Join our Annual Conference & AGM at the Westin Ottawa to hear from some of Canada’s leading industry, business and political experts. The event, now in its 33rd year, attracts hundreds of leaders in the life insurance and financial advisory industry from across Canada. For the past two years, our event set an attendance record of 500+ individuals.

Highlights include:

• Technical sessions in advanced planning in life insurance and related specialized areas
• Presentations from keynote speakers (recent speakers include Christy Clark and Chris Hadfield)
• Key developments in income tax and estate planning
• Analysis of current Canadian political landscape and the influences shaping the legislative agenda
• Association updates on priorities and initiatives
• Networking opportunities

Why Sponsor?

By supporting CALU’s 2026 Conference & AGM, you will have the opportunity to:

• Showcase your product, service and brand before those who serve the High-Net-Worth market
• Network with leaders in advanced life underwriting and financial advisory services from across Canada
• Learn about the technical, business and political issues and trends that affect the industry

Sponsor Benefits

All sponsor investments will allow you to reach your audience through:

• Conference & AGM attendance: One complimentary event registration, full or partial
• Tabletop display for three days (May 4-6) with the ability to display your corporate signage/banner and provide branded collateral​
• Lead capture license to facilitate obtaining contact information from participants who provide express consent
• CALU Conference & AGM website
• Event app available to 500+ participants
• Slide show before all participants in plenary sessions
• Recognition from podium by event emcee before all participants
• CALU signage at the event
• Recognition in weekly email newsletter to all CALU members before and after the event
• CALU social media channels (LinkedIn, X) surrounding the event

Sunday Night Opening Banquet Sponsor (x1) $20,000

• One complimentary registration to the full four-day event valued at $2,200
• One additional ticket to the reception and Banquet
• Opportunity to deliver verbal welcoming remarks at Banquet (up to one minute and subject to approval by CALU)
• Opportunity for signage at the Banquet (to be produced by CALU using sponsor logo)
• Logo on screens displayed on main stage during the dinner service
• Logo included on the menus at each place setting
• Recognition from podium as the sponsor during the evening

Keynote Presentation Sponsor (x2) $15,000

• One complimentary registration to the full four-day event valued at $2,200
• Opportunity to deliver verbal remarks prior to one of two keynote speaker presentations on Monday (up to one minute and subject to approval by CALU)
• Recognition from podium as keynote sponsor

Notebook Sponsor (x1) $12,500

• One complimentary registration to the full four-day event valued at $2,200
• Branding/logo on cover of notebook provided to 500+ participants (to be produced by CALU using sponsor logo)

Lunch Sponsor (x2) $12,500

• One complimentary registration to the full four-day event valued at $2,200
• One additional ticket to the lunch
• Logo on screens displayed on the main stage during a lunch (May 4 or 5)
• Recognition from podium as lunch sponsor

Lanyard Sponsor (x1) $10,000

• One complimentary registration to the full four-day event valued at $2,200
• Logo on event lanyard visible to 500+ participants (to be produced by CALU using sponsor logo)

Hotel Keycard Sponsor (x1) $7,500

• One complimentary registration for three days (May 4-6) including meals and refreshment breaks but excluding educational and business sessions, valued at $1,000
• Logo on The Westin Ottawa hotel key cards to hundreds of participants

Break Sponsor (x5) $5,000 per break

• One complimentary registration for three days (May 4-6) including meals and refreshment breaks but excluding educational and business sessions, valued at $1,000
• Opportunity for signage during breaks on May 4-6 (to be produced by CALU using sponsor logo)

Other ideas to help elevate your brand with our audience? We are happy to work with you to customize a package that works for you!

Please contact us at calu@calu.com or (613) 505-9632 ext. 0 for additional information about these sponsorship opportunities.