Our Executive Benefits Consulting Team understands the unique insurance needs of key executives and high-earners who are generally underserved by typical employer-based life and disability programs. Our high limit Life and Income Protection Programs provide levels of coverage commensurate with the earnings and lifestyle needs of executives and extend the most favorable terms and pricing in the industry.

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What to Expect with EPIC

 

  • Offering specialized programs that enable executives and their families to continue their lifestyle and accumulate wealth in the event of disability or death
  • Building upon existing programs to fill possible gaps in coverage for executives and key employees
  • Supporting distinct company cultures
  • Providing best-in-class programs and service

Our Clients

 

Our team of experts is a national leader in the design and implementation of Executive Benefits plans. Our clients include the nation’s largest law firms, money management firms, national employers and governmental agencies.

Our Leaders

SteveNeedle-ContactTile
Steve Needle

Managing Principal - Southeast Region

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Peter Lizotte

Managing Principal - Los Angeles, CA

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