REGULATORS LIFE INSURANCE COMPANIES CEFLI INDUSTRY EXPERTS CEFLI. The Forum That Connects

Similar documents
The MSRB s Agenda for Remarks of Lynnette Kelly, Executive Director. at the. Bond Buyer National Municipal Bond Summit. Fort Lauderdale, FL

ENROLLMENT TECHNOLOGY STRATEGY SEMINAR February 5 6, 2019 LIFE INSURANCE CONFERENCE RETIREMENT INDUSTRY CONFERENCE

THE COMPLIANCE & ETHICS FORUM FOR LIFE INSURERS CEFLI Compliance and Ethics. Benchmarking Survey Report. Benchmarking Survey Report

PRIMARY MEMBERSHIP GUIDE

Together leading in risk. Join the association for everyone with a responsibility in risk and insurance

ANZIIF. Membership ANZIIF. GROWING CAREERS.

TAB 10. NAIC Comment Letter

NATIONAL CONSTRUCTION & REAL ESTATE GROUP WEALTH ADVISORS. experience trust // relationships // expertise

An Invitation for Individual Membership

House Committee on Financial Services Subcommittee on Housing and Insurance Hearing on The Federal Government s Role in the Insurance Industry


INFLUENCE ADVANCE CONNECT

Growth Through Partnership

Federal Highway Administration. Highway Infrastructure Security and Emergency Management. Professional Capacity Building Program

SUNTRUST PRIVATE WEALTH MANAGEMENT SIGNATURE FINANCIAL ADVICE THAT REFLECTS YOUR INDIVIDUALITY

CONCEPT NOTE. 1.0 Preamble

RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT. Sponsorship Opportunities

CORPORATE PARTNER OPPORTUNITIES Building Relationships to Advance Pharmacy

MEMBERSHIP PROSPECTUS

ABGA. PREMIER PARTNERS Program For Agent or Broker-Dealer use only. Not for use with the public.

CCO COMPLIANCE LEADERSHIP FORUM Sponsorship & Exhibitor Opportunities

UNDERSTAND ANTICIPATE NETWORK ACCESS CAPITALISE

CICA Membership Profile

Fundamentals of Investing for Retirement Income. How Diversification Really Works

Marsh Private Client Life Insurance Services. Life Insurance Services for High Net Worth Clients

Re: Release No , Request for Comment, Draft FY Strategic Plan for the Securities and Exchange Commission

Benefits and opportunities for CEDA members Queensland 2015

Focus on Opportunity. Regulatory Administration and Compliance Support Services For Hedge Funds and Private Equity Funds

Our Story Evening Creek Drive North, Suite 360 San Diego, California 92128

CERTIFIED PRIVATE BANKING MANAGER (CPBM ) CERTIFIED PRIVATE BANKING MANAGER (CPBM ) 1

The Sustainable Stock Exchanges Initiative An Overview for Issuers and Investors ADVANCED SUPPLY CHAIN COMPLIANCE SERIES

SPC Initiative Set to Deliver Comprehensive Recommendations to the NCIGF and State Guaranty Funds

H.R.1 `SEC HIT POLICY COMMITTEE. American Recovery and Reinvestment Act of 2009 (Engrossed as Agreed to or Passed by House)

International Insurance Foundation, for extending me this invitation to be with you today. You

T. ROWE PRICE ENGAGEMENT POLICY

BUILD WEALTH WITH BETTERINVESTING. Member resources, tools and support

2017 Executive Summit - Schedule of Events

DEFINING THE COUNTY ROLE IN SUPPORTING AND IMPACTING THE EFFICACY OF THE CALIFORNIA WELFARE DIRECTOR S ASSOCIATION (CWDA) Sandy Stier* E XECUTIVE

2018 RETIREMENT SECURITY BLUEPRINT

Service. Support. Recognition.

