Benchmarking Surveys

CEFLI conducts its well-known Compliance & Ethics Benchmarking Study of the entire life insurance industry annually which provides useful insights on the current trends related to compliance in the life insurance industry. CEFLI also conducts other Benchmarking Studies to allow Member Companies to remain abreast of current industry trends and provide insights as to how the industry is addressing specific compliance-related operational challenges.

2021 CEFLI AML Benchmarking Survey Report

2021 CEFLI Compliance and Ethics Benchmarking Survey Report

2020 CEFLI Compliance and Ethics Benchmarking Survey Report

2019 CEFLI Compliance and Ethics Benchmarking Survey Report

2018 CEFLI Annuity Suitabilty Benchmarking Survey (Full Report)

CEFLI 2017 Anti-Money Laundering (AML) Benchmarking Survey

2017 CEFLI Compliance and Ethics Benchmarking Survey Report Executive Summary

CEFLI Electronic Business Processing Benchmarking Survey Report

2016 CEFLI Annuity Suitability Benchmarking Survey Report

2016 CEFLI Annuity Suitability Benchmarking Survey

2016 CEFLI Compliance and Ethics Benchmarking Survey Report

2016 CEFLI Annuity Suitability Benchmarking Survey Report

2015 CEFLI Annuity Suitability Benchmarking Survey

CEFLI Records Management Benchmarking Survey Report

CEFLI SARs Benchmarking Survey Report

2015 CEFLI SARs BENCHMARKING SURVEY EXECUTIVE SUMMARY

2015 CEFLI Annuity Suitability Benchmarking Survey

2015 CEFLI Annuity Suitability Benchmarking Survey Report Executive Summary

2015 CEFLI Annuity Suitability Benchmarking Survey

2014 CEFLI Compliance and Ethics Benchmarking Survey Report

2014 CEFLI Records Management Benchmarking Survey Report Executive Summary

2014 CEFLI Compliance and Ethics Benchmarking Survey Report Executive Summary

CEFLI Compliance Metrics Benchmarking Survey Report Executive Summary

2014 CEFLI Records Management Benchmarking Survey Report Executive Summary

2014 CEFLI Records Management Benchmarking Survey Report Executive Summary