Financial Services
Life Insurance Company Lawyers
Cohan PLLC serves the needs of the life, annuity, and retirement solutions industry. We advise life insurance companies, reinsurers, broker-dealers, investment funds, investment advisers, stable value protection providers, and product administrators related to the design, marketing, and sale of private placement, group variable life insurance products, individual and group annuities, stable value wraps, pension solutions, synthetic instruments, insurance dedicated funds, and other life insurance products.
We provide counsel, litigation, and dispute resolution to our clients in the securities, ERISA, federal tax and state regulatory areas on product development, sales and distribution issues, business combinations and state regulatory advice, market conduct examinations, and hearings.
We have also acted as co-counsel for life insurance industry companies throughout the United States in bet-the-company complex commercial litigation cases. Cohan PLLC brings an integrated approach to representing its clients by combining demonstrated litigation expertise with a comprehensive understanding of all aspects of our client’s products, business practices, and regulatory challenges.
Review your legal options with us in a 100% free consultation for specific answers about your case. Call now: (888) 926-5598.
Cohan PLLC’s Clients
Cohan PLLC’s clients offer a wide range of financial services for some of the largest life insurance industry companies in the world, including: nonqualified deferred compensation plan (“NQDC”) administration services and NQDC liability hedging administration for complex NQDC plans provided via a proprietary administration system; Bank and Business Owned Life Insurance (“BOLI”) policy administration services for life insurance carriers; Stable-Value Protection (“SVP”) administration services for SVP providers issuing SVP products for BOLI policies; Investment fund administration services and regulatory compliance for life insurance carriers and insurance-dedicated investment funds; and BOLI and institutional group annuity marketing and distribution through wholly-owned registered broker/dealers.
Cohan PLLC counsels these insurance industry clients in the following key areas:
Product Design
Cohan PLLC has unique experience working with actuaries and in-house legal counsel related to the design, marketing, and sale of separate account, private placement group variable insurance products, individual and group annuities, BOLI/COLI, stable value wraps, synthetic instruments, pension solutions, NQDC plans, and other innovative insurance and financial solutions.
Tax Qualification and Other Issues
Cohan PLLC has significant experience with tax issues related to NQDC plans and the tax qualification of annuities and life insurance contracts. Cohan PLLC’s expertise is interpreting statutory issues and writing opinions on novel products and policy transactions concerning the statutes and treasury regulations that impact the tax qualification of these insurance products.
Compliance, Oversight, and Best Practices
Cohan PLLC has experience dealing with administrative and operational compliance related to insurance dedicated funds, insurance products and NQDC plans, state and federal regulatory requirements, and developing in-house best practices.
Securities Regulation
Cohan PLLC regularly advises clients on various interpretive issues regarding novel products and policy transactions related to compliance with the federal and state securities laws, including the Sarbanes-Oxley Act. Cohan PLLC also has experience dealing with rating agencies such as Moody’s as it relates to their rating methodologies for insurance entities. Cohan PLLC has resolved issues including status questions under the Securities Act, Securities Exchange Act, and Investment Company Act of 1940, and issues related to regulating separate accounts that serve as underlying investment vehicles for these insurance products.
Our Firm Puts You First
Results-Driven & Tenacious Representation You Can Trust
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"Highly recommend."He was very informative, helpful, and knowledgeable. Everything was explained to me so that I could understand.- S.D.
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"5 stars!"Very capable lawyer who made the process easy and got me the maximum settlement. 5 stars!- A.A.
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"I highly recommend Chasen Cohan to anyone in need of a top-tier personal injury attorney."Choosing Chasen to represent me was one of the best decisions I made, and I am incredibly grateful for his outstanding service.- E.N.
Why Clients Choose Us
Las Vegas's Trusted Trial Attorney
At Cohan PLLC, we are committed to fighting for your rights and securing the justice you deserve.
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Experienced RepresentationWith over a decade of experience and a commitment to delivering maximum settlements, we prepare each case with trial in mind, never settling for less.
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Aggressive Trial AdvocacyWe meticulously prepare each case for trial, ready to fight for the justice and compensation you deserve. We are trial lawyers through and through.
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Client-Centered ApproachWe treat you with respect and make your case a priority. We're available when you need us, day or night, and fight tirelessly to secure fair and full compensation.
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Proven ResultsOur track record speaks volumes—we consistently secure the maximum settlement, often hitting police limits on nearly every case.
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Work With a Spanish-Speaking TeamWe proudly serve clients in both English and Spanish, ensuring that language is never a barrier to receiving top-notch legal representation.
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Free ConsultationsOur firm offers free consultations and works on a contingency fee basis to ensure you understand your options and can focus on healing without the additional financial burden.