Affiliate Members

CEFLI Affiliate Membership is available to organizations that can demonstrate an appropriate substantive nexus to CEFLI’s mission to support the life insurance industry’s compliance and ethics professionals.

More information about CEFLI Affiliate Membership is included in our Affiliate Member summary document.

If you have questions about CEFLI Affiliate Membership, please contact Mallory Hart, Director of Member Relations, Communications and Meetings (MalloryHart@CEFLI.org) or any member of our team.

Gold Level

Deloitte & Touche LLP

Craig Friedman
Managing Director
Phone: (917) 270-0950

crfriedman@deloitte.com

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Deloitte & Touche LLP offers auditing, accounting, financial advisory, risk management and tax services. The firm provides international financial reporting, assurance and advisory, tax auditing, corporate governance, risk consulting, and management and board advisory services. Additionally, it provides merger and acquisition, government compliance, financial advisory, and human capital consulting services. Deloitte & Touche caters to aviation, defense, automotive, finance, banking, consumer products, healthcare, insurance, life sciences, media, oil and gas, power, real estate, retail, technology, telecommunication, hospitality, and government sectors. The firm was founded in 1880 and is headquartered in New York, New York. Deloitte & Touche LLP is a member firm of Deloitte LLP.

Faegre Drinker Biddle & Reath LLP

Timothy J. O’Driscoll
Partner
Phone: (215) 988-2865
Email: timothy.odriscoll@faegredrinker.com

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Faegre Drinker is a top 50 firm designed for clients. With more than 1,300 experienced attorneys, consultants and professionals in 21 locations in the United States, London and Shanghai, we have the strength to solve our clients’ most complex challenges wherever they need us.

Faegre Drinker understands the insurance industry from an insider’s point of view, maintaining deep roots and enduring relationships with key participants in the industry, state regulators and local officials along with Congress, federal agencies and international standard-setters. We are problem-solvers for the country’s leading insurance companies — and have sustained this reputation for nearly a century. Our valuable institutional knowledge enables us to anticipate challenges and innovate to support our clients’ objectives. We are our clients’ business partners and collaborators, evolving with the industry to advance their goals so they can focus on mitigating risks for others.

We counsel life insurance carriers on all aspects of insurance regulation, high-stakes litigation, public policy, and M&A and other transactional matters. We litigate on behalf of clients, large and small, in single-plaintiff suits, bad faith actions and class actions throughout the country while carefully monitoring litigation threats and emerging trends. We also advise on matters involving product performance and administration, complex claims, reinsurance, bad faith and extra-contractual liability, improper sales practices and consumer protection statute violations, among others. Deeply familiar with applicable, often conflicting federal and state regulations, we analyze policy provisions and form filings, help formulate responses to information requests from regulators, and otherwise counsel life insurers on identifying and adopting best practices for regulatory compliance.

Bronze Level

The Berwyn Group

The Berwyn Group: 2 Summit Park Dr Suite 610
Independence, OH 44131

Phone: 216.765.8818

Email: info@berwyngroup.com

Website: BerwynGroup

LinkedIn: BerwynGroupLinkedIn

The Berwyn Group is a leader in population data management, offering the trusted and effective death audit and locate solutions, with dedication to innovation, security, and generating outcomes.  The Berwyn Group now offers an end-to-end suite of industry-leading solutions including CertiDeath®, CertiCensus, CertiSearch and BeneSearch.

The Berwyn Group’s mission and focus is making valuable connections to achieve measurable outcomes — bridging the gap between pensions and their participants, insurance companies and their policyholders, third-party administrators and public entities with Medicaid recipients.  Connecting leading-edge technology and data with best-in-class human ingenuity, we help organizations eliminate costly overpayments, maximize efficiency, meet regulatory requirements, and connect policyholders, participants, and beneficiaries to the funds they deserve.

Evadata

Jake Obstfeld
Email: business@evadata.com

At Evadata we are dedicated to the advancement of the life and annuity industry and driven to ensure shared benefit of both carriers and their customers. Our mission is to empower industry carriers with innovative product offerings and exceptional customer experiences. Through the development of data and technology-driven solutions, we address the comprehensive needs of the industry, ensuring excellence and growth.

