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EPIC Announces Dave Howard as President of EPIC Select

… times,” said Howard. EPIC Select brings together personal, commercial, life, and disability insurance specialists to provide concierge level service for high net worth families, family offices, and their advisors. Howard will guide the efforts of the EPIC Select team in partnership with other business segments within the organization including the Private Client, Entertainment & Sports, Life & Disability and Commercial insurance teams. Howard will work closely with Tim Brenneman, President of EPIC’s Private Client Practice, in providing services to high net worth clients. “We are building a client-centric model around transparency and alignment. Successful people have complex risk factors and …

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

Frenkel & Company Completes Transition to EPIC Brand

… operations with the exception of Frenkel International which will operate as a specialty division of EPIC. Since joining with EPIC in 2017, Frenkel’s associates and practice areas have become integrated into the EPIC business and significantly expanded EPIC’s Northeast footprint in risk management, property and casualty insurance, international client services, employee benefits consulting, program solutions and private client services. Said John Kelly, formerly CEO of Frenkel & Company and now EPIC New York’s CEO, “Frenkel’s decision to join EPIC has helped us deliver an expansive new set of capabilities to our clients, with the same commitment to …

https://www.epicbrokers.com/insights/frenkel-company-completes-transition-to-epic-brand/

Property & Casualty Insurance

… Coverage Workers’ Compensation Professional Liability Surety International Risk Builders’ Risk Crime Marine and Aviation Exposure Owner Controlled Insurance Programs (OCIP) Captives and Self-Insurance Mergers and Acquisitions Business Continuity and Disaster Recover Planning Trade Credit Risk Control, Safety and Security Programs Claims Advocacy and Loss Management Personal Risk Management and Private Client Services Group Insurance Programs What to Expect with EPIC We start with strong industry knowledge and then develop a deep, detailed understanding of your business – often identifying risks and a range of solutions that other brokers and risk management advisors simply haven’t considered. We know that beneath …

https://www.epicbrokers.com/services/property-casualty-insurance/

Personal Insurance

Our experienced and knowledgeable Personal Insurance professionals work with clients to evaluate exposures, develop a risk management plan and provide options for a customized insurance portfolio. The growth and national presence of EPIC allows us to offer access to a deep pool of specialized expertise and resources in traditional insurance products and in areas of emerging risk. We’re committed to preserving desired lifestyles, reducing uncertainties and helping clients navigate the complex world of risk. Connect with an Advisor Solutions Private Client Services You’ve worked hard to earn your success. EPIC Private Client works just as hard to build …

https://www.epicbrokers.com/services/personal-insurance/

Services

… mitigate risk. Our products and teams provide you with the intelligence and guidance you need to protect and grow your organization. Services EPIC focuses on middle to upper-middle market accounts and provides brokerage and consulting products and services. Our suite of capabilities continues to expand with the changing landscape within all industries and sectors. Each industry requires a unique approach to manage and mitigate risk. Our products and teams provide you with the intelligence and guidance you need to protect and grow your organization. COMMERCIAL INSURANCE EMPLOYEE BENEFITS LIFE & EXECUTIVE BENEFITS MAIN STREET Private Client SURETY RISK MANAGEMENT REINSURANCE

https://www.epicbrokers.com/services/

EPIC Careers

… Insurance Brokers and Consultants has a nationwide presence with 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. Locations Headquartered in New York City, our company has locations and employees nationwide. Our local market knowledge and industry expertise helps support our clients regional and global needs. Helping Others EPIC is committed to giving back to the communities that we live and work in. Our approach to helping others includes empowering our offices and people to give back.

https://www.epicbrokers.com/about/epic-careers/

EPIC Acquires Book of Business of Brokers Insurance Mart, Inc.

… BIM is led by owner and principal Mitch Carter, who will remain with EPIC in a consulting capacity to assist with the transition of current BIM clients into EPIC’s Personal Insurance/Private Client Services operations. Said Mitch Carter, “BIM has proudly and successfully served the needs of our California clients for 45 years. In making this transition it was extremely important to find a partner who shares our client-focused beliefs and values and a commitment to service excellence.  EPIC is just such a partner, and our clients will only benefit from their ‘people first’ philosophy and access to …

https://www.epicbrokers.com/insights/epic-acquires-book-of-business-of-brokers-insurance-mart-inc/

New Cybersecurity Rules for Registered Investment Advisors

… implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and develop and implement policies and procedures that are reasonably designed to address identified cybersecurity risks; Reporting: Report significant cybersecurity incidents affecting the adviser or its fund or private fund clients to the SEC within 48 hours; Disclosure: Publicly disclose (in brochures and registration statements) cybersecurity risks

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/