EPIC Expands Life Insurance Solutions with Strategic Acquisition
EPIC Insurance Brokers Acquires TDC Life
EPIC Insurance Brokers and Consultants, renowned in the national insurance brokerage landscape, has made a significant move by acquiring TDC Life, a distinguished life insurance and estate planning firm. This strategic acquisition will place TDC under the Vanbridge Life & Executive Benefits umbrella, thereby reinforcing EPIC's foothold in the life insurance sector. Such a partnership is expected to usher in a new chapter of growth and innovation for both entities.
The Legacy of TDC Life
TDC Life, established in 1958, has carved out a reputation for excellence within the life insurance domain. Helmed by Cleves Delp, TDC has consistently set benchmarks for independent life insurance agencies. Their focus on sophisticated wealth preservation strategies highlights a commitment to client-centric solutions, making them a respected name among affluent clients.
Client-Centric Approach
Under the guidance of Cleves Delp, TDC has championed a client-first philosophy, affirming its commitment to innovative wealth preservation strategies. Delp remarked on their excitement for joining forces with Vanbridge, envisioning a future where both organizations can continue to elevate standards in the life insurance industry.
Expertise in Wealth Preservation
TDC collaborates with an expansive network of advisors—including investment advisors, attorneys, and CPAs—to deliver top-tier services tailored to the intricate wealth preservation strategies of their clients. By addressing the unique needs of wealthy individuals, families, and business owners, TDC transcends the traditional parameters of insurance planning.
Opportunities Ahead
Tyler Horning, Principal of TDC Life, expressed enthusiasm about the synergies expected from this partnership with EPIC and Vanbridge. He noted that the collaboration aims to enhance the experience for both clients and colleagues, unlocking new avenues for business growth and providing a broader array of products and services.
The Strategic Importance of This Acquisition
This acquisition is being hailed as a key milestone for Vanbridge. According to Mitchell K. Smith, Managing Principal of Vanbridge and Co-President of EPIC Life and Executive Benefits, the expertise brought by TDC will elevate the platform significantly. As the independent life insurance and executive benefits advisory markets continue to evolve, this partnership is poised to facilitate leadership in these sectors.
Aligning Visions for Future Success
Tom Bellig, Managing Principal of Vanbridge echoed these sentiments, highlighting TDC's esteemed reputation and client-focused ethos, which aligns wonderfully with Vanbridge's mission. The future seems promising, with both firms working in concert to provide exceptional service and cutting-edge insurance solutions.
About EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants stands at the forefront of risk management, offering diverse property and casualty, employee benefits, private client, and specialty insurance solutions. The expertise of EPIC’s professionals, available nationwide, empowers them to deliver innovative and comprehensive risk management strategies tailored to a wide variety of clients.
About Vanbridge Life and Executive Benefits
Vanbridge's Life and Executive Benefits division offers a coordinated approach to insurance planning that encompasses executive benefits, estate, and tax planning, and more. Their comprehensive service model demands a deep understanding of risk areas, allowing them to craft tailored solutions meeting complex client needs.
About TDC Life
Founded in 1958, TDC Life specializes in high-end life insurance solutions. Their wealth transfer strategies reflect a commitment to meeting the complex needs of affluent families, making them a trusted partner throughout their clients' life journeys. With a client-first approach defining their operations, TDC continues to redefine the life insurance landscape.
Frequently Asked Questions
What does EPIC's acquisition of TDC Life entail?
EPIC's acquisition of TDC Life strengthens their market presence in the life insurance sector and enhances product offerings.
Who is Cleves Delp?
Cleves Delp is the founder of TDC Life, known for his innovative approach to wealth preservation in the life insurance industry.
What expertise does TDC Life bring to EPIC?
TDC Life brings a wealth of experience in tailored life insurance solutions, primarily for affluent clients and their complex needs.
How will the acquisition benefit clients?
The acquisition allows for an expanded portfolio of products and services, ultimately enhancing the client experience and support.
What is the vision of the newly partnered firms?
The vision includes redefining industry standards and delivering exceptional client service and insurance solutions through collaboration.
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