4 Essential Minutes on PPLI Series -1- Intro

Four essential Minutes on Private Placement Life Insurance


Hello. I’m Michael Malloy, founding partner of EWP Financial. I began my career over 40 years ago as a risk management consultant. I published the Life Insurance Law Newsletter, and have written two books on Private Placement Life Insurance, PPLI: The PPLI Papers and The Wit and Wisdom of Professor PPLI.

We have three offices to serve you. Our headquarters is in New York City at 40 Wall Street. We have offices in the British Virgin Islands, and in California. This is a photograph near my office in Northern California.

EWP Financial serves wealthy families throughout the world, wherever they might reside. We offer the most advanced financial planning tools available. We assist wealthy families by structuring their assets through embracing the six principles of Expanded Worldwide Planning or EWP for short. These six principles are Privacy, Asset Protection, Tax Shield, Succession Planning, Compliance Simplifier, and Trust Substitute. We are proud that Wikipedia has chosen to feature these six principles in their article on International Tax Planning, and will be discussing them in more detail in future videos.

This is the cover of our brochure, Financial Architecture, The Comprehensive Blueprint. We will go over a few pages of the brochure together, but first let me return to the two books that I have written on Private Placement Life Insurance or PPLI for short. These books emphasize the vast asset structuring possibilities of using EWP to structure your assets. Private Placement Life Insurance is at the heart of a successful EWP asset structure. These two books go into more detail on how this works. The books are available on Amazon in both book and digital format.

This video is the first in our series entitled: Four Essential Minutes on PPLI. Here we introduce our firm, EWP Financial and why it is imperative that you use these six principles to structure your own assets.

EWP offers unparalleled advantages for: privacy, asset protection, tax shielding, succession planning, compliance simplification, and trust substitution.

As financial architects, we can offer you an overreaching, comprehensive, and cohesive design optimized for privacy, tax efficiency, and asset protection.

Why not take the designs that we have used with great success for the world’s wealthiest families to remodel your own house?

We are not here to replace your trusted business or investment advisors. Our role is to take what you have already accomplished and place it into a structure that will create a unified design for all your interests, a method we have used for the world’s wealthiest families, families with a wide variety of assets and financial arrangements.

Thank you for your interest in EWP Financial and our asset structuring techniques. In our next video we will continue with our brochure, Financial Architect. If you found this video useful, please give us a like below. We look forward to connecting with you on future videos.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.


The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

Contact Us for any questions you may have.


by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP