“Price Insurance embodies everything EPIC values – strong community ties, deep expertise in high-net-worth insurance and a multi-generational commitment to client service,” said Kevin Daley, president ...
SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”) continues to expand its Private Client team by adding longtime Sports and Entertainment industry veteran Matt Allen as ...
EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses “We chose EPIC for its alignment with our ...
Discover will transform how private client insurance agents onboard new clients and process renewals, providing agents with the tools they need to meet the high expectations of their clientele. With a ...
ROLLING MEADOWS, Ill., April 1, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Fort Myers, Florida-based Specialty Risk Management Services, LLC, and its affiliate, ...
Alliant Private Client, a division of Alliant Insurance Services, has hired longtime high-net-worth insurance expert Joe Carron as Executive Vice President. Based in Palm Beach, Florida, Carron will ...
Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. “These are the three big umbrellas in our industry — business insurance, ...
Priyanka Roy Jivani, Partner at 1291 Group, used her appearance at the Hubbis session to outline how insurance-based structures can be deployed as tools for tax efficiency, asset protection and ...
Advisors are always seeking creative and innovative solutions to help their clients meet evolving needs and long-term goals. With more creative strategies, though, come more complex planning ...
ROLLING MEADOWS, Ill., April 1, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Fort Myers, Florida-based Specialty Risk Management Services, LLC, and its affiliate, ...
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