Financial Analysis of Insurance Companies

New York Institute of Finance

ITEM FIMD0106

02 Oct 2024 - 03 Oct 2024

09:00 AM - 04:30 PM

$1,989.00

group

In-person (NY Campus)

update

2

language

English

school

Professional

02 Oct 2024 - 03 Oct 2024

09:00 AM - 04:30 PM

$1,989.00

videocam

Virtual (Full-time)

update

2

language

English

school

Professional


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17

Financial Analysis of Insurance Companies

Understand the unique analysis methods needed to assess the financial strength and operating performance of insurance companies in the US.

CPE Credits: 14

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Module 1: Introduction

  • Industry overview and analysis
  • Recent scandals and shenanigans
  • Emerging issues and challenges

Module 2: Regulatory Environment

  • Evolution & Background
  • Role of the NAIC
  • State vs. federal regulation
  • Likely outcomes of recent financial crisis

Module 3: The Insurance Operating Cycle

  • Premiums
  • Claims
  • Reserving
  • Investment income
  • Operating expenses
  • Adjustments

Module 4: Statutory vs. GAAP Comparisons

  • Solvency vs. going concern concept
  • Admitted vs. non-admitted assets
  • Reserving methods
  • Statutory liabilities
  • Acquisition costs
  • Revenues & expenses
  • Capital & surplus

Module 5: Asset Valuation

  • Invested assets: bonds, stocks, real estate, mortgage loans, receivables, deferred taxes, goodwill and intangibles
  • Impairment tests
  • Receivables
  • Deferred acquisition costs (DAC)

Module 6: Liability Valuation

  • Case & IBNR reserves
  • Policyholder benefits
  • Claim reserves
  • Annuity reserves
  • Loss adjustment expense (LAE)
  • Unearned premium reserve (UPR)
  • Deposit liabilities

Module 7: Capital & Surplus

  • Capital stock
  • Surplus notes
  • Unassigned funds
  • Treasury stock
  • Risk-based capital (RBC)

Module 1: Reinsurance Transactions

  • Reasons for reinsurance
  • Types of reinsurance
  • Affect of reinsurance on operations
  • Reinsurance assets
  • Reinsurance liabilities
  • SAP vs. GAAP differences
  • Finite risk reinsurance
  • Testing for risk transfer
  • Accounting for finite reinsurance

Module 2: Financial & Rating Agency Measures

  • Capacity ratios
  • Liquidity ratios
  • Leverage ratios
  • Profitability ratios
  • Affect of holding companies
  • Financial ratings: What do they mean?

Module 3: Capital Adequacy Analysis

  • Statutory solvency analysis
  • NAIC's risk-based capital (RBC) formula
  • Rating agency capital adequacy measures (BCAR)
  • Warning signs of financial difficulties

Module 4: Risk Management & Hedging

  • Rising importance of ALM
  • Types of risks
  • Hedging programs

Module 5: Mergers & Acquisitions

  • Recent M&A activity
  • Valuation approaches
  • Assumption reinsurance transfers

Module 6: Financial Forecasting

  • Correlating combined ratios with ROE goals
  • Life & health forecasting methods
  • Economic value analysis

Module 7: IFRS: A Looming Challenge

  • Evolution and background
  • Insurance Project Phase I
  • Insurance Project Phase II
  • Exposure draft
  • Industry comments
  • Current developments
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Financial Analysis of Insurance Companies

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$1,989.00

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