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This course provides a high-level overview of certain non-traditional product guarantees such as guaranteed minimum death benefits (GMDB), guaranteed minimum income benefits (GMIB), guaranteed minimum ...

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This course explores the fundamental Federal income tax concepts applicable to life insurance companies. Learning Objectives Identify the criteria for qualifying as a Life insurance company for Federa ...

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Explore the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and capital gains and losses in this course. Learning Objectives Identify the characteristics of IMR and AVR Disti ...

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This course, derived from our Life Financial Reporting public seminar content, describes the basic economics of life insurance and the accounting systems (statutory and GAAP) used by insurance compani ...

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This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a GAAP a ...

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This course provides an overview of the GAAP and Statutory accounting and financial reporting for life insurance company reserves and claim obligations. Learning Objectives Recognize why life insuranc ...

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Learn about the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks from material taken from our public ...

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This course provides an overview of GAAP accounting and financial reporting for life insurance company deferred acquisition costs (DAC). Learning Objectives Recognize how the deferral and amortization ...

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Learning Objectives To identify and compare statutory and GAAP revenue recognition rules for the various product classifications: Short-duration contracts Traditional long-duration and mutual particip ...

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Derived from our Life Financial Reporting public seminar, this course is a discussion of the concept and application of the Risk-Based Capital requirement for Life Insurance Companies. Learning Object ...

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This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We identify the role of the Blue Book and Green Book in reporting for Separate Accounts and il ...

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This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory and GAAP valuation of invested assets in good standing. We explain the concept of hed ...

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Mention life insurance to individuals and there is a shudder of concern. Life insurance to many becomes synonymous with death or disability. Yet, insurance serves a practical purpose – even an asset.A ...

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Is the concept of insurance putting you to sleep? It's time to jolt your understanding awake! Discover the captivating possibilities that life insurance offers as a valuable asset for both charitable ...

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Why You Should Attend Register now for the premier event of the year for legal, compliance, and other professionals involved with the life insurance company product industry. This course delivers unpa ...

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this is the third of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits. Attendees will participate in an in-depth review of a non-quali ...

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Tis is the fourth of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits. Attendees will participate in an in-depth review of a qualified ...

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This is the second of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits.  Attendees will gain an in-depth knowledge of the attributes o ...

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This is the fifth of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits. Attendees will participate in a discussion encompassing all asp ...

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This is one of five courses designed to provide a comprehensive study of Life Insurance Retirement Plans, strategies and benefits.  This course will focus on the tax advantages of using life insurance ...

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This 2-day study group will take an in-depth look at Life Insurance Retirement Plans, strategies and benefits.  

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Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted as an investment asset. But it has been opaque and difficult to understand because it hasn’t conforme ...

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This course provides an overview of the life of an international trade including the key players and processes that distinguish global trading from domestic trading. Organized chronologically from tra ...

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This course provides an overview of each step in the life of a trade from the perspective of the broker/dealer at the heart of the process. Organized chronologically, from trade initiation through fin ...

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Imagine experiencing life on a 5-second delay. For individuals with lifelong hearing loss, this delay shapes their interactions and experiences in profound ways. This course delves into the ethical, p ...

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Imagine experiencing life on a 5-second delay. For individuals with lifelong hearing loss, this delay shapes their interactions and experiences in profound ways. This course delves into the ethical, p ...

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Author, speaker, meditation teacher, and father of the Life Planning movement in financial advice, George Kinder will describe how Life Planning delivers an exhilarating and meaningful experience for ...

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This course is designed to open the Principle-Based Reserve (PBR) "black box" to illuminate for non-actuaries what PBR is intended to accomplish and how it works. It will also identify the PBR implica ...

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This course introduces you to the Risk-Based Capital (RBC) concept and the application of the RBC requirement to life insurance companies. This self-study module starts with a review of the RBC report ...

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From Gross to Net Estimates to IPR&D and intanglible assets to Revenue Recognition examples, M&A Trends, Complex Debt and Equity Structures in Life Sciences, Tax News, ESG, Regulatory Updates, Joint V ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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This conference will address the latest developments in key areas. You’ll hear from experts at Deloitte, Ernst & Young, Effectus Group, life science analysts and your industry counterparts. LEARNING O ...

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This conference will address the latest developments in key areas. You’ll hear from experts at Deloitte, Ernst & Young, Effectus Group, life science analysts and your industry counterparts. LEARNING O ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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From Gross to Net Estimates and Accruals to Preparing for an IPO to Government Pricing for Biotechs to Revenue Recognition examples and latest updates, this conference will address the latest developm ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Join our expert faculty of life sciences practitioners, in-house counsel, government regulators, and prosecutors as we examine the current state of life sciences law and what the future might hold for ...

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Life settlements can be a useful solution to specific financial problems, but they are illiquid, opaque, and complex instruments. Glenn Daily, a fee-only insurance advisor since the mid-1980s, leads t ...

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This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures with illustrations. Upon successfu ...

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This course examines the Statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures. Upon successful completion of thi ...