PPLI and EWP in Review – Part 2

PPLI and EWP – 2023: The Year We Solved Many ‘Hows’

 

2023 was a year filled with progress and advancements in the realm of Private Placement Life Insurance (PPLI) and Expanded Worldwide Planning (EWP). Our dedicated team continued to address the intricate queries posed by our valued clients, ensuring that we provided comprehensive solutions.

In this second part of our blog post series, we will reflect on the noteworthy milestones achieved throughout the year and delve deeper into the successful resolutions we offered for various PPLI and EWP challenges. Let us embark on this insightful journey together!

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.

If you are looking for ways to keep and increase your investments in 2024, you might want to consider the benefits of #ppli (Private Placement Life Insurance) and #ewp (Expanded Worldwide Planning). These are two powerful strategies that can help you achieve tax efficiency, asset protection, privacy, and diversification for your wealth.

How to save tax and Stay compliant with PPLI and EWP

If you are an international family looking for ways to reduce your tax burden and protect your assets, you might have heard of PPLI (Private Placement Life Insurance) and EWP (Expanded Worldwide Planning). These are powerful tools that can help you achieve your financial goals in a tax-efficient and compliant manner. But what are they and how do they work?

Thanks for watching. Please don’t hesitate to Contact Us for any questions you may have.

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

The Six Principles Video Suite – The 6 principles of the United Nations Global Compact

The Six Principles Video Suite

At EWP Financial we use our own unique brand of asset structuring that incorporates the six principles of Expanded Worldwide Planning (EWP). Wikipedia features the six principles of EWP in its article on International Tax Planning. There is also a section on Expanded Worldwide Planning in Wikipedia’s article on Private Placement Life Insurance.

The six principles are privacy, asset protection, tax shield, succession planning, compliance simplifier, and trust substitute. Each of these six principles provide essential benefits to wealthy families throughout the world. The relevance of each of these principles varies according to where in the world the family holds their assets and does business, so it is essential to work with someone that has a global worldwide grasp of this complex situation, as we do at EPW Financial.

We have created six videos, each less than one minute in length, to provide you with the essential elements of these six principles. The six principles form the building blocks of our unique asset structures. A wide variety of asset classes can be maximized for tax efficiency, asset protection, and privacy by employing these six principles.

You can view these six short videos by going to our YouTube channel, EWP Financial, and clicking on Videos, then The Six Principles Video Suite.

This week we continue our series on the United Nations Global Compact with a short video on the importance of Purpose for an EWP asset structure.

 

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP