We provide life and health insurers with a dynamic perspective, combining our vast experience working within this highly regulated industry with focused legal knowledge. We serve as national counsel to insurance carriers to ensure that their business processes, sales concepts, general liabilities, regulatory affairs, market conduct, and new products are in line with state and federal laws, and that they best serve their insureds' needs. As trusted advisors, insurance carriers rely on us to counsel their agents on the tax, legal, and ethical aspects of the sale of their products to customers.

Section 1035 Exchanges and Modified Endowment Contracts
Section 1035 - Gray Areas of Policy Exchanges
Still More on Section 1035