• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

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  • Copyright 2012

Exciting Change — Joining Lambert, Edwards & Associates

Posted on December 19, 2013 by Heather J. Wietzel

I am pleased to report exciting changes for me (and InsuranceIR LLC).  As of mid-November, my insurance-sector investor relations consulting business has become part of the investor relations and financial communications practice of Lambert, Edwards & Associates.

LE&A was founded in 1998 and has grown for 14 straight years to become one of the Midwest’s largest and most respected public relations and investor relations firms. I am part of the group that offers full-service investor relations and corporate communications services to small-cap and mid-cap public companies nationwide as well as to privately held businesses raising capital or pursuing a liquidity event.  LE&A is based in Michigan and I have relocated to Grand Rapids to work out of their largest office/headquarters.

Joining LE&A expands the resources I can offer to insurance-sector clients and offers me a fabulous team environment in which to work. In turn, I also have the opportunity to help counsel LE&A investor relations clients across many industries.

The plan is to continue blogging on relevant investor relations topics although the blog name is expected to change.  Stay tuned for an update on that subject!

Filed under: InsuranceIR, Investor Relations, LE&A | Leave a comment »

InsuranceIR Forms Strategic Alliance

Posted on February 1, 2011 by Heather J. Wietzel

Since forming InsuranceIR in late 2009, I have already had the privilege of offering investor relations support to seven insurance company clients. I also have stayed in touch with friends in the insurance-investor community, all of whom have been incredibly supportive of InsuranceIR (and I am looking forward to seeing many of them again soon at the NYSSA Insurance Conference in February and AIFA in March).  At the same time, I have used this blog to offer investor relations ideas for insurance companies to a wider audience.

Now, it’s time for another big step forward. As we announced earlier today, InsuranceIR has formed a strategic alliance with Dix & Eaton, a solid, full-service investor relations firm. Together, we’ll be able to offer insurance-sector clients the specialized expertise of InsuranceIR as well as the depth of resources available from an established IR firm. (And the InsuranceIR blog will continue to offer ideas!)

I’m particularly excited because Dix & Eaton’s team has deep expertise on issues such as corporate governance that are very timely for insurance companies (but not industry specific).

As background, Dix & Eaton has offered investor relations services since 1970. Their capabilities include shareholder communications, investor targeting, M&A/IPO communications, proxy contests/shareholder activism, bankruptcy communications, investor perception studies, IR websites and digital strategies, annual reports, IR training, IR function development and assessment, and more. Dix & Eaton also provides clients with public relations and customer communications. Founded in 1952, the firm has been named the best midsize firm and the best midsize, full-service firm in the United States. For more information, visit dix-eaton.com.

Rob Berick, who oversees the Dix & Eaton investor relations practice, has developed and executed investor relations programs for companies in a wide range of industries and market cap sizes over the past 20 years. He blogs on investor relations topics at StreetTalk.  His recent series on Preparing for Proxy Season 2011 is excellent!

This should be great fun!

Filed under: InsuranceIR | Leave a comment »

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