During check-in at the event on Sunday evening, attendees will be assigned to one of two tracks. The same topics will be covered over the course of this training, but having two tracks allows for a more personal learning experience. Both tracks will have breakfast and lunch at the same times, as well as most breaks.

Check-in for both tracks is on Sunday evening, Nov. 12, from 6 to 8 p.m., and on Monday morning, starting at 7 a.m. 
 

TRACK ONE


MONDAY, NOVEMBER 13
 
7 to 8 a.m. Breakfast
8 to 9 a.m. General Introduction
  • Seminar overview
  • Statutory insurance accounting overview
  • NAIC blanks and various items within
9 to 10 a.m. Asset Adequacy Analysis
10 to 10:15 a.m. Break
10:15 to 11 a.m. Professionalism
11 a.m. to Noon Case Study
Noon to 1:30 p.m. Lunch
1:30 to 2:15 p.m. Actuarial Opinions
2:15 to 3 p.m. Cash Flow Testing
3 to 3:15 p.m. Break
3:15 to 4:15 p.m. Principle-based Approach to Reserves and Capital
4:15 to 5:30 p.m. Statutory Accounting and Annual Statement Case Study

TUESDAY, NOVEMBER 14
 
7 to 8 a.m. Breakfast
8 to 9:15 a.m. Life Insurance (Whole Life and Term)
9:15 to 9:30 a.m. Break
9:30 to 10:45 a.m. Life Insurance (Term, Universal Life, Variable Life)
10:45 to Noon Case Study
Noon to 1:30 p.m. Lunch
1:30 to 2:45 p.m. Annuities
2:45 to 3 p.m. Break
3 to 4:15 p.m. Reinsurance (Life and Health)
4:15 to 5:30 p.m. Case Study

WEDNESDAY, NOVEMBER 15
 
7 to 8 a.m. Breakfast
8 to 9:15 a.m. Overview of Health Insurance
9:15 to 9:30 a.m. Break
9:30 to 10:45 a.m. Health Claim Reserves and Premium Deficiency Reserves
10:45 to Noon Case Study
Noon to 1:30 p.m. Lunch
1:30 to 2:45 p.m. Health Reporting and Special Topics
2:45 to 3 p.m. Break
3 to 4:15 p.m. Premium Reserves/Assets, Contract Reserves, and Health Actuarial Opinions
 
4:15 to 5:30 p.m. Case Study

THURSDAY, NOVEMBER 16
 
7 to 8 a.m. Breakfast
8:30 to 11:30 a.m. Exam
  *Times are subject to change. 

TRACK TWO


MONDAY, NOVEMBER 13
 
7 to 8 a.m. Breakfast
8 to 9 a.m. General Introduction
  • Seminar overview
  • Statutory insurance accounting overview
  • NAIC blanks and various items within
9 to 9:45 a.m. Cash Flow Testing
9:45 to 10 a.m. Break
10 to 11 a.m. Principle-based Approach to Reserves and Capital
11 a.m. to Noon Case Study
Noon to 1:30 p.m. Lunch
1:45 to 2:45 p.m. Asset Adequacy Analysis
2:45 to 3:30 p.m. Actuarial Opinions
3:30 to 3:45 p.m. Case Study
3:45 to 4:30 p.m. Professionalism
4:30 to 5:30 p.m. Case Study

TUESDAY, NOVEMBER 14
 
7 to 8 a.m. Breakfast
8 to 9:15 a.m. Overview of Health Insurance
9:15 to 9:30 a.m. Break
9:30 to 10:45 a.m. Health Claim Reserves and Premium Deficiency Reserves
10:45 to Noon Case Study
Noon to 1:30 p.m. Lunch
1:30 to 2:45 p.m. Health Reporting and Special Topics
2:45 to 3 p.m. Break
3 to 4:15 p.m. Premium Reserves/Assets, Contract Reserves, and Health Actuarial Opinions
 
4:15 to 5:30 p.m. Case Study

WEDNESDAY, NOVEMBER 15
 
7 to 8 a.m. Breakfast
8 to 9:15 a.m. Life Insurance
9:15 to 9:30 a.m. Break
9:30 to 10:45 a.m. Life Insurance (Term, Universal Life, Variable Life)
10:45 to Noon Case Study
Noon to 1:30 p.m. Lunch
1:30 to 2:45 p.m. Annuities
2:45 to 3 p.m. Break
3 to 4:15 p.m. Reinsurance (Life and Health)
4:15 to 5:30 p.m. Case Study

THURSDAY, NOVEMBER 16
 
7 to 8 a.m. Breakfast
8:30 to 11:30 a.m. Exam
  *Times are subject to change. 

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