Life, Advanced Planning and Executive Benefits

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.

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.