Bruce Jenson, CPA
Sr. Manager - Solvency Oversight Policy
Miguel Romero, CPA
The below link will direct you to the Training Page for various online training tools including links to recent webinar offerings.
The link below will direct you to the Examination Sound Practices Page for various documents and examples that may be useful to Financial Examiners while performing an examination.
The link below will direct you to a PDF with contact information to assist you in resolving TeamMate related issues.
Peer Review Project
In 2018, 4 more sessions of the peer review are being planned as follows:
Exam Program – 2 sessions
Analysis Program – 2 sessions
The links below provide a detailed summary of the exam & analysis peer review sessions, draft agendas and application forms.
The link below will direct you to the Monitor Page for archived issues of the publication that may be useful to Financial Examiners while performing an examination.
The links below provide information to examiners regarding TeamMate/Citrix related issues.
NAIC examination staff also update and maintain two additional websites with content that examiners may find useful.
The link above provides access to additional information including:
For examiners that purchase a copy of the Financial Condition Examiners Handbook the link above will provide access to the Handbook Update related content as detailed above.