Financial Managers SCHOOL

TIPS MEMBER BENEFITS GUIDE

Society of FSP Survey: Key Findings

Continuing Professional 2013Education Opportunities

unities What is CEFLI? The Compliance meet Why Sponsor? professionals in If you innovative innovative ideas ethics arena.

Contents and Links. Click your selection to be redirected to the appropriate page. The following links will redirect you to the ARDA website.

Striving for Excellence in Engineering Insurance

STRENGTHEN. SIMPLIFY. SAVE. Group Enrollment Discount Options

member update AUTUMN 2018

Certified Investment Fund Director Programme

Our Philosophy of a True Community Capital Marketplace

Outward Sponsorship to External Parties Policy

Schwab Personal Connection. For the future that employees want.

Form ADV Part 2B Individual Disclosure Brochure. Paul McIntyre

The Global CERA Credential. Presented to: Actuarial Society of Hong Kong 3 February 2010 S. Michael McLaughlin, FSA, CERA, SOA President

Q SPECIAL TOPIC REPORT: PROVIDER-OWNED HEALTH PLANS

INSPIRE SPONSOR GUIDE

SECURITIES EXPERT WITNESS & LITIGATION SUPPORT, LLC

MIDDLE EAST IPO SUMMIT DUBAI 5-6 MARCH 2006 THE IMPORTANCE OF EFFECTIVE STANDARDS FOR MARKET REGULATION

Opportunities in the state and local government market. Retirement plan support for consultants and advisors

INTEROFFICE MEMORANDUM

Educating and Protecting Investors. Fighting Fraud and Abuse. Safeguarding the Integrity of the Derivatives Markets. Regulation. Redefined.

NCCI s. and Management. Copyright 2009 National Council on Compensation Insurance, Inc. All Rights Reserved.

Lending TRAINING AND EVENTS. aba.com/lendingtraining

PROFESSIONALISM AND THE PRACTICING ACTUARY

Private sector observer reflections

Subject: FINRA s Report on Distributed Ledger Technology: Implications of Blockchain for the Securities Industry (the Report)

CSRI PARTNERSHIP

SOA STRATEGIC PLAN EXPOSURE DRAFT

Insurance Industry Qualifications

Investing with Impact. Creating Economic, Social and Environmental Value

Inward Sponsorship from External Parties Policy

A GUIDE TO A CAREER AS AN ACTUARY

Bangkok. Well first of all I d like to personally recognise the work that Dr Akhtar has done to pursue the inclusive prosperity agenda for ESCAP.

Morningstar Investment Management Manager Selection

2015 Leadership Member Program

Insurance Regulation and the Property/Casualty Market

Implementation of the work programme on long-term finance. Wrap-up session. 3 October, 2012 Cape Town

REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS

RETIREMENT FUND TRUSTEE EDUCATION

SPONSORSHIP OPPORTUNITIES

The Institutes Management Education

State of the European D&O Insurance Market. Sponsored By:

Fundamentals of Investing for Retirement Income. Understanding Investment Risk and Return

Janet M. Angstadt. Partner Chicago p Practices. Industries. Education.

Market Trends Impacting Multinational Travel Risk Management

Advisory Services. Introducing

PRESIDENT S REPORT. Ronald L. Westad President & CEO

UW-STOUT Annual Operating Budget Process

Planning and Budgeting Integration (PBI) Model

5 STRATEGIES FOR IMPROVING BUSINESS VALUATIONS

Bringing practical insights to the boardroom kpmg.com/us/blc

Putting Investors First

Designing a capital markets strategy for Canada CAPITAL MARKETS INSTITUTE THE UNIVERSITY OF TORONTO

A GUIDE TO A CAREER AS AN ACTUARY

ERM Benchmark Survey Report A report on PACICC's third ERM benchmarking survey

Wealth solutions for life in a complex world.

Continued Learning for Continued Career Advancement Become an Expert in Long-Term Care

B2BC Welcome and Information Session Monday, May 23 8:45 a.m. 9:45 a.m.

