The best outcome of using PPLI and EWP

The best outcome of using PPLI and EWPThe best outcome of using Private Placement Life Insurance and Expanded Worldwide Planning


If you are looking for the best outcome of using PPLI (Private Placement Life Insurance) and EWP (Expanded Worldwide Planning), you have come to the right place. In this blog post, we will explain how these two powerful wealth planning tools can help you achieve your financial goals, protect your privacy, and comply with tax laws.

PPLI is a type of life insurance policy that allows you to invest in a wide range of asset classes, such as real estate, hedge funds, private equity, intellectual property, art, crypto, and alternative currencies. Unlike traditional life insurance policies, PPLI has low fees, high flexibility, and minimal reporting requirements. The main benefits of PPLI are:

– Tax efficiency: All the growth of the cash value inside the policy is tax-deferred, and the death benefit is paid out tax-free to your beneficiaries. You can also access the cash value through tax-free loans during your lifetime.

– Asset protection: The assets inside the policy are shielded from creditors, lawsuits, and divorce claims. You can also use trusts or foundations to enhance the protection and control of your assets.

– Privacy: The policy is reported only once annually to the tax authorities, and the details of the underlying investments are not disclosed. You can also use offshore jurisdictions to increase your privacy and security.

EWP is a holistic approach to wealth planning that incorporates PPLI as its core element. EWP is based on six principles that address the common challenges and opportunities faced by wealthy individuals and families in today’s globalized world. These principles are:

– Privacy: EWP respects your right to privacy and helps you comply with tax laws without exposing your personal or financial information to unwanted scrutiny or data breaches.

– Asset protection: EWP safeguards your assets from potential threats such as creditors, litigants, ex-spouses, or political instability.

– Succession planning: EWP ensures that your wealth is transferred to your chosen beneficiaries in a smooth and tax-efficient manner, according to your wishes and values.

– Compliance: EWP helps you navigate the complex and ever-changing tax rules and regulations in different jurisdictions, and avoid penalties or audits.

– Tax efficiency: EWP minimizes your tax liability on your income, capital gains, estate, and inheritance, using various strategies such as tax deferral, tax exemption, tax arbitrage, and tax optimization.

– Trust and confidence: EWP gives you peace of mind that your wealth is managed by a team of professionals who understand your needs and objectives, and who act in your best interest.

By combining PPLI and EWP, you can achieve the best outcome for your wealth planning needs. You can enjoy the benefits of a diversified portfolio of assets that grows tax-free, a life insurance policy that provides liquidity and protection, and a comprehensive plan that incorporates the highest standards of wealth management.

If you want to learn more about PPLI and EWP, please contact EWP Financial, we will be happy to answer your questions and help you design a customized solution for your unique situation.

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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