Understanding that products and underwriting alone will not necessarily solve all of a clients objectives, we have built a universe of experts that have decades of experience and achieved top tier success in a large breadth of fields. This experience allows us to have a deep understanding of what our clients go through day to day in the trenches. In addition, our staff has achieved accolades in the industry for their expertise, sitting on advisory boards with several carriers, ranging from product design to advanced planning.

When it comes to strategic support we believe that our team is unmatched. Our company philosophy and persistent drive towards excellence attracts diverse talent from some of the industry’s top organizations. We combine this talent with cross-training techniques that empower our team to provide a distinctive point of view when developing solutions for complex cases.

VBIS’ support for Executive Benefits is bred from experience, history and familiarity working with life insurance offerings tailored to the benefits marketplace  and the ability to offer unique insurance products to meet the needs of executives. We have access to the country’s leading specialists and we work strategically with other companies to develop packages designed for executive retention as well as our own exclusive access products.

Estate Preservation & Liquidity is traditionally considered the foundation of insurance planning. Staying ahead of legislative changes, product  updates and wealth transfer strategies provides Vanbridge with the resources necessary to allow our clients to solve their customers challenges efficiently. Seen as an industry “go to” for super-net-worth clients, consistently designing cases  with face amount in excess of $100,000,000, Vanbridge continues to enhance the estate planning marketplace with unique and fundamental planning techniques.

Policy Analysis/Consultation: This is a term utilized too often in our industry, without guidance or knowledge of what that truly entails. Case modeling and/or the policy review process at Vanbridge is in a league of its own compared to the traditional marketplace. We take this seriously and look for the liabilities associated with TOLI, UPIA, 101j and other legislation and how they impact your clients and your business. We do not boiler plate our models and, through sophisticated techniques and modeling, present each case its unique consultative format.

Unique Expertise: The Private Equity, Fund, Venture Capital, Legal, Accounting and “Super Net Worth” space continues to call upon Vanbridge when they want creative, objective and efficient solutions.  Vanbridge’s consultation prowess, objective business model and creativity is recognized as a top provider among these industries.

Leveraging this knowledge and experience allows us to serve you beyond the processing of a piece of business. We were structured with one thing in mind; our clients success.