AGENDA AT A GLANCE

 
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. For those taking the exam on Thursday, Nov. 8, breakfast will be served from 7 to 8 a.m. and the exam is scheduled for 8:30 to 11:30 a.m.


Check-in for both tracks is on Sunday evening, Nov. 4, from 6 to 8 p.m., and on Monday morning, Nov. 5, starting at 7 a.m.
   

TRACK ONE.
 

MONDAY, NOVEMBER 5
 

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 3:15 p.m.
 

Cash Flow Testing
 

3:15 to 3:30 p.m.
 

Break
 

3:30 to 4:30 p.m.
 

Principle-based Approach to Reserves and Capital
 

4:30 to 5:30 p.m.
 

Statutory Accounting and Annual Statement Case Study
 

TUESDAY, NOVEMBER 6
 

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 7
 

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

 
 
 

TRACK TWO.
 

MONDAY, NOVEMBER 5
 

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.
 

Cash Flow Testing
 

10 to 10:15 a.m.
 

Break
 

10:15 to 11:15 a.m.
 

Principle-based Approach to Reserves and Capital
 

11:15 a.m. to 12:15 p.m.
 

Case Study
 

12:15 to 1:45 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.
 

Break
 

3:45 to 4:30 p.m.
 

Professionalism
 

4:30 to 5:30 p.m.
 

Case Study
 

TUESDAY, NOVEMBER 6
 

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 7
 

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