Nov, 04
2022
Business, Free News Articles, Insurance

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Established in 1965, the Larry Gordon Agency was one of the first independent brokerage agencies in the country and pioneered the concept of providing brokers a diversified mix of life insurance options with access to multiple carriers. Today, LGA services its customers with industry-leading life insurance and annuity products, and an experienced management team with extensive knowledge in impaired risk evaluation, business insurance solutions, estate planning techniques and financial planning tools.

LGA will continue to serve clients from its offices in Chicago and Rockford, Illinois. In addition, the current leadership team will remain in place including principals Mike Smrt and Larry Grapenthin, with Tom Braigel serving as a consultant.

"Joining Vanbridge and EPIC creates opportunities for Larry and me to provide a broader array of solutions and resources to our clients and provides our staff with new avenues for growth and development," said Mike Smrt, advisor and long-time partner at LGA. "Our agency has succeeded for more than 57 years because of our commitment to identifying the best products for clients' needs, and a shared sense of tenacity and commitment to results. We are excited what we can continue to achieve in partnership with Vanbridge and EPIC as we join their platform."

"I have been fortunate to know Tom, Larry and Mike for many years and have admired their approach to their business. The addition of the LGA team will enable our Life and Executive Benefits practice to become more efficient, grow organically at a higher rate, and improve on the best-in-class service delivered to our clients," said Tom Bellig, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

"We are thrilled to continue our expansion in the Midwest with the addition of LGA, whose vision and values align strongly with ours. We are proud that LGA has chosen to partner with us and honored to welcome Mike, Larry and the entire LGA team to the EPIC and Vanbridge family," concluded Mitchell K. Smith, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 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. Visit: https://www.epicbrokers.com/.

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Our clients rely on our team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable.

Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. We have assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax, and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care, and linked benefits. Visit: https://www.vanbridge.com/.

About Larry Gordon Agency:

Established in 1965, the Larry Gordon Agency was one of the first independent brokerage agencies in the country to pioneer the concept of providing brokers a diversified mix of life insurance options with access to multiple carriers. LGA has been synonymous with performance and expertise specializing in multiple carrier management, aggressive impaired risk underwriting and an extensive annuity portfolio. Visit: https://www.lganet.com/

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

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

Oct, 19
2022
Business, Free News Articles, Insurance

Anita Huang Joins EPIC’s Life and Executive Benefits Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

Huang has over 20 years of experience in the financial services industry and possesses a unique understanding of the financial and insurance markets in Asia and the United States. She is bilingual in Mandarin and English and specializes in working with affluent and high-net-worth clients, many of whom recently immigrated to the U.S. She has a proven ability to develop and maintain strong relationships with financial professionals and their clients, assisting them with planning solutions that leverage insurance. Huang will be based in Southern California while enhancing our capabilities across our national teams in the financial services space.

"I am honored to be able to welcome Anita to the EPIC and Vanbridge Life & Executive Benefits team. She has a great reputation in the industry and will be a valued member of our team. We are looking forward to drawing on her expertise to deepen the unique relationships we have been able to develop," said Tom Bellig, Managing Principal, Vanbridge Life and Executive Benefits.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 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. Visit: https://www.epicbrokers.com/ .

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Our clients rely on our team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable.

Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. We have assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax, and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care, and linked benefits. Visit: https://www.vanbridge.com/.

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

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

Oct, 03
2022
Business, Free News Articles, Insurance

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

WEST DES MOINES, Iowa -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. The transaction continues to broaden the reach of EPIC's current Life and Executive Benefits practice and provides TNBC with an expanded and complementary portfolio of products and resources to facilitate growth and enhance client service.

Founded in 1977, TNBC is a full-service insurance marketing organization and a trusted insurance and annuity partner for advisors across the country. TNBC offers advisors a diverse line of financial products including Life, Long-Term Care and Disability Income insurance along with a specialization in Annuity solutions. The current leadership team of TNBC, including President John Gilbert, will remain intact upon joining the EPIC organization. Gilbert also serves as Chair of the National Association of Independent Life Brokerage Agencies (NAILBA).

"Over the last 45 years, TNBC has become a leader in delivering personal relationships and independent life and annuity solutions to our incredible customers. Through this new partnership with EPIC and Vanbridge, we are very excited to be able to offer a more robust suite of solutions and best in class expertise to enhance our long-standing customer relationships," said Gilbert.

"I am fortunate to have known John Gilbert and Tom Kirke for the last decade and am very excited to welcome the team at TNBC into our collaborative organization," said Tom Bellig, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

"TNBC has cultivated a great reputation of performance within their specialty and this acquisition is an excellent opportunity for us to build on that success and drive growth - together," concluded Mitchell K. Smith, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 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. Visit: https://www.epicbrokers.com/.

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Clients rely on its team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable. Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. It has assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care and linked benefits. Visit: https://www.vanbridge.com/.

