A Blog Powered by Advanced Financial Solutions Inc. & EWP Financial
“A bridge takes you from where you are to where you wish to go.
We do too.”~ Michael Malloy, CLU TEP RFC
About this blog
This blog is powered by EWP Financial, originally Advanced Financial Solutions Inc., a fully licensed professional financial services advisory company. We operate internationally, utilizing our excellent relationships with professional advisors and financial institutions around the globe.
Please visit our Partner blog & vlog
Experience
We draw from some of the greatest expertise in the field. Our staff and advisors are comprised of highly qualified financial professionals who can call upon many years’ experience in their respective fields. We believe wholeheartedly in teamwork in order to serve clients in the most beneficial and efficient way possible.
Clients
Typically, our clients are high net worth individuals and their families who rely on us to manage their assets using a long-term yet flexible structure that suits their unique needs and wishes. We also act for banks, companies and international organizations who value our ability to provide innovative solutions quickly and reliably.
Author
Michael Malloy
, CLU TEP RFC is Founder and Chief Advisor for Advanced Financial Solutions, Inc. with offices in New York, California, and the British Virgin Islands. He specializes in insurance solutions, in particular Private Placement Life Insurance (PPLI), for international and domestic clients. He works closely with tax advisors (attorneys, accountants and trust officers) designing and implementing sophisticated life insurance strategies to solve a variety of needs. Michael is also the Founder and Principal of Malloy Insurance Services, an insurance agency dedicated to serving the needs of clients worldwide. He is publisher of Life Insurance Law Newsletter, and a member of the Tax Planning Opportunities Group. Our staff average more than 30 years insurance experience, and we offer full-service solutions to underwriting policies as well as service for the life of the policy. We are available through our worldwide toll-free number, +1 877-811- 5846.
An overview of Michael’s professional career
Our First Video
Important Disclosures
This blog contains general information only and Advanced Financial Solutions, Inc. is not, by means of this content, rendering accounting, business, financial, investment, legal, tax, insurance, or other professional advice or services. The content of this blog is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Advanced Financial Solutions, Inc. shall not be responsible for any loss sustained by any person who relies on this alert.
This material is not intended for solicitation purposes. All offerings are made by private placement memorandum to qualified and accredited investors and follow all applicable local laws.
Please note all work on this blog is the sole property of Advanced Financial Solutions, Inc. and is subject to copyright. If you wish to quote from any of these posts or hyperlink to any posts, please make sure that we are given appropriate credit in a conspicuous place on your own posting. As part of this credit, please include the link to the blog post from which you are quoting.