The National Underwriter Company and Hales & Company Announce Four Seminars on How Insurance Business Professionals Can Create and Enhance Shareholder Value

ERLANGER, Ky., March 4 /PRNewswire/ -- The National Underwriter Company and Hales & Company announced today that they are partnering on four full day seminars that will provide insurance business professionals with the tools to create and enhance shareholder value. They are being held at the following locations:

• April 13, 2010 – New York, NY – Westin NY Times Square
• April 22, 2010 – Chicago – Chicago Hyatt Regency
• May 12, 2010 – Dallas – Addison Marriott Quorum by the Galleria
• May 19, 2010 – San Francisco – San Francisco Grand Hyatt

The information-intensive full day seminars are geared toward agency owners and executives, bank-owned insurance agency executives, private equity professionals, industry professionals in charge of membership training and education, and other insurance industry professionals who have a need for detailed information related to creating and enhancing shareholder value.

New for the 2010 events are sessions on the new business model for a successful employee benefit agency, prospecting strategies that are proven to increase revenue, how to institute branding to create a competitive advantage, compliance issues that affect employer-sponsored group health plans, and analysis of the legal aspects of M&A transactions.

The session will feature other key topics such as economic and industry dynamics impacting the industry,  a review of 2009 M&A and the outlook for the future, valuation analysis, transaction pricing, earn outs and deal structures, successful organic growth strategies, detailed sell- and buy-side strategies as well as organizational and compensation strategies to sustain growth.

According to Rob Lieblein, Managing Partner of Hales, "The insurance industry continues to face significant economic, market, and political challenges. Successful leaders understand that status quo is not a solution. They need the tools to drive revenue growth and profitability.  We are very excited to continue our seminar series to assist industry professionals with these challenges. Last year, we had over 200 industry professionals attend three seminars.  With new sessions for 2010 related to the new employee benefit agency business model, prospecting, branding, compliance, and legal aspects we will reach out to an even broader audience."

In addition to Lieblein, special guest speakers are Scott Addis, president and CEO, and Gary Abram, both of Addis Intellectual Capital, LLC; Peter van Aartrijk, CEO, Maureen Wall Bentley, EVP, and Laurie Donohue, VP, Aartrijk, Inc.; Michael T. Griffin, partner, Edwards Angell Palmer & Dodge LLP; Steve Kloyda, president, and Laurie Lynard, The Prospecting Expert™, Inc.; Peter J. Marathas, Jr., partner, Proskauer Rose LLP; and David Paul, partner, ALIRT Insurance Research, LLC.

Whether participants are potential sellers, buyers, or possessing a desire to create and enhance shareholder value, they will leave the seminar with many hands on tools that will allow them to be successful at which ever route they choose. In addition, all participants will receive a free copy of our 2010 Insurance Agency Sourcebook: A Comprehensive Analysis of Mergers & Acquisitions and Growth Strategies. The book includes 400 pages of detailed information related to M&A and best practices to create and enhance shareholder value.

To reserve your seat, please call 800.831.8333 or register online at www.nuco.com/MandA. Use Promo Code: 2010 MAPR.  Early Bird rate offer expires March 31, 2010.  Seminar participants will receive a free copy of the book, 2010 Insurance Agency Sourcebook: A Comprehensive Analysis of Mergers & Acquisitions and Growth Strategies, a $285 value, with paid registration.

Event Presented by Hales & Company.

Event Sponsored by The National Underwriter Company, American Agent & Broker, Edwards Angell Palmer & Dodge, and Proskauer Rose.

About The National Underwriter Company:

The National Underwriter Company is the leading publisher of insurance and financial services magazines and reference material for the professional audience. The company is part of the Summit Business Media group of companies, the leading B2B media and information company serving the insurance, investment advisory, professional services, and mining investment markets. Additional information is available at www.summitbusinessmedia.com.

About Hales & Company:

Hales & Company, with offices in New York City, Harrisburg, San Francisco, Chicago, Southern California, Seattle, Orlando, and Washington, D.C., is the leading M&A and business consulting firm in the insurance distribution industry.  Additional information is available at www.halesgroup.com.

SOURCE The National Underwriter Company