Life Handbook

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Complete and Fully Illustrated Reference Manual (1,500+ pages)

• Purpose of, 2011 considerations for, and preparation details for every page of the Life and Accident and Health Annual Statement (Blue Book)
• Completed illustrative model company Annual Statement, including notes and investment schedules
• Detailed illustrations of the development of many specific entries into the Annual Statement

Thorough descriptions and explanations of:

• Statutory accounting theory
• Structure of the Annual Statement
• Preparation logistics and general filing requirements
• Notes to the financial statements
• Nonadmitted asset concept and rules
• Reserve theory for the non-actuary
• Actuarial opinions
• Tax provisions and SSAP 10R disclosures
• Reinsurance and Schedule S
• Investment valuation and recognition of impairments
• Invested asset schedules and exhibits
• Risk-Based Capital (RBC)
• Audited Financial Report
• Supplemental filings
• Quarterly statement preparation

Updated throughout for 2011 NAIC Annual Statement changes, including:

• New or revised disclosures in Notes 9, 10, 14, 15, 20, 21, 24 and 32
• New General Interrogatory related to letters of credit
• Change in source of realized and unrealized capital gains in the Five-Year Historical Data
• New categories and columns in Schedule S
• New Schedule Y- Part 1A
• Revised AVR instructions and restructured Summary Investment Schedule to incorporate Schedule DL Securities Lending Collateral Assets
• Revised sub-groups and new NAIC designation AM and FM suffixes for mortgage-backed and asset-backed securities in Schedules D, DA and E- also affecting Schedule D-1A
• Extensive revisions to the Supplemental Health Care Exhibit

Order it Your Way

The Handbook is available in both hardcopy and web versions. Choose to have web access only or purchase the hardcopy with web access included.

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 for FREE.

Note: If your company uses TCP, a co-worker may have ordered a Handbook through our software renewal process. Call us at 336-728-2929 or email info [at] bookeseminars [dot] com if you are unsure of your company's Handbook order status.

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