Global Recession in 2024? Get HELP from EWP Financial

Private Placement Life Insurance (PPLI) and Expanded Worldwide Planning (EWP) to the rescue

Global Recession

Private Placement Life Insurance (PPLI) and Expanded Worldwide Planning (EWP) can be utilized as financial tools to potentially provide protection and mitigate risks during a global recession, especially for high-net-worth individuals. Here’s how they might help:

1. Asset Protection and Diversification:

PPLI and EWP can allow for a diversified range of investment options, including alternative investments. During a global recession, diversifying investments can help protect against significant losses in any single asset class.

2. Tax Efficiency and Mitigation:

These structures often offer tax advantages, which can be crucial during an economic downturn. Tax-efficient investment strategies can help preserve wealth and increase after-tax returns, mitigating the impact of a recession on overall wealth.

3. Estate Planning and Wealth Transfer:

PPLI and EWP can be powerful tools for estate planning, allowing for the efficient transfer of wealth to heirs. During a recession, preserving and transferring wealth effectively is essential to secure financial stability for future generations.

4. Insurance Component for Risk Management:

PPLI has a life insurance component, providing a death benefit that can serve as a financial safety net for beneficiaries. This ensures that, in the event of the policyholder’s death, loved ones have financial security during challenging economic times.

5. Privacy and Confidentiality:

EWP, in particular, offers privacy and confidentiality in financial matters. This can be crucial during economic downturns when financial information may be subject to increased scrutiny or potential volatility in the financial markets.

6. Leveraging Structured Products:

PPLI and EWP can be structured to incorporate various financial instruments, potentially offering downside protection or hedging strategies that can help offset losses during a recession.

7. Long-Term Perspective:

Both PPLI and EWP are designed with a long-term perspective in mind. This can be beneficial during a recession, as they allow for strategic financial planning beyond short-term economic downturns.

It’s important to note that while these structures can offer benefits in mitigating risks and preserving wealth, they are complex and should be designed and implemented with the assistance of financial professionals, including tax advisors, insurance experts, and legal advisors, to ensure they align with an individual’s financial goals and circumstances. Additionally, the effectiveness of these structures in protecting against a global recession can vary based on market conditions and individual circumstances. We, at EWP Financial, with several decades of experience, can offer you the whole package. Don’t hesitate. Contact Us today.

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP










How can you keep and increase your investments in 2024

Are you seeking ways to safeguard and boost your investments in 2024?

Look no further than the powerful strategies of PPLI and EWP.

First up, let’s explore Private Placement Life Insurance, or PPLI. This isn’t your typical life insurance policy. PPLI allows you to invest in a diverse range of assets: stocks, bonds, hedge funds, real estate, and more.

And the best part? PPLI offers unparalleled flexibility and control over your investments. Unlike conventional policies, PPLI isn’t constrained by the same regulations, giving you more freedom.

Furthermore, PPLI brings significant tax advantages. Enjoy tax-deferred growth, tax-free distributions, and tax-free death benefits—ensuring your wealth continues to grow and support your legacy.

Now, let’s delve into Expanded Worldwide Planning, or EWP—the cornerstone of comprehensive wealth planning. EWP isn’t just about estate and wealth management—it’s a holistic approach tailored for high-net-worth individuals and families.

EWP encompasses six crucial principles: asset protection, succession planning, privacy, compliance simplifier, trust substitute, and tax shield. Embrace these principles to optimize your wealth structure and enrich your legacy.

Ready to learn more about how PPLI and EWP can bolster your investments in 2024?

Reach out to our team at EWP Financial—a group of experts specializing in international wealth planning.

Let us craft a personalized solution that aligns with your unique needs and goals.

Contact us today and secure your financial future.

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP