EPIC Insurance Brokers Kicks Off its 2017 Energy Forum in Houston
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next week.
Quick and Easy Long-Term Care Choices: ACSIA Partners Offers Decision Funnel
Mortgage and Finance News: (KIRKLAND, Wash.) Many Americans spend hours investigating long-term care options online, only to come away confused and dispirited. Now there's another way to go. It's a by-phone Decision Funnel designed to cut through the complexity. Offered by ACSIA Partners, the service will be delivered by real human specialists, not phone robots.
More Than Two Thirds of Americans Not Prepared for Disability says American Fidelity Assurance Company
Mortgage and Finance News: (OKLAHOMA CITY, Okla.) The average American Fidelity Assurance Company long-term disability is nearly three years. Even though one in five adults experiences a long-term disability, most Americans are ill-prepared to cover expenses if they are unable to work (note 1). The average American could not cover a $400 emergency without selling some of their possessions and 69 percent have less than $1,000 in savings (notes 2, 3).
EPIC Insurance Brokers adds Broker-Producer and Transportation Specialist Nick Pedisich
Mortgage and Finance News: (CONCORD, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer.
Jordan and Jordan Insurance Group Separates from John Powter Insurance Agency
Mortgage and Finance News: (ADDISON, Texas) Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.
EPIC Insurance Brokers adds Dr. Reba Mathew to Employee Benefits Consulting Pharmacy Practice
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm's Employee Benefits Consulting Practice as Pharmacy Practice Director.
William Reyes Joins Wholesale Trading Insurance Services (WTIS), a JenCap Holdings Company
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm's principal office in San Francisco.
EPIC’s Carl Pilger to Present at ‘The First 100 Days: What the New Administration Means For Benefits, Taxes and Employment Compliance’
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Employee Benefits Compliance Carl Pilger will present at "The First 100 Days: What the New Administration Means For Benefits, Taxes and Employment Compliance" seminar on Tuesday, May 9 at 7:30 a.m. at the Buckhead Club in Atlanta, Georgia.
It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says
Mortgage and Finance News: (KIRKLAND, Wash.) If you're considering long-term care insurance, or already have a policy, "Tax time is a good time to look for help from Uncle Sam," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "And the help you get could be more than negligible."
American Fidelity Notifies Customers of Possible Data Disclosure
Mortgage and Finance News: (OKLAHOMA CITY, Okla.) American Fidelity Assurance Company recently learned of an incident that involves personal information of some of our Customers. The information did not include Social Security numbers.
Tax Tip from ACSIA Partners: 2016 Deductions Make Long-Term Care Insurance More Affordable for Many
Mortgage and Finance News: (KIRKLAND, Wash.) If you're in the market for long-term care insurance, you may be suffering from sticker shock. 'The cost may seem out of reach,' says Denise Gott. 'Many people feel this way, so they put off protecting themselves. That's a shame, because in their case, Uncle Sam may pick up part of the tab.' Gott is CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies.
Alternative-Risk Financing Roundtable: ‘Creative Uses for Captives’ Moderated by EPIC’s Daniel Houston
Mortgage and Finance News: (SAN FRANCISCO, Calif. and ATLANTA, Ga.) In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.
EPIC Insurance Brokers adds Joshua Allen, CSP, CFPS as Loss Control Consultant
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive safety management and loss control services to EPIC's larger, more complex 'risk management' clients.
eSignSystems to Speak on a Panel Session at IASA Conference on Topic of the eSignature Customer Experience
Mortgage and Finance News: (TUCSON, Ariz.) eSignSystems has announced that it will be holding a panel session at the Insurance Accounting and Systems Association's (IASA) 87th annual Education Conference and Business Show. The panel is entitled 'The Customer eExperience! Making it Seamless with eSignatures and eDelivery.' Brad Dupont of eSignSystems will be both moderating and speaking on the panel.
