About Michael

Michael Malloy, CLU TEP is Founder and Chief Advisor for Advanced Financial Solutions, Inc. with offices in the British Virgin Islands, New York, and California. He specializes in insurance solutions, in particular Private Placement Life Insurance (PPLI), for international and domestic clients. He works closely with tax advisors (attorneys, accountants and trust officers) designing and implementing sophisticated life insurance strategies to solve a variety of needs. Michael is also the Founder and Principal of Malloy Insurance Services, an insurance agency dedicated to serving the needs of clients worldwide. He is publisher of Life Insurance Law Newsletter, and a member of the Tax Planning Opportunities Group. Our staff average more than 30 years insurance experience, and we offer full-service solutions to underwriting policies as well as service for the life of the policy. We are available through our worldwide toll-free number, +1 877-811-5846.

Areas of practice

  • Tax Planning
  • Wealth Management

I can help with

Tax Planning for international families using Expanded Worldwide Planning (EWP).