About TNBC:

The National Benefit Corp. (TNBC) is a full-service insurance marketing organization focused on providing extraordinary service and building quality relationships with our customer, the financial services professional. TNBC streamlines the business of its customers using proprietary technology platforms and through extraordinary personal service. Life insurance, annuities, long term care and disability income insurance are the primary products that we use to strengthen the financial futures of our clients. Visit: https://www.tnbc.com/

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

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

Jun, 15
2022
Business, Free News Articles, Insurance

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

In his role within Vanbridge, Patterson will be dedicated to managing transactional and executive liability claims from notice to resolution, as well as advising throughout the broking process with respect to structuring of coverage, legal implications of agreement language, policy wording and diligence matters. Patterson's most recent role was that of Senior Vice President, Head of U.S. Financial Lines Claims at a leading transactional risk MGU. He also served as senior claims counsel at two large insurance carriers, where he managed D&O, E&O, and transactional risk claims on behalf of private equity, hedge fund and venture capital policyholders.

Earlier in his career, Patterson was an attorney representing a leading insurance carrier in all phases of D&O, E&O, and financial institution claims and associated coverage litigation. He is currently admitted in New York and Connecticut. Patterson will be based out of Vanbridge's New York office.

"We are excited to offer John's expertise and professionalism to our clients as we work together through all aspects of their transactional risk and executive liability placements," said Greylen Mardy, Managing Principal and Transactional Risk leader.

About Vanbridge, an EPIC Company:

Vanbridge is an insurance intermediary and program management firm 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. ID:NEO2022

Jun, 03
2022
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

Apr, 06
2022
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.

Jun, 04
2021
Business, Free News Articles, Insurance

EPIC Adds William Schoenbach as Managing Principal

HARTFORD, Conn. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Schoenbach brings a wealth of knowledge to his role, where he will focus on providing risk management and transactional risk services in the financial services sector. This includes family offices, private equity firms, hedge funds, business development companies, venture capitalists, special purpose acquisition companies, REITS, and centers of influence in the mergers and acquisition space. His experience in the Alternative Asset Management industry will bring added value to EPIC and its clients. Additionally, Schoenbach will originate and manage key relationships.

"We are thrilled that Bill is joining our Financial Services team. His deep understanding of our industry, combined with his focus on alternative asset managers and family offices, will be very additive to our business," said Philip Moyles, Chief Growth Officer and President of Financial Services. Schoenbach will report to Moyles, and joins as Managing Principal.

Schoenbach comes to EPIC from Aon in New York City where he held the position of Senior Vice President in its Financial Services practice. In this role, he focused on managing strategic relationships and driving new business growth in the financial services sector.

"The whole of EPIC will benefit from Bill's addition to the Financial Services team. We are excited to bring him onboard." said Tom O'Neil, President, EPIC Insurance Brokers & Consultants.

Schoenbach earned a Bachelor of Arts in Sociology from the University of Michigan. He is a co-founder of the Urban Scholar Society, an active Tutor and TutorMate, and Board Member at Kick4Life.

William Schoenbach
wschoenbach@vanbridge.com
Phone: 908.591.6227

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/

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

Apr, 27
2020
Business, Free News Articles, Insurance, Reports and Studies

Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market

NEW YORK, N.Y. -- Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.

This report aims to provide, as accurately as possible, the state of the U.S. R&W market using data gathered directly from insurers. The scope of the report focuses on the submission and placement process in the market, analyzing the size of the marketplace, pricing and trends.

"Representations & Warranties insurance has become a staple in M&A transactions and a proliferating business for insurance markets. We continue to conduct our annual reviews of the overall marketplace to benefit carriers, clients and M&A practitioners alike," said Greylen Erlacher Mardy, Principal of Vanbridge.

"We've found that despite the current trends, carriers remain dedicated to offering meaningful coverage that facilitates transactions, while underwriting the insurance in a sustainable manner," continued Erlacher Mardy.

The report includes insight on several areas:
* Submission Volume and Deals Bound
* Primary & Excess Limits, Retentions and Pricing
* Claims and Future Underwriting Considerations
* Market Trends and Perceptions

About the Report

The vast majority of markets that wrote business in 2017, 2018 and 2019 including the largest players in the space, provided their data for the report. Based on estimates, this captured roughly 90% of all transaction data. As part of the data collection process, Vanbridge engaged an independent, non-insurance third party data management firm, Excel Rain Man, to receive and assist in sorting and analyzing each participating carrier's information on a confidential basis.

For a complete copy of Vanbridge's U.S. Representations and Warranties Insurance Market Review, click here (PDF): https://info.vanbridge.com/hubfs/Vanbridge/Vanbridge%20Reps%20and%20Warranties%20Market%20Review%20fnl4.22v2.pdf

About Vanbridge

Vanbridge is an insurance intermediary and program management firm. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge is owned by EPIC Insurance Brokers & Consultants and is headquartered in New York, N.Y.

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

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from 85 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

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

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

Aug, 08
2019
Business, Free News Articles, Insurance

EPIC Insurance Brokers and Consultants Acquires Trumark Insurance and Financial Services

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

The acquisition will bring Trumark into EPIC's growing Financial Services Practice and will complement the offerings of EPIC's Vanbridge business, which focuses on alternative asset management, corporate and individual high net worth clients, and solving risk related issues utilizing insurance and alternative capital.

