This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
This course provides participants with a basic understanding of the different types of invested assets and the appropriate statutory accounting/reporting of those assets. The discussion includes the general concept of investment limitations established by each state’s insurance regulatory authority. The 2012 accounting and reporting changes will be included; be up-to-date!
Agenda
- Schedules A, B, BA, D, DI, and E
- The Securities Valuation Office (SVO)
- Impairment of Invested Assets
- Summary Investment Schedules
- Supplemental Investment Interrogatories
- Statutory Accounting Principles Affecting Investments
- User-specific Topics by Request
Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required. Advance Preparation: None.
Estimated CPE Credit
7.5 credit hours