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Slides | Webinar

Host:Kelly Ireland

Presenter Information

George Hanley 
Managing Director
Deloitte Risk and Financial Advisory

Jay M. Cohen 
Managing Director
Deloitte Risk and Financial Advisory

Timothy O’Driscoll 
Partner
DrinkerBiddle

Charles J. Vinicombe 
Partner
DrinkerBiddle

CEFLI is pleased to partner with leading industry experts and CEFLI Gold Affiliate Members Deloitte and DrinkerBiddle to explore the timely issue of life insurance company Sales Practice, Conduct and Culture Risk.

New requirements in the Department of Labor’s Fiduciary Rule, the NAIC’s work on developing best interest standards, and the findings in Shearman & Sterling’s report on Wells Fargo’s business practices are driving life insurers to take a closer look at their sales practices models.

Understanding the legal and regulatory issues raised by your company’s conduct and culture can help you avoid downside risks and realize the upside potential of sound business conduct practices.

Meeting Description:
Participants in this interactive 90 minute webinar will gain expert insight into why the time is right to examine your company’s sales practices and the important role that compliance and ethics professionals can play in managing conduct and culture risk.

Intended Audience:

CEFLI member and non-member life insurance company professionals in the compliance, ethics, legal, risk management, government relations, and related business areas impacted by this compliance-related issue.