Cohan PLLC provides a wide range of legal and regulatory services to life insurance companies, broker-dealers, investment advisors, and product administrators related to the design, marketing, and sale of group variable life insurance products, individual and group annuities, stable value wraps, synthetic instruments, and other innovative products.
Cohan PLLC advises on Federal Tax matters, ERISA, and state insurance law issues relating to these insurance products. We have extensive experience working with issuers to ensure product designs qualify for favorable tax treatment under federal tax laws. We also counsel clients on complex employee benefit plan issues.
Cohan PLLC has experience with the registration of variable life insurance and products under the Securities Act of 1933 and regularly advises clients on a variety of interpretive issues regarding novel life insurance products.
Cohan PLLC also has extensive experience representing insurance companies, their corporate policyholders, and self-insured businesses in defense of a variety of general liability claims.