Investment Agreements in the Insurance Industry

165 Contracts & Agreements
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Fourth Amended and Restated Customer Investment Agreement between Lemonade, Inc. and GC Customer Value Arranger, LLC (2025)
Investment Agreements
Lemonade, Inc.
Insurance
DE
2025
First Amendment to Investment Agreement between James River Group Holdings, Ltd. and GPC Partners Investments (Thames) LP
Investment Agreements
James River Group Holdings, Ltd.
Insurance
NY
2024
S&P 500 5-Year 10% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 3-Year 20% Buffer with Upside Participation Rate Indexed Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 10% Buffer with Performance Trigger Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 5-Year 20% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 20% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 10% Buffer with Dual Performance Trigger Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholders
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
Second Amendment to Investment Management Agreement between Houston Specialty Insurance Company, Imperium Insurance Company, Great Midwest Insurance Company, and Arena Investors,...
Investment Agreements
Skyward Specialty Insurance Group, Inc.
Insurance
NY
2024
S&P 500 6-Year 20% Buffer with Upside Participation Rate Indexed Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 3-Year 20% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 20% Buffer with Performance Trigger Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
Investment Management Agreement between New England Asset Management, Inc. and United Fire Group, Inc.
Investment Agreements
United Fire Group, Inc.
Insurance
CT
2024
S&P 500 5-Year 10% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 20% Buffer with Performance Trigger Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 5-Year 20% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 3-Year 10% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
S&P 500 1-Year 10% Buffer with Performance Trigger Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2024
Customer Investment Agreement between Lemonade, Inc. and GC Customer Value Arranger, LLC (June 28, 2023)
Investment Agreements
Lemonade, Inc.
Insurance
DE
2023
iShares U.S. Real Estate ETF 1-Year -10% Floor with Cap Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year -10% Floor with Cap Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
MassMutual Ascend Life Insurance Company S&P 500 2-Year Term Indexed Crediting Strategy Endorsement
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year Term Participation Rate Indexed Strategy Crediting Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 2-Year Term With Cap Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholders
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
First Trust Barclays Edge 1-Year 10% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
iShares MSCI EAFE ETF 1-Year 10% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year 10% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement – MassMutual Ascend Life Insurance Company
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year Participation Rate Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 6-Year 10% Buffer with Participation Rate Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year 10% Buffer With Cap Indexed Strategy Crediting Strategy Endorsement (MassMutual Ascend Life Insurance Company)
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
MassMutual Ascend Life Insurance Company S&P 500 1-Year Term Indexed Crediting Strategy Endorsement
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
MassMutual Ascend Life Insurance Company S&P 500 2-Year Term With Cap Indexed Strategy Crediting Strategy Endorsement
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 1-Year Term With Cap Indexed Strategy Crediting Strategy Endorsement – MassMutual Ascend Life Insurance Company
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
First Trust Barclays Edge 1-Year 10% Buffer with Upside Participation Rate Indexed Strategy Crediting Strategy Endorsement
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 Floor Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
S&P 500 Floor Indexed Strategy Crediting Strategy Endorsement between MassMutual Ascend Life Insurance Company and Policyholder
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
Amendment to Investment Management Agreements Among F&G Annuities & Life Inc., Blackstone ISG-I Advisors L.L.C., and Fidelity National Financial, Inc.
Investment Agreements
F&G Annuities & Life, Inc.
Insurance
2023
First Trust Barclays Edge 1-Year 10% Buffer Indexed Strategy Crediting Strategy Endorsement
Investment Agreements
GREAT AMERICAN LIFE INSURANCE CO
Insurance
2023
Investment Agreement between GoHealth, Inc. and Purchasers for Series A Convertible Perpetual Preferred Stock (September 23, 2022)
Investment Agreements
GoHealth, Inc.
Insurance
DE
2022
Amendment No. 1 to Investment Agreement between James River Group Holdings, Ltd. and GPC Partners Investments (Thames) LP
Investment Agreements
James River Group Holdings, Ltd.
Insurance
NY
2022