A cost benefit approach.

We help clients identify risks specific to them. A client’s risk profile can include investment, property, personal, and/or business risks. Once a client’s risk profile has been analyzed a determination can then be made to either self-insure or lay these risks of to a third-party. For those risks suited to third-party insurance, Union Bridge Capital provides the following insurance product offerings:

  • Structured life insurance solutions

  • Personal and business disability insurance

  • Corporate and trust-owned insurance design and policy implementation

  • Property & casualty solutions (auto, home, D&O, etc.)

  • Life policy administration and performance management

  • Life settlement facilitation and negotiation

  • Health insurance coverage

  • Captive insurance analysis & implementation

  • Long-term care coverage