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Underwriting & Investment Exhibits for P&C Reporting

$525

What This Course Covers

The underwriting and investment exhibits connect line-of-business activity and investment results back to the P&C insurer's core financial statements.

This course focuses on how premiums, losses, expenses, and investment income are presented in the exhibits, how expense allocation affects the presentation, and where reconciliation or reporting issues commonly arise.

Who Should Attend

  • P&C statutory accountants and reporting professionals
  • Accountants preparing or reviewing annual statement exhibits
  • Managers and reviewers responsible for underwriting and investment reporting

What You'll Be Able to Do

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

  • Interpret key underwriting exhibits
  • Explain how expense allocation affects exhibit presentation
  • Trace investment income through the relevant exhibits
  • Reconcile selected exhibit amounts to core statement lines using provided examples

How This Helps You on the Job

These exhibits are heavily reviewed because they break broad financial results into the underlying underwriting and investment activity.

Understanding how the pieces connect gives preparers and reviewers a stronger basis for tracing amounts back to the core statements and investigating inconsistencies.

What to Expect After Registration

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.


National Registry Statement

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.

National Registry of CPE Sponsors

Certificate Requirements

The following requirements must be met to receive a CPE certificate for this course:
Attend the webinar
Answer 5 polls
Click on > 80% of attendance monitor pop-ups
Please contact us if you have any questions or believe there is an error.

Topics Covered

  • Premiums and losses by line of business
  • Expense allocation and presentation
  • Investment income reporting
  • Connections to core financial statements
  • Exhibit reconciliations
  • Common errors and examiner focus areas
Prerequisites: Intro to Statutory Accounting for P&C.
Advance Preparation: None

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Webinar: Underwriting & Investment Exhibits for P&C Reporting by ARC Academy