Illustrative Insurance Transactions

2000-2013 TRANSACTIONS

  • Assisted North Coast Life in its Sale to Government Personnel Mutual Life
  • Assisted Commercial Travelers Mutual Life in its merger with National Guardian Life
  • Assisted Golden State Mutual Life Insurance Company in the sale of a block of paid up life insurance to Mutual of Detroit Insurance Company
  • Assisted OM Financial Group in establishing a joint venture with Cuna Mutual Insurance Society
  • Assisted Creative Benefits in its sale to AIGĀ Assisted a major life company in designing and implementing a targeted pension business “rollup” strategy.
  • Assisted Mutual of Omaha in the sale of its variable life and variable annuity business to Security Benefit Life
  • Advised World Insurance Company in its announced merger with American Republic Insurance Company
  • Represented NYLCare Health Plans, Inc. (a unit of Aetna) in the sale of their subsidiary, New York Life & Health Insurance to Direct General Corporation
  • Assisted Monitor Life in the sale of its life & annuity block of business to Standard Security Life
  • Assisted National Travelers Life Company in its merger into Employers Modern Life Company to form EMC National Life Company
  • Assisted Fortis Health and Mutual of Omaha in establishing a joint venture in which Fortis will assist Mutual of Omaha in exiting the individual health insurance business
  • Advised Trustmark Insurance Company in the sale of its traditional life and annuity business to National Guardian Life
  • Advised National Travelers Life in executing a series of transactions leading to its exit from the individual major medical business and alignment with FBL Financial
  • Advised the leadership teams of Aid Association for Lutherans and Lutheran Brotherhood in developing their merger (in conjunction with NxtStar Ventures, LLC)
  • Assisted Scor Group in its acquisition of Partner Re Life Insurance Company (with P.W. Mattingly & Co.)
  • Represented Humana Inc. in its acquisition of Wisconsin National Life Insurance Company
  • Represented Chicago Motor Club in establishing its strategic marketing relationship with ILoNA
  • Represented Humana Inc. in its acquisition of American Physicians Life Insurance Company

 

1990-1999 TRANSACTIONS

  • Represented Penn Mutual Life in the sale of its individual disability income business to Central United Life
  • Represented Capital Synergies, Inc., a Brokerage General Agency rollup venture, in obtaining its start-up working capital and funding for an initial package of acquisitions
  • Assisted a healthcare intermediary in the sale/reinsurance of health insurance blocks to WPS and Trustmark
  • Represented U.S. Financial Life Insurance Company in its sale to MONY Group Inc.
  • Represented Sterling Life in the sale of their inforce block of life business to Life Re Corporation
  • Represented Atlas Life Insurance Company in its sale to Reassure America Life Insurance Company, an indirect wholly owned subsidiary of Life Re Corporation
  • Represented Lincoln Liberty Life Insurance Company and First Delaware Life Insurance Company in their sale to Life Re Corporation
  • Represented Sterling Holdings in the sale of their subsidiary, KCS Management Services and USA Corporate Care to Clarendon National Insurance Company
  • Represented Mutual of Omaha in the sale of their Canadian life insurance operations to Royal Bank of Canada
  • Assisted Network Data Processing in its sale to Fiserv
  • Assisted Fortis in establishing a variable annuity relationship with Federated Investors
  • Represented Allianz Life Insurance Company of North America in the divestiture of their individual business through a coinsurance agreement with Life Re Corporation and Employers Reassurance Corporation
  • Represented AML Acquisition Co. in its sale to Life Re Corp.
  • Represented Irish Life of North America Inc. in its acquisition of Guarantee Reserve Life Insurance Company
  • Represented MidAmerica Mutual Life Insurance Company in developing its coinsurance arrangement and eventual merger with World Insurance
  • Represented Merit Behavioral Care Corporation in the acquisition of Orion Life Insurance Company
  • Represented Union Benefit Life Insurance Company in its sale to Provident American Corporation
  • Represented Americo Life in its acquisition of Victory Life
  • Represented Allmerica Financial in divesting its term insurance and payroll deduction businesses
  • Represented Irish Life of North America in acquiring First Variable Life
  • Represented Medco in its acquisition of a widely licensed life/health insurance company plus a New York shell
  • Assisted New York Life in selling its Canadian life insurance business to Canada Life
  • Assisted a life insurance consolidator in acquiring a block of life insurance policies
  • Assisted an insurer acquire critical mass by negotiating a joint venture with an alternate distribution system.
  • Represented Ministers Life in developing its merger with Minnesota Mutual Life, melding its existing business into the Minnesota Mutual organization
  • Represented Virginia Blue Cross Blue Shield in its acquisition of Association Life
  • Represented Charlotte Liberty Mutual Life in developing its merger with Pan American Life
  • Represented American Hardware Mutual Insurance Company in the sale of its life insurance subsidiary
  • Represented American National in the acquisition of Garden State Life