Lisa Lucas, AGT - Edgewood Partners Insurance Center

EPIC Insurance in San Ramon, CA offers a diverse range of products and services for both business and private clients. Specializing in various industries such as health care, manufacturing, and hospitality, they provide solutions including employee benefits consulting, property and casualty insurance programs, and workers compensation. Their expertise extends to international services, global program management, and a variety of insurance programs such as errors and omissions, executive benefits, and health and welfare plans. With a focus on client needs in mind, EPIC Insurance delivers tailored solutions in intellectual property, life insurance, disability, and long-term care. Generated from their available business information

Trumark Financial is a wholesale brokerage firm that focuses on the development and maintenance of strategic partnerships with life insurance professionals, financial advisors, attorneys, accounting firms, brokers, and property and casualty agencies. Its financial executives provide independent and professional guidance in areas related to business planning, retirement plans and staff benefits. The firm offers wealth management services for high-net-worth clients. It also publishes a newsletter that includes industry news. Trumark Financial provides securities from Variable Life Brokerage Distributors.

Sagemark Consulting is a financial planning firm that provides businesses with the analytical tools to use as a measuring stick in working toward meeting goals. The company is one of the only consulting firms to offer account aggregation, a technology that consolidates multiple financial accounts into one report and monitors the consistency with which clients are meeting planning objectives. Investment tools, such as Efficient Frontier Modeling and Monte Carlo Simulation give clients the probability of achieving goals. The company, which is based in San Diego, offers one-on-one financial planning. Lincoln Financial Group, a Fortune 500 company, is Sagemark Consulting s parent company. In 2002, Lincoln Financial reported consolidated assets of $92 billion and annual revenue of $4.6 billion.