Treatise Update: Insurance and Investment Management M&A Deskbook

Insurance and Investment Management M&A Deskbook is an essential reference guide on emerging trends in insurance and investment management M&A.

With this release, this Deskbook is fully up-to-date and covers many topics including acquisitions of public insurance companies, blocks of insurance business and private acquisitions; the regulatory environment of the insurance industry and the financial services industry; investment in the insurance industry by private equity and pension funds; and the expansion of insurance industry participants into emerging markets around the globe.

The new release includes updates to the following chapters:

  • Chapter 2: Updates include a discussion of the regulations and guidelines meant to prevent the discriminatory use of personal credit scores, external data, algorithms, and predictive models in pricing decisions for insurance policies.
  • Chapter 4: This chapter includes updates on Treasury and IRS guidance on the impact of the Corporate Alternative Minimum Tax (CAMT) on the insurance industry.
  • Chapter 7: Updated to include the latest on the participation of private equity firms in the insurance space, including NAIC recommendations to address concerns reflected in their list of Regulatory Considerations and guidance from the European Insurance and Occupational Pensions Authority (EIOPA) on how regulators should evaluate acquisitions by private equity firms in the run-off sector.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.

What’s New on PLI PLUS

We add content to PLI PLUS every month to ensure our subscribers have access to the most up-to-date and relevant secondary source legal documents. Renowned legal experts regularly update our acclaimed Treatises/Practice Guides, Course Handbooks, Answer Books, Transcripts, and Forms to reflect recent changes and developments in the law.

Click here to see what we added in April 2024! 

Last Chance to participate in the PLI PLUS Scavenger Hunt!

Last Chance to participate in the PLI PLUS Scavenger Hunt! The first two people to answer all three of the following questions correctly will be entered to win a copy of Knowledge Management and Innovation by author Patrick Dundas!

  1. Name the author who mentions To Kill a Mockingbird and the movie Jagged Edge in the same chapter.
  2. What is the oldest item on PLUS?
  3. Find the book on PLUS that has the most forms.

Ask a PLI Librarian…

Our librarians are always available to provide assistance whenever you need it, so don’t hesitate to reach out to us today and in the future!

PLI’s team of library relations managers are available to answer any questions you may have about PLI PLUS, the online research database of PLI Press. While PLI PLUS is intuitive, we have heard frequently that trainings are helpful in optimizing the user experience and reducing time spent searching for content. PLI’s team of library relations managers are available at your fingertips! Schedule a one-on-one session with a PLI librarian today!

Happy National Library Week!

Happy National Library Week from our library team to yours! As information professionals living in the information age, librarians are more important than ever. We are proud to work with so many amazing librarians and knowledge workers to provide attorneys, students, and legal professionals with access to expert-authored legal analysis and practice-oriented content.

You are invited to participate in the Library Week celebration with the PLI PLUS Scavenger Hunt!

Head over to PLI PLUS, and put your research skills to the test!

The first two people to answer all three of the following questions correctly will be entered to win a copy of Knowledge Management and Innovation by Patrick Dundas.

  1. Name the author who mentions To Kill a Mockingbird and the movie Jagged Edge in the same chapter.
  2. What is the oldest item on PLUS?
  3. Find the book on PLUS that has the most forms.

Please submit your answers to plus@pli.edu and put “PLUS Scavenger Hunt” in the subject field.

Winners will be notified via email on April 19th.

Treatise Update- International Corporate Practice: A Practitioner’s Guide to Global Success

International Corporate Practice provides guidance on building a comprehensive global legal department and includes advice on structuring, staffing, and budgeting, as well as the use of foreign legal consultants and outsourcing.

Written by some of the nation’s leading corporate attorneys, this book will help you to develop compliance programs that minimize clients’ legal exposure in foreign markets, commercialize intellectual property, evaluate successful mergers and acquisitions abroad, structure effective international project financing transactions, ensure clients satisfy international guidelines crucial to their global viability, and manage legal challenges facing clients overseas.

The new release includes updates to the following chapters:

The Index has also been updated for this release.

Order a print copy today.

PLI PLUS subscribers can access this title through their subscription.