Our leading specialists work strategically with clients to develop benefits packages for executive, principal and partner retention.

A firm and the investments it makes in its people are strategic and deliberate. As businesses increasingly focus on diligence, operational improvements and infrastructure, many people tend to overlook the potential disruption and financial consequences of a lack of hedge or other risk-related strategies. Making sure this is done professionally, within regulation and cost effectively is paramount.

What to Expect with EPIC

  • Business and continuation planning, buy sell funding analysis, key person and executive risk insurance hedge
  • Administration services, executive compensation consulting, benchmarking and request for proposal (RFP) Services, individual and group contract analysis, plan design consultation
  • Supplemental nonqualified retirement plans, 401(k) “excess” plans, defined benefit supplemental executive retirement plans (SERPs), restricted stock unit (RSU) deferral programs, section 162 bonus plan design
  • Disability income protection for executive, guaranteed issue and high limit programs
  • Simplified and guaranteed issue life insurance options with potential life insurance benefits up to $5M+
  • Institutional consulting, bank owned life insurance (BOLI), insurance company owned (ICOLI), corporate owned life insurance (COLI)

Our Leaders

Mitchell Smith Headshot
Mitchell K. Smith

President, Life, High Net Worth & Executive Benefits; Managing Principal, Partner, Vanbridge, an EPIC company; Managing Principal, EPIC Select

Steve Needle Headshot
Steve Needle

Managing Principal, Employee Benefits Consulting – Duluth, GA

Peter Lizotte Headshot
Peter Lizotte

Managing Principal, Executive Benefits – Los Angeles, CA

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Contact us to see how we can help your business.