A New Era in Compliance & Ethics…

The Compliance & Ethics Forum for Life Insurers ("CEFLI") is the new, premier source of compliance & ethics knowledge and information for life insurers. If you are a compliance & ethics professional in the life insurance industry, CEFLI is your connection to valuable insights, tools, professional networks and other vital resources. Membership includes access to an entire portfolio of customized compliance & ethics services calibrated to life insurers' needs.

Regional Forums

CEFLI Launches Inaugural Regional Forums with Western Regional Forum - June 19 - Newport Beach, California

CEFLI is pleased to announce it will be conducting its inaugural Western Regional Forum on Friday, June 19 in Newport Beach, California.  CEFLI would like to express its sincere thanks to the compliance staff at Pacific Life for agreeing to serve as our host for this inaugural meeting.  Compliance and ethics staff members from all CEFLI member companies (regardless of geographical location) are invited to attend the Western Regional Forum.

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Benchmarking Study

CEFLI has issued its Records Management Benchmarking Survey Report identifying the current state of life insurers’ records management programs.

The Records Management Benchmarking Survey was conducted as a result of recommendations offered by CEFLI’s Records Management Working Group to gather information about corporate governance, retention, retrieval and disposal practices related to records management in the life insurance industry.

Overall, the Records Management Benchmarking Survey report confirms...

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Compliance Training

CEFLI will be offering its second Compliance Fundamentals Training Conference on June 9-11 in Philadelphia, Pennsylvania.

Last year, CEFLI offered its inaugural Compliance Fundamentals Training Conference to provide life insurance company compliance professionals with an overview of the essential elements of their important job responsibilities.

Recognizing the need for ongoing compliance training for individuals who may be new to the life insurance industry or who may have served as a compliance professional for less than...

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