Life, Advanced Planning and Executive Benefits

Hedge, enhance, grow and protect.

In an industry that has struggled to evolve beyond the transactional, Vanbridge provides sophisticated consultative services that create a strategic foundation for business, estate and personal planning, high net worth individuals and advisors.

Understanding the underlying goals of alternative asset managers has allowed us to create exclusive solutions designed just for PE firms, principals and/or their portfolio companies. We analyze the insurance products and strategies within the firm and its portfolio companies to provide more effective solutions with attention to: risk, legislative & regulatory, financial, expense structure, design, and other strategies that include, but are not limited to, the executive benefits and key person dilemmas the company may face. Our concepts are effective and financially efficient.

Integrity in Independence

We understand our clients thirst for creative, unique and objective product analysis. Unfortunately, most insurance carriers have a purely product centric focus while most wholesale agencies fail to consider the entire spectrum of products and/or holistic planning. More importantly, both lack creativity. That’s where we come in.

Vanbridge has the capabilities to focus in on solutions and pricing not typically obtainable, effectively and efficiently securing life insurance and advanced planning strategies for our clients. Our distinctive model is not product or carrier specific and maintains a purely objective strategy when analyzing the marketplace. Our analytical tools enable us to thoroughly assess your existing situation and make recommendations to ensure they meet your specific objectives. We consistently monitor industry trends, staying ahead of legislative changes, product updates and wealth transfer strategies, to ensure potential strategies are flexible, competitive and responsive to everyone involved.

Areas of Expertise

Vanbridge is proud to be associated with some of the brightest minds in the financial industry; over the years we have created a platform of specialists within our organization to support almost any situation that may arise.

Our Advanced Planning department is a team of dedicated professionals who are available to assist you in navigating the complexities of life insurance case design. Through the diversity of our talent, we are able to take a holistic approach and provide a unique perspective on how different factors will affect the outcome for clients.

  • Policy Design, Analytics & Audit
  • Life, Disability, Annuities and Long Term Care
  • Key Person and Executive Risk Insurance Hedges
  • Business, Continuation and Succession Planning
  • Wealth Preservation, Liquidity and Estate Planning
  • Cash Alternatives and Deferred Compensations Programs
  • ESOP’s, Stock Redemption Liabilities, Executive Bonus Plans and SERP’s
  • Group Life and Disability Aggregation

Open Architecture and Best-in-Breed Integrated Solutions

The Private Equity, Venture Capital, Hedge Fund, Legal, Accounting and “Super Net Worth” space continues to call upon Vanbridge when they want creative, objective and efficient solutions. Through Vanbridge’s platform, clients can access exceptional consulting, design, administration and product partners to help them deliver the right solutions at the right time. We are unbiased and solely focused on our clients’ effective and efficient solutions, even when our services may not be the most viable option.

  • Corporate Owned Life Insurance, ICOLI and BOLI
  • Yield Enhancement, Specialty Insurance Plans & Large Lines Specialists
  • Regulatory and Legislative Risk
  • Private Placement Insurance and Annuities
  • High Limit Guaranteed Issue Insurance Solutions


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