Why Private Placement Life Insurance and Expanded Worldwide Planning are beneficial for High-Net-Worth Individuals?
If you are a high net worth individual (HNWI) who is looking for a way to optimize your wealth management and estate planning, you may want to consider using private placement life insurance (PPLI) and expanded worldwide planning (EWP) offered by EWP Financial.
EWP Financial, founded by Michael Malloy, is a renowned Financial Advisory company specializing in PPLI and EWP strategies.
With a focus on serving the unique needs of HNWIs, EWP Financial provides tailored solutions to help clients achieve their financial goals while minimizing tax liabilities and safeguarding their assets from creditors and legal claims.
PPLI, one of the key services offered by EWP Financial, is a highly customizable life insurance policy that offers a range of benefits.
These benefits include tax-deferred growth of the policy’s cash value, tax-free access to the cash value through loans and withdrawals, tax-free death benefit for beneficiaries, asset protection, flexibility in choosing investments and policy features, as well as privacy and confidentiality for policy owners and beneficiaries.
EWP, (Expanded Worldwide Planning), the holistic approach to wealth planning offered by EWP Financial, incorporates the six principles of EWP as discussed in Wikipedia’s article on International Tax Planning.
The six principles of EWP are: privacy, asset protection, tax shield, succession planning, compliance simplifier, and trust substitute. By utilizing EWP, clients can develop a comprehensive and integrated plan that addresses all aspects of their wealth management and estate planning needs.
At EWP Financial, clients can benefit from the expertise and guidance of a dedicated team of professionals who specialize in PPLI and EWP.
These professionals work closely with clients to understand their specific requirements, offering personalized solutions that align with their financial objectives and risk tolerance.
If you are interested in exploring how PPLI and EWP can assist you in achieving your financial goals, don’t hesitate to contact EWP Financial today.
The team at EWP Financial is committed to providing a free consultation and a personalized proposal tailored to your unique circumstances.
Start optimizing your wealth management and estate planning with EWP Financial and experience the benefits of these powerful strategies.
by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial
~ Your best source for PPLI and EWP
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