Announcements

Announcements

Life & Executive Benefits President Mitchell K. Smith Breaks Down NIL Challenges for Student Athletes on WealthManagement.com

Posted on 08/28/2025

We’re proud to see Vanbridge’s Mitchell K. Smith, Managing Principal and President of Life & Executive Benefits, featured in Wealthmanagement.com discussing the risks and r...

Announcements

Guidance Update: Treasury Tightens Beginning of Construction Standards for Solar and Wind Projects, Creating Uncertainty for Energy Tax Credits

Posted on 08/22/2025

On Friday, the U.S. Department of the Treasury and Internal Revenue Service (IRS) released new guidance regarding when construction of a wind and solar facility has begun for p...

Announcements

Life & Executive Benefits Co-President, Mitchell K. Smith, Recognized Among Forbes’ 2025 Top Financial Security Professionals

Posted on 07/29/2025

We’re incredibly proud to congratulate Mitchell K. Smith, Co-President of EPIC Life & Executive Benefits and Managing Principal, Partner of Vanbridge, an EPIC company, on b...

Announcements, News

Vanbridge Advances Strategic Expansion of Life & Executive Benefits Platform with Acquisition of TDC Life.

Posted on 10/01/2024

We are thrilled to announce that TDC Life, an esteemed Ohio-based life insurance and estate planning firm, has become part of Vanbridge Life & Executive Benefits. This acqu...

Announcements, News

Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!

Posted on 08/01/2024

With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...

Announcements

Collateral Crunch: How Casualty Insurance Requirements Can Squeeze Company Liquidity

Posted on 07/29/2024

In risk management, casualty insurance shields companies from financial losses arising from accidents, injuries, or property damage. However, securing this protection can come...

Announcements, News

Vanbridge and GreensLedge Announce Joint Venture and Launch of Alternative Letter of Credit (ALOC) Facility

Posted on 12/05/2023

GreensLedge and Vanbridge announced today the formation of their joint venture company, Convergence Point Solutions (CPS), and the launch of its Alternative Letter of Credit (A...

Announcements

Vanbridge Proudly Supports the 38th Annual Answer the Call Gala N.Y. Police and Fire Widow’s & Children’s Benefit Fund

Posted on 10/23/2023

We are once again proud to support the 38th Annual Answer the Call Gala, benefiting the New York Police and Fire Widows’ & Children’s Benefit Fund! This extraor...

Announcements, News

Vanbridge Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

Posted on 11/04/2022

We are thrilled to announce that the Larry Gordon Agency Inc. is now a part of the Vanbridge Life & Executive Benefits team. The acquisition continues our st...

Announcements, News

Vanbridge Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp (TNBC)

Posted on 10/03/2022

We are thrilled to announce that TNBC – The National Benefit Corp has become a part of the EPIC and Vanbridge Life & Executive Benefits team. This transacti...

Announcements, News

Vanbridge Expands National Footprint Across RIA, Family Office, High Net Worth and Corporate Client Markets with Dixon Wells Acquisition

Posted on 06/03/2022

We are proud to announce that Dixon Wells has chosen to become part of the EPIC and Vanbridge Life & Executive Benefits team, strengthening our focus on the clien...

Announcements, Events

Vanbridge’s Managing Principal, Mitchell Smith, to Speak at 7th Annual Private Equity US Forum

Posted on 09/24/2018

Vanbridge is proud to sponsor Markets Group’s 7th Annual Private Equity U.S. Forum where Managing Principal, Mitchell K. Smith, will be speaking on a panel titled “Adding...