Brian T. Casey is a partner in the Atlanta office of Locke Lord Bissell & Liddell LLP.
As co-leader of Locke Lord’s Insurance Practice Group, and a member of the firm’s (a) Corporate (b) Capital Markets and (c) Healthcare Practice Groups, Mr. Casey focuses on (i) corporate, (ii) merger & acquisition, corporate and structured finance and other transactional, and (iii) regulatory matters for corporate clients in the insurance, financial services and health care industries. His clients include insurance companies, insurance holding companies, managing general agents and insurance agencies, third party and claims administrators, banks and other financial institutions, investment banks and reinsurance companies.
- Corporate, transactional and business law
- Mergers and acquisitions of insurance companies (life & health and property & casualty), insurance agencies, third party administrators, financial services businesses
- Multi-state insurance regulation and administrative law
- Privacy and Security
- Internet, electronic commerce and other technology aspects of insurance, financial services, and healthcare
- Bank insurance transactions and financial services modernization
- Healthcare
- Reinsurance
- Corporate finance, venture capital and insurance structured finance transactions
- Insurance company and insurance product taxation
Insurance Broadcast
- Named in the 2007 List of the 100 Most Powerful People in the Insurance Industry - North America
- Named in the 2005 List of the 100 Most Powerful People in the Insurance Industry - North America
- Named in the 2004 List of the 100 Most Powerful People in the Insurance Industry - North America
- Named in the 2003 List of the 100 Most Powerful People in the Insurance Industry - North America
- Named in the 2002 List of the 100 Most Powerful People in the Insurance Industry - North America
Publications
Lord, Bissell & Brook LLP - Client Alerts
Life Office Management Association/Resource Magazine
- Legal & Regulatory Aspects of Insurance E-Commerce (April 2005)
- What’s Next? Will Viatical and Life Settlement Intermediaries Cause the Implementation of NARAB Under the Gramm-Leach Bliley Act? (September 2002)
- Anti-Money Laundering Alert (June 2002)
- Year 2001 Review: Legal, Regulatory, and Transactional Aspects of Insurance e- Commerce (January 2002)
- Application of New Financial and Health Information Privacy Laws to the Viatical and Life Settlement Industry (December 2002)
- Where the Pen Hits Privacy on the e-Commerce Road (June 2001)
- The Online Bind: Is the Insurance Industry Really Using Electronic Signatures Yet? (February 2001)
- ESIGN: A Red Herring for Federal E-Signatures in the Online Insurance Business (September 2000)
- Regulatory Equality for E-Commerce in a Gramm-Leach-Bliley Act World (February 2000)
- Information Intermediary or Insurance Agent? (March 1999)
- Where’s the Next Stop on the Financial Services Company Train? (January 1999)
Insurance & Technology Magazine
- Quoted in article titled “Constant Change: With initiatives under way to streamline regulatory standards, enhance retirement options and introduce electronic medical records, 2006 promises a whirlwind of regulatory and political change for insurance executives” (January 2006)
- Quoted in article titled “Electronic Signatures: The Proof is in the Process” (July 2004)
- A Framework for Designing an Effective e-Signature Process: Part III - Proving the Electronic Signature, published in Insurance & Technology Online (June 2004)
- A Framework for Designing an Effective e-Signature Process: Part II - Significant Risks and Possible Mitigants, published in Insurance & Technology Online (May 2004)
- A Framework for Designing an Effective e-Signature Process: Part I - The Building Blocks, published in Insurance & Technology Online (May 2004)
- Quoted in article titled No Rest for the Compliance Weary (February 2004)
- Quoted in article titled Do Not Call Readiness Varies (December 2003)
- Quoted in article titled Life Insurers Begin PATRIOT Prep (March 2003)
- Quoted in article titled P&C Exempted from PATRIOT Act (November 2002)
Webinars
- “Current State of the Life Settlement Industry,” Life Settlement Awareness Month Webinar (June 2007)
- “The NAIC Model Act: How Proposed Revisions Could Impact Life Settlements,” DealFlow Media, Inc. Webinar (April 2007)
- “NAIC Viatical Law: Model Act Harmful to Consumer Rights,” Life Insurance Finance Association (LIFA) Webinar (April 2007)
- “Life Settlements: Profiting from the Secondary Market in Life Insurance Products,” DealFlow Media, Inc. Webinar (January 2007)
- “Life Settlements and Premium Financing,” COSS Market Connection Teleconference (May 2006)
