PPLI and EWP – Exceptional Asset structuring tools

Unlocking Wealth: PPLI and EWP
Unveiling Exceptional Asset Structuring Strategies

PPLI and EWP – Exceptional Asset structuring tools

Welcome to a world of financial possibilities that transcend borders. In today’s video, we’ll delve into the realm of Expanded Worldwide Planning (EWP) and explore why Private Placement Life Insurance (PPLI) stands as an exceptional asset structuring tool for affluent families across the globe.

The Genesis of EWP

In the intricate world of wealth management, a remarkable synergy emerged. The six core principles of EWP found their ideal match after the advent of FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard). Wealthy families sought a more conservative and stable method to organize their financial holdings. And the answer was found in an ancient financial tool, life insurance, dating back to 100 B.C.

PPLI: A Comprehensive Solution

Enter PPLI, the ultimate financial vehicle for affluent families, encompassing all six principles of EWP: privacy, asset protection, tax shield, succession planning, compliance simplification, and trust substitution. What’s more, it offers all these remarkable benefits within a cost-effective and straightforward structure.

The U.S. Tax Advantage

The U.S. tax system grants individual states significant autonomy in shaping their tax laws, much like the cantons in Switzerland. Some states, such as South Dakota, Nevada, Delaware, Wyoming, and New Hampshire, have positioned themselves as magnets for global wealth. These states offer stability, a robust rule of law protecting personal property, and limited reporting. When coupled with a PPLI policy, they provide an ideal home for worldwide assets.

Navigating Cross-Border Challenges

Navigating the ever-evolving landscape of global tax laws is a daunting task. Governments worldwide enact new tax regulations constantly, making compliance a complex endeavor. At EWP Financial, we take cross-border planning seriously. Our PPLI structures undergo rigorous research to ensure compliance with all relevant tax authorities, specific to each client’s individual assets.

The Versatility of PPLI

PPLI isn’t limited to traditional investments. It accommodates diverse assets, from securities to real estate. Even operating businesses can find a home within a properly structured PPLI policy. It’s all part of our unique approach to asset structuring for wealthy families across the globe.

If you’re ready to unlock the potential of PPLI and EWP for your unique financial situation, don’t hesitate to reach out to EWP Financial. With years of expertise, we stand ready to provide you with tailored advice that can transform your wealth management strategies. Contact us today and embark on a journey toward financial freedom and security.

Thank you for joining us in exploring the exceptional asset structuring tools of PPLI and EWP. Be sure to like, share, and subscribe for more insightful financial content. Until next time, stay informed, stay empowered.

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

~ Your best source for PPLI and EWP

Michael Malloy-CLU-TEP









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