients' desired outcomes[3].