Executive Benefits
Vanbridge has the ability to offer unique solutions to meet the needs of today’s executive. We have exclusive strategies and products for life, disability, cash alternatives and deferred compensation programs as well as access to the country’s leading specialists. Our Executive Benefits are designed exclusively for our private equity clients and their portfolio companies.
Our support for Executive Benefits is bred from experience, history and familiarity working with strategic offerings tailored to the highly compensated employee and the ability to offer unique solutions to meet the needs of executives. We offer exclusive products as well as access to the country’s leading specialists and we work collaboratively with other companies to develop packages designed for executive retention.
High net worth and highly paid professionals traditionally cannot take advantage of typical benefits and frankly, most are simply unattractive as an offer of choice. We specialize in solving this dilemma. We have solutions and products that are cost effective, attractive and unique specifically for this issue.
Vanbridge considers what executives desire, where the next dilemma will arise and prepares the solution. We understand your time is limited and we are committed to becoming an integrated partner, serving as an extension of your professional teams. We are unbiased and solely focused on effective and efficient solutions, even when our services may not be the most viable option.
We also understand sometimes your relationship with your insurance broker or other advisor is special and therefore we have the unique ability to offer all our consultative services and work with your current advisor. This will allow your outside team to stay involved and our specialty services to be utilized with no affect to your current relationship.
Vanbridge has the ability to offer unique solutions to meet the needs of today’s executive. We have exclusive strategies and products for life, disability, cash alternatives and deferred compensation programs as well as access to the country’s leading specialists. Our Executive Benefits are designed exclusively for our private equity clients and their portfolio companies.
- Insurance structures to avoid a variety of tax friction for the firm, its client’s and/or principals.
- Yield based tax efficient solutions that can exceed traditional cash alternatives.
- Structured proactive health programs that provide immediate reduction in annual FICA expense of $350,000 to $450,000 per 1,000 employees.
- Income protection for the executive with no medical underwriting, guaranteed issue and limits 10x – 50x above what is normally available at 40-80% discounts.
- Regulatory and Legislative analysis of insurance holdings and risks associated, as well as price auditing. We typically find 30%+ savings.
- Group Disability that can allow for more flexible benefit options and reduce the overall cost to the company by 20-40%.
- Highly Compensated Retirement Structures analyzed and evaluated, such as COLI, SERP’s and Deferred Compensation programs.
- Exclusive access to pricing and models not readily available anywhere else.
- Alternative life Insurance programs with issue limits over $5,000,000, as well as structures that waive any ancillary expenses such as loads and surrender charges.
