Market Focus Epps Financial Services specializes in Medicare Supplement Insurance, Life Insurance and Financial Planning in Virginia, North Carolina and South Carolina, indicating regional focus with potential for cross-sell of additional insurance and financial planning products to existing clients in these markets.

Carrier Partnerships They broker with major A-rated carriers across the U.S., suggesting opportunity to position them as a value-driven intermediary for customers seeking competitive pricing and broad product selection.

Growth Signals Revenue is in the $25M–$50M range with a lean team (2–10 employees), implying potential scale-up opportunities through partnerships that can drive lead flow, automation, or agency commissions without heavy overhead.

Regulatory Footprint Securities and advisory services are offered through Centaurus Financial, with state restrictions to VA, NC, and SC, highlighting a need for compliant sales plays that align with state-specific advisory offerings and licensing requirements.

Tech & Analytics Tech stack includes cloud, analytics and tracking tools (AWS, Hotjar, Datadog, Google Tag Manager, Cloudflare), indicating readiness for data-driven marketing, website optimization, and targeted outreach to improve lead conversion and customer education.