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Package: Insurance Financial Modeling
- Package: Intensive Accounting Boot Camp
- Package 1: Basic & Fundamental Concepts
- Package 2: Core Fundamental Concepts
- Package 3: Advanced Financial Modeling
- Package 4: Valuation Modeling Topics
- Package 5: Merger Modeling Topics
- Package 6: Leveraged Buyout Modeling
- Package: Technical Applications - Excel
- Package: Private Company Valuation
- Package: Super-Complex M&A LBO Modeling
- Package: Distressed Financial Modeling
- Package: Bank Financial Modeling
- Package: Insurance Financial Modeling
- Package: Real Estate Development Modeling
- Package: REIT Financial Modeling
- Package: Buy-Side Series
- Overview of Financial Markets + Exhibits
- Verification
- Certification
Package: Insurance Financial Modeling
Insurance companies, similar to banks, play by a different set of accounting rules in which the normal approach of building financial models don't apply (such as revenue growth, COGS and SG&A, % of revenue, BS and days outstanding working capital). When it comes to balance sheet based companies, it's a whole other world out there, so strap in and get ready! But don't worry, we'll take it easy with a detailed insurance industry primer and overview to familiarize ourselves with the new terminology and then tee you up methodically to before diving into the complex stuff.
Courses
- Insurance Industry Primer (0 post(s))
- Basic Insurance Company Financial Modeling (0 post(s))
- Advanced Insurance Company Financial Modeling (14 post(s))
Last 10 posts
Part 3 - LOB: QS
Why are you continuously locking cell $F$102 rather than letting it float across to the corresponding year? Shouldn't the cells referencing the Quota % (row 102) float with the year? For example, cell G90 would read "G9*F$102" rather than "G9*$F$102" ? Thanks
Why are you continuously locking cell $F$102 rather than letting it float across to the corresponding year? Shouldn't the cells referencing the Quota % (row 102) float with the year? For example, cell G90 would read "G9*F$102" rather than "G9*$F$102" ? Thanks
Insurance financial modeling
Hi, I completed the insurance finacial modelling course (self-study). One issue I have found is that in the sweep, based i=on the formulas provided in the video, the minimum cash balance does not actually drive cash equirments. For example you could change the minimum cash balance in row 15 to $50... Read More
Hi, I completed the insurance finacial modelling course (self-study). One issue I have found is that in the sweep, based i=on the formulas provided in the video, the minimum cash balance does not actually drive cash equirments. For example you could change the minimum cash balance in row 15 to $50... Read More
Hi, I quite don't understand why 'change in DAC' would be booked as a negative item under the expenses section of the income statement. Shouldn't it be booked as a positive item, so that it can be conclusively deducted as a true expense in the calculation of operating income?