Insights & updates
Stay informed with the latest news and publications from CALU.
Measuring the Benefits of an Estate Freeze
This CALU Report by Jens Watson uses a case ...
Advisor Checklist for leveraged life insurance arrangements
The Conference for Advanced Life Underwriting (CALU) has developed ...
CALU Practice Note: Individually owned joint life insurance policies – Tax treatment and best practices
This Practice Note provides guidance to CALU members on ...
Where we lead,
change follows.
The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry. We provide our members with a collaborative environment that promotes shared learning, professional development, engagement and advocacy.
Learn more about what we do and how we provide a collaborative community to our members – helping them connect, stay informed and turn ideas into action.
Where we lead,
change follows.
CALU is the only professional association for Canada’s advanced life insurance and financial advisors. We provide our members with a collaborative environment that promotes shared learning, professional development, engagement, and advocacy.
Learn more about what we do and how we provide a collaborative community to our members – helping them connect, stay informed, and turn ideas into action.



