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 give us a unique perspective on 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.
Life insurance offers a unique combination of legacy and living benefit options that are both tax-efficient and cost-effective. When properly designed, it becomes one of the most versatile instruments in a financial strategy.
Your ability to earn an income is one of your most valuable — and most vulnerable — assets. Disability and long-term care coverage protect against the risks that most financial plans overlook.
Private Placement Life Insurance, Private Placement Variable Annuities, and other sophisticated structures offer high-net-worth investors tax-advantaged access to alternative investments when properly structured and managed.