Explore our webinar library

CALU webinars are designed especially with our members in mind. Learning you can access from anywhere, anytime.

LumaOne on-demand recordings

All on-demand recordings will be available to members at calu.luma.one. Existing users, your username is your email address. Your profile will be updated to include new video access. You can also click “Forgot password” to reset your password if needed.

If you would like to purchase access to specific videos or have other questions, please contact calu@calu.com.

2022 Webinars

The 2022 webinar program is available on-demand at calu.luma.one to registered attendees, and includes CE certificates. Please contact calu@calu.com to purchase access or for more information.

May 1 – 4, 2022

Selected sessions from the 2022 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information. View the CE summary chart for an updated list of CE credits available for each session.

Session recordings available to watch on LumaOne:

  • Get big things done – Erica Dhawan (extended – expires June 10/22)
  • The greatest leaders do things differently – Jean François Ménard (extended – expires June 10/22)
  • A conversation with the Hon. Candice Bergen
  • Advocis update 2022
  • CRA-Finance roundtable 2022
  • Leadership through innovation: Insights from disruptors
  • Meet the Producers 2022
  • Opening banquet with keynote speaker The Hon. Lisa Raitt, P.C.
  • Pancakes and Politics 2022
  • Post-pandemic economic and financial outlook
  • Risk, loss, legacy
  • The generational divide
  • The world according to accountants
  • Disability & mental health learnings through COVID and beyond
  • Best practices for leveraging with life insurance
  • Insurance masterclass: Client conversations
  • Stop Frankensteining it
  • HNW living benefit opportunities exist?!
  • Long Term Care Insurance is gone, what’s next?
  • Ethics and social media: To post or not to post
  • Tips and traps for Canadians with U.S. 401(k)s and IRAs

View the full program

Handouts that were available during conference will be available to download with each video

March 1/9, 2022

Speakers:

  • Kevin Wark, LLB, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
  • Glenn Stephens, LLB, TEP, FEA, Vice-President, Planning Services, PPI Advisory

In this two-part webinar series open to both CALU members and non-members, Kevin Wark and Glenn Stephens will review the contents of a new publication, The Essential Canadian Guide to Insured Buy-Sells by Kevin Wark, which delves into a number of technical and non-technical topics relating to insurance-funded buy-sell agreements.

Part 1 of this series, held on Tuesday, March 1, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss the value of life insurance funding in relation to other funding mechanisms for buy-sell agreements, considerations in using personal vs. corporate owned life insurance and essential life insurance clauses in buy-sell agreements. Expected number of CE credits for Part 1 = 2.0.

Part 2 of this series, held on Wednesday, March 9, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss in some detail the tax rules that govern corporate and partnership buy-sell arrangements funded by life insurance, the main types of buy-sell structures and their related tax consequences, and special considerations for family-owned businesses. Expected number of CE credits for Part 2 = 2.0.

2021 Webinars

The 2021 webinar program is available on-demand at calu.luma.one to registered attendees, and includes CE certificates. Please contact calu@calu.com to purchase access or for more information.

November 23-24, 2021

Selected sessions from the virtual 2021 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

Session recordings available to watch on LumaOne:

  • Association update & trends in technology
  • 411 on life insurance shares
  • Value-driven conversations
  • Pension commutation – tips and traps
  • Shared Ownership Critical Illness
  • Pundits Panel (no longer available)
  • US issues in Canadian post mortem planning
  • Charitable gifting – why now?
  • Tax and estate update
  • Bill C-208 – intergenerational transfers and changes to section 84.1 of the Income Tax Act

Please view the program for an updated list of CE credits available for each session.

Handouts that were available during conference will be available to download with each video.

September 23, 2021

Elliot Hughes, Daniel Perry and Alon Faitelis from Summa Strategies discuss the results of the 2021 federal election in the context of CALU’s public policy priorities. This webinar was recorded and is available on-demand and free-of-charge to all members at calu.luma.one.

July 27, 2021

Elliot Hughes, senior advisor with Summa Strategies, and Guy Giorno, partner and leader of political law at Fasken, share their insights and best practices for how you — a valued CALU member — can engage in grassroots advocacy and be the voice of the industry. This webinar was recorded and is available on-demand and free-of-charge to all members at calu.luma.one. 1.0 CE credits available for the Institute only.

May 4-5, 2021

Selected sessions from the virtual 2021 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

March 2021

Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide. Currently available for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

2020 Webinars

The 2020 webinar program is available on-demand at calu.luma.one to registered attendees, and includes CE certificates. Please contact calu@calu.com to purchase access or for more information.

September 23, 2021

October 14, 2020 – Pundits Panel: An Encore Presentation

November 18, 2020 – Battling Complexity with Expertise

September 2, 2020 – Value of Advice – The CALU Value of Advice Research Project with BEworks: Applying the Research to your Practice

September 30, 2020 – The New Philanthropy (Formerly Charitable Gifting)

September 30, 2020 – Leveraged Life Insurance – The Good, the Bad, the Ugly

October 21, 2020 – Practical Side of Insurance Planning Strategies

October 21, 2020 – Pre-Mortem Planning and Pipeline for 2020 and Beyond – What Really Happens?

August 26, 2020 – IPPs — Who is the Strategy Appropriate For?

August 26, 2020 – Exchange Traded Funds – Myths Explained and Understanding How Advisors are Using Them

August 26, 2020 – RDSPs – An Underserved Market, an Opportunity for Advisors

March 2021

Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide. Currently available for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

September 16, 2020 – Breathing Life into Your Living Benefits Sales

September 16, 2020 – The Future of Long-Term Care in Canada – Time to Act!

October 7, 2020 – Future Proofing the Employee Benefits Practice

October 7, 2020 – Voluntary Benefits – Battle for the Plan Member

October 7, 2020  – Employee Benefits – Industry Update

October 28, 2020 – Strategies to consider during the economic downturn

October 28, 2020 – Business Sale Planning

October 28, 2020 – Tax Update

Questions?

Please contact us at calu@calu.com.

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