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Alternative Asset Managers

… closing services and exit strategy. Our dedicated deal coordinators provide coverage analysis, P&L impact assessments, claims reviews, and integration strategies to uncover hidden liabilities and protect deal value. Transactional Risk Solutions Financial transactions create unique, deal-specific risks that may not fit the underwriting parameters of an existing product. We provide specialized transactional solutions across a broad array of investment strategies, including traditional M&A, energy and tax credit, and real estate opportunities. Our capabilities include representations and warranties insurance, tax liability insurance, and contingent liability coverage, supported by a team of industry pioneers who were instrumental in the

https://www.epicbrokers.com/industries/alternative-asset-managers/

Cook Maran is now EPIC

… s exactly what you can continue to expect. Learn More About EPIC WHO WE ARE Over the past few years, Cook Maran has engaged in quite a bit of merger and acquisition activity culminating with us joining EPIC in November 2019. All of this activity has left us with an array of brands that do not properly project the organization we have built. Cook Maran has never been a collection of brands, loosely strung together. Over a couple of decades, we have grown to be one of the largest, most focused, integrated insurance organizations in the New York tri-state …

https://www.epicbrokers.com/cook-maran-is-now-epic/

ICHRA: Not Your Parents’ Employee Benefits…Better

… this short form to download your copy of our EPIC Individual Coverage HRA Solution overview and learn how we can help support sustainable savings and predictable year-over-year costs on your health benefits.“*” indicates required fields Who’s a good candidate, and what are the advantages? Most of our clients who have taken advantage of this offering have as few as 30, and as many as 1,000, covered lives and are from an array of industries. Many of these clients previously experienced an increase in rates and overall costs due to negative claims experience. Here are a few

https://www.epicbrokers.com/insights/ichra-individual-coverage-hra/

EPIC Welcomes Rob Ansalone

… private client growth in the Northeast and specifically rounds out an already significant personal insurance presence,” Said Tim Brenneman, EPIC’s President & Private Client Practice Leader. “We are pleased to welcome Rob and support his continued growth.” Ansalone brings over 12 years of mass affluent & emerging wealth-focused insurance industry experience to EPIC. He prides himself on being a dependable resource, and a true client advocate and understands that each client’s personal portfolio is unique. He is excited to expand his capabilities and provide a vast array of customizable solutions for clients. Learn more about our Private Client Practice.

https://www.epicbrokers.com/insights/epic-welcomes-rob-ansalone/

EPIC Continues Strategic Expansion - Acquires Larry Gordon Agency

… LGA will continue serving clients from its Chicago and Rockford, Illinois offices. In addition, the current leadership team will remain in place including principals Mike Smrt and Larry Grapenthin, with Tom Braigel serving as a consultant. “Joining Vanbridge and EPIC creates opportunities for Larry and me to provide a broader array of solutions and resources to our clients and provides our staff with new avenues for growth and development,” said Mike Smrt, advisor and long-time partner at LGA. “Our agency has succeeded for more than 57 years because of our commitment to identifying the best products for clients’ needs …

https://www.epicbrokers.com/insights/epic-acquires-larry-gordon-agency/

EPIC POST: Q3 2022

… members of our Galway network of companies, along with several industry experts, for a wildfire symposium and panel discussion in Napa, California. The symposium was organized in response to the pressing need to expand the focus from traditional approaches of wildfire prevention and suppression to include a more comprehensive, sophisticated array of methods, including early detection, mitigation, resiliency, and survivability. The diverse panel and speakers included representatives from the following leading organizations: Napa Communities Firewise Foundation (NCFF): a local nonprofit organization with a mission to use community education and fire fuel reduction to reduce the risks and impacts of wildfires …

https://www.epicbrokers.com/insights/epic-post-q3-2022-winery-report/

EPIC POST: Q4 2021

… and city planners to help mitigate risk. Mitigating Risk A 3rd party assessment of your property can be an effective way to identify reasonable methods to improve and protect your physical assets. Resources including drones, mapping, and clearing of defensible space are basic techniques available to winery owners from an array of vendors now operating in California. Insurance Marketplace Higher wildfire risk has caused an escalation in property insurance premiums, or-worse-carriers exiting the California property market entirely causing a hardening in the property market. The FAIR plan provides limited relief but may not provide limits sufficient to fully …

https://www.epicbrokers.com/insights/epic-post-q4-2021/

Getting Back to Business Travel While Facing the Delta Variant

Employers encounter an array of issues as employees return to offices and the world looks towards the future with an eye on COVID-19 and its ever-changing variants. Global benefits strategy and preparedness issues for American companies with locations outside the U.S. most likely keep their benefits managers and human resources teams up at night. On top of return-to-office challenges around the world, global travel is starting to increase – but with that comes many concerns. Viewpoints from Matt Marmorek Several of our clients have resumed business travel outside the U.S., and our number-one piece …

https://www.epicbrokers.com/insights/getting-back-to-business-travel-while-facing-the-delta-variant/