The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry. Details on what we do are available here.
CALU is not a regulatory, licensing, or accrediting body.
Membership
Visit Join Now at calu.com to review the membership categories. Once you determine which membership category you qualify for, use the Apply Today link for that category to fill out an application. Once your application has been submitted you will receive an email listing the additional documents needed to complete your application. Documentation should be sent to calu@calu.com.
Completed applications are reviewed by the CALU Membership Committee and subsequently by our Board of Directors. The average application processing time is six weeks.
Please note that memberships are individual and not transferable. CALU does not offer corporate memberships.
Our application process is open year-round with fees pro-rated based the month you join CALU. Memberships renew annually on January first.
Membership fees differ by category. Fees by category are available here.
Your CALU membership includes the following benefits. In addition, you will receive member pricing for select events, and the opportunity to attend the annual Conference & AGM (at an additional cost).
CALU memberships renew annually on January 1st and must be paid by Visa or Mastercard through the Member Portal.
CALU offers the option of auto-renewal payments. Members can sign up for this method of payment at anytime, or update their credit card information already on file by clicking on My Account, selecting My Profile, then the Membership tab.
Events and education
Guests are welcome at some CALU events while others require membership. Guests can attend one annual CALU Conference & AGM after which they must be a CALU member to return to the event. Please refer to our Upcoming Events webpage for guest policies and pricing for individual events.
Guests must register themselves for events.
Yes, guests are welcome at some CALU events, but they must register themselves. Guests can attend one CALU Conference & AGM after which they must be a CALU member to attend.
Please refer to our Upcoming Events webpage for guest policies and pricing for individual events.
Continuing Education (CE) Certificates can be found by logging into your Member Portal and clicking on “CE certificates” under “Welcome to your CALU Members Portal” or clicking on My Account.
When you register for a CALU event, a guest account is created for you in our Member Portal. Your CE certificates can be found by logging into the portal and clicking on My Account.
On-demand content is available on Luma1 for a period of up to two years following an event. If you cannot find the content you are looking for, or access your Luma1 account, please contact us at calu@calu.com.
Volunteer engagement
CALU has Committees in various subject areas which members can participate in. All CALU members may apply to serve on those Committees for the program year which begins in May.
CALU also offers a Resource Group for members whose interests and skills lie in areas not covered by Committees, or who may not want to participate in them. Members may join or withdraw their interest to serve on the Resource Group at anytime.
Additional information on CALU’s Committee and the Resource Group is available here.
CALU’s Board is composed of 12 individuals including 11 Member positions and one Associate position.
Members are eligible to serve on the Board for one-year terms with a five-term limit. The Associate position has a two-term limit and is not eligible to serve as an Officer. Provisional Members are not eligible to serve on the Board.
A call for nominations is made to the membership annually to fill expected Board vacancies. A slate of nominees is subsequently presented to the membership for election at the Annual Meeting of Members which takes place in conjunction with the annual Conference & AGM.
CALU’s current Board of Directors is available here.
Publications
CALU publications are available from 1992 onwards. A list of the more recent publications is available on our public website, with many of those publications available for download through the Member Portal. Older publications are not listed on the public website and can only be accessed through the Member Portal.
To search for a publication (or author or topic) – including those not listed on our public website – please visit calu.com and use the search function located on the top right corner of the website.
We are currently working on adding documents to our public website, and improving the accessibility of all publications.
Please contact calu@calu.com for assistance.
Some publications available on our public site can be used freely. However, publications intended for members only (i.e., only accessible from the Member Portal) may not be quoted, reproduced, forwarded, or shared, in whole or in part, without prior written permission and attribution.
Please contact calu@calu.com for assistance.
Advocacy
Virtually all CALU’s submissions and correspondence to government are public and available here.
Contact information
CALU is open from 8:00 AM to 4:00 PM ET, Monday to Friday. You can contact us at 613-505-9632 ext. 0 or calu@calu.com.
For any inquiries about Advocis (The Financial Advisors Association of Canada), including membership and education, please contact:
Advocis, The Financial Advisors Association of Canada
10 Lower Spadina Ave, Suite 600
Toronto, ON
M5V 2Z2
Phone: 1-877-773-6765
Email: info@advocis.ca
Website: www.advocis.ca
