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Insights

Welcome to our Insights page, where we delve into the latest market trends, innovations, and thought leadership shaping our industry. Our commitment is to provide you with valuable perspectives that not only reflect current market dynamics but also anticipate future shifts. Whether you’re a seasoned professional or new to the field, our Insights page is a resource for expanding your understanding and staying ahead in an ever-evolving landscape.

Articles

5 Annuity Trends to Watch in 2026

Posted on 12/02/2025

As we head into 2026, advisors are asking: “What’s next for annuities now that rates are coming down?” Matt Cross, SVP, Director of RIA Strategy, Annuities, s...

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Articles

FIA Regulatory Outlook in 2025: Insights on What to Expect

Posted on 04/23/2025

Vanbridge’s John Gilbert, Managing Principal, Director of Annuities, was recently featured in an Annuity.org article discussing potential development for Fixed Index Annu...

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Articles

Representations & Warranties Insurance: Is It Worth It?

Posted on 04/08/2025

Is RWI worth it? Ask anyone who’s faced a post-close dispute without it.RWI isn’t just about risk transfer—it’s a strategic tool that protects investments, streamlines deals, a...

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Articles, News

Navigating the Pros and Cons of Artificial Intelligence in Cybersecurity

Posted on 02/25/2025

Incorporating AI into cybersecurity has the potential to be both a powerful shield and a dangerous weapon. With its ability to detect threats in real-time, automate defenses, a...

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Articles, News

Generative Artificial Intelligence and Biometric Data Collection Risks

Posted on 02/18/2025

While generative AI tools are revolutionizing technology, they still pose significant data privacy challenges. In the latest article by Vanbridge’s Cyber Practice Leader, Gamel...

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Articles, News

Securing the Future: Insights on Annuities and Legislative Advocacy

Posted on 02/12/2025

In an ever-evolving financial landscape, staying informed about legislative changes is crucial for making sound financial decisions. Our latest Q&A session with John Gilber...

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Articles, News

Using Tax Insurance to Facilitate Renewable Energy Project Finance Transactions

Posted on 02/04/2025

The US federal government has long supported alternative energy through financial incentives like grants and tax credits. The Inflation Reduction Act of 2022 (IRA) is a game-ch...

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Articles, News

Data Privacy Risk Management: Emerging Data Collection and Generative Artificial Intelligence Risks

Posted on 01/28/2025

In today’s rapidly evolving technological landscape, the complexities of artificial intelligence and data privacy are becoming increasingly challenging to navigate. As AI...

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Articles, News

US issues Transfer Pricing “Safe Harbor” guidance based on OECD’s “Amount B,” Taxpayers can benefit from the strategic use of tax insurance

Posted on 01/13/2025

The scope of tax liability insurance continues to broaden beyond its use in M&A deals and general tax planning scenarios. Global companies increasingly use tax insurance as...

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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...

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Events

Bloody Bull Invitational 2024

Posted on 10/01/2024

We are excited to present the highlights from this year’s Bloody Bull Invitational, hosted at the renowned Hudson National Golf Club. This annual client event brings together t...

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Articles

Contingent Liability Insurance Bids Require Clear-Eyed Appraisal

Posted on 08/08/2024

In today’s ever-evolving risk landscape, understanding the nuances of contingent liability insurance is more critical than ever. Connor Williams, managing principal and c...

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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...

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