Live Webinar Discussion
Bridging the Gap Between Investment and Insurance
Investment + Insurance, Reimagined. Discover how to create more efficient, tax-aware client portfolios.
Date & Time
Tuesday, June 16th
3:00 PM EDT
Why It Matters
Insurance as Both Allocation and Location
Insurance has long been used for protection and planning. But in modern portfolios, it can serve a much broader role — as both an asset allocation tool and an asset location strategy.
It creates the opportunity to:
✓Improve after-tax outcomes
✓Enhance portfolio efficiency
✓Access institutional-quality investments
✓Better align long-term client objectives
The Hidden Cost of Tax Drag
Tax inefficiency can silently erode 200–400 bps annually from high-net-worth portfolios. Over time, even modest tax drag translates into a meaningful reduction in long-term client outcomes.
Where tax drag appears most:
High-turnover strategies
Income-generating assets
Alternative investments
The opportunity isn't incremental.
It's compounding.
Enable a more integrated approach to portfolio construction. Bring insurance and asset management together.
Register for the Webinar