Services

Representative Services

  • Formation and licensure of insurance companies, including UCAA Primary and Expansion Applications
  • UCAA Corporate Amendments 
  • Holding Company Act compliance and filings, including transactions with affiliates
  • Regulatory and transactional representation with respect to mergers, acquisitions, redomestications, demutualizations, joint ventures, and intercompany agreements, including representation in Form A proceedings
  • Regulatory and compliance due diligence on merger and acquisition targets
  • Advice on insurance company and agency operation, licensing, and regulatory compliance, including compliance training, self-audits, and assistance with new product development and business plans
  • Litigation consulting and expert witness services in connection with insurance-related litigation 
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