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The CEFLI Difference.

CEFLI is the only life insurance industry organization devoted exclusively to compliance and ethics. Its unique, non-advocacy role provides Forums to engage in an open dialogue among members, partners and regulators to help life insurance compliance and ethics professionals successfully navigate an ever-changing world. Life insurance company membership in “The Forum That Connects” offers opportunities for all life insurance company personnel – not just compliance and ethics professionals - to network and share insights and expertise for the benefit of all.
Learn. Connect. Lead.

CEFLI has become a well-recognized industry leader in education and training in life insurance compliance and ethics. CEFLI offers a range of professional training and development opportunities for life insurance compliance and ethics professionals to connect with their peers to discuss various compliance and ethics strategies. The organization offers a variety of opportunities to build professional expertise including in-person events such as CEFLI’s Annual Conference, Compliance Fundamentals Training Conference, CCO Forum and Summit Meetings. Several virtual opportunities include CEFLI’s Educational Webinars, its Compliance Leadership Development Forum and its CEFLI's Compliance & Ethics Committee Meetings and subject matter forums. CEFLI’s website includes an array of online resources such as Benchmarking Surveys and links and materials to address several compliance subjects. Additionally, CEFLI offers other services to life insurance compliance professionals including its Clearinghouse used to obtain compliance certifications from third party distributors of annuity products.
By the Numbers.

CEFLI’s singular focus on life insurance compliance and ethics has allowed the organization to grow considerably since its inception in 2011. Through strong support from across the life insurance industry, CEFLI has been able to triple its membership in less than 10 years. CEFLI’s very popular Educational Webinar Series attracts over 200 registrants per webinar session. CEFLI’s Annual Conference and Compliance Fundamentals Training Conference continue to attract hundreds of compliance and ethics professionals from across the industry. CEFLI’s website receives 15,000 visits per month and CEFLI’s monthly meetings of its Compliance & Ethics Committee generates regular participation by compliance leaders from over 70 life insurance companies in the United States.

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CEFLI is the only organization devoted exclusively to life insurance compliance and ethics.

Its unique, non-advocacy approach fosters an open dialog between its members, partners and regulators, helping compliance and ethics professionals successfully navigate an ever-changing world. Membership in “The Forum That Connects” offers opportunities for all company personnel to network and engage, not just Compliance and Ethics staff.

Upcoming Events

Compliance Leadership Development Forum: Session # 4

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WEBINAR: DATA RETENTION AND DISPOSITION (FEATURING GUIDEHOUSE)

CEFLI's June Joint Educational Webinar on Data Retention and Disposition […]

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C & E Committee Call

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WEBINAR: LOCKE LORD (TOPIC TBD)

The July Educational Webinar will feature CEFLI Affiliate Member: Locke […]

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C & E Committee Call

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Advertising Review Networking Forum

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Affiliate Members

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Wolters Kluwer

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