"The addition of Trumark is an exciting step forward for EPIC's Financial Services business, and an excellent opportunity to mutually build on each other's success," said Peter Garvey, CEO of EPIC Insurance Brokers & Consultants. "This transaction furthers our commitment to building our Financial Services Practice across the country, and we are delighted that the Trumark team has elected to join us on this journey."

"I'm very proud of the company we've built over the last 20 years and believe that joining EPIC is the ideal path forward," said Tim Bellig, Principal of Trumark.

Added Tom Bellig, also a Principal of Trumark, "Joining EPIC provides us with an extraordinary, complementary portfolio of products and services as well as a significant distribution opportunity."

"We are excited about what this acquisition means for our evolving Financial Services Practice," said Mitchell K. Smith, Managing Principal of Vanbridge, an EPIC company. "The addition of Trumark gives EPIC and the Vanbridge business greater depth, scale, and flexibility, allowing our team to further leverage the best-in-class solutions we continue to assemble for the benefit of our clients."

The transaction closed August 1, 2019 and terms were not disclosed.

About EPIC Insurance Brokers & Consultants and Vanbridge

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,000 team members operating from 65 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

Vanbridge is an insurance intermediary and program management business acquired by EPIC in 2018. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients; solving risk related issues utilizing insurance and alternative capital.

Vanbridge's life insurance, executive benefit and financial advisory wholesale distribution business, consults for advisors and agents around the country. This operation is headquartered in Boca Raton, FL. For additional information about Vanbridge, an EPIC company please visit https://www.vanbridge.com/ or http://www.vbiservices.com.

About Trumark

Trumark's team of advanced point-of-sale specialists, forms strategic partnerships with institutional financial advisors, broker-dealers, P&C firms, RIAs and independent advisors. They implement risk management solutions for their high net worth individual and business clients using an array of insurance products. Trumark's team provides unparalleled expertise in the areas of product evaluation, product structuring, underwriting and case management to deliver professional, ethical solutions that enhance the advisor's relationship with their client. For additional information, please visit https://trumarkfinancial.com/.

Related link:

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Sep, 13
2018
Business, Free News Articles, Insurance

EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC

NEW YORK, N.Y. -- Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge.

Headquartered in New York, N.Y., Vanbridge 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.

EPIC is already the 9th largest privately owned insurance broker in the nation, before the addition of Vanbridge, which adds an additional 45 team members to the firm. EPIC has built a strong, positive reputation nationally for service excellence, innovation, community involvement, collaboration, and having fun - all in the interest of being a "people first" (clients and team members) organization.

Said Philip V. Moyles, Jr., Managing Principal & CEO of Vanbridge, "I am very pleased to be joining the EPIC organization. I believe that Vanbridge will be able to leverage the EPIC platform to expand its business on behalf of Alternative Asset Managers. I have known John Hahn and Pete Garvey for a long time and they understand what it takes to drive value for this clientele. I look forward to working with them and the EPIC team."

Upon joining EPIC, the business will operate as Vanbridge - an EPIC Company. Vanbridge's leadership team will play vital, active roles within the larger, integrated EPIC organization. Phil Moyles has been appointed Executive Vice President and will report to Peter Garvey, CEO of EPIC Insurance Brokers & Consultants. Moyles will also become a member of EPIC's Executive Committee. He will continue to lead the Vanbridge operations as a part of EPIC.

Said Garvey, "The team at Vanbridge has established their business as the innovative specialist serving the sophisticated needs of the alternative asset management industry. Having known Phil well for some time, I'm confident his strong relationships, depth of knowledge, and leadership, combined with our own expanding capabilities, will propel EPIC to a leadership position within this important segment."

Added John Hahn, CEO of EPIC Holdings, "Phil and his team have built a unique set of programs, products and services for an increasingly important segment of the financial services industry. I've spent the majority of my career in the wholesale sector - working with both property & casualty insurance products and Broker General Agency life insurance products - and fully understand how important it is to respect and serve all distribution channels. Given EPIC's range of offerings in our Specialty Programs and Products group, we offer Vanbridge and their partners the perfect fit for and support of their distribution model with retail brokers."

Cozen O'Connor, LLP, led by partners Martin Schrier and Jess Alexander, served as EPIC's legal advisor. John Kraska of Dowling Hales and Michael Hasbland of Drinker Biddle, represented Vanbridge in the transaction.

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. Information: https://www.vanbridge.com/.

In addition, as a life insurance, executive benefit and financial advisory wholesale distribution business, Vanbridge consults for advisors and agents around the country. Vanbridge serves the high net worth, family office, hedge fund, corporate, private equity, RIA, legal, accounting, broker dealer and insurance firms as an objective specialist providing sophisticated consulting services that create a strategic foundation for estate, personal, executive benefits, and business planning. This operation is headquartered in Boca Raton, Fla. Information: http://www.vbiservices.com/.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of more than $400 million, EPIC is now the 15th largest retail insurance broker in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit: https://www.epicbrokers.com/.

Related link:

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