Where Your Income Is Layered, Your Protection Should Be Too.
Vanquish designs insurance strategies that match the sophistication of your compensation, the weight of your position, and the vision you’re building far beyond today.
When your income includes bonuses, equity, carried interest, or performance draws, traditional coverage simply doesn’t account for the real value at risk. At Vanquish, we specialize in protection strategies built for founders, partners, and financial executives whose compensation and responsibilities can’t be captured in a base salary. We help you safeguard not just your income but your position, legacy, and long-term plans.
It’s deal flow. Fund performance. Exit strategy. Long-term incentives. And when that earning power is interrupted, the financial and professional ripple effect can be hard to contain. Vanquish helps protect the totality of what you’ve built, aligning coverage with how and when you’re compensated, and ensuring it integrates seamlessly with your estate plan, your firm, and your family priorities.
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.
Earnings & Equity Flow
Your insrance should be as unique as your compensation model. We craft policies that account for variable income, layered compensation, and long-term wealth building, from individual disability insurance to supplemental stacking, ensuring your income is truly protected.
Enterprise Stability
As a founder or partner, your absence can impact valuation, client confidence, and future fundraising. Vanquish offers disability-funded buy-sell agreements, key person strategies, and continuity planning to safeguard the enterprise you built.
Family & Generational Planning
Our life insurance solutions offer tax-efficient and long-term liquidity, aligning with your family’s protection, trust planning, education costs, and multigenerational goals.
Exit & Succession Strategy
We collaborate with your advisors to ensure your transition strategy is funded and actionable, safeguarding your plan from unexpected events, whether you intend to sell, pass it on, or quietly sunset your business.
Privacy & Professionalism
We deliver every strategy with discretion, care, and concierge-level service. From private underwriting to coordinated work with your legal and financial advisors, we ensure a seamless, respectful, and never-standard experience that matches the life you’ve built.
Vanquish ensures your protection plan is as comprehensive and robust as your income, your enterprise, and your strategic outlook.
Protects performance-linked compensation, equity participation, and investment flows if health takes you offline.
Best Suited For: Investment bankers, partners, portfolio managers, and fund founders.
Includes:
Structures coverage that allows buyouts and business continuity in the event of your absence — without compromising valuation or trust.
Best Suited For: Founders, equity-holding partners, or those with succession responsibilities.
Includes:
Life insurance that functions as your family’s safety net and your estate’s tax strategy — seamlessly integrated with trusts and advisors.
Best Suited For: High Networth Individuals with taxable estates, dependents, and giving goals.
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Brings all your existing policies — group, individual, life — into one integrated strategy that matches how you live and lead today.
Best Suited For: Professionals with multiple income streams and evolving needs.
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You’ve invested too much to leave your future income, or your families future, unguarded. And truthfully, this isn’t about fear. It’s about freedom. The freedom to recover without rushing. The freedom to protect the career you’re building. Freedom to leave something behind if live takes a turn you didn’t plan.
This isn’t just insurance. It’s your personal financial continuity plan, designed exclusively for high-networth individuals like you.
