Author: JC SERVICES

#EWP : Insures: PRIVACY –  Part 2

Updated

Welcome. The topic of our story is Privacy. You gain an immediate understanding of Privacy when you are deprived of it. What better example of this than the personal violation that you experience when someone you dearly love is kidnapped? In Part 2 of our story, we learn more of the emotional trauma that Carlos Gutierrez experiences when his daughter Lucinda is kidnapped by a Mexican drug cartel.

Watch the introduction: Episode 1

Short Video

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

Four Essential Minutes on Private Placement Life Insurance, (#PPLI)

Part 4

The Six Principles of Expanded Worldwide Planning, (#EWP)/International Tax Planning and more questions answered by Michael Malloy CLU TEP RFC

Welcome. In this video, we will define the six principles of Expanded Worldwide Planning or EWP. We will also answer the third of our important questions: Will I be audited. Let us begin.

Privacy

This is a very private setting, but today intruders find many ways to invade our privacy. Our clients are looking for ways to keep their affairs private, and still be compliant with tax authorities worldwide. But as you know, it is a cat and mouse game that takes study and constant attention to detail. In this case, we don’t quite know who is winning.

Asset Protection

You don’t want this to happen to your hard earned assets. Asset protection is an integral part of an EWP Structure. EWP Structures make assets inaccessible to creditors, and thos seeking to claim them without legal authority.

The inaccessibility of this lighthouse mirrors the methods that EWP Structures use to make your assets inaccessible to creditors.

Tax Shield

A tax shield is an important EWP principle. Why pay more tax than is necessary? You can legally pay far less tax by placing your assets into an EWP Structure.

An EWP Tax Shield is very difficult to penetrate like the shells of these tortoises.

Succession Planning

Especially in jurisdictions that have forced heirship rules, Succession Planning is vital to clients. Most clients wish to distribute their assets according to their own wishes and not according to a plan that is dictated by a government agency.

EWP Succession Plans promote family harmony like the two generations depicted here.

Compliance Simplifier

The simplicity of this image reveals out straightforward approach to compliance.In today’s world attempting to hide assets only draws more attention to them. EWP Structures are compliant with the world’s tax authorities, and at the same time achieve maximum privacy.

We give you a clear path through this maze of confusing regulations.

Trust Substitute

In some jurisdictions, in particular, those that use civil law as opposed to common law, a trust substitute is essential. Why create an entity that in the end will just be ignored by tax and legal authorities?

Like the two blue eyes of this cat, EWP Structures work in both civil and common law jurisdictions.

Will I be audited?

The answer is, “Most probably, No.” To explain further we will use an analogy of cars traveling on a motorway or freeway.

On the audit questions, audits can be triggered randomly or for a variety of reasons. EWP Structures are designed to comply with all aspects of tax law worldwide. To begin our motorway analogy, where are EWP Structures positioned on this motorway?

The fast lane is for the risk takers. Traveling at every aster speeds until the inevitable occurs.

In the slow lane are those drivers who wish to travel at a leisurely pace to reach their destination.

In the middle lane are those drivers who wish to not be the fastest on the road or the slowest.

In the universe of financial planning tools, EWP Structures are traveling in the middle lane, and do not attract undue notice from tax authorities, and thus are not a likely candidate for an audit.

Conclusion

Thank you for joining us. If you found this video useful, please give us a “like” below, and click the subscribe button. In our next video, we will focus on why Private Placement Life Insurance, or PPLI for short, works so well with EWP Asset Structures. 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.

Disclaimer

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

Four Essential Minutes on Private Placement Life Insurance

Part 3: Q & A

PPLI: the Ultimate Wealth Preservation Strategy

by Michael Malloy CLU TEP RFC

Our most sophisticated clients ask penetrating and very relevant questions. The three best questions that we have been asked over the years about EWP Structures are:

Is it legal?

Can they steel my money?

Will I be audited?

Here are the answers to the first two questions.

Is it legal?

This is not the entry to an EWP asset structure.

Is it legal? It seems every few months that there is another revelation of a tax dodger using offshore accounts to avoid U.S. taxes. Here is a recent newspaper headline: “The IRS Reals in a Whale of an Offshore Tax Cheat—and Goes for Another.”

Is an EWP Structure just another one of these schemes? Our EWP Structures have existed since the early 1990s with no issues of any kind either from the IRS or the families who have employed these asset structures.

Can they steal my money?

These menacing robbers won’t steal your money.

Can they steal my money? The answer is, “No.” Why is this so? Because all your assets are held in separate accounts by a trustee. This is a similar arrangement to having a trust account at a bank. The bank becomes the trustee of the asset, but ownership does not change hands—you retain ownership of all the assets held in an EWP Structure.

Wikipedia’s article on International Tax Planning features the six principles of Expanded Worldwide Planning, or EWP for short. EWP Financial embraces these six principles in designing its asset structures.

Privacy

Asset Protection

Tax Shield

Succession Planning

Compliance Simplifier

Trust Substitute.

The United Nations Global Compact embraces another six principles that are pertinent to EWP Financial. They are the six Principles for Responsible Management Education.

Next we have some short segments that enact these six principles in a poetical form.

Values

Research

Dialogue

Method

Purpose

Partnership

Next Video

In our next video we will give you insightful knowledge on the six principles of EWP as Wikipedia presents them in their International Tax Planning article. This knowledge is absolutely essential for the asset structures of any wealthy family. We will also answer the question: Will I be audited?

If you found this video useful please give us a like 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.

Disclaimer

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

Four Essential Minutes on PPLI

PART 2

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

Conclusion

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.

Disclaimer

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

Four essential Minutes on Private Placement Life Insurance

PART 1

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.

Disclaimer

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