Statutory Financial Reporting

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What You Will Learn:

Participants in this seminar 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 seeking to know what information is available 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

Field of Study: Accounting

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 overview 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 seminar 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 $2,590, a $400 savings.
The combined tuition if both the Separate Accounts and the Statutory Financial Reporting seminars are taken together is $2,490, a $400 savings.

Upcoming seminar dates and locations:

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