Life Accounting and Analysis

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

Life Accounting and Analysis is a three day fast-track course, designed for professionals with some foundational concepts already under their belts. This seminar provides the essential concepts from our two-day Statutory Accounting course and our two-day Financial Analysis course into one, concentrated program. It is ideal for those who need to read, understand, and analyze life insurance industry statutory financial reports. A comprehensive approach will take you from insurance basics to high level financial analysis.

You'll learn the basic skills needed to perform analysis on the financial strength of a life insurance company. The course begins with an industry overview, focusing on regulation, products, distribution, corporate structure, and profitability. The seminar uses vertical analysis techniques for assessing Statutory and GAAP financial schedules, horizontal analysis for assessing results over time, and benchmarking to track a company’s results against industry and regulatory standards. 

Real-life examples and actual company data will provide you with practical learning opportunities regarding the application of profitability measurements, solvency requirements, and financial ratio experience in analyzing the financial strength of a life insurance company.

Course Objectives: 

  • Impart an understanding of the financial dynamics of the Life insurance industry.
  • Develop a basic understanding of the Life Industry: organization, products, financial performance and trends.
  • Cover in detail the content of basic statutory reports including financial statements, supporting schedules and exhibits, and supplementary filings.
  • Review and apply the concepts of fundamental analysis that are required to interpret a company's asset/liability management, capital measurement, profitability, solvency, leverage, liquidity, cost, and capital.


Kevin Oates

S&P Global Market Intelligence Knowledge Center

A longtime veteran of the insurance industry, Kevin's industry background includes executive financial positions with holding companies, underwriting organizations; and a reinsurance intermediary. In 1988, he co-founded a consulting firm, which was subsequently merged into an international network. Kevin has been teaching about insurance company finance for nearly 20 years, including stints at Queens College, Rutgers University and the NY College of Insurance.

Life Accounting and Analysis Agenda

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Downloads & 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 advisor and management consultants looking to better advise their clients

This program presumes an understanding of basic accounting and analysis concepts.

What is the dress code? 
Business casual

Do I need a laptop?

Are meals included?
Your registration includes continental breakfast and lunch both days.

Where should I stay?
Information about accommodations can be found under the "Venue and Accommodations" tab at left.

What is your cancellation policy? 
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit. 

Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.

"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

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 the Knowledge Center’s conferences, instructional, and/or marketing activities.

Continuing Education Credits

21 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, SNL Knowledge Center has determined that this program qualifies for 21 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
25 Hours of CPE Credit
Participants who complete this program qualify for 25 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. 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 submitted to the National Registry of CPE Sponsors through its website: