Every year, the NAIC updates the rules, and for Life insurance companies, those changes can have long shadows. Some updates are straightforward. Others are quiet, technical, and easy to dismiss until they start affecting reserves, surplus, or how regulators view your results. The hard part is not finding the changes, it’s figuring out which ones actually matter to your company and how worried you should be.
This course walks through the annual NAIC changes for Life insurers the way practitioners actually experience them. No rulebook recitals. Just clear explanations of what changed, why it changed, and what you should do about it.
Upon completion of this course, you will be able to:
Most problems with NAIC changes don’t come from ignoring them. They come from misjudging their impact.
Teams either panic and create unnecessary work, or assume a change is small and get surprised later. This course helps you stay calm, informed, and focused on what truly matters.
Connie Jasper Woodroof, FLMI — CJW Associates
Connie Jasper Woodroof began her career in the insurance industry in 1984 completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC where she served in various capacities; reviewing statutory filings for quality, testing RBC formulas and software during formula development, and assisting with the development of insurance industry educational programs.
Connie completed 18 years as the NAIC Liaison for Sapiens, where she helped both Sapiens and its clients keep abreast of events at the NAIC, responded to statutory reporting and accounting information requests, assisted companies with their statutory filings, and provided educational opportunities.
Connie regularly provides annual statutory training for several organizations. In addition, she provides specifically designed, private training sessions upon request.
Her consulting firm assists insurers in the Life, Property/Casualty, and Health industries with the preparation of statutory quarterly and annual statements as well as the appropriate risk-based capital formulas.
Additionally, Ms. Jasper Woodroof is currently serving as a statutory insurance industry consultant for a CPA firm assisting with client needs/requests and providing NAIC related activity to both its staff and its clients.
Woodroof holds a FLMI, a B.S. in Accounting and a M.A. in General Psychology.
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.
TAC4 Solutions LLC dba ARC Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Group pricing is available for teams.
Contact us before registering individually.
