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Universal’s Vince Jenkins recently served as a panelist for the Katten hosted program discussing developments in tax-efficient investing for sophisticated investors, family offices, wealth advisors, distributors and alternative asset managers. Topics covered structuring and portfolio allocation, utilization of insurance dedicated funds (IDFs) and other private placement variable annuity (PPVA)/private placement life insurance (PPLI) products. If […]
Universal Insurance Services LLC, a subsidiary of Vanbridge LLC, an innovative life insurance and financial advisory distribution firm, is pleased to announce James Sibson, CFP, CLU has joined the firm as a Principal specializing in institutional relationships. Mr. Sibson joins Universal with significant experience in the life insurance and financial services industry on both the […]