Did You Know This About PPLI & EWP? - In-Kind Premiums Transfers - Episode 2

2 years ago
5

Welcome back to our series: Did you know this about #PPLI and #EWP? Today we highlight one unique feature of Expanded Worldwide Planning, or EWP for short. A powerful element of our EWP #asset structures is the ability to accept in-kind premiums. This means that you can contribute almost any asset class to a properly designed EWP asset structure. This includes real estate, investments like private equity and hedge funds, as well as art and other collectibles.

At the conclusion of the text of our video, we bring you an excellent article from wealth management.com. This article explains in-depth why the ability to accept in-kind premiums in a PPLI policy, gives you a distinct advantage in creating your asset structure.

What is an in-kind premium? It is an exchange. Nature does this consistently, exchanging various elements in the atmosphere, sometimes with exceptional beauty?

Some exchanges are fast, and others slow.

Translating this into financial language: we can place most asset classes into your policy with relative ease, and others, say real estate with a low basis, take more planning and care.

With an in-kind premium transfer your assets do not become a pale reflection of themselves, but you retain ownership of the assets through separate accounts within the policy structure.

For over 25 years, we have created asset structures that are optimized for tax efficiency, asset protection, and privacy.

The end result of placing in-kind premiums into an EWP Asset Structure is a financial gift you will truly treasure.
Learn more: https://blog.michaelmalloy.solutions/
#financialplanning #Privateplacementvariablelifeinsurance #EWPassetstructure

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