Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Sometimes it’s best to play the surprise card. Surprise can be the first step not just in creating memorable moments but also in encouraging action. Corebridge Financial recently published research ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead. A few ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

CHICAGO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”), a national insurance brokerage and consulting firm providing specialized services and products across select industries and ...

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

Background: Chelsea Maeda was born and raised in Hawaii, the youngest of three children. After attending Columbia University, where she studied statistics and music, she interned at Winged Keel and ...

EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses EPIC Insurance Brokers & Consultants (“EPIC”), ...