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Our dedication to service is what defines us.

Executive-Benefits

Integrity in Independence

Robust Product Expertise

executives-in-window-

Where our team is part of your team.

We consider your success our success.

Consulting | Collaborating | Creating

Vanbridge Life & Executive Benefits has a distinctive focus to maximize efficiencies, reveal potential and inspire. The Vanbridge “capital” has a unique blend of industry and consulting experience, which provides creative and practical solutions to complex issues while leveraging industry best practices. Our strategy works with a diverse portfolio of clients on initiatives to discover value, opportunity and solutions.  Innovative thinking, professional skills and  proven strategic solutions combine to ensure our clients strategic planning goals become a reality. While we often leverage our proprietary tools and  resources to jump-start strategy work, collaboration with our clients is the key ingredient to a successful outcome.

Removing the obstacle of the “middle man” and other inefficiencies has led us to a complete and effective solution for the space in which we serve. Combining the best intellectual capital in wholesale insurance brokerage, financial advisory and executive benefits on a national level, we believe we have created the ultimate source for our space. Our analytical tools enable us to thoroughly assess your existing situation and make recommendations to ensure they meet our clients specific objectives. We consistently monitor industry trends as well as regulation in order to ensure potential strategies are flexible, competitive and responsive to everyone involved. Clients include some of the largest and diverse groups of businesses around the country, including RIAs, financial advisors, family offices, private equity, insurance specialists, law firms, CPA firms, hedge funds and corporations of all kinds.

How we work

Collaboration. Becoming an integrated partner with our clients, serving as an extension of their professional teams.

Deliver tangible solutions. Utilizing our experience to focus on concepts with the highest return and create innovative, pragmatic resolutions  for implementation with sustainable results for our clientele.

Independence. We are unbiased and solely focused on our clients’ effective and efficient solutions, even when our services may not be the  most viable option.

 

As a professional services firm, our organizational model maintains clients’ priorities. Our clients come first. This philosophy recognizes exceptional advisory service is delivered by talented professionals.

Vanbridge provides sophisticated consulting services that create a strategic foundation for estate and personal planning, executive benefits and business planning. Vanbridge’s depth of expertise includes advanced planning techniques, underwriting prowess, extensive carrier & objective product support, case design, advisor consultation, back office support and innovative technology.

Our unique culture of creativity and in-depth expertise across business segments has fostered a seamless collaboration in the development of new products and solutions for our marketplace.

A little about us…

The Life & Executive Benefits division of Vanbridge was originally founded in 1995 as an investment advisory, financial planning, and insurance consulting firm that catered to retail and institutional clients as well as other advisors. As the consulting business grew, we noticed that there was a lack of knowledge and professionalism in insurance consulting, specifically in the RIA and investment advisory space. The opportunity as we saw it, was so significant that we decided to go “all-in” and sell 100% of the investment businesses by 2009 and focus solely on insurance and executive benefit advisory.

The goal of the streamlined company was to become the preeminent insurance and executive benefits consulting firm.

Vanbridge, founded by Phil Moyles, focused on the convergence of the insurance industry and capital markets allowing Alternative Asset Managers to tap into the best aspects of both. In 2015, Vanbridge along with its investors, KKR, A&M Capital and VJ Dowling, acquired the Life & Executive Benefits firm and in 2018, Vanbridge was acquired by EPIC.

Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers & Consultants, founded in 2007, has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance and private client services.

Areas of Specialization

  • Case Consultation & Client Support
  • Policy Analytics and Audit
  • Traditional Insurance Strategies
  • Business Planning
  • Corporate and Institutional Insurance
  • Continuation Planning
  • Wealth Preservation & Liquidity
  • Advanced Structures and Concepts
  • Policy Design and Management
  • Regulatory and Legislative Resource
  • Executive Benefits
  • Specialty Insurance Plans

Brokerage General Agency Services

  • Licensing & Contracting

    Our L&C professionals will walk through the entire initial and continued needs of the advisor.

  • Product & Design Specialists

    Our specialists analyze the marketplace, compile and present the best options for the client.

  • Informal & Formal Underwriting

    Actual credentialed and experienced underwriters will allow for a more efficient, consistent and attractive offer.

  • Advanced Planning

    Deciphering the best solutions through creative and innovative strategies or simply working with other advisors to achieve the best results.

  • New Business

    Our concierge level new business support will walk the formal case from start to finish, timely and effectively working with both the carrier and the advisors.

Who we are…

  • Mitchell K. Smith
    Mitchell K. SmithManaging Principal
  • Tom Bellig, JD
    Tom Bellig, JDManaging Principal
  • Tim Bellig, CLU, CLTC
    Tim Bellig, CLU, CLTCManaging Principal
  • Kristin Jenkins
    Kristin JenkinsPrincipal, Chief of Staff, Compliance
  • Adam Spring
    Adam SpringPrincipal
  • Ryan Perna
    Ryan PernaPrincipal
  • Julie F. Smith
    Julie F. SmithPrincipal, Director of Strategic Marketing
  • Nathaniel Siegel
    Nathaniel SiegelPrincipal, High Net Worth, Business Development & Director of Executive Benefits
  • Blake Mallonee
    Blake MalloneePrincipal, Business Development and Distribution
  • Stephen D. Birmingham
    Stephen D. BirminghamVP, Business Development
  • Pete Dressler
    Pete DresslerPrincipal, Director of Product & Design
  • Michael J. Castaneda, CLU, ChFC
    Michael J. Castaneda, CLU, ChFCSVP, Product and Case Design Specialist
  • Joshua O’Dell
    Joshua O’DellVP, Accounting Analyst
  • Jessica Schmidt
    Jessica SchmidtSVP, Director of Licensing & Contracting
  • Erica Chiras
    Erica ChirasSVP, Underwriter
  • Stacy Sorensen
    Stacy SorensenVP, Underwriter
  • Amanda Pogrell
    Amanda PogrellPrincipal, Director of Advanced New Business
  • Shannon Schwarz
    Shannon SchwarzVP, Case Manager
  • Virginia Norton
    Virginia NortonAVP, Case Manager
  • Bonnie Gautreaux
    Bonnie GautreauxAVP, Case Manager
  • Bonnie Landi
    Bonnie LandiVP, Offices Liaison
Contact Us

Have a question? Send us an email and we'll get back to you promptly.