Resources

CEFLI provides a variety of different resources to serve the needs of life insurance industry's compliance and ethics professionals.  Please click on the links below to obtain information pertaining to a variety of different CEFLI resources. 


Reports

CEFLI will post to this section of the website relevant industry Reports that may be of interest to our membership.… Read more

Benchmarking Survey

CEFLI also will post copies of its Benchmarking Surveys on various subject matters for use by our membership… Read more

Clearinghouse

CEFLI has established the Annuity Suitability Clearinghouse which allows participants to obtain copies of required compliance certifications from third-party distributors.

Many of the leading third-party distributors of life insurance and annuity products have enrolled to participate in CEFLI's Clearinghouse.

Click on the link below to obtain more information about CEFLI's Clearinghouse... Read more

Discussion Board

CEFLI maintains a discussion board that permits the life insurance industry's compliance and ethics professionals to share innovative strategies to address today's contemporary compliance issues.

Please review the list of topics on the CEFLI discussion board.  We welcome your suggestions with regard to other topic areas that may be of interest to our … Read more