“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 ...

Michelle Quintero has joined Alliant Insurance Services as Executive Vice President with Alliant Private Client. Based on the West Coast and recognized by Risk & Insurance(R) as a 2026 Entertainment, ...

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 ...

Nancy Yoshida, CIC, has joined Alliant Insurance Services as Senior Vice President with Alliant Private Client.

THINGS TO KEEP IN MIND WITH UNCOMMON OR HIGH-VALUE ASSETS. For individuals with higher net worth and/ or assets in multiple locations and states, the standard personal lines insurance market is often ...

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, ...

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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 ...