Â鶹´«Ã½

Search Â鶹´«Ã½

Recommended

Insurance Summit International Forum N.A.I.C. Foundation Insurance Departments Contacts Consumer Insurance Search Insurance Terms
Â鶹´«Ã½ Logo
Financial Examiners Handbook (E) Technical Group

2025 Membership (PDF)

2026 Proposed Charges

  1. The Financial Examiners Handbook (E) Technical Group will:
    1. Continually review the Financial Condition Examiners Handbook and revise, as appropriate.
    2. Coordinate with the Risk-Focused Surveillance (E) Working Group to monitor the implementation of the risk- assessment process by developing additional guidance and exhibits within the Financial Condition Examiners Handbook, including consideration of potential redundancies affected by the examination process, corporate governance, and other guidance as needed to assist examiners in completing financial condition examinations.
    3. Coordinate with the Financial Analysis Solvency Tools (E) Working Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance in order to provide effective solvency monitoring.
    4. Coordinate with the IT Examination (E) Working Group and the Financial Examiners Coordination (E) Working Group to maintain specialized areas of guidance within the Financial Condition Examiners Handbook related to the charges of these specific working groups.

2025 Charges

  1. The Financial Examiners Handbook (E) Technical Group will:
    1. Continually review the Financial Condition Examiners Handbook and revise, as appropriate.
    2. Coordinate with the Risk-Focused Surveillance (E) Working Group to monitor the implementation of the risk- assessment process by developing additional guidance and exhibits within the Financial Condition Examiners Handbook, including consideration of potential redundancies affected by the examination process, corporate governance, and other guidance as needed to assist examiners in completing financial condition examinations.
    3. Coordinate with the Financial Analysis Solvency Tools (E) Working Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance in order to provide effective solvency monitoring.
    4. Coordinate with the IT Examination (E) Working Group and the Financial Examiners Coordination (E) Working Group to maintain specialized areas of guidance within the Financial Condition Examiners Handbook related to the charges of these specific working groups.
Calendar

Sort by Date

Choose the order in which meetings are listed.

Financial Examiners Handbook (E) Technical Group - 10142025

Public Webex Meeting
Tuesday, October 14, 2025
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour

There are no meeting materials at this time.

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

Explore
Related Â鶹´«Ã½ 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 Â鶹´«Ã½ are made available after the minutes are adopted at each subsequent meeting and may be accessed via the Â鶹´«Ã½ Publications page.

Compendium of State Laws on Insurance Topics

Financial Condition Examiners Handbook

Contacts

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

Elise Klebba
Sr. Examination Coordinator
816-783-8645

Bailey Henning
Sr. Manager - Accreditation & Financial Examinations
816-783-8129

 

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