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

PPLI and EWP in Review

Part 1


2023 was a year of many challenges, but it was also a year of solutions. We tackled some of the most pressing questions related to Private Placement Life Insurance (PPLI) and Expanded Worldwide Planning (EWP). Our team worked tirelessly to provide answers to some of the most complex questions our clients had. In this blog post, we’ll take a look back at some of the most significant moments of 2023 and how we solved many ‘hows’ related to PPLI and EWP. Let’s dive in!

If you are a high-net-worth individual navigating the complexities of living or investing across multiple countries, you’re likely familiar with the intricate web of tax challenges that can impact your wealth. Fear not, as there exists a strategic solution designed to optimize your tax efficiency and safeguard your assets: Private Placement Life Insurance (PPLI).

If you are a real estate investor, you may be looking for ways to optimize your tax situation and protect your assets from creditors and lawsuits. One strategy that can help you achieve these goals is to use a combination of PPLI and EWP. In this video, we will explain what these acronyms stand for, how they work, and what benefits they can offer to real estate investors.

Private Placement Life Insurance and Expanded Worldwide Planning are two powerful tools that can help you navigate a financial crisis. In this video, we will explain what they are, how they work, and why they can benefit you in times of economic uncertainty.

Please, stay tuned for PART 2.Thanks for watching. Like and subscribe and as always, we are opened 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