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EPIC Expands Leadership to Support Specialized Growth

… joins O’Neil as Co-President with a continued focus on growth, carrier and market relationships, along with placement strategy. In addition to his new responsibilities as Co-President, Moyles will continue leading and building the Financial Services platform while additionally focusing efforts on the upper middle market and large risk opportunities. His unique presence in the market will help position carrier relationships and augment placement capabilities within EPIC. Moyles joined EPIC as part of the 2018 acquisition of Vanbridge, the business he founded in 2008, and has continued to lead the division which helped form the cornerstone of the …

https://www.epicbrokers.com/insights/epic-expands-leadership-supporting-specialized-growth/

EPIC Expands Leadership in Northern California

… spectrum of benefits planning, construction, implementation, communication, and administration, with added expertise in alternative funding, worksite benefits, absence/leave management, and wellness. Perata and Quinn take on expanded roles as Vice Chairmen of EPIC’s Northern California region. Perata joined the firm as part of EPIC’s purchase of Jenkins Insurance Services from the Leavitt Group in July 2014, with a background in commercial property & casualty business, sales, and management. Quinn, specializing in construction and food and agriculture-related businesses, joined the firm in 2007 from AJ Gallagher & Co., and was part of the original group that formed EPIC …

https://www.epicbrokers.com/insights/epic-expands-northern-california-leadership/

Supermarket Insurance Solutions

… Integration: The Supermarket General Liability Program together with the Exclusive Property Program produces comprehensive coverage and seamless integration across all aspects of your business. Holistic Protection: It also protects your business interests and investments from every angle, ensuring that all property and liability risks are fully analyzed and covered. Streamlined Management: This approach simplifies your insurance management process by consolidating coverage under one provider, giving you access to a single point of contact for all future insurance needs. Comprehensive Coverage Don’t leave your supermarket vulnerable to risk! Partner with the EPIC team and benefit from a unique insurance package …

https://www.epicbrokers.com/supermarket-insurance-solutions/

Plan Sponsors, Is it Time for a Retirement Offering Tune-Up?

Viewpoints from Jason Hamilton You should be sleeping like a baby now because you’ve nailed down your employee health benefits, even the ancillary ones. Bravo, you. But what about your retirement plan offerings? If they’re not keeping you awake, they likely are for your employees – nearly half of American households have no retirement savings. And many of the rest don’t have nearly enough saved. There’s a good reason you may have put it off. The challenges and pitfalls of managing retirement benefits are many: new legislation, fiduciary risk, and fee lawsuits, to name a few. EPIC …

https://www.epicbrokers.com/insights/retirement-plan-tuneup/

The Well Newsletter

… 6 Dimensions of Wellness There’s More to Wellbeing Than Meets the Eye: Wellbeing is not just about physical fitness and nutrition! Emotional, social, financial, developmental and environmental fitness also play an integral role in the journey toward holistic wellbeing. Physical Daily activities supported by nutrition, exercise, rest and disease management Developmental Opportunities to learn, and self-improvement that contribute to personal and organizational growth Social Building positive relationships fostering a sense of belonging, acceptance, comradery and community involvement Environmental Tools, resources and policies supporting healthy behaviors, and interconnectedness with surroundings Financial Managing savings, expenses, debt and risk, increasing financial …

https://www.epicbrokers.com/services/wellness-health-management/the-well/

Five Reasons Why Captives Can Be Your Saving Grace in Funding Employee Benefits

… and the expertise to understand them, you’re empowered to measure risk and vendor performance so you can make educated, informed decisions. No more feeling like a victim of the black box. You receive the information you need to manage your costs and understand the impact. Sharing of ideas and best practices Not only do you pool your money and pay claims together, but you’re paired with like-minded companies to share knowledge and wisdom for the most effective and efficient decision-making. Implement your own customized cost management solutions For example, if you have a population with …

https://www.epicbrokers.com/insights/captives-funding-employee-benefits/

Health Claim Data Is Power

… there are those that understand the game and know the odds. Since the odds are in favor of the house, these gamblers lose, but not as much and not as often. And then there are the card counters – the ones that have the data to beat the odds and mitigate risk. Let’s call that knowledge. The way the casinos mitigate their risk is by taking back the power and banning those gamblers from the table. In the fully insured health insurance world, knowledge comes from claims data. I have fought traditional insurance companies for years to get claims data …

https://www.epicbrokers.com/insights/health-claim-data-is-power/

"Is My Umbrella Policy Enough?"

… million. What is the State of Personal Liability Risk in Society Today? A phenomenon known as “social inflation” has caused a surge in high-value jury verdicts and settlements in personal injury lawsuits. Potential sources of liability include teenage drivers, dog ownership, swimming pools, home entertainment, domestic employees, social media and online activities, board membership, and rental properties. Damage claims by third parties are not limited by your ability to pay or your personal net worth. Why do Many Successful People Have Insufficient Umbrella Coverage? Many people who have accumulated wealth and assets seek out top wealth management and …

https://www.epicbrokers.com/insights/is-my-umbrella-policy-enough/