Welcome to the LinkedIn page of EWP Financial, (California) and Advanced Financial Solutions Inc., (New York).  

 We would like to introduce ourselves and our services as an independent, professional financial advisory firm based in New York, California and British Virgin Islands: https://blog.michaelmalloy.solutions/contact-us/ 

Our founder and Chief Advisor, Michael Malloy, CLU TEP RFC is also the author of the well known and regarded Life Insurance Law Newsletter, providing knowledge on the legal aspects of life insurance from the perspective of a CLU (Chartered Life Underwriter): https://michaelmalloy.solutions/about-michael-malloy/

On this page you can expect to find updated on the latest applications of PPLI and how to use it to better serve your clients.

Our Mission is achieving full compliance in tax transparency while also providing clients both privacy and tax savings. How do we accomplish this?  By diligent, worldwide tax research, and scrupulous attention to clients'​ individual needs. Our specialized insurance solutions achieve our outstanding results, because in most countries the use of insurance is well-established and straightforward to implement.



EWP Financial

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