Life Annual Statement Handbook
The 2021 edition is here!
Annual Statement Handbooks are the most comprehensive manuals for annual statement preparation, accounting guidance, and statutory accounting theory in the insurance industry. These manuals save time understanding and preparing the Annual Statement and include the latest NAIC changes.
The electronic version of the handbooks will be updated periodically during the year for significant guidance changes. Hardcopies will be available for order later in the year and produced in time for the 2021 annual filing season.
All Handbooks cover:
- Statutory accounting theory
- Structure of the Annual Statement
- Preparation logistics and filing requirements
- Notes
- Investment schedules including valuation and preparation
- Risk Based Capital
- Quarterly statement
- Supplementary filings
- Audited Financial Report
- Actuarial Opinions
- Reinsurance
- Federal tax provisions including detailed guidance for the admissibility tests
- Accounting and reporting for the Affordable Care Act
- Model company completed Annual & Quarterly Statements for current year
The Life Annual Statement (Blue Book) also covers:
- Reserving theory and discussion
- Asset valuation reserve and interest maintenance reserve
- Details of line of business reporting
- Separate Accounts
How to Pay
- Order your handbook(s) and pay by credit card using the buttons below.
- To pay by check, download a form here. If you need to submit an invoice equivalent in to get a check from your company, click the Buy Now button below and print the resulting page.
Choose Your Handbook Version
| Course Name | Price | |
| 2021 Life A/S Handbook Web Access | $710.00 |