NAIC.AnnualExs
Reading: Official Annual Statement Examples
- The following companies post their annual statements online. Candidates may use these (or their own company’s statements) as illustrations to better understand the annual statement but are not responsible for any company-specific data: (1) Allstate and (2) The Liberty Mutual Group.
Author: National Association of Insurance Commissioners (NAIC)
This syllabus entry is 2 examples of annual statements, 1 from Travelers and 1 from Liberty Mutual. These are updated each year to provide information for the most recent year-end.
Study Tips
The CAS syllabus citation for this article is confusing. The syllabus says this is a new reading but it really isn't. The financial statements are generally updated with data reflecting the most recent year-end, but that doesn't matter since they are provided only as examples. The exhibits the CAS selects for inclusion in these examples can change significantly from year to year. (It seems almost random what they decided to include/exclude.)
Keep these annual statements handy as I've referenced it in various places throughout the wiki. Other than that, there's nothing to do. (I've included a small number of super-simple BattleCards below to pump up your BRQ.)
BattleTable
- this reading has not been tested on any exam from the year 2012 to Fall 2019 when the exams stopped being published.
reference part (a) part (b) part (c) part (d) no prior questions
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In Plain English!
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