The Conference for Advanced Life Underwriting (CALU) is

Canada's professional association

only professional association

for leaders in the life insurance and financial advisory industry.

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 600+ members with high-quality education and with opportunities to connect, stay informed and share ideas on how to enhance the financial well-being of Canadians.

Advocacy is an important part of our mandate. Through a strategic partnership with Advocis, CALU speaks on behalf of more than 17,000 member-clients in support of fair and competitive public policies to grow and preserve the financial well-being of Canadians and family businesses.

Individuals and small business owners across Canada rely on our members to help protect and secure their financial futures. Our members serve their clients with specialized services in insurance, business succession, estate and retirement planning and tax.

Our members also offer their clients advanced expertise in:

  • employee benefits
  • disability, critical illness, and long-term care insurance and compassionate benefits
  • philanthropy and charitable giving strategies
  • cross border tax and estate planning

Since 1991, we have provided a collaborative community to our members – helping them connect, stay informed, and turn ideas into action. Together we share advances in strategies and practice, shape public policy and promote and protect the long-term financial well-being of Canadians.

Our vision

Leadership in innovative advanced planning solutions and advocacy to promote the financial health of Canadians.

Our mission

CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and advocates for sound public policy.

Strategic plan & updates

Our work is informed by our mission and vision, and supported by our strategic planning.

CALU Strategic Plan - 2021-2023

Strategic Plan

Download our Strategic Plan (PDF), which provides direction on our priorities and initiatives.

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CALU 2021 Year in Review

2021 Year in Review

Download the 2021 Year in Review (PDF) to see what we have been working on for you.

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FORUM Magazine

Download and read FORUM Magazines article (PDF) highlighting CALU’s 25th anniversary.

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Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.

Become a Member