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Tim Bellig

Tim Bellig, CLU, CLTC

Managing Principal

Tim Bellig serves as Managing Principal for EPIC Life and Executive Benefits. Tim began his career in the insurance industry in 1999 and went on to co-found Trumark Insurance, a Bay Area-based boutique insurance brokerage firm, overseeing sales and marketing activities with financial advisors, property casualty brokers, RIA’s and independent life advisors. In the course of his work, Tim provided retirement, business and estate planning risk management solutions to high-net-worth clients.

In 2007 Tim co-founded Rolling Solutions, a life insurance software firm which owned XRAE underwritingsoftware. XRAE provided a platform for brokers and advisors to quickly sort through underwriting criteria and arrive at the most competitive health class for their clients. Rolling Solutions was sold to iPipeline in 2013.

In 2019, Tim co-led the sale of Trumark to EPIC Insurance Brokers and Consultants, where he continues to lead in advising businesses, business owners and families on risk management planning using life insurance, long-term care, disability and annuity products.

Tim received his Bachelor of Arts in Communications from the University of California at Davis where he attended on a football scholarship.