CFO-Level Decision Making – Life

Being a Life insurance CFO isn’t about chasing quarterly results, it is about making decisions that won’t fully reveal themselves for years, sometimes decades.

Capital, surplus, product design, investments, and reinsurance are all tightly connected. A decision that looks smart today can quietly weaken flexibility tomorrow. Regulators, rating agencies, and boards don’t just care what decision was made, they care why it was made, how risks were considered, and whether management understood the long-term tradeoffs.

This course focuses on how Life insurance CFOs and senior finance leaders actually make decisions in a statutory, regulated, long-duration environment.

• CFOs and senior finance leaders at Life insurers
• Controllers and assistant controllers moving into executive roles
• Capital, investment, and risk leaders supporting executive decisions
• Anyone preparing to sit at the table where long-term tradeoffs are made.

By the end of this course, you will be able to:

• Explain how capital, surplus, and risk interact over time
• Evaluate selected product, investment, and reinsurance decision scenarios using capital, surplus, and risk considerations
• Identify regulatory and rating-agency considerations relevant to major Life insurer decisions
• Assess tradeoffs between short-term results and long-term solvency and flexibility
• Organize decision rationale around factors commonly relevant to boards and regulators

In Life insurance, the cost of a bad decision often shows up long after the people who made it have moved on. Strong CFOs think several steps ahead about capital, risk, optics, and regulatory response.

This course helps leaders move beyond technical knowledge and into disciplined, defensible decision-making that holds up over time.

You will receive a confirmation email after registering, along with email reminders one day and one hour before the course.

If you do not receive your confirmation or reminder emails, please check your spam folder. If they are not there, contact us for assistance at academy@arcstrategicservices.com or (239) 421-5300. You may also contact us for any concerns or complaints.

Please see our refund and cancellation policy for additional information.