Financial Analysis Handbook Working Group
Financial Condition (E) Committee
Examination Oversight Task Force

The Financial Analysis Handbook Working Group is responsible for maintaining the Financial Analysis Handbook. The Handbook is available in separate Life/Health, Property/Casualty and Health editions. The Handbook is a tool to assist the analyst in conducting a comprehensive financial analysis of an insurance company, particularly multi-state domestic companies.

2012 Charges

• Provide ongoing maintenance and enhancements to the Financial Analysis Handbook and related applications for changes to the NAIC annual/quarterly statement blanks, as well as coordinate and analyze input received from other state regulators.
• Continue to incorporate the assessment of risk and risk management into the financial analysis oversight role.
• Review current guidance in the Financial Analysis Handbook regarding the analysis of reserve liabilities for life insurance companies and make appropriate revisions based on the finalized principles-based reserving standards.
• Continue incorporating enhancements that encourage coordination of analysis activities within holding company groups.