A New Era in Compliance & Ethics…

The Compliance & Ethics Forum for Life Insurers ("CEFLI") is the new, premier source of compliance & ethics knowledge and information for life insurers. If you are a compliance & ethics professional in the life insurance industry, CEFLI is your connection to valuable insights, tools, professional networks and other vital resources. Membership includes access to an entire portfolio of customized compliance & ethics services calibrated to life insurers' needs.

Annual Conference

Regional Compliance Forum

2019 CEFLI Annual Conference and Compliance Leadership Forum

CEFLI’s 2019 Annual Conference and Compliance Leadership Forum will take place on September 11-13, 2019 at the JW Marriott in Nashville, Tennessee.  The networking event will be held on Thursday, September 12, 2019 at the Country Music Hall of Fame.  CEFLI has secured a group rate for attendees at the JW Marriott for $299 per night. 

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Benchmarking Survey

Summit Meeting

CEFLI Publishes 2018 Annuity Suitability Survey Results

CEFLI’s fourth Annuity Suitability Benchmarking Survey gathered significant data from 57 life insurers about the nature and scope of their annuity suitability review process.  The Survey serves as a way to gauge current annuity suitability compliance practices in the life insurance industry and to monitor year-to-year changes which may be important in identifying possible trends and issues for further review.

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Regional Compliance Forums

Regional Compliance Forum

2019 CEFLI Compliance Fundamentals Training Conference

We hope you can join us May 8-10, 2019 in Austin Texas for Compliance Fundamentals Training Program (CFTC).

CFTC is designed for those that may be relatively new to life insurance industry compliance or may be taking on new responsibilities in the compliance field. Click here for agenda, regsitration website and disocunted hotel room rates at The Driskill.

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