Renewal of Mentorship Program
CALU is once again offering a mentorship program as a benefit to members for a six-month period from November 2023 to April 2024. Launched last year with very positive reviews from participants, the second phase of this pilot program is open to the entire CALU membership, including Associates. The Mentorship program is intended to enable CALU members with many years of industry experience to share their wisdom and vast knowledge with other members who are interested in learning from them. Mentorship isn’t intended to only be beneficial for mentees. It also gives mentors the chance to grow both personally and ...
2021 Fall Conference – recap
Our virtual 2021 Fall conference was a success! We had a great turnout of attendees who had the opportunity to listen to many insightful presentations by a handful of industry experts. Thank you to all of those who participated and made this possible.
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A Fall Conference program that educates and informs
CALU's committee volunteers have been hard at work organizing educational sessions for the 2021 Fall Conference. These timely and informative workshops are designed to keep you up-to-date on industry best practices and provide you with an opportunity for CE credits (subject to course approval). Check out the program and register now! With thanks to the Associates' Meeting Committee, the AGM Workshop Committee, the Employee Benefits Issue Group, the Life Insurance Issue Group, the Living Benefits Issue Group and the Wealth Creation & Management Issue Group.
Register now for the CALU Fall conference
Join us November 23 & 24, 2021 for the CALU Fall conference! Registration is now open for the CALU 2021 Fall conference! You won't want to miss this two-day conference for members featuring educational sessions, tips and best practices, technical deep-dives, Tax & Estate Update, Pundits Panel, and more. Combining all the best of the Associates' Meeting, CALU conference sessions, and Issue Group workshops, this special virtual event is open to all CALU Members, Provisional Members, Associates and your Guests. Early bird pricing is available until Fri Oct 15. View the program and pricing and register now!
Save the date: 2021 Fall conference
New this year, CALU is holding a virtual fall conference for members on Tuesday, November 23 to Wednesday, November 24. Led by Barry Pascal, chair, Board of Directors and Hemal Balsara, chair, Associates' Meeting Committee, this two-day online event features all of the content that you have come to expect from the fall Regional Meetings for members and from the annual Associates' Meeting, plus educational updates, workshops and more! Stay tuned next week for further program and registration details.
Life insurance transfers series is now on-demand
Rated as excellent by attendees, the two-part webinar series, Life Insurance Transfers – Planning Opportunities and Pitfalls, is available on-demand at calu.luma.one. Two CE credits can be earned for each webinar (as permitted by individual credentialing bodies). You must be registered to view the webinars. All registrants will receive a free e-guide on the topic written and edited by presenters Kevin Wark and Glenn Stephens. Learn more & register
