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IceBridge Insurance

Global risk management solutions

Insurance and retirement planning

  • Premium finance
    Premium Finance is a unique financing solution that enables clients to purchase the life insurance needed without liquidating investments to pay high insurance premiums. Premiums for the insurance policy are paid by the lender, with the policy cash values pledged as collateral. The policy is designed to capitalize on the potential arbitrage between the financing rate and the cost of borrowing. This potentially allows for sufficient cash accumulation, so that eventually the loan can be repaid while keeping enough cash in the policy to keep the policy in-force for life. Schedule a free consultation
  • Disability insurance
    Disability insurance is a crucial form of protection that focuses on protecting one's income in the event of a disabling injury or illness that prevents them from working. This insurance coverage provides a vital safety net, offering a portion of the insured person's income as a regular payment, allowing them to cover essential expenses such as mortgage payments, medical bills, and daily living costs. ​ Learn more
  • Business owners
    Key man / buy-sell General liability Professional liability Commercial property Tools and Equipment E&O Cyber Schedule a free consultation
  • Global health insurance
    Health insurance offers coverage for a wide range of medical needs, including doctor visits, hospital stays, prescription medications, preventive care, and specialized treatments. We help globally based people get premium health insurance. Get your quote here
  • Ransom, kidnapping & extortion
    Ransom kidnapping and extortion insurance is a specialized type of insurance designed to protect individuals and businesses from the financial risks associated with kidnapping, extortion, and related threats. It typically includes reimbursement for ransom payments, expenses incurred during a kidnapping event, and services provided by crisis management professionals to assist with negotiations and the safe resolution of the situation. ​ Learn more
  • Life insurance
    Life insurance is a crucial financial tool that serves as a safety net, offering financial stability to cover immediate expenses, such as funeral costs and outstanding debts, while also replacing the income that the insured would have provided to their family. ​ Life insurance is a great estate planning tool, allowing for the efficient transfer of assets to beneficiaries while minimizing potential tax liabilities. ​ Learn more
  • Annuities
    Annuities (often called longevity insurance) can create a reliable income stream that ensures a consistent flow of funds throughout their retirement years. ​ Annuities offer tax advantages, as the earnings within the annuity are tax-deferred until withdrawn. ​ Annuities can be structured in various ways, allowing individuals to choose between immediate or deferred payouts, and lifetime or fixed-term payments. Learn more
  • Private Placement Life Insurance
    Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) are wealth planning tools used by family offices and high-net-worth individuals to invest in a tax efficient manner and transfer wealth to future generations more effectively. PPLI and PPVA are institutionally-priced variable life insurance and annuity contracts that allow clients to invest on a long-term, income tax deferred and/or tax-eliminated basis. These structures can function as a tax-efficient “asset location” for clients who otherwise invest in tax-inefficient asset classes and strategies. Unlike traditional insurance contracts, contract fees and costs are fully-transparent and disclosed upfront. Further, the contract investment account is considered segregated from the general assets and liabilities of the carrier. More information ​ Schedule your strategy session here
  • Long term care
    Long-term care insurance covers the costs associated with daily activities, such as bathing, dressing, and eating, due to chronic illnesses, disabilities, or cognitive impairments., including in-home care, assisted living facilities, or nursing homes. By investing in long-term care insurance, individuals can have peace of mind knowing that they will have access to quality care without depleting their savings or burdening their loved ones with the financial responsibility. ​ Learn more

What we do

Selective insurance partners

IceBridge Insurance

Global risk management solutions

Anatoly has over 22 years of experience solving complex financial objectives for some of the most prominent global families, businesses, and governments. During his tenure in the financial services industry, Anatoly has successfully structured and executed over USD 20 billion worth of financial transactions, globally.

Prior to IceBridge Insurance, Anatoly was the Head EMEA and US Dedicated Desk @ UBS Global Wealth Management, concentrating on helping his globally based clients with investments, financing, and risk management. 

Earlier in his career, he worked at UBS Investment Bank in London, UK, as Managing Director, Head of Emerging Markets Financing, based in London and  Zurich.

Before UBS, Anatoly held various senior roles at Merrill Lynch, Deutsche Bank, National Bank TRUST, Bank of America and Wells Fargo Bank.

Anatoly graduated from Leningrad Restaurant Management & Culinary Arts College, and holds a Master of Business Administration from University of Florida. Anatoly speaks English and Russian.

Anatoly holds CPWA®, CEPA®, CDAA® and DACFP® designations

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IceBridge Insurance is a marketing name (DBA) of Anatoly Iofe, independent agent

 

Disclaimer

IceBridge Insurance is a marketing name (DBA) of Anatoly Iofe. Anatoly Iofe is an independent insurance agent.

Securities offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC;

26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080

 

IceBridge Insurance is not affiliated with The Leaders Group, Inc. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Nothing on this site constitutes an offer to enter into an insurance contract. This is only a summary and shall not bind the company or require the company to offer or write any insurance at any particular rate or to any particular group or individual. The information on this site does and will not affect, modify or supersede in any way the policy, certificate of insurance and governing policy documents (together the "Insurance Contract"). The actual rates and benefits are governed by the Insurance Contract and nothing else. Benefits are subject to exclusions and limitations.

Notice for Non-U.S.visitors

Our website has been published in the United States for residents of the United States only. This site is not intended for use by, or to provide any information to, investors outside of the United States, and such visitors should not rely on any information or material appearing on the site. IceBridge Insurance reserves the right to require proof of residence from any user accessing the site and requesting information. Visitors outside of the United States are subject to insurance,  securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Nothing on this site shall be construed to be a solicitation to buy or offer to sell any security, product or service to any non-U.S. visitor, nor shall any such security, product or service be solicited, offered or sold in any jurisdiction where such activity would be contrary to the insurance or securities laws or other local laws and regulations, or would subject IceBridge Insurance, or any of its affiliates to any registration requirement within such jurisdiction.

Experience matters

Address

433 Plaza Real, suite 275

Boca Raton, FL 33487, USA

By appointment only

+1(561) 778-5060

Info@ifg.one

© 2023 by IceBridge Insurance. All rights reserved

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