ePIC Services Company and WebPrez Announce Exclusive Strategic Relationship; Carter Wilcoxson Appointed President of WebPrez
FOR IMMEDIATE RELEASE
Scottsdale, AZ — [January 30, 2026] — ePIC Services Company, a rapidly growing innovator in the estate planning and advisor enablement space, today announced an exclusive strategic relationship with WebPrez, a leading digital marketing and online presence platform serving financial professionals nationwide.
As part of the agreement, Carter Wilcoxson, Founder and CEO of ePIC Services Company, has been appointed President of WebPrez, marking a significant expansion of leadership and vision for both organizations.
This exclusive relationship aligns ePIC’s advisor-centric estate planning ecosystem with WebPrez’s established digital marketing and online visibility capabilities, creating a unified solution designed to help financial professionals attract, educate, and retain clients more effectively in an increasingly competitive marketplace.
“This relationship is about far more than marketing or technology—it’s about helping financial professionals show up with clarity, credibility, and purpose,” said Carter Wilcoxson. “By aligning ePIC and WebPrez in an exclusive partnership, we’re eliminating fragmentation and giving advisors a single, cohesive platform that supports both growth and long-term client impact.”
Under Wilcoxson’s leadership, WebPrez will expand its strategic focus on serving insurance professionals, financial advisors, and fiduciaries who are seeking differentiated client engagement strategies—particularly as the industry navigates the complexities of the Great Wealth Transfer, advisor succession, and increasing consumer demand for education-based planning.
The partnership enables both companies to:
- Deliver a more integrated advisor growth and engagement experience
- Align digital presence, branding, and education with real planning outcomes
- Provide scalable support to organizations, enterprises, and independent advisors nationwide
“Carter brings a rare combination of industry experience, entrepreneurial vision, and execution,” said a WebPrez Founder, Dan Vinal. “His appointment as President positions WebPrez to expand its reach and deepen its value to financial professionals at a critical moment for the industry.”
The exclusive nature of the relationship ensures tight strategic alignment between the two companies while maintaining a shared commitment to advisor empowerment, client education, and long-term sustainability.
About ePIC Services Company
ePIC Services Company is an advisor-centric estate planning and client engagement platform built to help financial professionals win, deepen, and retain client relationships amid the $124 trillion Great Wealth Transfer reshaping the financial services industry.
ePIC equips advisors with a differentiated ecosystem that combines estate planning education, planning technology, and implementation support—enabling them to move beyond transactional, product-driven conversations and into high-trust, multi-generational relationships. By positioning estate planning as an entry point rather than an afterthought, ePIC helps advisors engage clients earlier, uncover broader planning opportunities, and retain assets across generations.
Designed for insurance professionals, financial advisors, and fiduciaries, ePIC’s platform helps firms stand out in a crowded marketplace by delivering clarity, confidence, and continuity to families navigating complex wealth decisions. The result is a scalable, relationship-first growth model that aligns advisor success with long-term client outcomes during one of the largest intergenerational wealth transitions in history.
About WebPrez
WebPrez provides digital marketing, video messaging, and online presence solutions purpose-built for financial and insurance professionals. WebPrez differentiates itself through a neurolinguistic communication approach, designed to help viewers better understand complex insurance-focused concepts in a traditionally product-heavy, carrier-dependent industry.
By combining strategic messaging with principles rooted in how audiences process, retain, and emotionally connect with information, WebPrez helps advisors translate technical products into clear, relatable narratives. This clarity-driven approach has been shown to improve prospect engagement, increase appointment-setting rates, and support higher-quality advisor-client conversations earlier in the sales process.