Business Plan

Transcription:

REGULATORS LIFE INSURANCE COMPANIES CEFLI INDUSTRY EXPERTS CEFLI The Forum That Connects

Membership + Benefits = Best Informed Insurers WEBINARS SUMMIT MEETINGS ADVISORY COMMITTEE ANNUAL CONFERENCE AND LEADERSHIP WORKSHOP

How CEFLI Helps You Succeed Today s increasingly complex world of business, compliance, and ethics challenges are more demanding than ever, and life insurance companies are turning to the Compliance and Ethics Forum for Life Insurers (CEFLI) for success with these issues. That was one of the best webinars I ve listened to that was applicable to what I do in compliance. CEFLI Webinar Participant CEFLI Designed by Life Insurance Experts We are the only organization working exclusively on behalf of compliance and ethics professionals in the life insurance industry we understand your unique challenges. CEFLI is working every day to provide the guidance, tools, and connections you need to do the best job possible. Our Board is comprised of leading compliance and ethics (C&E) professionals who recognize the changing demands of the business. Unmatched Insights and Education Our education and training opportunities offer insights and information as a complement to internal compliance and ethics training programs. CEFLI webinars and events deliver quality instruction that can reduce your company s training costs. Our faculty includes regulatory authorities, experienced company professionals, and third-party experts who provide practical, up-to-date advice on the most relevant issues.

Valuable Regulatory Partnerships As a non-advocacy organization, we play a unique role in the marketplace and maintain close ties with state and federal regulators who often seek out our leadership on industry concerns. CEFLI fosters a collaborative environment and develops beneficial C&E solutions for today s business challenges. CEFLI raises regulatory awareness of operational issues associated with new legal and regulatory requirements. The Forum that Connects CEFLI has created a singular community for C&E professionals in the life insurance industry. The CEFLI Forum allows for the timely exchange of relevant and valuable information. The Forum connects you with other life insurance professionals for in-depth analysis and a better understanding of contemporary C&E challenges. Our Committees and Issue Forums are active gatherings, including lively debates and shared experiences from our colleagues across the industry. Engagement from key regulatory bodies (NAIC, FINRA, etc.) and the ability to have a dialog on key issues is appreciated. CEFLI Summit Meeting Attendee Affiliate Member Expertise CEFLI Affiliate Member organizations offer unmatched expertise on contemporary C&E issues (for CEFLI members only). Affiliate Members directly participate in such activities as the CEFLI Board of Directors, Committees, issue forums and events. Major consulting and law firms are among the organizations that support CEFLI s mission through their Affiliate Membership. The Certification Clearinghouse CEFLI sponsors the Annuity Suitability Clearinghouse, which allows insurers to easily obtain required annual certifications through a central location. Our online technology helps compliance and ethics professionals do their jobs more efficiently.

Unique Industry Leadership CEFLI led the life insurance industry in convening the first in-person meeting between regulators and industry representatives concerning unclaimed property issues. State and federal regulators support CEFLI s important mission by serving as panelists in our Educational Webinar Series events. CEFLI offers a growing library of compliance and ethics resources with over 9,000 visits to our website every month. CEFLI membership continues to grow as more companies recognize the unique value CEFLI provides to the life insurance industry s compliance and ethics professionals. We connect the life insurance industry s compliance and ethics professionals in a timely and cost-effective manner. See More at cefli.org

Why You Should Connect With CEFLI CEFLI is a unique and innovative resource for the life insurance industry. If you are responsible for the compliance and ethics function within your organization, contact CEFLI today and benefit immediately from the leadership and experience of our organization and its membership. We d like to connect. Donald J. Walters Phone: (240) 744-3027 E-mail: DonaldWalters@CEFLI.org Kelly Ireland Phone: (240) 744-3023 E-mail: KellyIreland@CEFLI.org. Join the discussion today! Visit us on the Web at www.cefli.org 2017 CEFLI All Rights Reserved.