Annual Statement Preparation Handbooks

Posted Tue, 04/13/2010 - 2:50pm by Administrator

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Insurance companies, CPA firms and insurance departments rely on these authoritative manuals to keep abreast of current statutory financial reporting theory and practice. You can count on them to save you time in understanding and preparing your Annual Statement.

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The Handbooks are available in two forms: hardcopy and electronically via our password-protected website. You may choose to have electronic access only or may purchase the hardcopy with electronic access included.

Also, companies that use TCP (our Annual Statement software package) and purchase the Handbook will also receive the Handbook as a context-sensitive help file within TCP, at no additional cost.

Life Handbook

Reorganized for 2010!

  • Many sections rewritten or updated
  • New features added

Included in the Life Company Annual Statement Handbook's 1,200 pages are:

  • Survey of the structure of and flow of data within the Annual Statement
  • Discussions and illustrations of how to complete each Annual Statement schedule, exhibit and disclosure
  • Cross-reference checklists
  • Many suggestions to make your Annual Statement preparation process more efficient

The Life Handbook also includes a chapter on Quarterly Statement preparation.

See More Details and Ordering Information for the Life Handbook

Property & Casualty Handbook

Popular features of the 1,300 page Property & Casualty Annual Statement Handbook include:

  • Discussion of every page of the P&C Annual Statement
  • Workpapers and illustrations supporting the preparation of all parts of Schedule P
  • Explanations of statutory accounting for reinsurance and Schedule F preparation
  • Explanation and supporting workpapers for the Cash Flow statement
  • Detailed discussion and examples of the Notes to Financial Statements and Management's Discussion and Analysis
  • Illustrations and explanations of the Insurance Expense Exhibit, IRIS ratios and Risk-Based Capital

The P&C Handbook also includes a chapter on Quarterly Statement preparation.

See More Details and Ordering Information for the P&C Handbook