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… As Co-President of EPIC, Phil’s focus is on strategic growth, carrier and market relationships and placement strategies. Alongside his responsibilities at the firm-wide level, he continues to lead and expand EPIC’s Financial Services division, as well as drive growth within the upper middle market and large risk sectors. His leadership in the alternative asset management space is pivotal in expanding EPIC’s presence in new markets and driving its overall success. Prior to joining EPIC, Phil was Executive Vice President and CEO of the Americas for Marsh LLC (Marsh McLennan). During a 20-year career at …

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

… mitigating technology risks. This includes changes in legal or contractual terms, specific insurance coverage adjustments aligned with unique technology risks; guidance on solutions to protect client’s environment. Protect Your Business Against Ransomware Distributed Denial of Service (DDoS) attacks Phishing Malware Scams Unpatched Corporate Software Outdated Security Techniques Emerging Risks in Mobile & Internet of Things (IoT) Platform What to Expect from EPIC When you choose EPIC as your cybersecurity partner, you gain access to many benefits, including: In-Depth Cyber Policy Review Cyber Risk Remediation Recommendations Risk Monitoring, Risk Mitigation, Preparing for Cyber Event, Incident Response Services, Claim Management Expertise

… enhancements to investment strategies that enhance and strengthen long-term financial performance. Using insurance and capital market solutions we help clients solve risk-related issues in order to maximize the enterprise value of their businesses. Connect with Sales Mergers & Acquisitions Private equity firms can see significant value through the strategic management of fund & portfolio management, program optimization and transaction support. Alternative Asset Management Private equity firms can see significant value through the strategic management of fund & portfolio management, program optimization and transaction support. Benefits Private equity firms can manage the health of their portfolio with strategic benefit programs that impact …

EPIC recognizes the challenges that multinational organizations face in the deployment and management of a global workforce. In order to support these organizations in developing benefits and reward strategies that confidently meet global HR standards, and respond to local competitive and regulatory requirements, we launched a global solutions practice in 2007. Connect with Sales International HR Consulting Expertise We have a dedicated team of specialists with capabilities to provide services supporting U.S. expatriates, third-country nationals, international rotators, and local nationals. We have extensive experience advising on clients’ international assignee workforces, ranging in size from startup operations with two …

The value of any enterprise depends on the people who lead it, and on the structures designed to protect and retain them. Whether retaining a management team, incentivizing top-tier leadership, addressing enterprise risk, or designing competitive compensation structures, we design, implement, and manage executive benefit programs that remain flexible, competitive, and responsive as industry trends, legislative changes, and business needs evolve. Connect with Our Team The Enterprise. The Team. The Leaders. Incentivizing talent can be demanding. Executive plans are typically excluded from ERISA and non-discrimination testing, catering to the uniqueness of top-tier leadership and offering superior options …

… from uncertainty and volatile exposure by staying current on trends impacting your bottom line, including rising specialty pharmaceutical costs, uncertainties surrounding emerging cell and gene therapies, evolving program structures from CMS and payers, and more. Capabilities Deep industry insight across Property, Casualty, Professional Liability, Workers’ Compensation, Accident & Health, Surety & Crisis Management, and Title Reinsurance. Advisory for traditional insurance companies and Alternative Risk Transfer vehicles, Risk Retention Groups, Trusts, Pools, Joint Power Authorities, Joint Underwriting Associations, and captives. Advisory, market search and intermediation between Managing General Agents (MGAs) and insurance carriers. What to Expect with EPIC Our EPIC Reinsurance advisors focus …

… recently audited or reviewed financial statements, work in progress reports, backlog, banking relationships, and details on ownership/management. EPIC helps you prepare a clean underwriting package. How fast can bonds be issued? Routine bonds are often processed quickly through our web-based system, while more complex or higher-limit requests may require additional underwriting. We keep you informed every step of the way. What factors influence bond capacity and rates? Financial strength, track record, project size, contract terms, and risk profile all matter. EPIC’s market access and underwriting strategy help optimize both capacity and pricing. How is EPIC …