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EPIC Adds to Life and Executive Benefits Platform with the Acquisition of Dixon Wells, Inc.

… financial advisors on a national scale to help them grow their business by offering life, long-term care, disability and annuity solutions for their clients to protect and transfer wealth. Dixon Wells brings teams and offices across the Southeast, Midwest and Mid-Atlantic with offices in six states. The current leadership team of Dixon Wells, including, Bill Conwell, Robert Flack, Ray Hunt, and Dave Kopelcheck, will remain a part of the leadership team as they join the EPIC organization. “Our team is very excited about the opportunities ahead with Vanbridge and EPIC. Our mission has always been to provide an …

https://www.epicbrokers.com/insights/epic-acquires-dixon-wells/

Professional Wellbeing Should be the New Normal

… now to address this issue? Benson: The most important thing is to make room for wellbeing within your culture, with firm leadership demonstrating a personal commitment to mental health and well-being. This tone-from-the-top approach may require a significant shift in firm culture to accommodate the fact that most people are healthier – mentally and physically – when they have appropriate time for activities/interests/relationships outside of work. The elusive “work/life balance” can only be achieved with a supportive employer who embraces such balance. The challenge is that such balance requires time away from work, and …

https://www.epicbrokers.com/insights/professional-wellbeing-should-be-the-new-normal/

EPIC Welcomes Shelley Yim

Shelley Yim Joins the Firm as Managing Principal EPIC is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Shelley will also support EPIC’s Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives. Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon’s West Region Middle Market brokerage teams while …

https://www.epicbrokers.com/insights/epic-welcomes-shelley-yim/

Jacqueline Beaudet, Esq.

Leadership Biography Jacky joined EPIC as part of the 2017 acquisition of Frenkel, where she was its General Counsel and Chief Compliance Officer. Since 2017, Jacky has served as Deputy General Counsel for Regulatory and Compliance for EPIC. Over the years, in addition to fulfilling her legal functions for Frenkel and EPIC, Jacky was instrumental in providing Northeast client services in the areas of coverage analysis and carrier advocacy and services for several of the public company Frenkel clients in the role of outside risk manager. Her experience in the legal field, in both the law firm and corporate environments …

https://www.epicbrokers.com/about/our-leadership/jacky-beaudet/

Salem Insurance is now EPIC Insurance Midwest

… our team members and our clients based upon the broad range of talents, expertise, and proprietary offerings that EPIC has around the Midwest and nationwide. We have seen this come to life through each step in our joining with EPIC. Salem has become part of the EPIC Midwest hub. Our leadership team is embedded in the EPIC leadership team so that we participate directly in all decisions impacting your needs and best interests. Learn More About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and …

https://www.epicbrokers.com/salem-insurance-is-epic-insurance-midwest/

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

… Academy of Implant Dentistry. By being an integral part of these associations, Treloar & Heisel advisors can truly partner with the dental and medical professionals for whom they provide support and services. Scott Fehrs, ChFC®, Chief Executive Officer and Kenneth Thomalla, CPA, CLU®, CFP®, Chief Operating Officer of Treloar & Heisel will remain a part of the leadership team as they join the EPIC organization. “Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout. By further collaborating with the experts in the specialty practices across

https://www.epicbrokers.com/insights/epic-acquires-treloar-heisel/

Crawford McInnis

Leadership Biography Crawford McInnis serves as Chief Sales Officer at EPIC Insurance Brokers and Consultants, where he leads national sales strategy and execution across a diverse portfolio of business units and regions. A dynamic and visionary leader, Crawford is passionate about advancing a value-driven sales culture, one that prioritizes client outcomes, consultative engagement, and long-term partnerships. Under his leadership, EPIC has embraced proprietary technology and artificial intelligence to elevate the producer experience and drive a more insight-led, value-based approach to sales. Crawford’s commitment to innovation is matched by his ability to inspire and mobilize large …

https://www.epicbrokers.com/about/our-leadership/crawford-mcinnis/

Steve Nelson as Chief Growth Officer, Private Client Practice

… and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world. “We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership.  This is another example of EPIC’s commitment to building a dedicated platform for high-net-worth clients and their advisors,” commented Tim Brenneman, President of EPIC Private Client Practice. EPIC CEO Steve Denton, agreed, “We couldn’t be more excited to have Steve step into this role and …

https://www.epicbrokers.com/insights/steve-nelson-is-chief-growth-officer/