Life Insurance 101: An Industry Overview [Virtual]

Produced by the Knowledge Center, expert training from S&P Global Market Intelligence

The design of this life insurance training seminar leads participants through a progression of essential concepts, starting with a description of industry products both from a protection and an investment vehicle perspective via accounting and reporting requirements. This seminar presents the unique aspects of the life insurance business but integrates concepts from other financial sectors to provide a holistic view of the life insurance sector.

Products, accounting, financial reporting, and basic metric analysis are covered, with an emphasis on providing a complete introduction. Separate accounts are addressed in order to complete the basic industry parameters.


Kevin Oates

Independent Consultant and Instructor

Kevin has spent his entire career in the insurance industry and since 1996 has worked as an independent consultant and instructor conducting in-house and open enrollment training for Wall Street and industry firms.

He has held positions as a SVP of an international insurance/reinsurance consulting firm, executive financial positions with holding companies and underwriting organizations, and as vice-president of reinsurance operations with a reinsurance intermediary.

His teaching experience includes being an adjunct instructor of accounting at Queens College, Rutgers University, and an instructor in P&C insurance accounting and annual statement preparation at the New York College of Insurance.

Kevin has an MBA in Corporate Finance from Rutgers University. He is a Fellow of the Life Management Institute (FLMI), and holds the Associate in Reinsurance (ARE), and Associate in Insurance Accounting and Finance (AIAF) designation from the Insurance Institute of America.

He is the author of the Reinsurance Accounting Chapter of the Strain Reinsurance Textbook and a contributing author to the NAIC Receiver's Handbook.

Life Insurance 101: An Industry Overview [Virtual] Agenda

WEDNESDAY, February 1st
02:00 pm
Program Begins:
  • • Products description
    • o Protection products
    • o Protection vs. Investment
  • • Long-term Trends
  • • Industry Results
  • • Major Factors
  • • Accounting Highlights
    • o Premiums
    • o Expenses
    • o Loss Reserve Concepts
04:30 pm
Program Concludes:

Ticket Info

Registration fee:

Event location

Live, online; anywhere you have an internet connection and an internet-enabled device. Sessions are intended for individual viewing only. Each attendee must complete a separate registration. Group pricing discounts and in-house training options are available. Contact us at +1 (888) 991-7786.

Download & FAQs

Download our Insurance Sector Training Course Catalog

Who Attends?

  • Buy-side and sell-side investment analysts
  • Insurance company accounting and audit professionals
  • Life insurance underwriters looking for insight into the financial effects of their activities on the company
  • Corporate and business development professionals performing competitor analysis
  • Legal advisors and management consultants looking to better advise their clients

What is the cancellation policy?

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with Knowledge Center’s conferences, instructional, and/or marketing activities.

This is a non-refundable transaction. Your registration grants you single-user access to the live virtual training event

If you have questions regarding the Knowledge Center's Terms of Registration, please call us at (434) 951-7786.

Note: Sessions are intended for individual viewing only. Each attendee must complete a separate registration. For group registration, please contact us at 888-991-7786.

Continuing Education Credits

2.5 Hours of Continuing Education Credit
Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 2.5 CE credit hours as granted by CFA Institute If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary upon request.
2.5 Hours of CPE Credit
Participants who complete this program qualify for 2.5 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-based internet. Knowledge Center 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 addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417. Website: