Life Insurance & Annuities
Life insurance has the unique ability to offer a vast array of both legacy and living benefit options that are remarkably tax and cost-effective.
Life Capital Solutions
Life Capital Solutions
The chassis of insurance is considered one of the last great alternatives to taxation headwinds. As a capital tool, enhancement solution, hedge or risk reduction strategy, insurance is a remarkable resource.
Insurance consulting ultimately serves to safeguard financial legacies, protect loved ones, and optimize wealth transfer strategies. We specialize in providing insurance coverage that aligns with estate planning, risk management, tax hedging and wealth preservation objectives.
A cornerstone of Vanbridge’s service platform is the unparalleled relationships that we maintain with carriers, including their top underwriting staff, CEOs and executives. These relationships afford us a unique perspective into how individual carriers will respond to a case. These resources allow us to stay ahead of the competition and potentially have access to products and systems not available to other organizations.
Our product offerings include, but are not limited to, life insurance, annuities, long-term care insurance and disability insurance.
As a truly independent firm, we are not affiliated with any carrier and do not have any carrier production requirements nor impose any requirements on our business. development personnel.
We assist in identifying, quantifying and understanding areas of risk.
We work with over 30 major insurance companies and 1,000+ products.
Disability & Long-Term Care
Whether you are unable to work due to a disability or require long-term care services due to chronic illness, disability, or older age, Disability and/or Long-Term Care (LTC) insurance are crucial forms of coverage that can provide protection for one of your most vulnerable assets – your income.
Specialty Solutions
Private Placement Variable Annuities (PPVAs) and Private Placement Life Insurance (PPLI) are two products that offer high-net-worth investors a way to participate in hedge funds and other alternative investments without incurring current tax liability each year.