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Excess Liability: Protection for the Life You've Built

… or in governance roles Kidnap & Ransom (K&R) – Kidnapping, extortion, and access to crisis response and negotiation services Fiduciary Liability – Claims tied to administering trusts, benefit plans, or fiduciary duties Cyber Liability – Data breaches, privacy violations, ransomware, and related response costs Excess Liability works best as part of a coordinated risk management strategy. Cost vs. Value Relative to the amount of protection provided, Excess Liability is widely considered one of the most cost-effective components of a personal insurance program. Many advisors refer to it as the “best buy” in insurance” because it offers significant financial protection for a relatively …

https://www.epicbrokers.com/insights/excess-liability-protect-life-youve-built/

EPIC Welcomes Gena Martin

We are pleased to announce that Gena Martin has joined EPIC as Principal within our Private Client practice. Gena joins EPIC with a diverse background in relationship management, project leadership, and personal insurance advisory services. Most recently, she served as a Personal Lines Client Advisor, helping affluent families assess risk, protect their assets, and navigate complex insurance decisions with confidence. In her role with EPIC Private Client, Gena will focus on cultivating trusted relationships and delivering customized risk management strategies utilizing EPIC’s broad portfolio of solutions, including high-value homes, personal excess liability, collector vehicles, fine art, watercraft, aviation …

https://www.epicbrokers.com/insights/epic-welcomes-gena-martin/

By Design or by Default: A U.S. Captive Question for European Headquarters

… carrying forward. Every multinational operating in the United States already retains U.S. risk. A captive does not change that. It only decides whether the group carries that risk by design or by default. 1 For additional insights into the evolving U.S. liability landscape, including the key trends, legal developments, and risk management strategies explored throughout this series, visit EPIC’s Global Archives – EPIC Insurance Brokers & Consultants. 2 International SOS expands captive strategy with new Vermont formation – Captive Review. About the Authors Tandis Nili is a Managing Principal at EPIC Insurance Brokers & Consultants. She advises multinational organizations on risk

https://www.epicbrokers.com/insights/us-captive-question-european-headquarters/

About Us

… in small business coverage—partners who have demonstrated a strong commitment to EPIC and the clients we serve. With EPIC Main Street, your business benefits from: Responsive Service Team A highly responsive service team focused on your needs Top-Rated Carriers Access to top-rated insurance carriers across the marketplace Risk Management & Advocacy Comprehensive risk management and claims advocacy support Self-Service Portals Online customer portals with convenient self-service tools Annual Policy Reviews Annual reviews to ensure your coverage remains aligned with your business Deep Expertise A deeply experienced team capable of managing even the most complex business challenges …

https://www.epicbrokers.com/mainstreet/about/

Taso Serafim Joins EPIC as Managing Principal

… EPIC Accounting Firm Practice,” said Moroney. “Taso brings a wealth of knowledge, skills, and professionalism to our team. His experience with captives and large accounting firms will bolster our already deep group of brokers and consultants to large accounting firms” EPIC’s team of seasoned professionals provides comprehensive insurance and risk management solutions tailored to clients ranging from Top 100 accounting firms to sophisticated mid-size firms. EPIC remains committed to its specialized approach to client service and continues to invest in talent, resources, and industry-specific capabilities to better support the evolving risk management and insurance needs of its …

https://www.epicbrokers.com/insights/taso-serafim-joins-epic/

EPIC Insurance Brokers & Consultants Elevates Adam Okun to President, Employee Benefits

… appointment reflects EPIC’s broader strategy of expanding specialized expertise, strengthening collaboration across its national platform and delivering more integrated solutions to clients. Building on EPIC’s previously announced leadership elevations, these investments in personnel strengthen EPIC’s ability to attract top talent, deepen carrier relationships, expand specialized capabilities and deliver increasingly integrated risk and insurance solutions. With these changes, EPIC remains focused on attracting top talent and strategic acquisition partners that strengthen the firm’s specialty capabilities and broaden its national presence. For more information about EPIC and its specialized insurance and risk management solutions, please visit About Us.

https://www.epicbrokers.com/insights/epic-insurance-brokers-consultants-elevates-adam-okun-to-president-employee-benefits/

EPIC Insurance Brokers and Consultants Announces Strategic Leadership Promotions

… Phil Moyles, as co-president, will oversee financial services, employee benefits, life & executive benefits, the EPIC account retention plan, carrier management and placement strategy, facultative reinsurance investments and the brand ambassador program. Gregg Bundschuh, named co-president, will lead organic growth, producer recruiting, marketing and brand, sales leadership, employee education, EPIC Specialty Programs & Investments, national programs, risk management services and national specialties. Frank Mammaro has expanded his chief financial officer responsibilities to the combined chief financial and chief operating officer (CFO/COO) role. He will add oversight of corporate operations, mergers & acquisitions (M&A), human resources, IT and legal …

https://www.epicbrokers.com/insights/epic-announces-strategic-leadership-promotions/