Coordinated Protection Plans

Multiple policies. One purpose. Zero gaps.

When it comes to protection, scattered coverage leads to overlooked risks, overlapping costs, and policies that don’t talk to each other. 

That’s why Vanquish builds fully coordinated protection plans — customized to your role, income, equity, and long-term strategy.

What’s the Problem with Piecemeal Coverage?

Too often, high-income professionals rely on a patchwork of outdated or mismatched policies:

The result?

The Vanquish Coordinated Plan Approach

We bring every component together under one strategy.


Aligned with your current compensation structure, ownership stake, and career trajectory.

Your Precision Deserves Protection

You didn’t arrive here by chance and your coverage shouldn’t rely on it either. Vanquish designs insurance strategies as refined as your craft. Quiet. Specific. Uncompromising.

Everything aligned. One plan. One conversation.

Individual Disability Insurance (IDI)

Private, tax-free income replacement tailored to your current earnings — including W-2, K-1, draws, and bonuses. Portable. Customizable. Built to scale.

High-Limit Disability (Stacked Coverage)

Extends benefits beyond traditional IDI caps — critical for earners above $300K–$500K. Keeps your lifestyle and financial commitments fully covered.

Business Overhead Expense (BOE) Insurance

Covers your fixed costs — rent, payroll, insurance — so your business or practice keeps running while you recover.

Disability Buy-Sell or One-Way Buyout

Secures your equity if you can’t return. Prevents stalled ownership, valuation disputes, or succession delays. Keeps everyone moving forward.

Key Person Coverage

Delivers funds if your absence affects revenue, clients, or team stability. Protects your brand and buys time to rebuild.

The Benefits of a Coordinated Plan

No surprises

Your policies are designed to activate in sequence, not in conflict

No overlap

We eliminate redundant coverage that drives up premiums

Full transparency

We map how each piece fits into your compensation and organizations structure

Confidential, white-glove planning

Discreet support from our protection-only advisors

Who Needs a Coordinated Plan?

Coordinated Plans in Action

$850K/year income | 12% equity | 3 junior partners | $20K/month overhead

Vanquish Strategy:

Coordinated income, equity, and firm or business stability coverage. 


All built to prevent double coverage, premium waste, and legal ambiguity.

When the Life You’ve Built Speaks for Itself, So Should the Protection Behind It.

This isn’t about chasing returns, it’s about preserving what already holds value.


Your income. Your business. Your legacy.


When you’ve built a life with intention, protecting it should feel the same.

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