Risk ManagementDouglas Czuszak2023-01-11T16:08:42-05:00

RISK MANAGEMENT

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

Are you managing your wealth, or is it managing you?

Spend less time coordinating your financial team while still maximizing Spendable Wealth.

Let’s Talk

Disclosures

Securities and advisory services offered through The Leaders Group, Inc. Member FINRA/SIPC and TLG Advisors, Inc. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Union Bridge Capital is not affiliated with The Leaders Group, Inc. Please note that all trade orders are not accepted and are not acted upon by email, facsimile, voicemail or with unlicensed personnel. All orders must be communicated personally to your representative.

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Contact

Washington’s Landing
800 Waterfront Drive
Pittsburgh, Pa 15222
T 412-465-1490
F 412-465-1489