American Independence Financial Services Case Study

At a time when the security of retirement investments had been compromised along with the reputations of many asset managers, the good standing of American Independence Financial Services was established with a strong media presence for the firm and its executives. Media outreach from DM Public Relations resulted in coverage charting the firm's growth through a spate of mergers and acquisitions that established American Independence Financial's reputation as a leading provider of target date mutual funds.

American Independence Chief Executive Officer Eric Rubin received widespread media exposure following the firm's 2005 launch of its benchmark target date mutual fund family, which includes the NestEgg Dow Jones U.S. 2010 Fund, the NestEgg Dow Jones U.S. 2015 Fund, the NestEgg Dow Jones U.S. 2020 Fund, the NestEgg Dow Jones U.S. 2030 Fund and the NestEgg Dow Jones U.S. 2040 Fund. He was quoted by national business news organizations such as Reuters, American Banker, MarketWatch, The Bond Buyer and AFX.  Regional media exposure included interviews with The Wichita Business Journal, Federal News Radio and trade media outlets such as Mutual Fund Wire, among many others

In coverage orchestrated by DM Public Relations, Rubin explained for a broad audience the advantages of target-date funds, which allow investors to select an approximate retirement time. The funds will adjust their allocations according to the investor's risk tolerance, investing in lower-risk instruments as retirement nears.