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EPIC Announces Additions to National Private Client Practice

… must be tailored to the individual needs of the client. A client-centric service model allows the advisor to provide a better experience and strengthens the advisor/client relationship. We’re confident clients will appreciate our insight, authenticity, and commitment to understanding, anticipating and exceeding their needs.” Along with Petterson, clients will benefit from the tailored services of former Seeman Holtz Private Client Group associates, Medley and Magaro. After beginning his career as a financial planner with MassMutual, Medley founded and grew two successful insurance agencies focused on meeting the needs of high end private clients. Medley managed those agencies

https://www.epicbrokers.com/insights/epic-announces-additions-national-private-client-practice/

EPIC Adds Nancy Webster

Addition further strengthens EPIC’s Employee Benefits Operation in the Southwest Region EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Nancy Webster has joined the firm as Senior Principal. Webster will report to KJ Wagner, President of the Southwest Region. In her new position, Webster is responsible for new business development, and the design, placement, and management of employee benefits insurance programs and solutions for mid-market and large clients. Webster joins EPIC from Arthur J. Gallagher & Co., where she spent 18 years of her career and became Area …

https://www.epicbrokers.com/insights/epic-adds-nancy-webster/

Mary Grandy Recognized by Insurance Business America

Mary Grandy, Senior Vice President, Business Insurance, is based in our Rancho Cordova office and has been recognized as one of 2020’s Elite Women by Insurance Business America. No stranger to top recognition in the industry, Mary is very active in various associations coaching and mentoring up-and-coming brokers in the industry. You can read the write up on Mary and her celebrated career on page 48 of the digital publication. In addition to Mary’s involvement within the industry she is incredibly involved in a number of philanthropic activities, including the American Heart Association. We are proud …

https://www.epicbrokers.com/insights/mary-grandy-recognized-insurance-business-america/

Flight to Quality

For more of our coronavirus coverage, visit epicbrokers.com/coronavirus  Viewpoints from Adam Okun On March 23, 2010, when the Affordable Care Act was signed into law, I remember my initial sense of resignation. There was so much uncertainty as to what its impact would be on our industry. Putting aside the broader social debate over whether the law would be beneficial for the country (hint: it varied based upon your economic and employment position), as a young actuarial healthcare consultant, I was looking at the 30-year+ career ahead of me and wondering if this would change everything – perhaps …

https://www.epicbrokers.com/insights/flight-to-quality/

Kent Collier Named as ENR New England Top Young Professional

… has helped firms settle millions of dollars in design-related construction claims; he’s even been involved with the ongoing litigation surrounding Millennium Tower in San Francisco. Though Kent’s recognition is from ENR New England because he now resides in Maine, his practice and clients are nationwide, and his career has been primarily based in the Southeast. Kent joined Greyling in early 2015 after practicing as a construction lawyer in Atlanta, Georgia. Kent met his wife, Crosby, while working as a Federal Court clerk in Savannah, Georgia after graduating from law school. In 2017, they moved to Maine to …

https://www.epicbrokers.com/insights/kent-collier-named-enr-new-england-top-young-professional/

EPIC Announces Dave Howard as President of EPIC Select

… partnering with ESPN personality and entrepreneur, Jay Williams. Drawing upon his own experiences, he will deliver and execute high-level strategies alongside EPIC’s leadership team, adding value to existing as well as new clients. “I’m thrilled to partner with the Select team at EPIC to provide my expertise and guidance on strategic initiatives,” said Williams. “EPIC has an amazing future and I couldn’t be more excited to be a central component of it going forward.” When Williams pivoted from a budding athletic career, he found few financial, investment and risk management advisors qualified to serve the …

https://www.epicbrokers.com/insights/epic-announces-dave-howard-as-president-of-epic-select/

Lawyers' Professional Liability Report

… for all key decisions impacting legal representation. Underwriters continue to attribute these “causes” to an erosion of disciplined execution of basic risk management practices due to the pressure on lawyers to generate new clients and more revenue and service expectations of clients. Consequently, the underwriting community is suggesting that law firms adopt a “back to basics” approach to risk management. Additionally, law firms must create culture that fosters a stable environment for lawyers to grow their practices and establish a sustainable career. Although the COVID-19 related economic interruption is like no other downturn in our history, the economy has

https://www.epicbrokers.com/insights/lawyers-professional-liability-report/

DOL Releases Additional FFCRA FAQ

… insurance office for specific questions about your eligibility. For additional information, please check www.careeronestop.org. Conclusion These are extraordinary times, and the ramifications of COVID-19 will continue to evolve rapidly in the coming weeks. We will continue to monitor developments, including further departmental and agency guidance as we receive them and will provide the latest updates as they become available. We express to all of our clients and friends our deep appreciation for our ongoing relationships, and we look forward to strengthening those ties as we work through this shared adversity. Stay safe and be well. EPIC …

https://www.epicbrokers.com/insights/dol-releases-additional-ffcra-faq/