Benchmarking Studies to remain abreast of current industry trends and provide insights as to how the industry is addressing specific compliance-related operational challenges
CEFLI Networking Forums provide an opportunity for members to gather on a periodic basis to discuss a singular subject matter. Born out of the Compliance & Ethics Committee, Networking Forums take a “deep dive” encouraging participants to include their colleagues that might specialize in that given subject matter.
CEFLI’s Compliance & Ethics Committeeis comprised of representatives of CEFLI member companies who meet on a monthly basis to review the current challenges facing the life insurance industry’s compliance and ethics professionals and to explore innovative strategies to address these challenges.
CEFLI’s Regulatory Forum consists of a group of representatives from the SEC, FINRA, and the NAIC to allow CEFLI Premier Partner companies and Affiliate Member organizations to receive timely insights directly from regulatory authorities concerning current marketplace challenges.
The CEFLI Job Board is a free resource provided to CEFLI Members. While only CEFLI Members may post a job vacancy to the Job Board, the vacancies are available for viewing by the general public.
A central location to access various industry resources regarding SEC Regulation Best Interest, NAIC Suitability in Annuity Transactions Model Regulation, COVID-19 and more.