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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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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...

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Articles

Securing the Shield: Why Casualty Insurance Programs Demand Collateral

Posted on 07/18/2024

In the dynamic world of casualty insurance, where unforeseen events can translate into significant losses, insurers navigate a fine line between risk mitigation and competitive...

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Articles

Managing Principal Mitchell K. Smith shares his insight in Aspire magazine on working with high-net-worth clients, meeting their expectations, and making conversations more effective.

Posted on 05/20/2024

With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks insid...

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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...

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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...

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Articles

Transactional Risk Insurance – Helping Private Equity Unlock Value, Even Without Transactions

Posted on 09/15/2023

M&A activity has slowed down in 2023, but that doesn’t mean PE firms should adopt a ‘wait and see’ approach. They can actively seek value within thei...

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Articles

Contingent Liability Q&A with Connor Williams

Posted on 08/15/2023

In today’s rapidly changing business landscape, navigating risks has become more complex than ever. We recently sat down with Connor Williams, Vanbridge’s Contingent Risk Liabi...

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Articles

Managing Transactional Risk

Posted on 07/25/2023

In the fast-paced world of M&A, stakeholders understand the ever-changing landscape of risk factors. Buyers are well aware that every deal involves inherent risks, not only...

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Events

Bloody Bull Invitational 2023

Posted on 05/18/2023

We are thrilled to share highlights from this year’s Bloody Bull Invitational, held at the prestigious Hudson National Golf Club. This exclusive client event brings toget...

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Articles

Not To Be Forgotten, The Interplay of Other Insurance in Reps and Warranties Claims

Posted on 05/08/2023

Representations and Warranties Insurance (RWI) essentially takes the place of traditional indemnification provided by sellers to buyers and can improve the overall negotiation...

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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...

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Articles

Life Insurance Strategies Group Tier One Interview: Vanbridge’s Andy Brim

Posted on 10/09/2022

Life Insurance Strategies Group CEO, Jay Judas, sits down with Andy Brim, Vice President of Business Development & Distribution at Vanbridge Life & Executive...

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