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

2018 Annual Conference and Compliance Leadership Forum at the Le Meridien Hotel in Denver, Colorado on September 10-12.

2018 CEFLI Annual Conference and Compliance Leadership Forum - A Resounding Success!

CEFLI recently conducted its 2018 Annual Conference and Compliance Leadership Forum in Denver, Colorado on September 10-12.  The meetings were attended by compliance and ethics leaders from across the life insurance industry who convened to explore some of the most pressing challenges facing the life insurance industry today. 

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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

2018 CEFLI Midwestern and Western Regional Compliance Forums

CEFLI recently conducted its Midwestern and Western Regional Compliance Forums.  These Forums offer a unique opportunity to “connect” with other compliance and ethics professionals in the life insurance industry to share insights concerning strategies and programs to address current compliance challenges.

The Midwestern Regional Compliance Forum took place on Wednesday, October 24 at the offices of RiverSource Life Insurance Company in Minneapolis, Minnesota.  The Western Regional Compliance Forum took place on Wednesday, November 14 at the offices of The Standard Insurance Company in Portland, Oregon.  

CEFLI would like to thank all member company representatives that took time out of their busy schedules to participate in these important discussions.

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