InsuranceIR LLC

Heather J. Wietzel, Principal

InsuranceIR is uniquely suited to offer insurance companies industry-specific investor relations support. InsuranceIR principal Heather J. Wietzel combines unprecedented insurance industry expertise with extensive, complementary skills in investor messaging and outreach and strong relationships with key insurance analysts and investors.

InsuranceIR can strategize and support client investor relations programs that provide investors with credible, transparent and principled communications, including:

• Developing the investment thesis, or the key messages shared with investors, and packaging the message to make it more accessible to investors.
• Conducting and supporting outreach efforts (sharing of thesis) to reach targeted current and potential holders and followers.
• Seeking feedback from investors and other audiences to evaluate reaction to the company’s message and outreach efforts and bring that feedback to management to shape appropriate message updates.

The tactics InsuranceIR recommends reflect recognized best practices and trends in investor communications, as well as a thorough understanding of:

• Insurance-investor needs
• Requirements of other insurance company constituencies such as rating agencies and
• Regulatory environment

InsuranceIR also offers a flat-fee audit and assessment of a company’s investor communications to develop recommendations for enhancements that can be implemented by the organization’s existing resources.

In all instances, the objective is to reduce the risk associated with investor assessment of a company’s long-term potential, the key driver of valuation. All else being equal, investors possessing a greater comfort level with a company’s potential often will award a higher multiple relative to current, and their estimate of future, results.