NU Online News Service, March 5, 4:00 p.m. EST

The National Underwriter Company and Hales & Company are partnering on four full-day seminars that will provide insurance agency and brokerage leaders with the tools to create and enhance shareholder value.

The sessions are being held at the following locations:

o April 13 – New York; Westin N.Y. Times Square

o April 22 – Chicago; Chicago Hyatt Regency

o May 12 – Dallas; Addison Marriott Quorum by the Galleria

o May 19 – 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, instituting branding to create a competitive advantage, compliance issues affecting employer-sponsored group health plans, and analysis of the legal aspects of merger and acquisition transactions.

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

Rob Lieblein, managing partner of Hales, said that “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.”

Mr. Lieblein noted that “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 Mr. Lieblein, special guest speakers include:

o Scott Addis, president and chief executive officer, and Gary Abram, both of Addis Intellectual Capital, LLC.

o Peter van Aartrijk, CEO, Maureen Wall Bentley, executive vice president, and Laurie Donohue, vice president, Aartrijk, Inc.

o Michael T. Griffin, partner, Edwards Angell Palmer & Dodge LLP

o Steve Kloyda, president, and Laurie Lynard, The Prospecting Expert Inc.

o Peter J. Marathas Jr., partner, Proskauer Rose LLP

o David Paul, partner, ALIRT Insurance Research, LLC.

Whether participants are potential sellers, buyers, or possess a desire to create and enhance shareholder value, they will leave the seminar with hands-on tools.

In addition, all participants will receive a free copy of the “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 register, call 800-831-8333 or register online at and use Promo Code: 2010 MAPR.

Early Bird rate offer expires March 31, 2010. With paid registration, seminar participants will receive a free copy of the “2010 Insurance Agency Sourcebook: A Comprehensive Analysis of Mergers & Acquisitions and Growth Strategies,” a $285 value.

The event is presented by Hales & Company. It is sponsored by The National Underwriter Company (parent firm of this publication), American Agent & Broker, Edwards Angell Palmer & Dodge, and Proskauer Rose.