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Industry Spotlight > Mergers and Acquisitions

National Underwriter Company Teams With WFG

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NU Online News Service, March 15, 2005, 7:53 p.m. EST

The National Underwriter Company has entered into an exclusive agreement with WFG Capital Advisors L.P. for publication and distribution of WFG’s mergers and acquisitions publications.[@@]

The agreement will include WFG’s annual M&A Sourcebook, monthly M&A updates and other publications.

Collectively, the WFG publications constitute the definitive mergers and acquisitions resource for the insurance industry.

“We are extremely pleased to be affiliated with such a highly regarded industry leader,” says WFG President Robert Lieblein. “The National Underwriter brand will allow WFG’s authored publications to be more widely distributed throughout the market. This is a unique opportunity for National Underwriter and WFG to provide insightful content on industry consolidation.”

Steven Wevodau, managing principal of WFG, Harrisburg, Pa., says, “Combining WFG’s proprietary content with National Underwriter’s expansive publication and content delivery capabilities, industry professionals will have the most complete M&A sources. Our new relationship will allow National Underwriter and WFG to leverage one another’s strengths.”

James M. Keefe, managing director of the Professional Publishing Division at National Underwriter Company, Cincinnati, says of the WFG publications, “This is critical information to large segments of National Underwriter Company’s audiences?from insurance company executives who need to know what is going on in industry M&A activity to lawyers, bankers, and businessmen on to the independent agency owner who has to be aware of trends and events affecting the value and business opportunities of his or her business. We’re very glad to be able to bring WFG’s deep analysis and insights to our readers and users, with the added value the resources of this media company brings.”

The National Underwriter Company is the publisher of this Web site, the National Underwriter insurance trade journals and a variety of financial services books and electronic publications.

The initial WFG publication package will be offered on a subscription basis and will include the 2005 Insurance Mergers & Acquisitions Insights ? Industry Sourcebook in addition to monthly updates. National Underwriter and WFG also are planning a Web seminar and live seminars to be conducted throughout the United States.

Industry professionals can obtain more information by calling (800) 544-0620 or visiting the National Underwriter Company’s Web site at


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