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.
Advancements in Supplemental Executive Retirement Plan (SERP) Design in Acquiring and Retaining Key Talent
Posted on 09/17/2026
Replacing a key executive can cost more than 100% of that leader’s annual salary, before accounting for lost institutional knowledge, disrupted strategy, and weakened cli...
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Delivering Nonprofit Executive Compensation Through Loan Regime Split Dollar Arrangements
Posted on 10/29/2025
As nonprofits look for ways to attract and retain exceptional leaders, innovative compensation strategies are becoming essential. Vanbridge Managing Principals, Tyler Horning a...
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From Deal-Breaker to Deal-Maker: How Transactional Risk Insurance Can Save M&A Transactions
Posted on 10/16/2025
M&A deals don’t fall apart because of one big issue; they unravel under the weight of many small ones.At Vanbridge, we specialize in navigating dealmakers through uncertain...
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Life & Executive Benefits President Mitchell K. Smith Breaks Down NIL Challenges for Student Athletes on WealthManagement.com
Posted on 08/28/2025
We’re proud to see Vanbridge’s Mitchell K. Smith, Managing Principal and President of Life & Executive Benefits, featured in Wealthmanagement.com discussing the risks and r...
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Guidance Update: Treasury Tightens Beginning of Construction Standards for Solar and Wind Projects, Creating Uncertainty for Energy Tax Credits
Posted on 08/22/2025
On Friday, the U.S. Department of the Treasury and Internal Revenue Service (IRS) released new guidance regarding when construction of a wind and solar facility has begun for p...
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Why Being PE-Backed Changes the Insurance Equation and How Portfolio Companies Can Benefit
Posted on 08/13/2025
Private equity ownership changes how insurers view a business — but many portfolio companies don’t realize the advantages it brings. PE-backed firms are seen by insurers as vet...
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Life & Executive Benefits Co-President, Mitchell K. Smith, Recognized Among Forbes’ 2025 Top Financial Security Professionals
Posted on 07/29/2025
We’re incredibly proud to congratulate Mitchell K. Smith, Co-President of EPIC Life & Executive Benefits and Managing Principal, Partner of Vanbridge, an EPIC company, on b...
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