Life Insurance Modeling – Felix

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Life Insurance Modeling

Understand how to model and value life insurance companies.

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22 Lessons (62m)

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Description & Objectives
1. Flows in Life Insurance

01:59
2. Modelling Key Steps

02:29
3. Model Set Up

04:01
4. Gross Written Premiums

01:46
5. Insurance Reserves

02:20
6. Reinsurance Assets

01:58
7. Intangible and Tangible Assets

02:36
8. DAC Asset

02:23
9. Other Assets and Liabilities

03:01
10. Investments and Cash Allocation

02:33
11. Investments and Cash

04:04
12. Balancing the Balance Sheet

01:44
13. Life Insurance Profits

03:04
14. P&C Profits

03:39
15. Other Income and Expense

03:39
16. Modelling Equity

02:32
17. Capital Requirement

03:35
18. Dividends

04:05
19. Equity

01:47
20. Equity Circular Reference

02:58
21. Life Insurance Valuation

03:50
22. Life Insurance Modeling Tryout

Prev: P&C Insurance Analysis Next: P&C Insurance Modeling

Description

Understand how to model and value life insurance companies.

Learning Objectives

Apply forecasting to key balance sheet line items to a life insurance company.
Calculate life insurance profits and regulatory capital requirements.
Evaluate the effects of reinsurance on life insurance modeling.
Use the dividend discount model to calculate the value of a life insurance company.

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Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets

Asset Management Risk Management Economics Data Science and System

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CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
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Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.