KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive Officer of the new combined entity.
KIRKLAND, Wash., June 24, 2014 (SEND2PRESS NEWSWIRE) — An online collection, ‘Stories of Celebrity Caregiving,’ is now available without charge. Sponsored by LTC Financial Partners, LLC (LTCFP) and published by the Long Term Care Guild, it’s a concise set of links to caregiving experiences and advice of movie stars, politicians, and other luminaries.
SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company’s San Ramon office.
SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.
KANSAS CITY, Mo., May 12, 2014 (SEND2PRESS NEWSWIRE) — At the upcoming Long Term Care Solutions Sales Summit, to be held in Kansas City, Missouri, May 18-20, 2014, ‘you can find us with your eyes closed,’ says Steven Kramer, Senior Vice-President for LTC Financial Partners, LLC (LTCFP), one of American’s most experienced national agencies offering long-term care insurance and related solutions.
KIRKLAND, Wash., April 21, 2014 (SEND2PRESS NEWSWIRE) — If you’re in the market for long term care insurance, you might go to your browser and search for long term care insurance or long term care quotes. That’s fine as far as it goes, according to LTC Financial Partners, LLC (LTCFP), a leading national long-term care insurance solutions agency.
SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.
KIRKLAND, Wash., March 12, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) announces a broad expansion of its strategic partnership program. ‘We’re opening our doors to seasoned senior-market professionals who want to expand their service offerings through a turn-key process,’ says Denise Gott, Executive Vice President for LTCFP.
SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.
DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.
SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of EPIC’s national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.
KIRKLAND, Wash., Feb. 18, 2014 (SEND2PRESS NEWSWIRE) — 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 (LTCFP), one of the nation’s most experienced long term care insurance solutions agencies.
SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.
DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.
KIRKLAND, Wash., Jan. 29, 2014 (SEND2PRESS NEWSWIRE) — Nearly 70 percent of Americans over 65 will need long-term care services at some point, according to the U.S. Department of Health and Human Services. That includes the majority of Baby Boomers, 78 million strong, now moving into their retirement years. Yet only a small percentage are protected by long-term care insurance. Estimates range from 8 percent to 10 percent for adults 55 and older. For this reason, LTC Financial Partners, LLC announces their LTC Solutions campaign, which is a simple answer to a big, seemingly intractable problem.
BOSTON, Mass., Jan. 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today it has acquired certain assets of program specialist Altus Specialty Group (ASG), namely the program book of business (ASG Programs). The acquisition of this business comes on the heels of EPIC’s November 2013 announcement of plans to pursue national expansion, backed by capital from The Carlyle Group and Stone Point Capital.
SAN DIEGO, Calif., Jan. 13, 2014 (SEND2PRESS NEWSWIRE) — Majority Leader Toni Atkins, 78th Assembly District, announced she will introduce landmark liability insurance legislation for California’s Residential Care Facilities for the Elderly (RCFEs). According to Consumer Advocates for RCFE Reform (CARR), liability insurance for RCFEs is now not required as a condition of licensure. Assembly Member Atkins’ bill is expected to require liability insurance for the approximate 7,500 assisted living facilities in the state.
SAN FRANCISCO, Calif., Jan. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga.
PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.
KIRKLAND, Wash., Dec. 12, 2013 (SEND2PRESS NEWSWIRE) — Matt McCann’s mom was 59 when she cut herself, a seemingly minor accident. The wound developed a staph infection that led to a long hospital stay with complications; and then, suddenly, she found herself needing ‘long-term care’ or help with the tasks of daily living, services not covered by regular health insurance. Today, 15 years later, he embarks on a new phase of his career by accepting the post of Senior Vice President with LTC Financial Partners, LLC.
CLEVELAND, Ohio, Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — Looking for a special present for a special woman? ‘A long-term care protection package may be just the ticket,’ says Denise Gott, Executive Vice-President of LTC Financial Partners, LLC (LTCFP).
PETALUMA, Calif., Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today the North Bay Business Journal has recognized EPIC as a ‘2013 Healthiest Company in North Bay.’ The North Bay office of EPIC participates in a companywide wellness program, led by a volunteer committee that has garnered impressive results over the last four years.
KIRKLAND, Wash., Dec. 3, 2013 (SEND2PRESS NEWSWIRE) — With Christmas, Hanukkah, and other gift-giving holidays near, how might you best delight a mother, wife, or other woman in your life? ‘Few things can beat a long-term care protection package,’ says Mark Goldberg, National Sales Manager of LTC Financial Partners, LLC (LTCFP).
NAPLES, Fla., Nov. 18, 2013 (SEND2PRESS NEWSWIRE) — Long-term care experts across America are giving a boost to seven awareness campaigns that seek to join Thanksgiving at this month’s table of caring. The experts are state-certified agents with LTC Financial Partners, LLC (LTCFP), one of America’s largest and most experienced long-term care insurance agencies.
