4 Essential Minutes on PPLI Series – 2

Four Essential Minutes on PPLI


PPLI: the Ultimate Wealth Preservation Strategy

by Michael Malloy CLU TEP RFC

Welcome. In this video we continue our theme of financial architecture and how it relates to Expanded Worldwide Planning or EWP for short. EWP asset structures provide the best privacy, asset protection, and tax efficiency possible without unduly disrupting your existing financial arrangements. We are not here to replace your existing trusted business or investment advisors. Far from it. We are not out to destroy your financial home, like this.

You have constructed your financial home over time, using the best options available when opportunities presented themselves. This may inadvertently have created a house constructed by multiple architects, many different styles that may or may not fit together. Like the houses depicted here.

Would you build a custom home without an architect?

Have you constructed your financial affairs without one?

How would you know?

Wouldn’t you rather have a beautiful unified structure like this home,

Butterfly Emerging

Here we are witnessing one of nature’s most amazing events. This transformation is what occurs when we place your assets inside a Private Placement Life Insurance Policy. After this transformation, your assets will now embody the six principles of EWP that are spoken about in Wikipedia’s article on International Tax Planning. Like the butterfly your assets will now be freed from their former constraints, and can now fly with far greater privacy, asset protection, and tax efficiency. We achieve our remarkable results through our worldwide knowledge of asset structuring as expressed in our team of Regional Representatives.

Regional Representatives

Our unique approach to serving wealthy families worldwide features our seven regional representatives. Our seven regional representatives bring not only in-depth technical knowledge, but as natives of the regions that they serve, they can tailor our structures to the cultural norms of wealthy families throughout the world.

I Huai Hao: China, Portugal, Brazil

Marcia Frew: United States, Canada, Australia, New Zealand

Ingrid Claes: Europe

Georgios Georgakopoulos: Middle East, Greece, Africa

Aniuta Lasken Golob: Russia, Ukraine, CIS countries

Pilar Earl: South America, Central America, Mexico

Zhi Zhu Jones: China, Far East


Thank you for your interest in EWP Financial and our asset structuring techniques. In our next video we will answer three important questions. The answers to these questions explain why the world’s wealthiest families wholehearted embrace EWP asset structures.

Is it legal?

Can they steal my money?

Will I be audited?

If you found this video useful, please give us a like below and click the subscribe button. 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.

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

Michael Malloy-CLU-TEP