Insurance Capital Markets


Morrison & Foerster attorneys advise on a broad range of issues affecting the insurance industry, from capital markets and other business transactions, including mergers and acquisitions, to tax and regulatory matters, to insolvency and restructuring advice, to insurance related litigation. We also advise on the establishment of offshore insurers and reinsurers and special purpose vehicles. We handle complex transactions for domestic and international clients that include insurance companies, financial institutions, investment banks and other market participants.

Our attorneys develop and structure insurance and insurance-related capital markets products for the financial services sector. Our expertise includes advising in connection with life settlement and life insurance premium finance transactions; life settlement and annuity securitizations; establishment of proprietary life settlement and premium finance operations; establishment of funding structures for structured life settlements and premium finance; acquisition of life settlement blocks of business; catastrophe bonds and sidecar transactions; licensing and agent issues; policy warehousing; and bank-owned and corporate-owned life insurance transactions. Our skills in derivatives, commodities, bank regulatory, bank lending, tax structuring, ERISA and financial restructuring matters enable us to develop innovative products with our clients.

Insurance is one of the most highly regulated industries. We bring our regulatory experience to bear in helping our clients achieve their business and regulatory objectives. Our attorneys counsel clients on a broad array of insurance regulatory issues, including representing clients before state insurance departments, as well as advising in connection with investments, licensing, agent issues, life and viatical settlements, financial guarantee issues, reinsurance, risk based capital issues, onshore/offshore issues, marketing and sales practices, rehabilitation and insolvency questions.

If you're interested in Triple X, sidecars and cat bonds, you may be interested in other examples of our experience.

See also Recent Attorney Publications for additional articles.

Client Stories - We're Only as Good as Our Last Deal

Read more about what we've been up to lately (documents in pdf format):

Capital Markets

Hybrids

Derivatives

Structured Products and Insurance-Linked Products

Frequently Asked Questions

To learn about MoFo’s FAQs ebook, click here.

Chambers Asia-Pacific 2017 
Asia-Pacific: Capital Markets: Equity
China: Capital Markets: Equity: International Firms
Japan: Banking & Finance: International Firms
Japan: Capital Markets: Domestic
Japan: Capital Markets: International: US Law


Chambers Global 2017
Global-wide: Capital Markets: Equity
Asia-Pacific: Capital Markets: Equity
China: Capital Markets: Equity: International firms
Japan: Capital Markets: Domestic
Japan: Banking & Finance: International Firms
Japan: Capital Markets: International: US Law
United States: Capital Markets: Debt & Equity
United States: Capital Markets: Derivatives


Chambers UK 2017
Debt Capital Markets


Chambers USA 2017
National: Capital Markets: Debt & Equity
National: Capital Markets: Derivatives
National: Capital Markets: REITS
National: Capital Markets: Securitization (Individual Partners Ranked)


Derivatives Week 2013
European Law Firm of the Year


EQDerivatives Awards 2016
Equity Derivatives Law Firm of the Year


Euromoney: The Cover Awards 2012
Editor’s choice for most innovative deal – First SEC-registered Covered Bond (Royal Bank of Canada)


Financial Times: US Innovative Lawyers
Overall winner of the Innovation in Social Responsibility category, 2016
One of four firms ranked “Standout” in the category of New Products and Techniques, 2016
One of four firms ranked “Standout” in the category of Enabling Clients Business, 2015
One of five firms ranked “Standout” in the category of Finance, 2012


GlobalCapital Americas Derivatives Awards 2015, 2016, 2017
Americas Law Firm of the Year


GlobalCapital Syndicated Loan, Leveraged Finance and Private Placement Awards 2016
Private Placements Law Firm of the Year


IFLR1000 2017
China: Private Equity – Foreign Firms
Hong Kong: Capital Markets: Equity
Hong Kong: Capital Markets: Debt
Japan: Capital Markets: Equity
Japan: Capital Markets: Equity Foreign Firms
Japan: Capital Markets: Debt
Japan: Capital Markets: Debt Foreign Firms
United States: Capital Markets: Debt
United States: Capital Markets: Equity
United States: Capital Markets: Derivatives
United States: Capital Markets: Structured Finance and Securitisation
United Kingdom: Capital Markets: Debt
United Kingdom: Capital Markets: Derivatives


IFLR Americas Awards
Structured Finance and Securitisation Deal of the Year, 2013
Structured Finance and Securitisation Team of the Year, 2015


Legal 500 Asia-Pacific 2017
Japan: Capital markets: International firms and joint ventures
Hong Kong: Capital markets (debt)
Hong Kong: Capital markets (equity)


Legal 500 UK 2016
Debt Capital Markets
Derivatives and Structured Products


Legal 500 US 2016
National: Capital Markets: Debt Offerings: Advice to Issuers
National: Capital Markets: Debt Offerings: Advice to Managers
National: Capital Markets: Equity Offerings: Advice to Issuers
National: Capital Markets: Equity Offerings: Advice to Managers
National: Capital Markets: Global Offerings: Advice to Financial Institutions
National: Capital Markets: Global Offerings: Advice to Corporates
National: Structured Finance


M&A Advisors Awards 2012
Debt Financing Deal of the Year – First-ever U.S. Registered Covered Bond (Royal Bank of Canada)


mtn-i Americas Awards 2013
Legal Leader


Operational Risk & Regulation Awards 2013
Law Firm of the Year


StructuredRetailProducts.com 2012, 2013, 2014, 2015
Best Law Firm in the Americas


Structured Products magazine 2006, 2007, 2009, 2011, 2012, 2014, 2016
Law Firm of the Year, Americas


Thomson Reuters Accelus Compliance Awards 2012, 2014
One of Five Firms Shortlisted for Best Regulatory Law Firm of the Year


U.S. News – Best Lawyers® Best Law Firms 2017
National: Derivatives and Futures Law (Tier 1)
National: Securities/Capital Markets Law (Tier 1)
National: Securitization/Structured Finance Law 
National: Securities Regulation (Tier 1)
National: Banking and Finance Law (Tier 1)

James R. Tanenbaum
Partner
New York
(212) 468-8163

“Their guidance extends well beyond legal advice and includes business counsel.”
(Chambers USA 2014)


"play an important role in advising insurers, reinsurers, investment banks and hedge funds on complex international restructurings" (PLC Global Portrait 2009)

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