News: After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.
News: EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT.
EPIC Insurance adds New Brokerage Team in Pittsburgh, PA
Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the opening of operations in Pittsburgh, Pa. with the hiring of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe and others.
Rich Eagar of EPIC to Present at 2017 PLANADVISER National Conference Oct. 12 in Orlando
Mortgage and Finance News: (ORLANDO, Fla.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.
EPIC Insurance Brokers adds Broker Producer Tim House in Fresno, California
Mortgage and Finance News: (FRESNO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property and Casualty Insurance Broker/Producer in EPIC's Fresno, California office.
Matic Insurance and LendingQB team to Eliminate Stressful Mortgage Delays Related to Homeowner’s Insurance
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of "lean lending" loan origination technology. Matic announced the news as part of a live demonstration at San Francisco's Digital Mortgage Conference.
Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., has been named to the 2017 Financial Times 401 Top Retirement...
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.
Next Generation Manufacturing Signature Event 2017: EPIC’s Tom Mackey to Present on Protecting Ops from Cyber Security Threats
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Sept. 28, 2017 at Mercedes-Benz Stadium in Atlanta.
A Prime Time to Plan for Long-Term Care for Yourself Is After Arranging It for A Loved One, says ACSIA Partners
Mortgage and Finance News: (KIRKLAND, Wash.) Have you been called upon to arrange care for an aging parent or other loved one? If so, "it can be a blessing in disguise," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "It can inspire you to plan ahead for your own care, without delay."
TechCrunch Disrupt SF 2017: Matic Insurance Services Debuts Integration with Roostify
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch's Startup Battlefield, part of the TechCrunch Disrupt SF conference held in San Francisco this week. Matic was one of just six elite startups chosen to advance to the final round of the competition.
EPIC Insurance Brokers adds Broker Anthony ‘Tony’ Gerrato in New York City
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.
EPIC’s Duane Dennis and Jamie Chambers to Present HR Technology Strategies at Cement Employers Association Annual Meeting
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.
Texas Total Rewards Conference: EPIC’s Clay Ma to present ‘Wait! How Did I Get on the Pension Committee?’
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort Worth Hotel in Fort Worth, Texas.
Chuck Simpson of EPIC to Present at 2017 Gulf Coast Safety and Training Group Meeting in Lafayette, Louisiana
Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety and Training Group Meeting on Sept. 8, 2017 at the Lafayette Petroleum Club in Lafayette, Louisiana.
The Capacity Group – an EPIC Company adds Trudi Barton to NJ Team
Mortgage and Finance News: (MAHWAH, N.J.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Trudi Barton has joined the firm in Mahwah, New Jersey as part of The Capacity Group - an EPIC Company.
2017 SHRM-Atlanta Symposium: Impacting Employees and Executives Through HR Technology
Mortgage and Finance News: (DULUTH, Ga.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22, 2017 at 3 p.m. at the Infinite Energy Center in Duluth, Ga.
City of Atlanta Launches New Employee Wellness Center with help from EPIC Insurance Brokers and Consultants
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta's City Hall.
TrumpCare Won’t Help: As America Ages, Long-Term Care Costs Could Overwhelm Families
Mortgage and Finance News: (KIRKLAND, Wash.) The number of Americans age 65 and older is on track to double -- from 46 million now to over 98 million in 2060, when today's 20-somethings will be turning 65. At that time the 65-plus age group's share of the population will have jumped to 24-percent from 15-percent today. "Think of it," says Denise Gott, CEO of ACSIA Partners, "one in four of us will be in the older group, at high risk of needing long-term care."
EPIC’s National Real Estate Practice Makes Investment to Upgrade Computer Lab for Residents of Mercy Housing Lakefront
Mortgage and Finance News: (DENVER, Colo.) The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.
Denise Walsh joins EPIC Insurance Brokers in New York as Assistant General Counsel
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.
Oak Hill Capital Partners has agreed to acquire all of The Carlyle Group’s stake in EPIC
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group's stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill's investment will enable EPIC to continue its aggressive organic growth strategy
EPIC Joins in Authoring an Updated ANSI/ASSE 2017 Hydrogen Sulfide Safety Training Standard
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).
It Can Be Easier to Plan for Long-Term Care if We Face Our Personal Concerns Up Front, says ACSIA
Mortgage and Finance News: (KIRKLAND, Wash.) Last year the U.S. Department of Health & Human Services issued a report about Americans' concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). "The main takeaway was not the particulars of the responses, in our view," says Denise Gott, CEO of ACSIA Partners. "It was the fact that participants considered and faced the issues."
Special Risks Facilities, Inc. acquired by JenCap Holdings LLC
Mortgage and Finance News: (NEW YORK, N.Y.) JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.
Most Influential Women in Benefit Advising 2017: Two EPIC Insurance Consultants Recognized
Mortgage and Finance News: (MAHWAH, N.J.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."
Product Warranty Analytics Specialist After, Inc. acquired by EPIC Insurance
Mortgage and Finance News: (NORWALK, Conn.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. - a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC subsidiary company, PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States.
James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners LLC
Mortgage and Finance News: (KIRKLAND, Wash.) James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.
EPIC Insurance Joins the ANSI/ASSE Z390 Hydrogen Sulfide Training Committee
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm's commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ American Society of Safety Engineers (ANSI/ASSE) Z390 "Hydrogen Sulfide Training" Committee.
EPIC Insurance Presents CSRA SHRM Strategic Session with Davin Millholland, Carl Pilger, Mimi Bush and Jim Baker
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.
EPIC Insurance Expands and Strengthens its Six Year Relationship with CNCDA
Mortgage and Finance News: (SACRAMENTO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.