- Mock Trial on Electronic Signatures, Georgia State University, (June 2004)
- Recap of “Do Not Call” Registry and Federal Telemarketing Compliance for Insurance Companies, Agents and Brokers -Co-sponsored with LOMA (June 2004)
- “Do Not Call” Registry and Federal Telemarketing Compliance for Insurance Companies, Agents and Brokers - Co-sponsored with LOMA (December 2003)
- Last Call for National “Do Not Call” Registry and Federal Telemarketing Compliance for Insurance Companies, Agents and Brokers - Co-sponsored with PossibleNow (September 2003)
Bloomberg Corporate Law Journal
- NASD Suggests Life Settlements May Be Securities (March 2007)
The Life Settlements Report
- Quoted in articles titled Federal Judge Rejects Request to Void Policy, Coventry First’s Motion for Dismissal Approved and Ritchie Says It Will Re-File Suit Against Coventry (March 2008)
- Quoted in articles titled New York Trust Case May Impact Settlement Industry and California Drops Order Against Pacific West (February 2008)
- Quoted in articles titled Fighting Regulators and Larry King Lawsuit Expected to Spur Interest in New Legislation: Maryland Broker Denies Breach of Fiduciary Duty (November 2007)
- Quoted in article titled Coventry First Gets Part of New York Suit Dismissed (October 2007)
- Quoted in article titled Life Insurance Strategies Test Insurable Interest Regulations (September 2007)
- Quoted in article titled Key New York Legislators Side with Life Settlement Industry (September 2007)
- The SILI Amendments to the Viatical Settlements Model Act (July 2007)
Journal of Structured Finance
- How Do The Privacy Laws And USA PATRIOT Act Apply To The Life Settlements Industry? (August 2007)
- Are Life Settlements Securities? (March 2007)
The Review of Securities & Commodities Regulation
- “Broker-Dealer Participation in Life Settlements of Variable Insurance Policies” (February 2007)
Practising Law Institute - All-Star Briefing
- Life Settlements Offer New Options for Insurance Policy Holders (November 2006)
National Underwriter
- Life Settlements, “NASD Suggests Best Practices For Life Settlements Of VL Policies” (October 2006)
Digital Discovery & e-Evidence
- Legal Defensibility of E-Signatures Tested in Simulated Trial (December 2005)
Best’s Review
- Quoted in article titled “Growth of Life Settlements Could Hurt U.S. Life Insurers’ Profits” (April 2005)
Senior Market Advisor
- Quoted in article titled Overcoming the Do-Not-Call Obstacle (August 2004)
Technology World Magazine
- Quoted in article titled Electronic Signatures: The Proof is in the Process (July 2004)
California Broker
- What the New Electronic Signature Law Will Mean to You (April 2001)
Fulton County Daily Report
- Quoted in article Deal Watch: Locke Lord Aims to Take Advantage of Insurance Overhaul (February 2008)
- Featured in article Diversity Draws New Hires to Lord Bissell (November 2004)
Moritz College of Law, Ohio State University
- Featured in the 2005 February issue of monthly alumni newsletter
- Auburn University, B.S.B.A. Accounting, 1984, summa cum laude
- The Ohio State University, J.D., 1987
- Emory University, Masters of Law in Taxation, 1992
- Association of Life Insurance Council (ALIC), (2000 - present)
- Bridium (an on-line insurance claims application service provider), Advisory Committee (2001)
- ConfirmNet Corporation (on-line certificate of insurance delivery and management application service, Board of Directors (2000 - 2002)
- Customer Resource Management Association (CRMA), Board of Directors Atlanta Contact Center SIG (2003 - 2006)
- National Life Settlement Association (formerly known as the National Viatical Assoc.), Counsel (1998 - 2000)
- Federation of Regulatory Counsel (FORC), State of Georgia (2001 - present)
- Georgia Electronic Commerce Association (GECA), (2000 - present)
- Life Insurers Council, Laws and Legislative Committee (1995 - present)
- National Association of Insurance Commissioners (NAIC), Industry Participant (1989 - present)
- Technology Association of Georgia (TAG), (2000 - present)
- Association of Alabama Life Insurance Companies, (2002 - present)
- CyberInsurance/Insurance Technology Symposium, Organizer, Panel Host and Speaker (1999 - 2005)
- Life Settlement Institute, Counsel (2002 - 2004)
- Georgia State University, Risk Management and Insurance Department, Adjunct Professor of Insurance Law (1993 - 1997)
- Life Insurance Settlement Association (LISA), Board of Directors (2002 - present)
- Life Insurance Finance Association (LIFA), Co-Founder (2005 - present)
- Institute of Warranty Chain Management (iWCM), Legislation & Public Policy Committee Member (2006 - present)
- • Life Insurance Direct Marketing Association (LIDMA), Board of Directors (2006 - present)
