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Life Annual Statement Handbook

 

Annual Statement Handbooks are the most comprehensive manuals for annual statement preparation, accounting guidance, and statutory accounting theory in the insurance industry. Updated annually, these manuals save time understanding and preparing the annual statement and include the latest NAIC changes.

 

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
  • Details of line of business reporting
  • Changes related to the combined Life/Fraternal Blank
  • 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
2020 Life A/S Handbook Web Access $675.00
2020 Life A/S Handbook Hardcopy plus Web Access $1,025.00
2020 Life A/S Handbook Extra Hardcopy (after purchase of Web Access) $350.00
 

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