What We Do
Exchange Form of Insurance Company
Representative Services Include:
- Organization
- Licensing
- Advise Board of Directors, Subscribers Advisory Committee and Officers on Special Corporate Governance Issues of Exchanges
- Structuring of Subscriber Savings Accounts
- Strategic Use of and Structuring of Other Subscriber Equity Accounts
- Subscriber Account Transfer Structures
- Allocations to Subscriber Accounts
- Subscriber Equity Account Allocation Methodologies
- Preparation of Subscriber's Agreement and Power of Attorney
- Capital Contribution Agreements
- Preparation of Other Organizational Documents
- Conversion of Stock Insurance Company to Exchange Insurance Company
- Internal Revenue Service Rules on Distributions
- Agreements Between Exchanges and Attorney-in-Fact
- Attorney-in-Fact Organization and Structuring Purposes
- Special Exchange Tax Considerations and Analysis
- Internal Revenue Service Private Letter Ruling Requests Regarding Various Exchange and Subscriber Issues
- Special Considerations for "For Profit" Exchanges
- Blended Exchange Model
- Subordinated Debt Structures and Documentation
- Exchange Reinsurance Company Structures
- Analysis of Various Exchange-Specific Issues and Considerations
- Non-assessability
- Terminating Subscriber Issues
- Reinsurance Agreements and Transactions
- Management Agreements
- Redomestication
- Acquisitions and Mergers
- Due Diligence
- Affiliation Agreements
- Divestitures
- Holding Company Regulation and Issues
- Existing Exchange Statutory Considerations
- Legislative Drafting
- Regulatory Issues
- Rate and Form Filings
- Rate Hearings
- Insurance Policy Rewrites
- Securities Issues
- Subsidiary Issues
- Examination Reports
- Market Conduct Studies
- Intellectual Property
- Twenty Plus Years Advising Exchange Insurance Companies