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Financial Examination Tools
Financial Examination Tools

Webinars and Training

The below link will direct you to the Training Page for various online training tools including links to recent webinar offerings.

Webinars and Training

Examination Sound Practices

The link below will direct you to the Examination Sound Practices Page for various documents and examples that may be useful to Financial Examiners while performing an examination.

Examination Sound Practices


The link below will direct you to a PDF with contact information to assist you in resolving TeamMate related issues.

Support Resources

Peer Review Project

Exam Program – 1 session

The exam peer review session will be held the week of August 26, 2024 at the NAIC Office in Kansas City, MO. 

Application window opening in late April - check back soon! 

For additional information on the peer review sessions, please contact


The links below provide information to examiners regarding TeamMate/Citrix related issues.

Handbook Updates & Additional Resources

NAIC examination staff also update and maintain two additional websites with content that examiners may find useful.

Statenet Financial Exam Page

The link above provides access to additional information including:

  • Handbook Updates – This includes tracked change version of recent Handbook revisions, word and pdf versions of the examination repository, word and pdf versions of the examination exhibits, and access to the NAIC’s latest version of the TeamStores.
  • Sound Practices – This includes regulator related Sound Practices.
  • Exam Coordination – This includes contact information to assist in coordinating exams.
  • Exam Contractor Listing – This is a listing maintained by the NAIC of contractors that provide services to States.
Examination Contacts

Bruce JensonCPA
Assistant Director – Solvency Monitoring
Phone: 816-783-8348

Bailey Henning
Financial Examination Manager
Phone: 816-783-8129

Jacob Steilen
Financial Examination and Accreditation Specialist
Phone: 816-783-8421

Elise Klebba
Financial Examination  Coordinator
Phone: 816-783-8645