Insurance companies and other financial services industry participants need sophisticated financing and capital markets solutions to increase liquidity and enhance capital efficiency.
With our deep understanding of the regulatory, tax, accounting, rating agency and competitive pressures affecting your business, our Insurance team offers you practical and innovative solutions to support and execute your complex transactions.
Our multidisciplinary approach will allow you to draw on our collective experience covering finance, securities, swaps and other derivatives, tax, insurance and reinsurance in developing solutions for managing tactical day-to-day issues as well as implementing strategic, long-term plans.
We represent a wide variety of large, US and international, insurers and reinsurers and financial sponsors with every aspect of their work. As a global firm, we are familiar with the many regulations you may encounter in different jurisdictions. We will work closely with you to understand your needs, and to guide you through compliant transactions and reach the desired outcome.
Our multidisciplinary approach will allow you to draw on our collective experience covering finance, securities, swaps and other derivatives, tax, insurance and reinsurance in developing solutions for managing tactical day-to-day issues as well as implementing strategic, long-term plans.
We represent a wide variety of large, US and international, insurers and reinsurers and financial sponsors with every aspect of their work. As a global firm, we are familiar with the many regulations you may encounter in different jurisdictions. We will work closely with you to understand your needs, and to guide you through compliant transactions and reach the desired outcome.
Our lawyers are experienced in all aspect of insurance financing and capital markets. Representative experience includes representing:
- a large US publicly traded company, and its life insurance subsidiaries domiciled in various US jurisdictions, in their reserve financing transactions for life and annuity products through onshore or offshore captives, funded surplus notes issuances, bilateral letter of credit facilities, note for note exchange transactions using trust notes or credit linked notes, or financial reinsurance structures
- a US life insurance subsidiary of a large internal insurance company in its captive reserve financing transactions involving both life and annuity products
- a US life insurance company in its reserve financing transaction with excess of loss and a monthly renewable term reinsurance facility sponsored by an unaffiliated third party reinsurer
- a US life insurance company in connection with its reserve financing transaction backed by a credit linked note, swap and retrocession
- two affiliated US life insurance companies in their XXX/AXXX reserve financing transactions and Rule 144A notes offering