• Evadata ACT is our anti-fraud collaboration technology that strengthens the industry by enabling fraud-fighting professionals to share intel on schemes, best practices, and tools to combat fraud.
• Evadata LENS is our life event notification service that turns a compliance chore intro a transformation opportunity. Its comprehensive mortality event monitoring technology provides data to fuel the death claim process for carriers.

Leading life insurance carriers founded Evadata to build tools with security and scalability. Evadata is intrinsically aligned with the life and annuity industry and conscious of the limited technology resources carriers face, so Evadata’s products can help modernize operations and drive achievement of transformational goals without struggle. For more information, please visit Evadata.com.

Locke Lord

Paige Waters
Partner
Phone: (312) 443-1815
Email: pwaters@lockelord.com

Locke Lord is a full-service, international law firm with offices in Atlanta, Austin, Chicago, Dallas, Hong Kong, Houston, London, Los Angeles, New Orleans, New York, Sacramento, San Francisco and Washington, D.C. Our team of approximately 650 attorneys has earned a solid national reputation in complex litigation, regulatory and transactional work. We serve our clients’ interests first, and these clients range from Fortune 500 and middle market public and private companies to start-ups and emerging businesses.

Locke Lord’s team builds collaborative relationships and crafts creative solutions to solve problems—all designed and executed with long-term strategic goals in mind. Among Locke Lord’s many strong practice areas are appellate, aviation, bankruptcy/restructuring/insolvency, business litigation and dispute resolution, class action litigation, corporate, employee benefits, energy, environmental, financial services, health care, insurance and reinsurance, intellectual property, international, labor and employment, mergers and acquisitions, private equity, public law, real estate, regulatory, REIT, tax, technology, and white collar criminal defense and internal investigations.

Maynard Nexsen

Tom Butler
Partner
Phone: (205) 254-1063
Email: tbutler@maynardnexsen.com

Ted Holt
Partner
Phone: 205-254-1102
tholt@maynardnexsen.com

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Maynard Nexsen is a full-service law firm with more than 550 attorneys in 23 offices from coast to coast across the United States. Maynard Nexsen formed in 2023 when two successful, client-centered firms combined to form a powerful national team. Maynard Nexsen’s list of clients spans a wide range of industry sectors and includes both public and private companies.

Guidehouse

Jonathan W. Berry III
Partner, Banking, Insurance and Capital Markets
Phone: (610) 745-0849
Email: jberry@guidehouse.com 

Kristen Stehlik
Manager, Marketing Events
Phone: (646) 227-4216
Email: kristen.stehlik@guidehouse.com

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Guidehouse is a leading global provider of consulting services to the public sector and commercial markets, with broad capabilities in management, technology, and risk consulting. By combining our public and private sector expertise, we help clients address their most complex challenges and navigate significant regulatory pressures focusing on transformational change, business resiliency, and technology-driven innovation. Across a range of advisory, consulting, outsourcing, and digital services, we create scalable, innovative solutions that help our clients outwit complexity and position them for future growth and success. The company has more than 16,500+ professionals in over 50 locations globally. Guidehouse is a Veritas Capital portfolio company, led by seasoned professionals with proven and diverse expertise in traditional and emerging technologies, markets, and agenda-setting issues driving national and global economies. For more information, please visit  www.guidehouse.com.

Wolters Kluwer Financial Services

Kathy Donovan
Senior Compliance Counsel
781-907-6689
Kathy.donovan@wolterskluwer.com

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Wolters Kluwer Financial Services is one of the leading worldwide providers of comprehensive compliance, risk management and audit solutions for the financial services industry. We are a comprehensive risk management business singularly focused on helping financial services organizations mitigate compliance, operational and financial risk across their business, Wolters Kluwer Financial Services’ solutions empower professionals to make intelligent and clear-sighted decisions in a rapidly changing environment.

Wolters Kluwer Financial Services empowers compliance, risk management, finance and audit professionals in financial services industries across the globe to make intelligent and clear-sighted decisions in a rapidly changing environment. We provide the solutions they need to manage risk across the business while staying in front of new regulatory requirements improve efficiencies and grow their business.