E.P.I.C. Products, Services & Specialty Practices
Private Client Services
Understanding your needs is the cornerstone of E.P.I.C’s philosophy. Private Client solutions are designed to meet your individual objectives, achieved through a combination of superior services and broker expertise, resulting in a customized personal insurance portfolio. E.P.I.C assures you flexibility, cost effectiveness and peace of mind when it comes to your personal assets and building your insurance portfolio.
Customized Services Offered by E.P.I.C Private Client Services
Asset Protection Review
A periodic review of your assets, income, savings and investments is a must in these economic times. Private Client can provide an Asset Protection Review and works with your financial advisors to ensure proper protection.
Annual Portfolio Review
Changes in your life happen – financial gains, additions to your family, new home purchases, investment properties, remodels and additions – that can dramatically change your insurance profile. Private Client offers an Annual Portfolio Review to assess the impact of changes in your life so we can reassess your insurance requirements to ensure you are fully protected.
Residential Appraisal and Loss Prevention Services
A professional property appraisal and loss prevention evaluation can ensure that your property is insured to value and also assist you in making decisions to help prevent future losses.
E.P.I.C. - Depth and Breadth
Our long-term partnerships with some of the top insurance carriers in the world allow us to offer many superior products, including claims services, competitive premiums and comprehensive policy contracts. E.P.I.C’s programs include:
- Property Coverage: Primary and Secondary Residences, Condominiums, Rental Income Property, and Properties under Construction
- Earthquake and Flood Insurance
- Valuable Possessions: Jewelry, Fine Arts, Silverware, Antiques, Wine Collections, etc.
- Personal Automobile
- Vintage and Collector Automobiles
- Watercraft/Yacht Insurance
- Personal Excess Liability – high limit capacity
- Kidnap and Ransom
- Aviation
- Equine Liability
- ID Theft
Partnering with E.P.I.C's Private Client Services frees you to enjoy the life you've earned by protecting you, your family and your assists.
Peace of Mind from E.P.I.C. Private Client Division
To succeed as a team is to hold all of the members accountable for their expertise.
