When the Enterprise Depends on You, So Should the Plan.
Vanquish crafts protection strategies for those whose absence would reshape more than operations. We design disability and life insurance that protects your role, your firm, and everything your leadership makes possible.
As a founder, CEO, COO, or senior executive, your role is bigger than your title. You influence vision, stabilize teams, hold client trust, and protect shareholder value. If something takes you out of the equation, the impact is structural.
That’s why Vanquish helps enterprise leaders build insurance strategies that cover more than salary. We protect deferred compensation, key-person dependency, succession voids, and everything your presence makes possible.
Many companies fail to prepare for the absence of key personnel until it occurs. Such an event can undermine investor confidence, disrupt team dynamics, and decrease company valuation. Without a well-orchestrated plan, not only is your income jeopardized, but also the business itself, the people you lead, and the future you are building.
Vanquish helps ensure none of it depends on hope.
We design intelligent disability and life insurance strategies for leaders who understand the value of long-term planning and the consequences of being unprepared.
Group coverage often falls short for finance professionals. We consider bonuses, carried interest, profit shares, and incentive compensation – not just W-2 income – to ensure your coverage reflects the full scope of your hard-earned upside.
Unlike most policies, Vanquish helps structure permanent life insurance solutions that provide liquidity for tax exposure, gifting, succession, and philanthropic intent — ensuring your legacy doesn’t rely on your timing.
Total Compensation
We specialize in comprehensive coverage for leadership compensation, including salary, bonuses, equity, and deferred compensation. Our goal is to safeguard your lifestyle, family, and commitments, providing protection even when you’re unable to lead. This complex area is often underinsured, and Vanquish is here to address that gap.
Enterprise Continuity
Founders and executives project confidence through their presence. Vanquish supports this by offering key person disability insurance, exit planning tools, and coordinated efforts with board members or HR leads to facilitate seamless transitions during unforeseen circumstances.
Your Family & Future
We help you integrate strategic life insurance into your broader financial plan to ensure comprehensive coverage. Whether for retirement, dependents, or multigenerational wealth, your financial success is a shared journey.
Succession & Exit
Our solutions are designed to create liquidity, whether you step away expectedly or not. From grooming a successor to planning a sale or structuring a trust, our life and disability solutions ensure a clear, tax-aware, and actionable transition.
Your Privacy
We offer discreet, attentive, and highly personalized service for every strategy. Whether it’s private underwriting at your residence or collaboration with your legal and financial advisors, we guarantee a seamless, respectful, and entirely bespoke experience that complements the life you’ve established.
For those in positions of leadership, who are relied upon for guidance, stability, and direction, the repercussions of uncertainty are substantial. Vanquish offers comprehensive solutions designed to safeguard your income, your enterprise, and your dependents, aligning with the gravity of your responsibilities.
Disability insurance designed to encompass comprehensive executive compensation, including equity, bonuses, and deferred remuneration, without dependence on base-salary-only group long-term disability.
Best Suited For: CEOs, CFOs, COOs, and firm leaders with complex compensation models.
Includes:
Ensures continuity of company operations and maintains stakeholder confidence during your absence. This framework is designed to assist boards, co-founders, and shareholders in managing disruption without incurring a crisis.
Best Suited For: Executives with business continuity risk or client-facing leadership roles.
Includes:
Life insurance, strategically integrated with exit planning, wealth transfer, and estate tax liquidity, ensures the realization of your legacy according to your precise intentions, irrespective of chronological considerations.
Best Suited For: Executives approaching succession, retirement, or significant liquidity events.
Includes:
An assessment of your current employer-sponsored benefits, group long-term disability, and legacy life insurance—revised to align with your present role, responsibilities, and lifestyle.
Best Suited For: Leaders with unreviewed coverage or transitions between roles/companies.
Components:
This personal financial continuity plan for high-net-worth individuals focuses on safeguarding future income and family finances, ensuring recovery without haste, protecting careers, and providing for a legacy.
