Life Handbook

Printer-friendly version

• Statutory accounting theory
• Discussion of every page of the Life and Accident and Health Annual Statement, plus RBC and many supplements
• Updated throughout for NAIC changes

• New Focus – Booke Seminars is transitioning to a new and updated version of the Life Handbook. We think you’ll like the changes!
  • The new Handbook focuses on identifying applicable accounting guidance for items in the Annual Statement and on highlighting important data relationships within the Statement. The model company illustrations now highlight assembly of components for entries into the Statement and data relationships among various portions of the Statement.
• Easier Navigation – Discussions of each Page, Exhibit or Schedule feature the following standard sections:
  • Purpose
  • 2010 considerations
  • Accounting considerations
  • Preparation overview
  • Detail preparation considerations
  • Electronic data capture (when applicable)
  • Model company illustrations
  • Many pages also continue to feature a cross-reference checklist
• New and Expanded Special Topic Discussions:
  • Preparation logistics and general filing considerations
  • Reserve theory for the non-actuary
  • Actuarial opinions
  • Tax provisions and disclosures under SSAP 10R
  • Nonadmitted assets
  • Investment impairments

• First published in 1959. Updated annually
• Authored by FSAs and CPAs
• Clearly written
• Booke Seminars’ instructors available by phone or e-mail for questions

• The Handbook is 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.
  • Electronic version
    • Internet based – Updated after each NAIC meeting
    • Hyperlinks to related topics
    • Index with contents and search feature
  • Print version
    • Mirrors electronic version in content
• Companies that use TCP (our Annual Statement software package) and purchase the Handbook will also receive the Handbook as a context-sensitive help file, for use within TCP, at no additional cost.

To pay by credit card: use one of the buttons shown below.

To pay by check: print, complete, and mail the attached PDF order form along with your check.