Conseco Completes Reinsurance Transaction
26 Janvier 2010 - 10:14PM
PR Newswire (US)
CARMEL, Ind., Jan. 26 /PRNewswire-FirstCall/ -- Conseco, Inc.
(NYSE:CNO) said today that it received the necessary regulatory
approvals and completed the previously announced transaction under
which its Bankers Life and Casualty Company subsidiary ("Bankers
Life") coinsured, with an effective date of October 1, 2009, about
234,000 life insurance policies with Wilton Reassurance Company
("Wilton Re"). At closing, Wilton Re paid Bankers Life a ceding
commission of approximately $44 million and 50% coinsured these
policies, which Bankers Life will continue to service and
administer. "This transaction is expected to increase Conseco's
consolidated risk-based capital ratio by 9 percentage points, along
with increasing statutory capital by the amount of the ceding
commission," said Conseco CEO Jim Prieur. As part of the
transaction, Bankers Life transferred to Wilton Re approximately
$73 million in investment securities and policy loans and $117
million of statutory policy and other liabilities. As previously
announced, Conseco expects to record (as a result of the
transaction) an increase to its deferred tax valuation allowance of
approximately $18 million in the fourth quarter of 2009. Conseco
also expects to record a pre-tax deferred cost of reinsurance of
approximately $30 million, which, in accordance with generally
accepted accounting principles ("GAAP"), will be amortized over the
life of the underlying policies, reducing quarterly pre-tax income
from operations by approximately $0.5 million. In addition,
Conseco's future GAAP income from operations will be reduced by the
earnings from the portion of the block that is coinsured; such
pre-tax earnings before overhead were approximately $2 million in
the third quarter of 2009. About Conseco Conseco, Inc.'s insurance
companies help protect working American families and seniors from
financial adversity: Medicare supplement, long-term care, cancer,
critical illness and accident policies protect people against major
unplanned expenses; annuities and life insurance products help
people plan for their financial futures. For more information,
visit Conseco's website at http://www.conseco.com/. Cautionary
Statement Regarding Forward-Looking Statements. Our statements,
trend analyses and other information contained in this press
release relative to markets for Conseco's products and trends in
Conseco's operations or financial results, as well as other
statements, contain forward-looking statements within the meaning
of the federal securities laws and the Private Securities
Litigation Reform Act of 1995. Forward-looking statements typically
are identified by the use of terms such as "anticipate," "believe,"
"plan," "estimate," "expect," "project," "intend," "may," "will,"
"would," "contemplate," "possible," "attempt," "seek," "should,"
"could," "goal," "target," "on track," "comfortable with,"
"optimistic" and similar words, although some forward-looking
statements are expressed differently. You should consider
statements that contain these words carefully because they describe
our expectations, plans, strategies and goals and our beliefs
concerning future business conditions, our results of operations,
financial position, and our business outlook or they state other
'forward-looking' information based on currently available
information. Assumptions and other important factors that could
cause our actual results to differ materially from those
anticipated in our forward-looking statements include, among other
things: (i) our ability to continue to satisfy the financial ratio
and balance requirements and other covenants of our debt
agreements; (ii) general economic, market and political conditions,
including the performance and fluctuations of the financial markets
which may affect our ability to raise capital or refinance existing
indebtedness and the cost of doing so; (iii) our ability to
generate sufficient liquidity to meet our debt service obligations
and other cash needs; (iv) our ability to obtain adequate and
timely rate increases on our supplemental health products,
including our long-term care business; (v) the receipt of any
required regulatory approvals for dividend and surplus debenture
interest payments from our insurance subsidiaries; (vi) mortality,
morbidity, the increased cost and usage of health care services,
persistency, the adequacy of our previous reserve estimates and
other factors which may affect the profitability of our insurance
products; (vii) changes in our assumptions related to the cost of
policies produced or the value of policies in force at the
effective date; (viii) the recoverability of our deferred tax
assets and the effect of potential ownership changes and tax rate
changes on its value; (ix) our assumption that the positions we
take on our tax return filings, including our position that our
7.0% convertible senior debentures due 2016 will not be treated as
stock for purposes of Section 382 of the Internal Revenue Code of
1986, as amended, and will not trigger an ownership change, will
not be successfully challenged by the Internal Revenue Service; (x)
changes in accounting principles and the interpretation thereof;
(xi) our ability to achieve anticipated expense reductions and
levels of operational efficiencies including improvements in claims
adjudication and continued automation and rationalization of
operating systems, (xii) performance and valuation of our
investments, including the impact of realized losses (including
other-than-temporary impairment charges); (xiii) our ability to
identify products and markets in which we can compete effectively
against competitors with greater market share, higher ratings,
greater financial resources and stronger brand recognition; (xiv)
the ultimate outcome of lawsuits filed against us and other legal
and regulatory proceedings to which we are subject; (xv) our
ability to complete the remediation of the material weakness in
internal controls over our actuarial reporting process and to
maintain effective controls over financial reporting; (xvi) our
ability to continue to recruit and retain productive agents and
distribution partners and customer response to new products,
distribution channels and marketing initiatives; (xvii) our ability
to achieve eventual upgrades of the financial strength ratings of
Conseco and our insurance company subsidiaries as well as the
impact of rating downgrades on our business and our ability to
access capital; (xviii) the risk factors or uncertainties listed
from time to time in our filings with the Securities and Exchange
Commission; (xix) regulatory changes or actions, including those
relating to regulation of the financial affairs of our insurance
companies, such as the payment of dividends and surplus debenture
interest to us, regulation of financial services affecting (among
other things) bank sales and underwriting of insurance products,
regulation of the sale, underwriting and pricing of products, and
health care regulation affecting health insurance products; and
(xx) changes in the Federal income tax laws and regulations which
may affect or eliminate the relative tax advantages of some of our
products. Other factors and assumptions not identified above are
also relevant to the forward-looking statements, and if they prove
incorrect, could also cause actual results to differ materially
from those projected. All forward-looking statements are expressly
qualified in their entirety by the foregoing cautionary statements.
Our forward-looking statements speak only as of the date made. We
assume no obligation to update or to publicly announce the results
of any revisions to any of the forward-looking statements to
reflect actual results, future events or developments, changes in
assumptions or changes in other factors affecting the
forward-looking statements. DATASOURCE: Conseco, Inc. CONTACT: News
Media, Tony Zehnder, Corporate Communications, +1-312-396-7086,
Investors, Scott Galovic, Investor Relations, +1-317-817-3228 Web
Site: http://www.conseco.com/
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