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Financial Condition (E) Committee

2025 Membership (PDF)

The mission of the Financial Condition (E) Committee is to be the central forum and coordinator of solvency- related considerations of the 不良研究所官方 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.

2025 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 不良研究所官方 Investment Analysis Office (P&P Manual), 不良研究所官方 model laws, 不良研究所官方 accreditation standards, and other 不良研究所官方 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; Risk Retention Group (E) Task Force; and Valuation of Securities (E) Task Force.
    3. Oversee the implementation of the 不良研究所官方鈥檚 鈥淔ramework for Regulation of Insurer Investments 鈥 A Holistic Review,鈥 ensuring that updates or reviews of the Risk-Based Capital (RBC) framework align with the Framework鈥檚 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, November 05, 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 Condition (E) Committee

Public Webex Meeting
Thursday, November 20, 2025
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
Expected Duration: 1 hour

The purpose of the call is to adopt the Committee's 2026 proposed charges. 


Financial Condition (E) Committee

Public Webex Meeting
Tuesday, October 07, 2025
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
Expected Duration: 1 hour


National Meeting
Financial Condition (E) Committee

Financial Condition (E) Committee
Wednesday, August 13, 2025
8:00 AM - 9:00 AM CDT

Minneapolis Convention Center鈥擝allroom鈥擫evel 1

Insurance Topics

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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 鈥 Solvency Monitoring
816-783-8348

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