Financial Condition (E) Committee
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The mission of the Financial Condition (E) Committee is to be the central forum and coordinator of solvency- related considerations of the ӰƵ relating to accounting practices and procedures; blanks; valuation of securities; financial analysis and solvency; multistate examinations and examiner and analysis training; and issues concerning insurer insolvencies and insolvency guarantees. In addition, the Committee interacts with the technical task forces.

2026 Charges

  1. The Financial Condition (E) Committee will:
    1. Monitor all of the changes to the annual/quarterly financial statement blanks and instructions, risk-based capital (RBC) formulas, Financial Condition Examiners Handbook, Accounting Practices and Procedures Manual (AP&P Manual), Financial Analysis Handbook, Purposes and Procedures Manual of the ӰƵ Investment Analysis Office(P & P Manual), ӰƵ model laws, ӰƵ accreditation standards, and other ӰƵ publications.
    2. Appoint and oversee the activities of the following: Accounting Practices and Procedures (E) Task Force; Capital Adequacy (E) Task Force; Financial Stability (E) Task Force; Examination Oversight (E) Task Force; Receivership and Insolvency (E) Task Force; Reinsurance (E) Task Force; and Invested Assets (E) Task Force.
    3. Oversee the implementation of the ӰƵ’s “Framework for Regulation of Insurer Investments – A Holistic Review,” ensuring that updates or reviews of the Risk-Based Capital (RBC) framework align with the Framework’s principles and take into consideration insurers evolving role of the insurance sector in financing the economy and reducing the protection gap.
    4. Oversee a process to address financial issues that may compromise the consistency and uniformity of the U.S. solvency framework, referring valuation and other issues to the appropriate committees as needed.
    5. Use the Risk-Focused Surveillance (E) Working Group to address specific industry concerns regarding regulatory redundancy, and review any issues that industry subsequently escalates to the Committee.
Upcoming Meeting
Financial Condition (E) Committee

Public Webex Meeting
Wednesday, July 08, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hour

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Financial Condition (E) Committee

Public Webex Meeting
Wednesday, July 08, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hour

Insurance Topics

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Related ӰƵ Publications

Committee and task force minutes PDF files will be posted to the Interactive Agenda approximately 10 business days after the conclusion of a national meeting. They are posted to the Interactive Agenda for each meeting tab on the Meetings page. The Proceedings of the ӰƵ are made available after the minutes are adopted at each subsequent meeting and may be accessed via the ӰƵ Publications page.

Accounting Practices and Procedures Manual

Annual and Quarterly Statement Blanks

Annual and Quarterly Statement Instructions

Compendium of State Laws on Insurance Topics

Financial Analysis Handbook

Financial Condition Examiners Handbook

Insurance Regulatory Information System

ӰƵ Model Laws, Regulations, Guidelines and Other Resources

Navigating Shifts in Life Insurance

Purposes and Procedures Manual of the ӰƵ Investment Analysis Office

Risk-Based Capital Forecasting

States' Prescribed Differences from ӰƵ Statutory Accounting Principles

Contacts

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

Dan Daveline
Director, Financial Regulatory Services
816-783-8134

Julie Gann
Director - Solvency Policy
816-783-8966

Bruce Jenson, CPA
Director – Solvency Monitoring
816-783-8348

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