Tags San Francisco

Tag: San Francisco

The Carlyle Group (NASDAQ:CG) Acquires Wholesale Trading Co-op Insurance Services

NEWS: (SAN FRANCISCO, Calif.) Wholesale Trading Co-op Insurance Services, a privately-held wholesale insurance specialist serving a group of leading retail insurance brokers, announced today that The Carlyle Group (NASDAQ:CG) has agreed to acquire a majority stake in wholesale insurance broker JenCap Holdings, LLC and the assets of Wholesale Trading Co-Op Insurance Services, which will be re-named Wholesale Trading Insurance Services, LLC.

EPIC Insurance Brokers Launches National Construction Specialty Group

NEWS: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the addition of veteran construction broker Brian McDonnell as a managing principal, and the formation of the EPIC National Construction Specialty Group.

Autism EDU Educational Tools for Autism Awareness Month Launched by Geek Club Books

NEWS: (SAN FRANCISCO, Calif.) Geek Club Books, Inc., an autism non-profit, today announced Autism EDU, a collection of free educational tools for educators and parents to teach autism topics in inclusive classrooms. Video files, e-books, apps, student handouts and curriculum guides are downloadable via Geek Club Books website.

Creative Uses for Captives: Alternative-Risk Financing Roundtable March 22, Moderated by EPIC’s Daniel Houston

NEWS: (SAN FRANCISCO, Calif. and ATLANTA, Ga.) In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.

$85M of luxury San Francisco homes to be offered at 2016 California Lifestyle Auction

NEWS: (SAN FRANCISCO, Calif.) Luxury home auction consultant Guy Masters, in cooperation with Olivia Hsu Decker, the legendary luxury home specialist and co-owner of Decker Bullock Sotheby's International Realty present this unparalleled opportunity to bid on six of the finest homes in Northern California. Each non-distressed property represents the best of the California lifestyle. Ms. Decker will be donating five percent of her fees to the successful bidders' charity of choice.

Ascende – an EPIC Company named a 2016 Top 100 Retirement Plan Adviser Team Third Year In a Row

NEWS: (SAN FRANCISCO, Calif.) For the third time in a row, Ascende Wealth Advisers, Inc. (AWAI) has been named one of PLANADVISER'S Top 100 Adviser Teams in America. Nominated by several clients, vendors and peers, AWAI now qualifies for the PLANSPONSOR Retirement Plan Adviser Team of the Year award - a prestigious recognition the team almost brought home in 2014 when placing as a finalist just three years into AWAI's existence.

Way2Wellness Webinar: Dr. David Chenoweth to Address Human Capital Health and Productivity

NEWS: (SAN FRANCISCO, Calif.) Business leaders are too often faced with spiraling health costs that take a financial toll on their organization. However, these costs can be confronted through health and wellness programs that not only promote a healthier workplace, but also increase productivity. EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced its Way2Wellness webinar on Health and Productivity Management (HPM) on March 15, 2016 from 10 to 11 a.m. PT.

BetterWay Insurance Services acquired by Protector Holdings

NEWS: (SAN FRANCISCO, Calif.) Protector Holdings, a joint venture of EPIC Insurance Brokers and Consultants and Dowling Capital Partners, announced today the acquisition of BetterWay Insurance Services. Premier Insurance Services, acquired by Protector Holdings in 2013, targets the growing Hispanic Community in California.

Broker Steve Hall joins EPIC Insurance in Concord, Calif.

NEWS: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Steve Hall has joined the firm as a property and casualty insurance broker/producer.

Joshua Allen, CSP, CFPS joins EPIC Insurance Brokers and Consultants in Calif.

NEWS: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive safety management and loss control services to EPIC's larger, more complex 'risk management' clients.