Insurance Reserve Transactions

We partner with life insurers to deliver capital relief solutions that address regulatory reserve requirements. Past transactions have included XXX/AXXX reserve financing, annuity surplus strain relief, and risk-based capital and Solvency II capital relief. We provide bespoke capital management solutions on both the asset side and liability side of the balance sheet.

Contact Information:
Dan Bevill
Senior Managing Director
1 212 261 5594