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EPIC Announces Tim Brenneman as President and National Private Client Practice Leader

EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn. “Tim is a well-known and respected leader in this space having built a formidable Private Client business for Cook Maran and Prime Risk. We are very excited about our strategy to change the game from a legacy transactional play to one of high touch concierge consultative services as well as creative risk management solutions for High Net Worth clients.” The national practice reinforces EPIC’s …

https://www.epicbrokers.com/insights/epic-announces-tim-brenneman-as-president-and-national-private-client-practice-leader/

Executive Private Client Services

Private Client / Executive Private Client Services In addition to mitigating risk and protecting assets for our private clients, EPIC is able to serve the personal financial needs of the client by providing access to some of the strongest financial and wealth preservation tools and strategies available.  Connect with Sales What to Expect with EPIC Our consultants work with clients individually to develop customized insurance and financial strategies related to: Life Insurance Planning Estate Planning Wealth Transfer Techniques Business Succession Planning Disability Income Replacement Long-Term Care Financing Strategies Personal Retirement Planning Wealth Management Services

https://www.epicbrokers.com/products/executive-private-client-services/

Cook Maran is now EPIC

… consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices NEW YORK East Hampton 461 Pantigo Road East Hampton, New York 11937 (631) 324-1440 Melville 40 Marcus Drive Melville, New York 11747 (631) 390-9700 NEW JERSEY Mount Laurel 3000 Atrium Way Suite 108 Mount Laurel, New Jersey 08054 (856) 520-8487 …

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

Kevin Daley

Leadership biography Kevin Daley joined EPIC in May of 2023 and now serves as President, Private Client. Kevin has over 25 years of experience in commercial and personal lines in both the insurance carrier and broker spaces. Kevin’s deep experience in sales, underwriting, and risk management enhances EPIC’s client stewardship strategy. His background and leadership experience in California enhance his ability to look through the lens of the underwriter relative to CAT/Climate exposure, as EPIC seeks to navigate these market challenges on behalf of our clients and carrier partners and develop creative win-win solutions. Prior to …

https://www.epicbrokers.com/about/our-leadership/kevin-daley/

EPIC Entertainment: Insuring Your Creative Success

… in between is invaluable: an ideal coverage program that offers you both protection and freedom to be creative. COMMERCIAL INSURANCE Reducing overall cost of risk with industry-focused teams and exceptional product experts. Contact Us EMPLOYEE BENEFITS Delivering improved outcomes for benefits programs, employees and the bottom line. Contact Us PRIVATE CLIENT SERVICES Identifying loss exposures and protecting families with customized insurance programs. Contact Us WEALTH MANAGEMENT Empowering clients to maximize success and sustain it for life with our unique platforms. Contact Us We don’t just offer insurance, we offer peace of mind. Our team is by your side …

https://www.epicbrokers.com/epic-entertainment-insuring-you/

EPIC Welcomes Brennan Turner

… Client practice. Brennan Turner, CPRIA, brings a unique blend of analytical expertise and client-focused service to the high-net-worth insurance space. Prior to joining EPIC, Brennan built a strong foundation in Private Client Insurance as a Personal Risk Advisor at USI. He is a graduate of the Chartered Private Risk and Insurance Advisor (CPRIA) program, demonstrating his commitment to excellence in personal risk management and tailored insurance solutions. “We’re thrilled to welcome Brennan to our National Private Client Practice,” said SVP Alex Petterson, Private Client Sales Leader and Managing Principal. “With his deep commitment to client advocacy …

https://www.epicbrokers.com/insights/epic-welcomes-brennan-turner/

2025: Personal Insurance Market Update

Welcome to our comprehensive 2025 Market Update for Personal Insurance and Private Clients. This year, the personal insurance market is showing signs of recovery, with modest rate increases expected across various lines of business. Despite ongoing challenges, particularly in property insurance due to significant loss events, our focus on prevention and mitigation can enhance safety and resilience. Stay informed and engaged with your EPIC risk professional to navigate the evolving insurance landscape effectively. Discover how our strategies and insights can benefit you and your clients. 2025 Personal Insurance and Private Client Market Update The personal insurance market showed some encouraging …

https://www.epicbrokers.com/insights/2025-personal-insurance-market-update/

EPIC Welcomes Sheri Clark

Sheri Clark Joins the Midwest Region as Vice President, EPIC Private Client EPIC Private Client, a top 12 private client insurance leader, welcomes Sheri Clark, CAPI, CPRIA to their national private client platform as Vice-President / Service Team Leader. Clark joins the firm’s growing EPIC National Private Client practice, which excels in providing client advocacy to the most affluent families and their advisors across the United States and often with a global footprint. Sheri brings many years of experience collaborating with family office heads, wealth advisors and CPAs, in helping to manage their clients’ most complex risks. Sheri will …

https://www.epicbrokers.com/insights/epic-welcomes-sheri-clark/