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Financial Analysis Solvency Tools (E) Working Group

2025 Membership (PDF)

2026 Proposed Charges

  1. The Financial Analysis Solvency Tools (E) Working Group will:
    1. Provide ongoing maintenance and enhancements to the Financial Analysis Handbook and related applications for changes to the ÐÓ°ÉÊÓÆµ annual/quarterly financial statement blanks, for input from other regulators, and for the work of, or referrals from, other ÐÓ°ÉÊÓÆµ committees, task forces, and working groups to develop enhancements to risk-focused analysis and monitoring of the financial condition of insurance companies and groups.
    2. Provide ongoing development maintenance and enhancements to the automated financial solvency tools developed to assist in conducting risk-focused analysis& and monitoring the financial condition of insurance companies and groups. Prioritize and perform analysis to ensure that the tools remain reliable and accurate.
    3. Coordinate with the Financial Examiners Handbook (E) Technical Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance in order to provide effective solvency monitoring.

2025 Charges

  1. The Financial Analysis Solvency Tools (E) Working Group will:
    1. Provide ongoing maintenance and enhancements to the Financial Analysis Handbook and related applications for changes to the ÐÓ°ÉÊÓÆµ annual/quarterly financial statement blanks, for input from other regulators, and for the work of, or referrals from, other ÐÓ°ÉÊÓÆµ committees, task forces, and working groups to develop enhancements to risk-focused analysis and monitoring of the financial condition of insurance companies and groups.
    2. Provide ongoing development maintenance and enhancements to the automated financial solvency tools developed to assist in conducting risk-focused analysis and monitoring the financial condition of insurance companies and groups. Prioritize and perform analysis to ensure that the tools remain reliable and accurate.
    3. Coordinate with the Financial Examiners Handbook (E) Technical Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance in order to provide effective solvency monitoring.
Upcoming Meeting
Financial Analysis Solvency Tools (E) Working Group - 11062025

Public Webex Meeting
Thursday, November 06, 2025
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour

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Financial Analysis Solvency Tools (E) Working Group - 11062025

Public Webex Meeting
Thursday, November 06, 2025
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Duration: 1 hour

The Following document is being exposed for a 30-Day public comment period ending October 23rd, 2025: 

Please submit comments related to these revisions to Ralph Villegas or Rodney Good by the end of business on 10/23/25.

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Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Rodney Good
Manager I - P&C/Title Financial Analysis
816-783-8430

Ralph Villegas 
Manager I - Life/A&H Financial Analysis
816-783-8411

John Murray
Health Financial Analysis Program Manager
816-783-8142

Please see the current Committee List for a complete list of committee members.