CALU is delighted to announce the continuation of a new learning pilot program for CALU members. CALU Connect is a complimentary microlearning webinar series that intends to cover specific advanced planning topics through a live 15 minute presentation and 15 minute Q&A and an on demand video of each event.(Note: These sessions are not eligible for Continuing Education credits).
Wednesday, September 18, 2024: 12:30 – 1:00 PM ET
Underwriting large cases: What to be careful about
Most advisors dream of doing large cases and assume that underwriting is like other cases. Learn some insights as to why this is not so and what to be careful about.
Presenter: Dominik Briault, FSA, FCIA, FEA, Vice-President, Actuarial Services, Feigelsohn Kellar (bio below)
Register here.
Thursday, October 16, 2024: 12:30 – 1:00 PM ET
DSIR – Are You Sure You Understand It?
The dividend scale interest rate (DSIR) can be a tricky metric for life insurance advisors to understand. Learn how it is calculated and why it may not always indicate a clear advantage for a specific carrier despite showing otherwise.
Presenter: Nitin Bansal, Director of Actuarial Support, IDC Worldsource Insurance Network (bio below)
Registration coming soon…
Questions?
For any questions about CALU events please contact us at calu@calu.com or 613-505-9632 ext 0