KIRKLAND, Wash., Nov. 15, 2013 (SEND2PRESS NEWSWIRE) — LTC Financial Partners, LLC (LTCFP) has identified seven (count ’em) awareness campaigns that are competing with Thanksgiving for space at November’s table of caring. ‘They’re all worthy and they’re all needed,’ says Mark Goldberg, LTCFP’s National Sales Manager, ‘because they all address, in different ways, a common problem that is huge, universal, and under-appreciated. That’s the growing need for long-term care planning.’
SAN FRANCISCO, Calif., Nov. 14, 2013 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group (Carlyle) have agreed to acquire a controlling equity stake in the company. Carlyle’s investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the United States.
COLUMBUS, Ohio, Nov. 12, 2013 (SEND2PRESS NEWSWIRE) — Janice Stanger, a leading wellness expert and benefits consultant for EPIC, a retail property, casualty and employee benefits insurance brokerage, was a featured guest speaker at the 2013 Fall Wellness Forum Conference. At the conference, held November 8, 9 and 10 in Columbus, Ohio, Stanger spoke on incorporating effective wellness programs into the workplace and on private healthcare exchanges.
KIRKLAND, Wash., Oct. 29, 2013 (SEND2PRESS NEWSWIRE) — Wondering if you should get long-term care insurance? Or if you can qualify? Or afford it? Stop worrying, advises LTC Financial Partners, LLC (LTCFP), one of America’s largest and most experienced long-term care insurance agencies. Today the company announces a bold shift from its traditional focus on LTC insurance to a broad, balanced focus on multiple ways to pay for care.
SAN MATEO, Calif., Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — In a recent article, Silicon Valley Business Journal highlighted the region’s fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC, a retail property, casualty and employee benefits insurance brokerage based in San Mateo, was one of 52 companies to receive this recognition. This is the fourth consecutive year that EPIC has made the Silicon Valley Business Journal’s Fastest Growing Private Companies list.
SAN MATEO, Calif., Oct. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a ‘Best Place to Work in Insurance’ by Business Insurance Magazine and survey co-sponsor Best Companies Group.
OKLAHOMA CITY, Okla., Oct. 16, 2013 (SEND2PRESS NEWSWIRE) — American Fidelity Administrative Services, LLC (AFAS), the recent addition to the American Fidelity family of companies and established in response to great demand from American Fidelity Assurance Company’s (AFA) customers, now offers a tool to assist employers with the complicated Health Care Reform law that requires employers to track employee hours constantly to determine their eligibility for health care coverage.
KIRKLAND, Wash., Sept. 23, 2013 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) offers alliance opportunities to 1,000 independent advisers who wish to help longer-living Americans prepare for upcoming long-term care (LTC) needs. The aim is to handle an expected glut of clients by leveraging, through the advisers, LTCFP’s expertise, solution set, and outreach tools.
PETAULUMA, Calif., Aug. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today that the North Bay Business Journal has named the company a 2013 ‘Best Place to Work.’
SAN FRANCISCO, Calif., Aug. 19, 2013 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that property brokerage veteran Josh Ream has joined the firm as Vice President/Property Broker.
KIRKLAND, Wash., Aug. 19, 2013 (SEND2PRESS NEWSWIRE) — When today’s 50 to 60-somethings turn 70 to 80-something, tens of billions of dollars per year will be paid to holders of long-term care insurance policies and related financial instruments. Will you be among them? Today LTC Financial Partners, LLC (LTCFP), offers a five-fold path for participation.
SAN FRANCISCO, Calif., Aug. 13, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the third in a series of Healthcare Engagement Videos, ‘Wellness Behaviors.’ The video provides a simple, practical, easily understood view of the importance of nutrition, activity and rest in promoting overall health and happiness.
ONTARIO, Calif., Aug. 12, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has added Dawn Jeffery as a property and casualty insurance producer in its Inland Empire division. Dawn brings 28 years of experience in risk management and commercial insurance program development and management to EPIC. Her industry expertise includes construction, transportation and non-profit clients.
IRVINE, Calif., Aug. 7, 2013 (SEND2PRESS NEWSWIRE) — The Orange County Business Journal has announced that EPIC has been recognized as a ‘Best Place to Work’ in Orange County. EPIC is one of only 34 Orange County companies with 250 or more employees to receive this honor and is ranked 4th in the large company category.
SAN FRANCISCO, Calif., Aug. 6, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired SafeHarbor Risk Management.
LOS ANGELES, Calif., July 29, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been selected by Business Insurance magazine as a ’40 Under 40 Regional Broker Leader’ award winner. Gillette is one of only eight to receive this honor in the Western Region.
