Retirement Industry People Moves

Brown & Brown Names Life and Executive Benefits Practice Co-Leaders

Insurance risk management firm Brown & Brown Inc. named managing directors Dan Aceti and Scott Richardson as practice co-leaders for its life and executive benefits group. Both will report to John Greenbaum, senior vice president of retail.

Dan Aceti

Aceti brings more than 35 years of insurance industry experience to his new role, having served corporations, hospitals, individuals and universities throughout the U.S. Before joining Brown & Brown, he served as the managing director of Executive Benefits Inc., a firm he founded in 2003 and later sold to Risk Strategies, now Brown & Brown. Aceti also held positions at NFP as a senior consultant for its executive benefits group and as a general agent at MassMutual Financial Group.

Scott Richardson

Richardson is also an insurance industry veteran of more than 35 years, with experience developing customized benefit plans and bank-owned life insurance placements for hundreds of banks and credit unions across the country. Prior to joining Brown & Brown, he served as the managing director of Izale Financial Group LLC, a firm he founded in 2011 and later sold to Risk Strategies.

EPIC Promotes Adam Okun to President of Employee Benefits

Adam Okun

EPIC Insurance Brokers & Consultants promoted Adam Okun to president of employee benefits. Okun succeeds Craig Hasday, who was appointed vice chairman of employee benefits.

Okun brings 20 years of employee benefits experience, most recently serving as EPIC’s regional practice leader and previously as co-president of Frenkel Benefits, a company acquired by EPIC [Edgewood Partners Insurance Center] in 2017.

Okun will focus on aligning EPIC’s small group, lower-middle market, upper-middle market and large national consulting client segments. He will also further the integration of Pharmaceutical Strategies Group, an EPIC company, into EPIC’s employee benefits platform.