The “Year-End Investment Schedule Preparation for Insurance Companies 2026” program is critical for staff with any responsibilities for the creation of the schedules that report an insurance company’s Statutory Annual Statement filed with the insurance commissioner’s offices in every state in which your company conducts business.
Mike Gasior founded AFS Seminars in 1989 as a training and consulting company, and the insurance industry has been our primary audience for nearly our entire history. One of the very first programs Mike created was a one-day course for the variety of staff called upon to create investment schedules required for the statutory quarterly and annual statements that companies file with every state in which they do business. Mike’s relationship with both the NAIC (National Association of Insurance Commissioners) and SVO (Securities Valuation Office) at spans several decades.
Our pricing for the 2026 program is a completely flat $5,000 for an unlimited number of participants attending in person and remotely. Your staff will be guided through the schedules, and Mike will also be updating them on any changes required by regulators for the 2026 reporting year. The course description is as follows:
Year-End Investment Schedule Preparation for Insurance Companies 2026
Schedules D, DA, DB and DM (and IMR/AVR for Life/Accident and Health Companies)
With trillions of dollars invested in futures, options, mortgage and asset backed securities as well as corporate stocks and bonds, insurance companies are a driving force in the securities market today.
Schedules D, DA and DB help with the evaluation of yield and top-performing securities, as well as short- and long-term investment activity. Data is available for Property/Casualty, Life/Accident/Health, Health, and Title companies and are invaluable to auditors, accountants and management for the evaluation of investment holdings.
The following list details a small portion of the wealth of information available. The CUSIP number and description are the keys to these schedules and are included in each one.
Derivatives
Potential Exposure
Interest
Date of Maturity and Option
Actual Cost
NAIC Designation
Year and Date Acquired
Rate Per Share
Strike Price, Rate or Index
Fair, Statement, Book and Par Value
Gain/Loss on Termination
Course Schedule:
9:00 - 9:15 Introduction/Course Objectives
9:15 - 9:30 The Annual Statement & Codification
9:30 - 9:45 Summary by Country
9:45 - 10:30 Schedule D - Parts 1A & 1
10:30 - 10:45 Break
10:45 - 12:00 Schedule D - Parts 2, 3, 4, 5 & 6
12:00 - 1:00 Lunch
1:00 - 1:30 Schedule DA - Parts 1 & 2 - Supplement to DA
1:30 - 2:30 Schedule DB - Parts 1, B, C, D, E & F
2:30 - 2:45 Schedule DM and Proposed Changes for 2027
2:45 - 3:00 Break
3:00 - 4:00 IMR/DVR (Q&A for non-Life Insurance organizations)
Interested in booking this program?
Email: mikegasior@hotmail.com
Mike’s direct cell: (203) 907-6784