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Private Placement Life Insurance (PPLI): Why Structure Matters as Scrutiny Grows

As family offices increasingly turn to Private Placement Life Insurance, regulators are paying closer attention. According to Mitch Smith, president of EPIC Life & Executive Benefits, that scrutiny reflects execution, not the strategy itself. In Crain Currency, Smith shares insights from three decades in the industry, emphasizing that structures designed correctly from the outset are the ones that withstand regulatory tightening. When approached with discipline and precision, PPLI remains a viable and effective solution for the right clients. Read the full article to explore the broader conversation around PPLI adoption, compliance, and long‑term viability.

https://www.epicbrokers.com/insights/private-placement-life-insurance-structure-matters/

EPIC Insurance Brokers & Consultants Launches Dedicated Private Equity Employee Benefits Group

Offering specialized services to Private Equity and Alternative Asset Management firms and their portfolio companies We are excited to announce the launch of Private Equity Employee Benefits, a specialized group dedicated solely to serving Private Equity and Alternative Asset Management firms and their portfolio companies. Led by industry veterans Larry Kirshner and Ryan Dwyer, the team will be part of EPIC’s Financial Services division under Philip V. Moyles, Jr. The new group will offer clients an exceptional depth of knowledge, industry-leading analytics, best-in-class M&A due diligence reporting, and dedicated teams experienced in servicing the demanding …

https://www.epicbrokers.com/insights/new-private-equity-employee-benefits-group/

8th-Ranked EPIC Posts 27% Growth in 2020 Top Private Brokers List

… surge in revenue to nearly $750 million in 2019 also positions EPIC in 15th position among the top 100 U.S. brokers. “EPIC’s position in the annual rankings reflects our strength as a brokerage,” notes CEO Pete Garvey. “Last year’s progress marks a continued period of aggressive growth, which this year includes the formation of Galway Insurance Holdings.” The launch of Galway Insurance Holdings, a diversified brokerage distribution and underwriting platform, creates a strong financial and strategic advantage for EPIC’s clients. The 2020 Top 100 Brokers of U.S. Business list can be found at businessinsurance.com.

https://www.epicbrokers.com/insights/8th-ranked-epic-posts-27-percent-growth-2020-top-private-brokers-list/

Private Equity Firms

At EPIC, we have assembled a team of experienced professionals who serve the needs of Private Equity and the alternative asset community. Working in the private equity space, we understand the importance of speed and execution. Our team can provide unique solutions to support client objectives including cost reductions and enhancements to investment strategies that enhance and strengthen long-term financial performance. Using insurance and capital market solutions we help clients solve risk-related issues in order to maximize the enterprise value of their businesses. Connect with Sales Mergers & Acquisitions Private equity firms can see significant value through the strategic …

https://www.epicbrokers.com/industries/private-equity-firms/

Compliance Matters Newsletter | September 2026

… s Standard Offering must eliminate spread pricing and rebates must be passed through to members at the point of sale without additional administrative fees Caremark cannot restrict relationships between Hub Pharmacies and Pharmacy Hub Services Providers Caremark must promote its standard plan offering Caremark must present a standard offering to clients before offering customized contract terms This settlement, while unique to Caremark, will influence PBM industry standards, particularly in areas such as formulary management, rebate pass-throughs, participant cost sharing, insulin affordability programs, transparency reporting, and PBM compensation. These settlements highlight the increased scrutiny on PBMs and the importance of …

https://www.epicbrokers.com/insights/compliance-matters-newsletter-september-2026/

FTC Settlement With ESI, CAA 2026, and Proposed Rule: What Does It Mean for Plan Sponsors?

… pharmacies; (8) promote the standard offerings to plan sponsors and retail community pharmacies; and (9) reshore its group purchasing organization (“GPO”) Ascent from Switzerland to the United States. First, of the 9 negotiated items numbered above, 7 apply only to standard offerings or can be opted out of by a client (see underlines above). This flexibility cuts both ways: ESI maintains the ability, in some cases, to continue practices the FTC deemed anticompetitive in its Second Interim Staff Report on Prescription Drug Middlemen, while plan sponsors retain decision-making authority over important benefit decisions like point-of-sale rebates, traditional …

https://www.epicbrokers.com/insights/plan-sponsor-updates-2026/

When the AI Therapist Goes Rogue

… beyond generic technology disclosures to address governance, escalation protocols, data handling, and human oversight. Policy language will continue to tighten, but exclusion alone is unlikely to be a sustainable solution. As with cyber risk, demand for coverage will persist, driven by investor expectations, contractual requirements, and institutional adoption. For sophisticated clients, particularly employers and healthcare organizations, the message is clear. Deploying AI mental health tools does not transfer responsibility. In many cases, it creates new forms of exposure, especially where tools are positioned as substitutes for traditional support. Insurers, brokers, and clients will need to engage collaboratively, recognizing that this …

https://www.epicbrokers.com/insights/when-the-ai-therapist-goes-rogue/

Fall River Health Insurance Solutions, Inc is now EPIC

… Medicare decisions. Her favorite part of the job is watching the stress leave a client’s shoulders when everything finally clicks. She believes her role isn’t to tell people what to do, but to give them the knowledge and confidence to make the best decisions for themselves. Originally born on Long Island, New York, Kiersten spent most of her childhood in West Grove, Pennsylvania, after her family relocated. She now lives in Elkton, Maryland, with her husband (Joey), their son (Jax), and their two cats (Artemis and Poseidon). Outside of work, you can usually find Kiersten at the …

https://www.epicbrokers.com/about/mergers-acquisitions/fall-river-health-insurance-solutions-now-epic/