Recent Events


CEFLI will post to this section of the website information concerning recent events so CEFLI members who may not have been able to participate in the event can access relevant information for reference purposes.

Webinar: CEFLI DOL Fiduciary Rule Webinar - Dentons

July 6, 2017

CEFLI is pleased to announce its DOL Fiduciary Rule Webinar Series.  All CEFLI member companies have free access for all of their employees to the entire Webinar Series as part of your company’s CEFLI membership benefits!

CEFLI’s core mission is to serve the needs of compliance and ethics professionals in the life insurance industry by providing its members with a connection to exclusive resources to meet their ever changing needs.

CEFLI is privileged to be supported in this core mission by Affiliate Members who will join us in delivering a four-part Educational Webinar Series exploring the key issues and appropriate strategies related to compliance with the DOL Fiduciary Rule.

CEFLI’s DOL Fiduciary Rule Webinar Series will provide participants with perspectives from CEFLI Affiliate Members

Drinker Biddle & Reath
Faegre Baker Daniels
PricewaterhouseCoopers
Dentons

You can expect these information-rich 60 minute webinars to cover such topics as:

  • Clarification of modified requirements related to the June 9, 2017 delay.
  • Disclosures that may be required beginning June 9, 2017 versus those that may be required post-January 1, 2018;
  • Application of Best Interest Standards;
  • Possible changes of strategies related to use of the BICE versus PTE 84-24;
  • Unique challenges faced by life insurers that work with independent marketing organizations; and
  • Considerations relative to who may serve as the “financial institution” under the Rule.