SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”) has acquired Chartwell Insurance Services (“Chartwell”), a Chicago-based firm specializing in personal property and ...
A new trade association is developing best practices and offering a certification program for insuring the personal assets of the wealthy and managing the unique risks they face. The Council for ...
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 ...
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 ...
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 ...
To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of ...
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, ...
SRG said Watkins will play a key role in its high net worth (HNW) offering as part of its wider segment buildout. She joins ...
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 ...
“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 ...