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

Asset Protection-Episode 2

International Tax Planning

Asset protection planning


Welcome. The goal of many entrepreneurs is to grow a successful business, then sell it and retire on the profit of the sale. Janet Johanson was such a person, but because of poor asset protection planning, her $100M from the sale of her profitable wine store business was snatched from her on the eve of her retirement.

A key element of any asset structure should be asset protection. Indeed one of the six principles of Expanded Worldwide Planning, or EWP for short, is asset protection. With EWP the key element of asset protection is embedded into the structure, and is not an additional element that must be added at additional cost and complexity.

Watch Episode 1

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

Michael Malloy-CLU-TEP