TDC Life
Acquisition in 2024
TDC Life is a company specializing in life insurance and estate planning services, primarily catering to high-net-worth individuals and businesses. It provides tailored life insurance portfolios, including long-term disability insurance, annuity rescues, and long-term care insurance, along with wealth preservation strategies. The company's services are designed to help clients secure their financial future.
Dixon Wells
Acquisition in 2022
Dixon Wells is an insurance brokerage firm that specializes in providing financial solutions to clients through partnerships with financial advisors across the nation. The company offers a range of services, including life insurance, long-term care, disability income, and annuities. With a focus on underwriting expertise and sales support, Dixon Wells aims to assist financial advisors in enhancing their business capabilities while helping clients protect and transfer their wealth effectively.
Trumark Insurance & Financial Services
Acquisition in 2019
Trumark Insurance & Financial Services Inc. is a brokerage and general agency based in Pleasanton, California, specializing in the institutional financial advisory market. Founded in 2000, the company offers a range of financial products and services, including life insurance, long-term care insurance, annuities, and disability insurance. Trumark's expertise extends to wealth management, where it assists financial advisors and high-net-worth clients in developing strategies for wealth accumulation, protection, and efficient transfer. The company emphasizes risk management through its team of financial advisors, accountants, attorneys, insurance brokers, and trust officers. Trumark has established strategic partnerships with various professionals, including institutional financial advisors, broker-dealers, property and casualty firms, registered investment advisors, and independent advisors, to enhance its service offerings. In August 2019, Trumark became a subsidiary of Edgewood Partners Insurance Center, Inc.
Integro
Acquisition in 2018
Integro Ltd. is an insurance brokerage and specialty risk management firm that offers a wide range of services to various industries. Founded in 2005, the company provides alternative risk financing, casualty insurance, risk management consulting, and claims management services. Its offerings include contingency services for events, employee benefit solutions like life and disability insurance, and environmental insurance for real estate transactions. Additionally, Integro specializes in executive and professional risk plans, medical malpractice insurance, and personal insurance solutions, covering areas such as automobile, home, and travel insurance. The firm serves diverse sectors, including agri-business, healthcare, entertainment, technology, and more. With a strong emphasis on technical expertise and innovative solutions, Integro operates from locations in the United States, Canada, Bermuda, and the United Kingdom, aiming to deliver exceptional service and value to its clients.
Frenkel & Company
Acquisition in 2017
Frenkel & Company, established in 1878, is a U.S.-based independent insurance brokerage firm. Headquartered in New York, with additional offices in Jersey City, Los Angeles, Boston, and Philadelphia, the company specializes in providing a wide array of insurance products and services to both individual and commercial clients. Its offerings span across casualty, employee benefits, environmental, financial, marine, personal lines, property, and surety segments, catering to diverse industries including marine, cosmetic, and surety. Frenkel & Company's customer-centric approach involves a team of insurance experts who deliver services such as property risk control, employee benefits brokerages, claim reviews, loss analysis, and property inspections. As of 2017, the company operates as a subsidiary of EPIC Insurance Brokers and Consultants.
VRT Insurance Services
Acquisition in 2009
VRT Insurance Services is an insurance brokerage company founded in 2007 and based in Oakland, California. The firm specializes in a wide range of insurance products, including retail property, directors and officers liability, professional liability, and workers' compensation. Additionally, it provides health, life, and welfare products, along with various specialized services such as program assessment, claims consulting, litigation management, and claims audits. VRT Insurance Services also focuses on niche markets, offering solutions tailored to industries such as construction, hospitality, private equity, and renewable energy, among others. The company is dedicated to providing comprehensive insurance solutions and risk management services to meet the diverse needs of its clients.