Business, Free News Articles, Insurance

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. The transaction will broaden the reach of EPIC's current practice and provide Dixon Wells with an expanded suite of offerings and resources to accelerate growth and improve client service in an everchanging complex environment.

Dixon Wells partners with financial advisors on a national scale to help them grow their business by offering life, long-term care, disability, and annuity solutions for its clients to protect and transfer wealth. Dixon Wells brings teams and offices across the Southeast, Midwest and Mid-Atlantic with offices in six states. The current leadership team of Dixon Wells, including Bill Conwell, Robert Flack, Ray Hunt, and Dave Kopelcheck will remain a part of the leadership team as they join the EPIC organization.

"Our team is very excited about the opportunities ahead with Vanbridge and EPIC. Our mission has always been to provide an exceptional insurance experience to our financial advisors and agents through unparalleled service, leading products, and forward-thinking technology. By further collaborating with experts in specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more resources to better serve our clients," said Conwell.

"We are excited about what the entire team from Dixon Wells means for the Life and Executive Benefits vertical. The experience they bring with navigating through market cycles will strengthen our ongoing efforts of exceptional client experience with sophisticated services for estate, personal, executive benefits, and business planning," said Mitchell K. Smith, President of EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. EPIC is part of the Galway Holdings portfolio of companies, which also includes MAI Capital Management (wealth management), Jencap Group (wholesale insurance), and various other businesses (unique technology-first firms). Galway Holdings is committed to innovation and growth through expanded specialization, internal collaboration, leveraging of technology, and strategic investment. For more information, visit: https://www.epicbrokers.com/

About Dixon Wells:

Founded in 2009, the firm represents the union of five organizations with a total of more than 125 years combined experience. This depth of knowledge offers a unique blend of high tech and high touch, where long-term relationships are the key. Dixon Wells, Inc. is now one of the fastest growing brokerage general agencies in the country. For more information, visit: https://www.dixonwells.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

CHICAGO, Ill. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

Bayly joins EPIC with nearly 20 years of industry experience in the Private Equity and M&A space. During his career, he has represented business owners, management teams, and private equity firms. He has also provided transaction-facilitating insurance products for investment bankers, lawyers, and deal professionals. Bayly has a proven ability to bridge the M&A space, with considerable experience conducting pre-closing insurance due diligence, structuring transactional insurance products, developing post-closing insurance programs and budgets, and supporting post-closing representation of businesses. Bayly will be based in Chicago and New York while working with all of EPIC's national teams in the financial services space.

"The breadth of Graham's knowledge and his experience working in the Private Equity and M&A space makes him a tremendous asset to EPIC and will create value for our clients on day one. He has a proven track record of establishing long-term client relationships and the diversity of his experience is highly complementary to our existing team," said Adam Meyerowitz, President, Midwest and Southeast Region.

"Graham is joining us at an exciting time, and we're looking forward to drawing upon his significant expertise in the private equity space as we expand our footprint in the Midwest market and beyond. I expect him to play an integral role in the development of our growth strategy going forward," said Philip V. Moyles, Jr., President, Financial Services and Chief Growth Officer.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 3,100 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

More information: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Advertising and Marketing, Awards and Honors, Business, Free News Articles, Insurance

EPIC Marketing & Design Team Wins Communicator Awards

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.

The team, led by Creative Director Nancy Phun and Chief Marketing Officer Sapana Nanuwa, has been recognized for two Awards of Excellence. The awards were made in the category of Campaign-Integrated Campaign for Marketing Effectiveness: "2021 Way to Wellness Campaign" and General-Insurance for Websites: "2020 Year in Review."

In addition, the team received an Award of Distinction in the category of Campaign-Business-to-Business for Integrated Campaign: "COVID-19 Awareness Campaign."

Winners were selected by the AIVA (Academy of Interactive & Visual Arts), an invitation-only group consisting of top-tier professionals from acclaimed media, communications, advertising, creative and marketing firms.

The EPIC marketing and design team has received previous recognition multiple times in the past, to include winning eight Communicator Awards during one year. The team is always looking for new, creative ways to engage its audience. And whether for internal or external purposes, the question the team always asks themselves relates to what will achieve the greatest engagement and keep people coming back for more.

"I am proud of our team and our collective achievements as highlighted by these awards. We continue to grow and evolve while delivering positive results for our team, our organization and our clients," commented Nanuwa.

These achievements come at a pivotal time in the organization's history as EPIC celebrates 15 years in business this summer. Expect additional announcements related to EPIC's growth and success in the future.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Entertainment, Free News Articles, Insurance

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Lopez will play an important role in the continued development of the firm's Entertainment & Sports business and brings nearly two decades of experience. He specializes in Film, Entertainment, Rental and Staging Houses, Exhibit companies and the overall Event Management industry, Special Event companies, the Sporting Goods industry and more. His approach includes a focus on education and training for his clients. Lopez was previously with The Liberty Company Insurance Brokers.

Lopez will report to Christine Sadofsky, Executive Managing Principal, Global Entertainment & Sports Leader, who commented, "Paul will be a tremendous asset to our Entertainment & Sports practice group. His dedication to the Entertainment industry and his commitment to clients resonates with our culture and team. Paul is dynamic in his approach and has many ideas on how we can continue to build the practice."

"EPIC continues to invest in the expansion of our Entertainment & Sports Practice, and Paul brings a depth of expertise that will be of immediate benefit to our clients and our team," said Scott Davis, President, National Specialty Practices at EPIC. "Our focus on specialization is the key to EPIC's growth and success and Paul will be an important contributor," continued Davis.

Lopez is active in the community, supporting many organizations including through his volunteer work at the Los Angeles Zoo and Botanical Gardens. He serves as an adjunct instructor at the University of San Diego, providing students with a high-level overview of risk management techniques and legal issues that might arise in the areas of contracts, torts, intellectual property rights and laws and regulations.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice. Shelley will also support EPIC's Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives.

Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon's West Region Middle Market brokerage teams while handling several large, complex multi-national clients in the West in several industry segments. While Shelley is known for her large client expertise, her focus on coaching, mentoring, and developing diverse teams has been her passion for the past decade.

Recently named as a 2021 Business Insurance Women to Watch award recipient, Shelley acknowledged the importance of coaches and mentors to help develop strong teams to grow our businesses for the future.

"We are extremely pleased to welcome Shelley to EPIC," said Steve Denton, EPIC CEO. "Her experience and industry-specific expertise align perfectly with our focus on delivering complex risk solutions with a deep understanding of our clients' businesses."

"We're fortunate to add Shelley to our team of experts," said Marc Kunney, EPIC's President, Risk Management and National Specialties. "Our clients will benefit instantly from her perspective and expertise, particularly in today's challenging and dynamic marketplace." Shelley will work from the firm's San Francisco office.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

NEW YORK, N.Y. -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

Joining the team are Kirk Kreis and Chad May as principals, as well as Diana Nodarse as account manager. Kreis and May both have a background in insurance and consulting in professional liability, alternative risk transfer, workers' compensation, and captives in the healthcare industry. The team will be responsible for the development, cultivation, and management of new and existing business.

"We are pleased to welcome Kirk, Chad and Diana to our practice. They will provide guidance to our clients, as well as help to expand our overall client base. We look forward to the opportunities that lie ahead with this new team on board," said Matthew LeBlanc, Healthcare Practice Leader, East Region.

With the continued changes in the healthcare industry, it is more important than ever to have experts like Kirk and Chad as part of the Edgewood Healthcare Advisors team to provide guidance to clients to help them navigate the everchanging world of healthcare," continued LeBlanc.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com

About Edgewood Healthcare Advisors

Edgewood Healthcare Advisors, a division of EPIC, has partnered with organizations in the Healthcare industry for decades. The team is comprised of experienced brokers, actuaries, and claim advocates that provide key risk management and risk finance services to healthcare clients. https://epicbrokers.com/industries/healthcare/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

Treloar & Heisel is a 63-year-old organization specializing in providing life & disability insurance, property & casualty insurance, and financial services to those in the medical and dental industry. These include dental practitioners, specialists, students, and residents. The main focus for the advisors within Treloar & Heisel is to provide education and stability to dental and medical professionals as they begin their careers, as well as when they have become fully established practitioners and are ready to begin planning for retirement and life after practice.

