EWP Financial and Partner Companies

About EWP Financial and Its Team

EWP Financial and its partner sites

In this blog post, we will talk about Michael Malloy, EWP Financial, its predecessor companies, its main team, Private Placement Life Insurance (PPLI), and Expanded Worldwide Planning (EWP). Let’s get started.

About Michael Malloy:

Michael Malloy, the founding partner of EWP Financial, began his career over 40 years ago as a risk management consultant. He has published the Life Insurance Law Newsletter and written two books on Private Placement Life Insurance (PPLI): “The PPLI Papers” and “The Wit and Wisdom of Professor PPLI.” He manages several companies and websites, including Malloy Insurance Services, Advanced Financial Solutions Inc., Michael Malloy Solutions, and EWP Financial.

“We take intentional care of wealthy families all over the world.” – Michael Malloy

Michael Malloy is a Charter Life Underwriter (CLU), Trust and Estate Practitioner (TEP), and Registered Financial Consultant (RFC).

About EWP Financial and its Predecessor Companies Working Together

Some of these names will be familiar to you: Malloy Insurance Services, Advanced Financial Solutions Inc., Expanded Worldwide Planning, Michael Malloy Solutions, and EWP Financial.

EWP Financial (ewp-financial.com), Michael Malloy Solutions (michaelmalloy.solutions), and Expanded Worldwide Planning (expandedworldwideplanning.com) have been on the internet for several years.

These companies serve as parent companies to oversee various operations under the supervision of Michael Malloy.

Malloy Insurance Services (MIS) was founded in 1985 and provides commercial and personal insurance. MIS specializes in the placement of difficult and complex insurance risks.

For example, MIS has had a liability policy in place for over 30 years for a non-profit corporation. This organization has established over 100 branches in 64 sovereign nations throughout the world.

The roots of Advanced Financial Solutions Inc., based in New York, reach back over 30 years. Its mission addresses the current paradox of striving to achieve full compliance in tax transparency while also providing clients with both privacy and tax savings.

AFS is the original corporate entity that promotes Private Placement Life Insurance (PPLI), which provides wealthy families with the maximum amount of privacy, asset protection, and tax efficiency.

Michael Malloy Solutions provides a clear, unified voice for all our entities to educate wealthy families and professional advisors on how to enhance privacy and gain the maximum amount of asset protection and tax efficiency while staying compliant with tax authorities worldwide.

EWP Financial is our latest development, a specialized company that offers services in Private Placement Life Insurance (PPLI) and Expanded Worldwide Planning (EWP). PPLI is a type of life insurance designed for high net worth individuals, providing customized investment solutions and tax-efficient planning. EWP is a unique approach to financial planning that takes into account the complexities of cross-border investment and taxation, helping clients achieve their global wealth management goals. With a team of experienced professionals and a commitment to personalized service, EWP Financial is dedicated to helping clients achieve their financial objectives with confidence and peace of mind. There are offices in New York, the British Virgin Islands, and California, ready to answer your questions.

About Our Team

Our Regional Representatives are highly experienced and knowledgeable in the financial industry, and they have a deep understanding of the local market and cultural nuances of their respective regions. They are committed to providing our clients with tailored financial solutions that meet their unique needs and requirements.

Here, you can get a glimpse of the main team members who work together to provide you with the best financial solutions to help you achieve your goals.

Please Contac Us for any questions you may have.

Thank you.

 

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

~ Your best source for PPLI and EWP
Michael Malloy CLU TEP RFC

 

The Metaverse – EWP and PPLI – Video 3

The Metaverse Video Series

The Metaverse Video 3

Transform Your Assets Inside an EWP Metaverse

PPLI Is Your Partner in Creating Financial Strength and Stability

 

The metaverse is a concept that has been thrust into our lives. Is it something new and or just a fad that will die out in a few years? At EWP Financial we are creating our own metaverse that has at its foundation the rock-solid Six Principles of EWP. In this video, through compelling images and concise dialogue, we explain how these Six Principles can create for you a financial future that beneficially transforms your own assets for tax efficiency, privacy, and asset protection.

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

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

Did You Know This About PPLI and EWP? – The Frozen Cash Value Policy Design – Episode 1

Fundamentals of PPLI and EWP

New Video Series by Michael Malloy CLU TEP RFC

Did You Know This About Private Placement Life Insurance and Expanded Worldwide Planning?

Contest 1

The Frozen Cash Value Policy Design

Welcome. Being a winner is like standing tall on top of a mountain, like the woman here. We invite you to be a winner in our new series entitled: Did you know this about PPLI and EWP? What do you have to do? You win by submitting the best answer to this question:

For U.S. taxpayers, what section of the tax code pertains to the frozen cash value policy design, and how does the language of this code section sanction this design?

What will you win? Alas, not a villa on Italy’s Amalfi coast, but you will receive a PPLI/EWP Token which can be redeemed for one of our unique NFT images.

Please submit your answers to info@ewp-financial.com. Best of luck on answering our questions. Thank you for listening.

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

Michael Malloy-CLU-TEP