Statutory Financial Reporting

Printer-friendly version

What you will learn:

Participants will develop an understanding of the purposes, contents and interrelationships of the many pages, exhibits, and schedules in the Life and Accident & Health Annual Statement (Blue Book). This seminar is ideal for those who need to know what is in the Annual Statement and how the various parts interrelate.

Seminar content:

• Industry overview
• Framework of insurance accounting
• Assets and the investment schedules and exhibits
• Interest maintenance and asset valuation reserves
• Life insurance reserves and liabilities
• Introduction to reinsurance
• Operating statements
• Supporting information and notes
• Separate accounts
• Risk-based capital

Who Should Attend:

Accountants, auditors, actuaries, financial executives and staff, regulators and others who contribute to, review, or use the statutory Annual Statement and wish to understand how it works.

Prerequisites:

No advance preparation or prerequisite is required for this basic level seminar. Those who are responsible for the preparation or review of all or a significant portion of the Annual Statement should consider the Annual Statement Preparation Workshop which devotes significantly more time to accounting theory and preparation issues, rather than this seminar.

Class Times:

Class begins at 8:30 a.m. and ends at 5:00 p.m. on the first day and at 3:00 p.m. on the second day.

Estimated CPE Credit: 14.0 hours

Tuition: $1495

Note(s):

The combined tuition if both the Statutory Financial Analysis and the Statutory Financial Reporting seminars are taken together is $2,490, a $500 savings.
The combined tuition if both the Separate Accounts and the Statutory Financial Reporting seminars are taken together is $2,390, a $500 savings.

Upcoming seminar dates and locations:

To register and pay by credit card, use the Register Now button(s) below.

To register by mail and pay by check, click here.