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..

Gold Level

Deloitte & Touche LLP

George Hanley
Managing Director
Phone- 973-602-4928

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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
Phone: (215) 988-2865

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Faegre Drinker’s Life Insurance and Annuities Practice represents major life insurance groups in significant litigation and corporate matters. We are on the forefront of today’s life insurance issues. For example, we assist clients in resolving complex legal issues relating to the secondary market for high face value life insurance policies, including stranger-originated life insurance (STOLI) transactions and stranger-originated annuity transactions (STAT). In addition to life insurers, we also represent broker general agents, broker dealers, escrow agents and premium financing companies. As well, our national annuities practice has handled hundreds of litigation matters, ranging from suitability class actions to structured settlement transfer petitions. Our practice also includes regulatory and claims issues for long term care insurers, privacy and compliance issues under GLBA and HIPAA, 419(a) and 412(i) tax shelter issues, and class action litigation related to all of the above-described products and issues.


Maureen H. Henderson
Phone: (515) 242-2428

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BrownWinick is a  blend of tradition and innovation. Timeless values and new ways of doing. Focused aggression and honest practicality. Our firm is grounded in proven methods and a consistent track-record of success, but we’re willing to make bold moves when the time is right.

Our attorneys are creative, business-savvy and highly specialized. With decades of experience, we know your industry inside and out.

We’re not afraid to speak up, either. We bring an informed perspective to the table and create sophisticated solutions to your problems. We use every tool in our playbook, from powerful connections to out-of-the-box thinking, to help you make the right call and achieve your goals.

The continuing change in regulation and innovation in technology and product design makes a chaotic period for the insurance industry.  The Insurance Regulatory and Compliance Group offers strategic legal counsel based on real-time experience within the life insurance industry and is uniquely positioned to give insights and relevant solutions to insurers, marketing organizations and regulators.  We offer practical advice on the breadth of issues including product development, distribution, regulatory compliance, risk management, third-party administrators, producers and marketing groups before both state regulators and attorney generals.

Silver Level

Wolters Kluwer Financial Services

Pam Ewing
General Manager
Phone: (800) 481-1522

Kathy Donovan
Senior Compliance Counsel

Susana Mitsis
Strategic Marketing Manager

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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.

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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.

Bronze Level

Locke Lord

Paige Waters
Phone: (312) 443-1815

Michael Rohan
Counsel, Insurance & Transactional Group
Phone: (312) 443-1713

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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, Cooper & Gale

Tom Butler
Phone: (205) 254-1063

Ted Holt
Phone: 205-254-1102

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Maynard, Cooper & Gale represents life insurance companies in all facets of litigation.  Our attorneys have defended nationwide insurance and annuity-related class actions in numerous state and federal courts, while also serving as lead trial counsel in cases pending throughout the United States, including notorious “tort hell” venues in Alabama, Arkansas, Illinois, Mississippi South Florida, Texas and West Virginia.

In addition to litigation, the Firm represents insurance companies in all forms of corporate and regulatory matters. These activities include assistance in the design and approval of insurance products, as well as obtaining authorizations from departments of insurance to transact business.


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

Kristen Stehlik
Manager, Marketing Events
Phone: (646) 227-4216

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Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting. We help clients address their toughest challenges with a focus on markets and clients facing transformational change, technology-driven innovation, and significant regulatory pressure. Across a range of advisory, consulting, outsourcing, and technology/analytics services, we help clients create scalable, innovative solutions that prepare them for future growth and success. Headquartered in Washington, DC, the company has more than 7,000 professionals in more than 50 locations. 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:


Membership Benefits:

Eligibility to serve on the CEFLI Board of Directors.
A seat on the CEFLI Regulatory Forum.
Logo advertisement on Home Page of the CEFLI Website.
Complimentary exhibit table at Annual Conference.
Annual speaking opportunity (on a CEFLI-approved subject) at a CEFLI Summit Meeting or Annual Conference.
Opportunity to conduct a joint CEFLI webinar.
Discounted rates to exhibit at Annual Conference.
Member registration rates at Annual Conference.
Complimentary registration to Compliance Fundamentals Training Conference & Summit Meetings.
Unlimited access to all CEFLI webinars.
Ability to list published reports and resources to CEFLI website.
Organization’s logo displayed prominently at all CEFLI events.
Exclusive access and logo on Affiliate Member page of the CEFLI Website, including contact information for inquiries.
Costs $25,000 $15,000 $5,000