06/03/2022
We are proud to announce that Dixon Wells has chosen to become part of the EPIC and Vanbridge Life & Executive Benefits team, strengthening our focus on the client experience and expanding strategic resources. “We are excited about what the entire team from Dixon Wells means for the Life and Executive Benefits vertical. The experience they bring with navigating through market cycles will strengthen our ongoing efforts of exceptional client experience with sophisticated services for estate, personal, executive benefits, and business planning,” said Mitchell K. Smith, President of EPIC Life and Executive Benefits and Managing Principal of Vanbridge.
Read the full press release here.
Advancements in Supplemental Executive Retirement Plan (SERP) Design in Acquiring and Retaining Key Talent
Posted on 09/17/2026
Replacing a key executive can cost more than 100% of that leader’s annual salary, before accounting for lost institutional knowledge, disrupted strategy, and weakened cli...
Read Post
