In the Media
Michael Malloy CLU TEP RFC and EWP Financial in the news
PODCASTS
Private Placement Life Insurance Will Get Through This: Michael Malloy
By Alisson Bell
“Michael Malloy is predicting that the private placement life insurance players will have good answers to policymakers questions. Wealthy people can use PPLI to setup customized cash-value life insurance policies backed by a wide range of assets. Under Internal Revenue service interpretations, they cannot have control over the manager of the funds in the policy. But the policy can invest in a wide range of assets, ranging from art, to land, to ownership stakes in private companies.”
Private Placement life insurance: A way to preserve wealth
“Like the caterpillar turns into a butterfly, the recharacterizing of assets inside a private placement life insurance policy becomes transformational as well. Once assets are placed inside the PPLI asset structure, these assets take on the six principles of expanded worldwide planning: privacy, asset protection, succession planning, tax shield, compliance simplifier and trust substitute.”
How the wealthy use life insurance to escape estate tax and why the tactic is now attracting scrutiny
How do the ultra-wealthy shield their immense fortunes from taxes? Yes, life insurance is one answer, but it’s life insurance with a twist. This little-known tax tool, which may be coming under increasing scrutiny, is called private placement life insurance, or PPLI. It is effectively a life insurance policy that is owned by an offshore trust.
PPLI: A way to preserve wealth – II
“Private Placement Life Insurance is a tool for wealthy families to achieve tax-free investment growth and protection.”
by Michael Malloy CLU TEP RFC
Issuu
An Overview of Offshore PPLI with Michael Malloy, CLU, TEP, RFC, hosted by David H. Kinder, RFC®, ChFC®, CLU®
Offshore PPLI (Private Placement Life Insurance) is a type of customized life insurance policy that allows high-net-worth individuals to invest their assets in a tax-efficient manner.
Michael Malloy discusses the benefits of offshore private placement life insurance (PPLI), including tax advantages, asset protection, and flexibility compared to domestic options, highlighting its use in estate planning and wealth preservation.
Patrick Lonergan and Michael Malloy – Podcast
What if there was a legal way to eliminate taxes on millions of dollars in investment gains—permanently? In this episode of the
Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Malloy, a global authority on Private Placement
Life Insurance (PPLI).
Podcast – Scott Shalom Klein and Michael Malloy
How PPLI serves as a powerful tool for ultra-high-net-worth families to secure their assets, ensure tax compliance, and maintain privacy across borders
PPLI Podcast with Michael Malloy and George Grombacher
Join Michael Malloy, President of EWP Financial, and host George Grombacher of the Aligned Money Show in this podcast episode focused on Private Placement Life Insurance (PPLI). They explain PPLI as a customized life insurance product for accredited high-net-worth investors, highlighting its tax-deferred growth, tax-free distributions and death benefits, lower fees, transparency, and access to diverse investments like hedge funds and private equity.
Download More PDFs with great content about PPLI and EWP
by Michael Malloy CLU TEP RFC