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.