Our risk management specialists help clients identify risks specific to them. Once risks have been identified, we engage in a cost/benefit analysis to determine whether the risks should be self-insured or if third-party insurance would be more prudent.
Here are our insurance offerings:
- Structured Life Insurance Solutions
- Personal and Business Disability Insurance
- Corporate and Trust-Owned Insurance Design and Policy Implementation
- Property & Casualty Solutions
- Life Policy Administration and Performance Management
- Life Settlement Facilitation and Negotiation
- Health Insurance Coverage
- Captive Insurance Analysis & Implementation
- Long-Term Care Coverage
Union Bridge Capital's integrated approach to complex wealth management eliminates the need to maintain a stack of business cards to reach your financial team. We are your one-stop shop and personal CFO for all aspects of managing your financial future.