Insights
Welcome to our Insights page, where we delve into the latest market trends, innovations, and thought leadership shaping our industry. Our commitment is to provide you with valuable perspectives that not only reflect current market dynamics but also anticipate future shifts. Whether you’re a seasoned professional or new to the field, our Insights page is a resource for expanding your understanding and staying ahead in an ever-evolving landscape.
Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
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Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
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Managing Principal Mitchell K. Smith shares his insight in Aspire magazine on working with high-net-worth clients, meeting their expectations, and making conversations more effective.
Posted on 05/20/2024
With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks insid...
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Vanbridge and GreensLedge Announce Joint Venture and Launch of Alternative Letter of Credit (ALOC) Facility
Posted on 12/05/2023
GreensLedge and Vanbridge announced today the formation of their joint venture company, Convergence Point Solutions (CPS), and the launch of its Alternative Letter of Credit (A...
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Vanbridge Proudly Supports the 38th Annual Answer the Call Gala N.Y. Police and Fire Widow’s & Children’s Benefit Fund
Posted on 10/23/2023
We are once again proud to support the 38th Annual Answer the Call Gala, benefiting the New York Police and Fire Widows’ & Children’s Benefit Fund! This extraor...
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Not To Be Forgotten, The Interplay of Other Insurance in Reps and Warranties Claims
Posted on 05/08/2023
Representations and Warranties Insurance (RWI) essentially takes the place of traditional indemnification provided by sellers to buyers and can improve the overall negotiation...
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Vanbridge Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency
Posted on 11/04/2022
We are thrilled to announce that the Larry Gordon Agency Inc. is now a part of the Vanbridge Life & Executive Benefits team. The acquisition continues our strategic expansi...
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Vanbridge Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp (TNBC)
Posted on 10/03/2022
We are thrilled to announce that TNBC – The National Benefit Corp has become a part of the EPIC and Vanbridge Life & Executive Benefits team. This transaction continu...
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