Expanded Worldwide Planning
International Tax Planning
Stories
Part 2: Asset Protection
Our asset protection model is called The EWP Da Vinci Code. Our model is highly effective, yet conservative, and offers more asset protection than the recently invented options available to wealthy families. In today’s world of financial transparency, there is no hiding of financial assets. The EWP Da Vinci Code brings you peace of mind through a long-established and secure financial structure—life insurance, in the form of PPLI. We will share more with you on The EWP Da Vinci Code later in this Chapter.
Asset Protection is a prudent subset of financial planning. As we will read later in this article, some consider asset protection a deceptive, sleight-of-hand trick that deprives creditors from receiving what is lawfully due to them. The law is a double-edged sword that cuts both ways. Our article deals with both sides of this sharp blade.
We take an expansive approach to asset protection, which produces a simple and straightforward solution to this drama? What is the drama you correctly ask?
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by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial
