Life Handbook

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A Complete and Fully Illustrated Reference Manual

Save time in understanding and preparing your Annual Statement and keep abreast of current statutory financial reporting theory and practice.

• Purpose of, 2012 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

Order it Your Way

Our Handbook is available in three different ways so you can get what you need, when you want it, the way you like it.

Start with the web access Handbook for only $450, then add:
Printed Handbooks (as many as you need)    $200 ea
As a help file within The Complete Package     $100*

*Companies that use TCP (our Annual Statement software package) and purchase the Handbook will be able to obtain the Handbook as a context-sensitive help file for use within TCP.

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.