The team at Treloar & Heisel advises over 20,000 dental specialists throughout the country. They partner with and are endorsed by many associations including The American Association of Oral and Maxillofacial Surgeons, America College of Prosthodontists, The American Academy of Pediatric Dentistry, The American Academy of Periodontology, The American Association of Endodontists, The Chicago Dental Society, The American Academy of Physical Medicine and Rehabilitation, and The American Academy of Implant Dentistry. By being an integral part of these associations, Treloar & Heisel advisors can truly partner with the dental and medical professionals for whom they provide support and services.

Scott Fehrs, ChFC®, Chief Executive Officer and Kenneth Thomalla, CPA, CLU®, CFP®, Chief Operating Officer of Treloar & Heisel will remain a part of the leadership team as they join the EPIC organization.

"Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout. By further collaborating with the experts in the specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more services to our clients," said Fehrs.

Scott Davis, President, EPIC National Specialties said, "By partnering with the team of experts within Treloar & Heisel, we will be able to continue to evolve our specialty focus and drive greater results. We are fortunate to have this opportunity and look forward to collaborating as we continue to achieve mutual success for our clients."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information visit: https://www.epicbrokers.com/

About Treloar & Heisel:

Treloar & Heisel was founded in 1959 by Dan Treloar. As a premier provider of financial services to dental and medical professionals from training to retirement, its goal is to educate, prepare and protect clients with a comprehensive suite of wealth management and insurance products, customized to their needs. For more information, visit: https://www.treloaronline.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Insurance

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division.

In his role within the Financial Services division, Kennedy will be dedicated to the private equity space. He brings a strong background in private equity and mergers and acquisitions work including due diligence, transactional services, advisory, and placement. His experience and network will be invaluable to the organization as he becomes a part of the team and begins to collaborate with national teams within EPIC as well as partner firms. Kennedy will be based in Birmingham, Alabama and New York, New York but will work with all of EPIC's national teams in the financial services space.

"I could not be more thrilled to have James joining our Financial Services team. I look forward to leveraging his expertise and his network as we continue to build upon our capabilities in the financial services and private equity space," said Philip Moyles, President, Financial Services and Chief Growth Officer.

Adam Meyerowitz, President, Southeast/Midwest Region, agreed, "We couldn't be more excited to have James join our team and further expand our capabilities in the region. There are many opportunities ahead for success with him onboard."

About Vanbridge - An EPIC Company:

Vanbridge is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Business, Free News Articles, Insurance

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition.

Nelson's background and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world.

"We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership. This is another example of EPIC's commitment to build a dedicated platform for high-net-worth clients and their advisors," commented Tim Brenneman, President of EPIC Private Client Practice.

EPIC CEO Steve Denton, agreed, "We couldn't be more excited to have Steve step into this role and help take our Private Client practice to a new level."

"I am thrilled to continue the journey with the EPIC Private Client team. We have fantastic prospective client opportunities that are only going to grow exponentially. We will continue to bring aboard the brightest and best talent to meet the challenges of our meteoric growth mindset," said Steve Nelson.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Business, Free News Articles, Insurance

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

In his new position, Freeman will lead the West Region Loss Control team to assist EPIC clients in managing and reducing risks before losses occur. He will work with the team to understand and improve the measurable outcomes of complex safety management systems, act as advocates for clients, and coordinate the services provided by insurer loss control personnel.

Freeman joins EPIC from Beecher Carlson where he served as Director of Risk Control. In this role, he led a national team responsible for assisting clients in risk reduction strategies. His areas of industry expertise include transportation, hospitality, healthcare, retail, energy, and manufacturing. He helped clients identify cost-drivers associated with their casualty risk management programs, and then helped develop and implement processes to minimize those costs.

This included services in a broad range of areas, including cost allocation and performance measurement, risk management programs and procedures, client-specific training modules, risk management program auditing, site safety evaluations, ergonomic assessments, driver safety, and others. Freeman joined the insurance industry in 2002 as a risk control consultant with Liberty Mutual Insurance, where he held a variety of risk control positions.

"We are pleased to welcome Joey to EPIC as we continue to grow the West Region and provide valuable loss prevention resources on behalf of our clients," said EPIC West Region President, KJ Wagner. "Joey's extensive background in loss control brings a wealth of knowledge and rich industry experience to the team."

Freeman earned a Bachelor of Science, Occupational Safety & Health from Murray State University. He holds the professional designations of Certified Safety Professional through the Board of Certified Safety Professionals and Certified Driver Trainer through the North American Transportation Management Institute.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.