Tax Puzzle: Millions Expected to Forego Deductions as High as $4,750 for Long-Term Care Insurance
Mortgage and Finance News: (KIRKLAND, Wash.) Every year tens of millions pass up a few hundred to a few thousand dollars - tax deductions for owning long-term care insurance. How come? Four sales leaders with ACSIA Partners point to psychological obstacles and suggest ways around them. ACSIA Partners is one of America's largest long-term care insurance agencies.
AccuSure Shows Businesses How to Save Money by Doing Something They Are Legally Required to Do, Anyway
Mortgage and Finance News: (SAN DIEGO, Calif.) AccuSure today announced that is willing to help any Calif. business learn how to comply with one of the most important but overlooked mandates from OSHA (Occupational and Safety Health Administration). Most businesses are required by law to publish a summary of their OSHA 300 log from 02/01 - 04/30 annually.
Five Reasons to Give Yourself the Holiday Gift of Long-Term Care Insurance
Mortgage and Finance News: (KIRKLAND, Wash.) If you're 50-plus, Denise Gott has some holiday advice for you. 'Consider giving yourself the gift of long-term care insurance,' she says. 'It just might lift your spirits during the gift-giving season.' Gott is CEO of ACSIA Partners, a leader in long-term care planning.
New Long Term Care Insurance Book by National LTC Network Member
Mortgage and Finance News: (OVERLAND PARK, Kan.) The National LTC Network today announced the release of the Second Edition of the 'The Advisor's Guide to Long-Term Care' (ISBN: 9781941627037), co-authored by Stephen D. Forman, CLTC, a principal of member firm LTCA. Stephen worked with co-author Jeff Sadler, CLTC, to deliver the latest version of the popular book to publisher National Underwriter.
MasterCare, a National LTC Network Member Firm, Recommends Consumers Work with Long Term Care Insurance Specialists
Mortgage and Finance News: (OVERLAND PARK, Kan.) The National LTC Network announces its immediate past Chairman, Mike Skiens, is featured in an article on long term care planning in Kiplinger's Retirement Report (March 2014). 'Options for Covering Long-Term-Care Costs' shares strategies that can help people cover long term care costs while also keeping premiums manageable.
Evolving Tax Benefits Make Long-Term Care Planning More Attractive – Multiple Incentives Now Moderate the Cost
Mortgage and Finance News: (KIRKLAND, Wash.) LTC (Long-term care) services, which are generally not covered by Medicare or regular health insurance, can be expensive. 'Sticker shock keeps many from thinking about it,' says Ken Dehn, General Counsel for LTC Financial Partners LLC, one of the nation's most experienced long term care insurance solutions agencies.
Industry Leader Broadens Focus from Long-Term Care Insurance to Long-Term Care Solutions, Responding to Changing Consumer and Business Needs
Mortgage and Finance News: (KIRKLAND, Wash.) LTC Financial Partners, LLC (LTCFP), one of America's largest and most experienced long-term care insurance agencies announces a bold shift from its traditional focus on LTC insurance to a broad, balanced focus on multiple ways to pay for care.
ClaimJockey Increases the Likelihood of Collecting Long-Term Care Insurance Benefits by Helping Families Submit Clean Claims
Mortgage and Finance News: (KANSAS CITY, Mo.) FCF Holding today announced the results of the market test of ClaimJockey, their new long-term care insurance claims assistance service, the first of its kind in America. 'It's proving more successful than when families tackle the claims process alone,' says Wendy Rinehart, President.
Updated Workplace Guide from LTC Financial Partners (LTCFP) Highlights Tax and Employee Benefits of Long-Term Care Insurance
Mortgage and Finance News: (KIRKLAND, Wash.) An updated workplace guide, announced today, describes the tax, productivity, and other benefits of adding the missing link to employee benefit packages: long-term care insurance. 'Long Term Care Outreach and Education Program,' is published by LTC Financial Partners LLC, one of America's most experienced long-term care insurance agencies.