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Lunch & Learn with Bernstein: Private Placement: An Idea Whose Time Has Come?
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 Export to Your Calendar 2/6/2018
When: 2/06/17
12:00 PM - 2:30 PM
Where: Bernstein
1345 Avenue of the Americas, 36th Floor
(Between 54th and 55th Streets)
New York City
United States


Online registration is available until: 1/30/2018
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Lunch & Learn with Bernstein


Private Placement: An Idea Whose Time Has Come?

Investment returns in global stocks and bonds are likely to be well below historical norms over the next five to 10 years. Better returns are possible in certain niches of both the equity and fixed income markets, but today, those returns often are accompanied by significant lock-ups and tax inefficiency. Life insurance – in particular, low-cost private placement variable universal life—may provide the ideal platform to invest for high, tax-free returns over a long time horizon with minimal cost drag but building and managing that portfolio is not as easy as you might think.

 

 

Join EPCNYC and Bernstein for this complimentary “Members Only” event. 
 Register soon as space is limited.
Lunch will be provided.

 



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