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EPIC Announces Additions to National Private Client Practice

… performing Vice President for Marsh & McLennan Companies, Petterson founded the Seeman Holtz Private Client Group. In less than two years, he grew it to become a Cornerstone Agency with Chubb. “We are thrilled to begin helping clients as part of the EPIC family,” said Petterson. As a leader in the Private Client space, the EPIC team understands that to be successful, our service model 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 …

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

EPIC Welcomes Darren Renner to National Private Client Practice

… his practice to include general commercial litigation. “We have no greater priority than alignment with our clients immediately after a loss. We are pleased to have an accomplished professional like Darren join EPIC and assume a leadership role in this critically important responsibility,” said Tim Brenneman, President of the EPIC Private Client Practice. “While post-claim advocacy will always be a major focus, it is also becoming increasingly clear that with the dramatic impact of climate change, simply responding after a loss will not be enough. Clients will expect and need insurance advisors to help identify exposure to loss before …

https://www.epicbrokers.com/insights/epic-welcomes-darren-renner-national-private-client-practice/

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/services/executive-private-client-services/

Price Insurance is now EPIC

… continue to count on the same local presence and accessibility you know today. Since 1937, the Price family built a reputation based on trusted relationships, personalized service, and a commitment to helping clients protect what matters most. TEPIC shares and honors this legacy and our commitment to you, our valued clients. Read the original announcement about this news. Learn More About EPIC WHO WE ARE Request a Quote “*” indicates required fields First Name*Last Name*Email* PhoneWhat service best fits your needs?* Private Client – For individuals with custom homes, high-value autos, collections, and excess liability needs for $10M+ Premier …

https://www.epicbrokers.com/about/mergers-acquisitions/price-insurance/

EPIC Marks New York Headquarters Milestone as Specialty Business Continues to Grow

… Founded in the San Francisco Bay Area, EPIC has grown into a national organization with $1.4 billion in annual revenue and more than 3,000 employees. Through organic growth, strategic acquisitions and investment in specialist talent, the firm has built a broad range of property and casualty, employee benefits, private client and specialty risk solutions. EPIC brings these capabilities together through a connected national platform that combines sophisticated expertise and market access with hands-on service and local relationships. “Our growth has given us the scale and breadth to address increasingly complex client needs, while preserving the entrepreneurial thinking …

https://www.epicbrokers.com/insights/epic-marks-new-york-headquarters-milestone-as-specialty-business-continues-to-grow/

Specialized Group Excess Liability Program Administration

… and proactive approach to Group Personal Excess Liability—ensuring policies are properly structured, underlying requirements are met, and participants are supported well beyond enrollment. Participants and sponsors benefit from: A dedicated GPEL advisor providing guidance on coverage structure and excess liability requirements Personal insurance alignment reviews to confirm underlying policies meet GPEL requirements Education and engagement through webinars, one‑on‑one consultations, and ongoing support A Private Client-level, consultative service model delivering personalized guidance, advocacy, and expertise This combination of Group Personal Excess Liability specialization and Private Client expertise delivers a more integrated, participant‑focused experience while reducing oversight

https://www.epicbrokers.com/insights/specialized-group-excess-liability-program-administration/

EPIC Insurance Brokers & Consultants Expands Michigan Presence with Acquisition of Korotkin Insurance Group

… builds on the firm’s existing footprint in Grand Rapids. KIG will serve as a key anchor for the firm’s continued growth in Michigan and the broader region. KIG has established practices serving clients across for-hire transportation, family entertainment centers, real estate and fitness franchises, as well as private client and small business adding further depth to EPIC’s specialty-focused business model. “KIG represents exactly the type of organization we look for as we continue building EPIC — a firm with deep expertise, longstanding client relationships and a strong presence in its market,” said Tom O’Neil, vice …

https://www.epicbrokers.com/insights/epic-acquires-korotkin-insurance-group/