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Slides | Webinar

Mike Bernardo – Managing Director
Kristen Gaebel – Director
Chris Joline – Partner
Kelsey Nencheck – Manager

Please join CEFLI Gold Level Affiliate Member PwC for a 90 minute webinar on THE topic everyone is talking about.  With the final version of the DOL’s proposed fiduciary rule soon to be released industry expert PwC will provide key insights as to its main points and impacts on the compliance lifecycle for insurers and broker dealers.
PwC is one of the leading providers of professional services to insurance companies.  PwC utilizes integrated teams of practitioners who are well versed in all the key issues facing insurers today, including financial reporting, risk management, taxation, regulatory compliance, sustainable cost reduction, functional effectiveness, process improvement, valuation, privacy and information protection, and systems implementation.  Webinar participants will benefit from the extensive knowledge of PwC’s panel of DOL fiduciary rule experts.
Intended Audience:
Life insurance industry professionals in the compliance, legal, risk management, and related business areas impacted by compliance-related topics reviewed as part of CEFLI’s Educational Webinar Series.
You can expect the discussion to cover:
  • An overview of the current status, key provisions and timelines for the proposed rule.
  • How the rule is expected to influence life insurers’ new business operations.
  • Compliance impacts for ongoing activities such as monitoring, records retention, training and education.
Please plan to join us at 1PM, EST on Tuesday, March 15, 2016 as CEFLI teams with PricewaterhouseCoopers, LLP for a timely discussion of the DOL Proposed Fiduciary Rule.