Objective:
See the latest enhancements to the eFreedom Annual Statement software; learn software tips and tricks to save you time, hear about NAIC filing changes and NAIC hot topics. This is a group-live offering.
Agenda:
Annual Statement Client Services & Support
We'll describe the full range of Annual Statement support resources available to you. You'll learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
NAIC Focus
Join us for a look what is going on in the industry. We'll bring you up to date on the following additional topics and more:
- Changes to Schedule D
- Regulatory demand for more disclosures
- SVO Issues
- Climate Risk Disclosure Survey
- Reinsurance Reform
- Group Solvency Issues Working Group
- Rating Agency Working Group
- Financial Examiners Coordination Working Group
- P&C – Changes to Underwriting & Investment Exhibit
- Health – More NAIC crosschecks and new actuary requirements
NAIC Filing Changes
Come and see what’s in store for the 2009 annual statement as well as the 2010 quarterly and annual statements. We will discuss how NAIC statement blanks have changed, new requirements that affect all companies, and changes that are specific to Life, P&C, and Health companies. Additionally, learn how the NAIC’s new National Meeting schedule will affect the timing of future blanks and instruction changes.
What’s New in 2009?
We’ll show you how we’ve built even more productivity into eFreedom Annual Statement, and what to expect in the upcoming release.
Tips and Tricks
We’ll bring the most frequently asked annual statement questions, along with the correct answers! Before we close, we’ll also show you some “tips and tricks” to help you pull your annual statement together as smoothly and quickly as possible.
Intended Audience:
Personnel responsible for filing annual statement reports. There are no prerequisites required. A basic understanding of statutory accounting and annual statements is helpful.
Registration Fee:
$300 if registration received by October 15, 2009
$325 if registration received after October 15, 2009