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

 

 

 

 

 

 

 

 

 

 

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

PPLI and EWP in Review

Part 1

PPLI AND EWP IN REVIEW

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

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

PPLI and EWP Financial

Private Placement Life Insurance and EWP Financial

Why EWP Financial?

(Updated)

EWP Financial is one of a handful of firms worldwide that specialize in Private Placement Life Insurance (PPLI). Even so, EWP Financial sets itself apart from this elite niche because it markets itself directly to the world’s wealthiest families, while its competitors rely mostly on referrals from other professionals.

How does EWP Financial accomplish the daunting task of reaching the world’s wealthiest families directly?  In part by the fact that its founder and director, Michael Malloy, has authored two books on PPLI, written hundreds of articles, and produced close to 50 videos on its YouTube channel, EWP Financial, all with the specific purpose of reaching out directly to wealthy families.

Latest Article: PPLI – A way to preserve wealthPPLI Article

What ever induced EWP Financial to set out on this most difficult course? Here is what Mr. Malloy says:

“Over the years, I have found that wealth creators are able to grasp the unique benefits of structuring their assets using PPLI quite readily. Once they understand the considerable benefits and show willingness to come on board, we can then also educate their tax and legal advisors. This process has proven itself to be more effective and expedient.”

“The wealth creators have an intuitive sense honed by many years of business experience. They understand complex issues without having to delve immediately into technical issues. We can then provide their advisors with the appropriate tax codes and examples of the many structures that we have successfully completed if they so wish. Most often, the advisors then readily come on board as well.”

Why do advisors need to be educated on this subject? Alas, there are no questions on the CPA or the bar exam about PPLI asset structures. Thus professionals need to learn about these specialized structures in the midst of their practices. They would also have to have a practice that includes the world’s wealthiest families. This then is a rarefied group and most advisors welcome the expert education we provide.

EWP Financial enjoys the challenge of reaching the select audience of the world’s highest wealth achievers. We at EWP Financial, have carved for ourselves a niche with few competitors, and are very happy to have done so.

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP