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

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The Metaverse – PPLI and EWP – Episode 3

Transform Your Assets Inside an EWP Metaverse

PPLI Is Your Partner in Creating Financial Strength and Stability

It makes sense to partner with a concept that is recognized as a cornerstone of financial stability—the six principles of Expanded Worldwide Planning, or EWP for short. The six principles are recognized as such by Wikipedia in its article on International Tax Planning. You too can employ these principles to grow and strengthen your own financial assets. How can you accomplish this? By using an asset structure that has at its very roots the six principles of EWP.

The metaverse is a concept that has been thrust into our lives. Is it something new and or just a fad that will die out in a few years? At EWP Financial we are creating our own metaverse that has at its foundation the rock-solid Six Principles of EWP. In this video, through compelling images and concise dialogue, we explain how these Six Principles can create for you a financial future that beneficially transforms your own assets for tax efficiency, privacy, and asset protection.

We continue to bring you relevant articles on the Metaverse. This week we bring you articles from the worlds of sports and gaming; two areas that have been exploring new ways to use the metaverse. These two articles are courtesy of Cointelegraph.

Berlin-based football app enters the metaverse following $300M fundraiser

By Arnold Kirimi

The financing round was led by Liberty City Ventures, with participation from blockchain platforms and venture capital firms, including Animoca Brands and Dapper Labs.

OneFootball, a German football media application, has raised $300 million in a Series D round to grow the company’s presence on Web3 and develop new features on its platform.

According to a Thursday announcement, OneFootball and nonfungible token (NFT)-centric Animoca Brands created a joint venture called OneFootball Labs. The new platform will “enable clubs, leagues, federations and players to provide digital assets and fan-centric experiences based on blockchain technology.” Furthermore, fans will be able to obtain and store virtual collectibles using their email address and credit card.

The financing round was led by Liberty City Ventures, with participation from blockchain platforms and venture capital firms, including Animoca Brands, Dapper Labs, DAH Beteiligungs GmbH, Quiet Capital, RIT Capital Partners, Senator Investment Group, and Alsara Investment Group.

Animoca Brands will provide its expertise and network in blockchain, NFTs, gaming and the metaverse to help OneFootball develop new products and services that will increase digital fandom while generating new income streams for the football industry. In a statement, Lucas von Cranach, founder and CEO of OneFootball, said:

We believe the future of football away from the stands and off the pitch will be decentralized and built on Web3, giving back the ownership of data and digital assets to the fans.”

Murtaza Akbar, the managing partner at Liberty City Ventures, highlighted OneFootball’s 100 million monthly active users as an opportunity to take advantage of blockchain technology for a massive community of football fans.

Earlier this year, Cointelegraph noted that increasing interactivity and ownership of virtual items are some of the metaverse’s most outstanding features. “OneFootball might be jumping on both opportunities to provide more fans greater access to the “beautiful game.”

Manchester City, the English Premier League champions, announced their entrance into the Metaverse by signing a three-year agreement with Sony to provide virtual reality to professionals for image analysis and skeletal-tracking technology from Hawk-Eye. Neighbours Manchester United have also entered the Web3 ecosystem after a partnership with Tezos, announced on Feb. 10.

The first metaverse designed for non-crypto gamers releases theatrical trailer ahead of launch

By Sarah Jansen

The metaverse is evolving rapidly, increasing the barriers to entry for those without previous crypto knowledge.

The appeal of blockchain-based gaming is clear: participate in activities you might have already been doing and make some money at the same time in a realm constructed by tokenized and tradable items. While attractive in theory, the reality is that these models cater to those with a familiarity with nonfungible tokens (NFTs) and surrounding technologies. Consider that most of these games present a steep learning curve with some knowledge, costs and other setup required before a player can participate in the ecosystem.

Emerging as a low barrier to entry, Bezoge, the first crypto game for non-crypto people, presents Legends of Bezogia with its unique in-game tokenomics and currency. The play-to-earn (P2E) MMORPG game lets players pillage enemy SHIBs and DOGEs to rid the world of fear, uncertainty and doubt (FUD). Following the P2E model, players are invited to select a Bezogi and start their journey into earning blocks and rewards, whilst Bezogi NFT owners can rent or summon additional Bezogi if they already own two.

Where this game differentiates itself from other releases is its design as a mainstream offering that can be played by anyone. To enable this functionality, the game features a fully decentralized NFT rental platform where players can rent NFTs to use in gameplay without collateral or gas fees. Therefore, non-crypto gamers can now participate in Legends of Bezogia as they would in any other free-to-play game, eliminating previously mentioned high barriers to entry.

Bringing this project to life is a team of more than 30 in-house staff who share that the objective of this release is to become “the first crypto game for non-crypto people.”

In alignment with this mission, the team has released a Theatrical Trailer introducing the breeds found in Legends of Bezogia as an introduction to their Alpha signup.

Bigger and better play to earn

Bezogi exists as an NFT, in-game character on the Polygon Blockchain (MATIC) that will also be interoperable across multiple chains in the future. These characters are of one definitive colorway, a trait that is more than just aesthetic and instead holds significant meaning in the Legends of Bezogia due to differing bloodlines. On the surface, these creatures are cute; however, upon taking a deeper dive, every bloodline demonstrates a role as a fearsome warrior.

To illustrate the distinction between each, players are invited into the red corner with a breed of warriors known as the Red Zerkzogi. These warriors are covered in blood yet remain well-groomed and obedient. This group often has an arsenal of impressive weapons at their call, making them known killers. The red warriors are joined by the Yellow Speedzogi, recognized as being the fastest life-form in Bezogia, obsessed with gathering blocks and scavenging loot.

Continuing the introductions, players will meet the Blue Shieldzogi, a protector of Bezogia, the White Holyzogi, a keeper of the sacred Recovery Seed and the Green Freezogi, a frozen Bezogi that enjoys the thrill of a kill but is hooked on noxious gases. The final three spots are made up of the Orange Fudzogi, a group of meddling tricksters, a Black Darkzogi that burns blocks to summon new Bezogi, and the Golden Mintzogi, who run the lands of Bezogia and now command great respect and power.

With each Bezogi exhibiting a different set of skills, players are encouraged to carefully consider the space where each operates in the greater ecosystem. After deciding, interested parties can find Bezogi and Petzogi for purchase on the OpenSea platform.

30,000 holders and growing

The team shares that their efforts in P2E gameplay have resulted in 30,000 meme coin holders, alongside a Metaweek Gold, RBK Promotions Boxing Gala and the Dubai Soccer Award Gold Sponsorships. Furthermore, Bezoge has also begun pursuing influencer partnerships with those who have millions of followers. This effort will be followed by a series of guild partnerships that are still in progress.

With several other developments underway, the team continues to hold weekly AMA updates, providing additional detail about the latest developments. The intent is to attract gamers from all walks of life to a constantly changing digital construct the world recognizes as the metaverse.

Disclaimer. Cointelegraph does not endorse any content or product on this page. While we aim at providing you with all important information that we could obtain, readers should do their own research before taking any actions related to the company and carry full responsibility for their decisions, nor can this article be considered as investment advice.

In our next video, we will reveal the financial tool that makes an EWP asset structure possible. Thank you for watching and hope you will join us for episode four in our Metaverse Series.

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Metaverse – PPLI and EWP – Episode 1

The Expanded Worldwide Planning Video Series

Our Journey Together: An Exceptional World of Asset Structuring – Episode One

Beyond Facebook and Apple’s Metaverse with PPLI and EWP

Welcome. The metaverse envisioned by companies like Facebook and Apple entails an augmented, virtual reality where users are not just scrolling, posting, and commenting, but interacting in a fully-realized computer-generated world. This type of metaverse is being defined today, but the final outcome is something nobody knows.

The transformative metaverse that an EWP Asset Structure creates for your assets is analogous to one of nature’s most miraculous events: the transformation of a caterpillar into a butterfly. Once your assets are placed into a properly designed EWP Asset Structure, they are shielded from taxation, while simultaneously achieving maximum privacy and asset protection. A stunning financial transformation indeed!

The caterpillar world that your assets previously occupied has been freed into the new reality of the butterfly. Your assets remain the same. What these same assets can achieve for you has been fundamentally altered.

This type of financial metaverse has been in existence in various forms since the 1980s. You don’t have to wait for it to define itself. An EWP Asset Structure creates a new reality for your assets by using a simple and straightforward financial tool–life insurance, in the form of Private Placement Life Insurance, or PPLI for short.

This series of videos introduces you to the Metaverse of EWP Asset Structures and how you can use them to achieve maximum tax efficiency, privacy and asset protection.

As the Forbes article below states, some are calling 2022 the year of the metaverse. With this in mind, we bring you an example of how high-end real estate is working with the metaverse.

ONE Sotheby’s Is Selling The First Real-World Home Through The Metaverse Using NFT Technology

Emma Reynolds,Senior Contributor

I cover home design and luxury real estate.

Some might argue that 2022 is the year of the metaverse, and specifically, metaverse real estate.

Together, ONE Sotheby’s International Realty and Voxel Architects, along with general contractor and NFT collector Gabe Sierra, are introducing the first ever ‘MetaReal’ mansion that includes a real-world home and a virtual counterpart in the metaverse. The virtual home will live within The Sandbox metaverse, a community-driven platform where creators can monetize voxel assets on the blockchain.

The buyer of the NFT asset will also acquire ownership rights of the physical home, set to be completed in Miami in Q4 of 2022. This is the first time something like this has been done.

The home in Miami will be built on a one-acre lot in one of the city’s most prestigious neighborhoods. It will span 11,000 square feet and include seven bedrooms and nine bathrooms. The virtual property will exactly mirror this, and Voxel Architects is helping to create it. The ‘MetaReal’ Mansion will be auctioned off in 2022 at a yet-to-be disclosed reserve price. The exclusive sales agent for the property is Michael Martinez of ONE Sotheby’s, who plans to execute the transaction on the Ethereum blockchain.

The metaverse counterpart of the home will serve as an extension of the real-world home, allowing the buyer to host in-home meetings, events and parties with guests from around the world,” Meta Residence founder Gabe Sierra tells Forbes. “By mimicking the real-world environment of the buyer, we are creating an experience that blends the lines between metaverse and reality. Imagine fighting off a dragon, traversing over a mountain range, and finally arriving at your metaverse property, where you are greeted by your friends who are visiting to check out your new Bored Ape NFT. After interacting in your virtual living room, you exit the metaverse, and you are now sitting inside that same real-world house. That is the experience we are creating.”

NFTs as they pertain to real estate are relatively new, and for those who have a hard time making sense of the concept, you’re not alone. In short, the metaverse is a virtual world and there are more than one. Facebook, for example, hopes to be the largest. The tech company changed its name to Meta earlier this year.

Please watch our FIRST NFT COLLECTION

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

CRYPTO – PPLI and EWP – Episode 2 – The EWP Stories Video Series

Cryptocurrency, Private Placement Life Insurance and Expanded Worldwide Planning

The EWP Stories Video Series

Video 2

Introduction

Welcome. In our first video of our series on crypto currencies we introduced you to our firm EWP Financial. In this video we continue with this topic, but first an important point: if you are new to asset structuring, you are probably thinking, well, EWP Financial seems like a good firm with plenty of experience, but what is EWP Financial going to do for my crypto currency? Why should I put my crypto into this type of asset structure?

The answer is simple. In a properly designed EWP asset structure, once your crypto is inside the structure, you will no longer pay any taxes on your holdings, and your reporting requirements will become minimal. This is very powerful. Below are excerpts from an excellent recent article by Robert W. Wood from Cointelegraph which discusses crypto tax reporting requirements. The author’s Six Crypto Tax Myths are listed, and to receive his answers please go to the full article.

What do you have to give up to achieve this result? The answer is very little? A small change in how your holdings are titled, and some changes to give you a more diversified portfolio.

What fees will I have to pay to achieve this outstanding result? The answer is very minimal fees. Usually about 1% of your crypto holdings annually.

Now more valuable information on EWP Financial, and how you can become one of our very satisfied clients in wherever country you might reside. We continue with our theme of financial architecture.

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The major tax myths about cryptocurrency debunked

By Robert W. Wood

More crypto tax enforcement is coming, and many taxpayers are complying going forward, and amending prior returns if they have something to clean up.

Crypto and taxes may not be a match made in heaven, but taxes seem inevitable, and the United States Internal Revenue Service (IRS) has made it clear it is going after people who don’t report. With IRS summonses to Coinbase, Kraken, Circle and Poloniex, plus other enforcement efforts, the IRS is on the hunt. The IRS sent 10,000 letters in different versions asking for compliance, but all were nudges to encourage taxpayers to be compliant.

The IRS hunt for crypto has often been compared to the IRS hunt for foreign accounts more than a decade ago. Unfortunately, it is not clear if there will ever be a crypto amnesty program emulating the offshore voluntary disclosure programs the IRS formulated for offshore accounts.

Related: More IRS crypto reporting, more danger

The IRS made its first big announcement about crypto in Notice 2014-21, classifying it as property. That has big tax consequences, accentuated by wild price swings. Selling crypto can trigger gain or loss and be taxable. But even buying something with crypto can trigger taxes. Paying employees or contractors does too. Even paying taxes in crypto can trigger more taxes.

We are already seeing crypto audits by the IRS, and by some states (notably California’s Franchise Tax Board), and more are sure to follow. At least now, there are tracking and tax return preparation alternatives that can make the process easier than it was in the early days. Everyone is trying to minimize taxable crypto gains and to defer taxes where legally possible.

Still, it is easy to get confused about the tax treatment and take tax positions that may be hard to defend if you are caught. With that in mind, here are some things I’ve heard, that I’ll call crypto tax myths.

Myth 1

You can’t owe any tax on cryptocurrency transactions unless you receive an IRS Form 1099. If you did not receive a Form 1099, you can check the box on your tax return that says that you did not have any transactions with cryptocurrency.

Myth 2

If you hold your crypto through a private wallet instead of an exchange, you don’t need to report the crypto on your tax returns.

Myth 3

If you hold your crypto through a trust, LLC or other entity, then you do not owe tax on the crypto transactions and do not have to report. Besides (the myth continues), income generated through LLCs is tax-free.

Myth 4

If I structure the sale of my crypto as a loan (or some other non-sale transaction), I don’t have to report the proceeds.

Myth 5

A crypto exchange is a type of trust since you can’t unilaterally change the policies of the exchange. So you do not own the crypto in your account for tax purposes and do not have to report transactions through an exchange.

Myth 6

Congress’s amendment to Section 1031 of the tax code that limits like-kind exchanges to real property doesn’t make crypto-to-crypto exchanges taxable.

Takeaways

Every taxpayer is entitled to plan their affairs and transactions to try to minimize taxes. But they should be wary of quick fixes and theories that sound too good to be true. The IRS appears to believe that many crypto taxpayers are not complying with the tax law, and being careful in the future and doing some clean-up for the past is worth considering. Be careful out there.

This article is for general information purposes and is not intended to be and should not be taken as legal advice.

The views, thoughts and opinions expressed here are the author’s alone and do not necessarily reflect or represent the views and opinions of Cointelegraph.

Robert W. Wood is a tax lawyer representing clients worldwide from the office of Wood LLP in San Francisco, where he is a managing partner. He is the author of numerous tax books and frequently writes about taxes for Forbes, Tax Notes and other publications.

—————————————————————————————————-

Conclusion

In our next video, we answer three important questions that are most sophisticated clients ask us:

Is it legal?

Can they steal my money?

Will I be audited?

The answers to these questions will surprise you, so stay tuned, and thanks for watching.

If you found this video useful, please give us a like, and click on the subscribe button below. We look forward to connecting with you in Episode 3 of our crypto series

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

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The EWP Stories Video Series – CRYPTO-PPLI and EWP – Episode 1

Cryptocurrency, Private Placement Life Insurance and Expanded Worldwide Planning

The EWP Stories Video Series

Video 1

Celebrating a happy ending and a new great  beginning we want to introduce you to a fresh Video Series

Welcome. The blockchain concept has given birth to crypto currencies. This is a relatively new phenomena in our lives. Yet taxes have been with us since early dynastic Egypt and probably before. Recently passed tax legislation in the U.S. is a cause of concern for all those who hold crypto currencies. Similar laws are being passed by governments throughout the world. For this recent U.S. tax legislation, we include below excerpts from Robert W. Wood’s excellent article in the Cointelegraph.

What most of you don’t know is that there is a simple and straightforward solution to these new taxes that has existed since the 1980s. The beauty of this solution is that it is asset neutral, meaning even though crypto currencies are a new asset class, this solution wholeheartedly welcomes crypto currencies. For this solution, crypto currencies are handled the same as any common asset class like stocks, bonds, and real estate.

What is this simple and straightforward solution to the grave tax problem that is facing crypto currencies: Private Placement Life Insurance, or PPLI for short. But not just any PPLI policy. The solution is a PPLI policy that is structured to embody the six principles of Expanded Worldwide Planning, or EWP for short. Our firm, EWP Financial, was an early adopter of this powerful yet conservation asset structure.

This series of videos will give you the basic principles of a properly designed EWP asset structure. An EWP asset structure is the perfect solution to the recently introduced tax legislation in the United States that threatens to wipe out a good portion of your gains in crypto currencies. An EWP asset structure is equally effective if you are a tax payer in a country outside the U.S. In this video, Part One, we introduce you to EWP Financial and our unique approach to asset structuring.

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

The Expanded Worldwide Planning Stories Video Series – Part 2 – Episode 1 – ASSET PROTECTION 1

International Tax Planning

Asset protection planning

Introduction to #Asset #Protection

Welcome. In this video the topic of our story is one of the cornerstones of any asset structure–asset protection planning. Expanded Worldwide Planning, or EWP for short, gives a wealthy family asset protection by its very nature, it is not something that must be added.

Why is this so? Because life insurance is one of the rare items that is favored for asset planning under the tax code. This is especially true for the advanced structures that our firm constructs for wealthy families worldwide. Remember, most families place the majority of their assets into an EWP structure, so they achieve superior asset protection for all these assets worldwide.

Our story involves Janet Johanson, an exceptionally talented entrepreneur, who seemingly did all the right things to protect herself against an untimely loss of her assets. How did the devastating loss of $100M wipe out her early retirement? One of her advisors made a critical mistake. We hope you will learn from this video, and not travel down the same path.

Learn more about Asset Protection and Cryptocurrency

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

Expanded Worldwide Planning Interview with Joe Robert and Michael Malloy

EWP

INTERNATIONAL TAX PLANNING

INTERVIEW

Michael Malloy CLU TEP RFC & Joe Robert

“On Today’s Episode Joe speaks with Michael Malloy. Michael is going to discuss with Joe about EWP…What is EWP exactly?…. Expanded world wide planning. Michael is going to tell YOU about financial planning, asset protection, estate planning and life insurance planning. And finally how people industry and relationships are key to increasing net worth.”

 

PDF Summary

Interview Highlights – Part 1

 

Interview Highlights – Part 2

 

FULL INTERVIEW

 

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

International Tax Planning & Compliance Simplifier

Part 1

EWP (Expanded Worldwide Planning) and Compliance Simplifier

PPLI Keeps You Out of a Spider Web Structure

Download PDF

For most people a spider’s web is not a positive image. For this reason Expanded Worldwide Planning (EWP) uses a spider’s web as a symbol of an overly complicated asset structure with multiple entities and a confusing array of boxes and arrows. In its complexity, what we call a Spider Web Structure might look impressive to some, but the end result is summarized in three words: overcomplication, confusion, and uncertainty. Later on we will give you a detailed description of a Spider Web Structure.

We propose an alternative asset structure that we call an EWP Structure.

At the heart of an EWP Structure is a Private Placement Life Insurance (PPLI) policy which was born out of the necessity to achieve greater tax efficiency, privacy, and asset protection in one low cost structure with institutional pricing. A PPLI structure is made possible through the laws and regulations of life insurance. A much more stable and straightforward body of law than the more politicized tax laws and regulations worldwide.

READ FULL ARTICLE

DOWNLOAD PDF

by Michael Malloy, CLU TEP RFC, @ Advanced Financial Solutions, Inc

Michael Malloy-CLU-TEP

 

 

 

#michaelmalloy #PPLI #privateplacement #lifeinsurance #advancedfinancialsolutions

 

 

 

 

International Tax Planning & Succession Planning

Expanded Worldwide Planning, (EWP) & Succession Planning-Part 1

Private Placement Life Insurance (PPLI) in Action

PPLI Benefits International Family Wealth Transfer–Part 1

Background

Many countries, primarily in civil-law jurisdictions, require forced distribution of assets at death according to strict laws and regulations. This usually takes the form of percentage shares of assets that will be distributed to spouses, children, and other close relations of the deceased. A PPLI policy purchased outside the home country of the owner or policyholder is a method to mitigate these forced heirship rules.

The PPLI policy is a contract between the owner of the policy and the insurance company to pay the beneficiary of the policy the death benefit upon the death of the insured under the contract. A typical beneficiary provision of a life insurance policy states:

“Unless an alternate payment plan, acceptable to us, is chosen, the proceeds payable at the insured’s death will be paid in a lump sum to the primary Beneficiary. If the primary Beneficiary dies before the insured, the proceeds will be paid to the contingent Beneficiary. If no Beneficiary survives the insured, the proceeds will be paid to your estate.”

Read full article in our partner site

Download PDF

by Michael Malloy, CLU TEP RFC, @ Advanced Financial Solutions, Inc

Michael Malloy-CLU-TEP

 

 

 

#michaelmalloy #PPLI #EWP #privateplacement #lifeinsurance #advancedfinancialsolutions

 

 

Expanded Worldwide Planning-EWP and Asset Protection

Private Placement Life Insurance (PPLI) in Action

The EWP Da Vinci Code–Part 1

by Michael Malloy CLU TEP RFC

 

The universality of Expanded Worldwide Planning (EWP) is not to be denied. This is objectified by Wikipedia. In the first sentence of their page on International Tax Planning, Expanded Worldwide Planning (EWP) is featured.

We are taking a cue from Wikipedia. Over the next few weeks, we will feature one of the six principles of Expanded Worldwide Planning (EWP). The six principles are: privacy, asset protection, tax shield, succession planning, compliance simplifier, and trust substitute.

The EWP Da Vinci Code

Read the full article in our partner site

Download PDF

 

by Michael Malloy, CLU TEP RFC, @ Advanced Financial Solutions, Inc

Michael Malloy-CLU-TEP

 

 

 

#michaelmalloy #PPLI #EWP #privateplacement #lifeinsurance #advancedfinancialsolutions