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  • About CEFLI
    • Membership
    • Affiliate Membership
    • Premier Partners
    • Benefits
    • CEFLI Team
    • Board of Directors
  • Events
    • Annual Conference
    • Summit Meetings
    • Webinars
    • Compliance Fundamentals Training Conference
    • Chief Compliance Officer Forum
  • Calendar
  • Ethics
  • Resources
    • Benchmarking Surveys
    • Compliance & Ethics Committee
    • Networking Forums
    • Job Board
    • Additional Resources
  • Clearinghouse
  • About CEFLI
    • Membership
    • Affiliate Membership
    • Premier Partners
    • Benefits
    • CEFLI Team
    • Board of Directors
  • Events
    • Annual Conference
    • Summit Meetings
    • Webinars
    • Compliance Fundamentals Training Conference
    • Chief Compliance Officer Forum
  • Calendar
  • Ethics
  • Resources
    • Benchmarking Surveys
    • Compliance & Ethics Committee
    • Networking Forums
    • Job Board
    • Additional Resources
  • Clearinghouse

Resources

ResourcesWPAdminSummit2021-09-09T14:38:21-05:00

Benchmarking Studies

Benchmarking Studies to remain abreast of current industry trends and provide insights as to how the industry is addressing specific compliance-related operational challenges

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Networking Forums

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.

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CEFLI’s Compliance & Ethics Committee

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.

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CEFLI's Regulatory Forum

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.

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CEFLI Job Board

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.

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Additional Resources

A central location to access various industry resources regarding SEC Regulation Best Interest, NAIC Suitability in Annuity Transactions  Model Regulation, COVID-19 and more.

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