Audio/Web Conference: Beyond Ratings: In-Depth Carrier Oversight
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
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The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is brought to you by the Society's Risk Management Section
This presentation by ALIRT Insurance Research will focus on different, more in-depth methods of tracking the financial viability of life insurance companies in a time of economic uncertainty. Mr. Paul will discuss key elements in analyzing insurance company financials and demonstrate ways to supplement traditional dependence on public ratings with independent oversight. To conclude, he will share some of Alirt's proprietary analysis, which will highlight the relative financial standing of both the broad industry and individual carriers as of recent reporting periods.
Attendees will learn:
David Paul is a partner at ALIRT Insurance Research, a firm specializing in the analysis of insurance company financial performance trends. ALIRT's quarterly insight into the underlying financial strength of insurers allows distributors and buyers of insurance products to anticipate financial stress and/or rating downgrades of insurance partners before they occur. David was a founding member of ALIRT Insurance Research, building out the company's life, property/casualty and health insurance company analytical models/services, client service and special project work delivery. David co-directs the company's research staff, manages internal IT initiatives and product development, authors a number of the firm's insurance industry research pieces, and is actively engaged in client service and business development. David has nearly 20 years experience as an insurance industry research analyst and is active in the industry as an author and public speaker.