Risk Management


Our risk management specialists help clients identify specific risks to them individually, to their businesses and/or investment portfolios. Once risks have been identified, we engage in a cost/benefit analysis helping clients to determine whether to self-insure these risks or to transfer them to a third-party insurance company or syndicate.

For those risks deemed necessary to address through third-party insurance, we provide turn-key analysis, due diligence and implementation of insurance plans including:

Union Bridge Capital Insurance Offerings

  • Insurance Analysis and Evaluation
  • Insurance Policy Search and Selection
  • Policy Underwriting Management
  • Policy Administration and Performance Management
  • Life Settlement Facilitation and Negotiation
  • Captive Insurance Design and Implementation
  • Structured Life Insurance Solutions
  • Personal and Business Disability Insurance
  • Corporate and Trust-Owned Insurance Design and Policy Implementation