Learning you can access from anywhere, anytime!

Many of CALU’s past educational webinars, and content from in person events, including our annual Conference & AGM and Advanced Education Symposium, are available for viewing on demand. Topics include a variety of technical and other topics of interest to leaders in the life insurance industry and related areas. The on demand content is delivered by industry experts and thought leaders from across Canada. Note that some videos are time limited.

Most of CALU’s on demand videos are publicly available.  On demand offerings that are not publicly available are labeled as “members only.”

Most of CALU’s on-demand webinars offer continuing education accreditation and certificates from up to nine agencies across Canada.  More information about CALU’s continuing education accreditation is available here. CE certificates for qualifying on demand content are issued monthly.

Cost varies depending on whether you previously registered for the event or webinar (in which case it’s free!), are a CALU member and the duration of the event. The cost for each on demand offering can be found in the description.

Length varies from 30 minute stand alone events, to two hour webinars that are part of a series. The length of each on demand video can be found in the description.

All on-demand recordings are available at calu.luma.one. 

Your account username is the email address used to sign up for the webinar or event. “Forgot password” is available if you need a new password. If you are a new user of Luma1 an account will be created for you upon registration.

Questions?

Please contact us at calu@calu.com or 613-505-9632 ext. 0 for any questions about on demand content or Luma1.

Webinars with CE

Cost: CALU members: $175 plus tax | Non-CALU members: $225 plus tax

Length: part 1 and part 2 are 2 hours each

Program

In this two-part webinar series Kevin Wark, LL.B, TEP, CLU and Patrick Uzan, BA (Econ.). CPA, CA, TEP, CLU explore the many planning intricacies of corporate-owned life insurance.

Part 1 – Covers the main reasons to hold life insurance in a corporation and relating planning issues, the general tax rules governing corporate-owned life insurance, policy transfer rules and charitable donation strategies.

Part 2 – Discusses more complex planning arrangements involving corporate-owned life insurance including buy-sell agreements, shareholder benefit issues, and leveraged insurance strategies.

Speakers
  • Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
  • Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU, Vice President, Planning Services, PPI Advisory
Continuing Education Credits (CE)

View the full list of CE credits available here. CE credits for on-demand viewing will be issued monthly.

Cost: $250.00 plus tax

Length: see below for individual session lengths

Program

Using Life Insurance Shares in the Real World (1 hour 15 mins)

  • This session reviews when, why and how to use life insurance shares. Life insurance shares are an important tax and estate planning tool that allows professionals the opportunity to reach their desired estate or business succession planning objectives. Real life common use case studies and in-depth analysis will be used to uncover the complex issues that arise.

Tax and Estate Update – Fall 2025 (1 hour 30 mins)

  • This session covers key developments governing tax and estate planning with a focus on high-net-worth, business owner and advanced life insurance planning issues. The speakers will cover planning opportunities and pitfalls arising from recent tax legislation, CRA interpretations, tax and estate case law and market practice issues.

Financial Underwriting: Avoiding Delays and Positioning for Success (1 hour 15 mins)

  • Learn how to navigate the financial underwriting process with ease. This session highlights common pitfalls that slow down approvals, strategies to prepare clients upfront, and tips to align underwriting with advanced life insurance solutions. Walk away with practical ideas to save time, reduce frustration and strengthen your case positioning.

Key Issues on the CRA’s Radar (1 hour 15 mins)

  • Join four distinguished speakers from public practice, tax litigation and dispute resolution who will provide their insights on the key issues on the Canada Revenue Agency’s radar that are impacting high-net-worth clients.
Additional program information is available here.
Continuing Education Credits (CE)

View the full list of CE credits available here. CE credits for on-demand viewing will be issued monthly.

Cost: $250.00 plus tax

Length: see below for individual session lengths

Program

View session and speaker details here.

  • Tax and Estate Update – 2024 (1 hour 30 mins)
  • Emigration to the U.S.: Life Insurance Taxation and Planning (1 hour 15 mins)
  • CRA is Watching – Managing Your Insurance Practice (1 hour 15 mins)
  • New Capital Gains Rules – A Game Changer (1 hour 30 mins)

Continuing Education Credits (CE)

View the full list of CE credits available here. CE credits for on-demand viewing will be issued monthly.

Webinars and videos without CE

Cost: not available for purchase. These videos are complimentary and only available to CALU members.

Length: All CALU Connect webinars are 30 minutes.

2026

Leveraged life insurance: A practical checklist for advisors (June 18)

Join Kevin Wark as he introduces a new CALU tool – an abbreviated checklist to help advisors work with clients who are considering a leveraged life insurance program. Using this checklist will help your clients and their other professional advisors understand both the benefits and risks of leveraged life insurance arrangements, whether used personally or through their corporation. Don’t miss this opportunity to learn about a new practical tool for your practice and to share widely with others!

Presenter: Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU

2025

Leaving Canada for the U.S.A. (and taking your life insurance with you) (January 21)

This presentation gives a general overview of some of what happens when you leave Canada for the United States, and own a Canadian life insurance policy or policies. Specifically, does Canada’s “exit tax” apply to life insurance policies? How will the Americans treat your policy? What if you want to take a withdrawal or a policy loan, or want to transfer ownership of your policy? And what about U.S. estate tax?

Presenter: Stuart Dollar, M.A., LL.B, CFP, CLU, ChFC, TEP – Director for Retail Insurance Tax Solutions (Sun Life Financial)

Unlocking the Hidden Value of Life Insurance (March 4)

Do you have uninsurable or rated clients who are about to cancel their life insurance policies? If so, then you will not want to miss this presentation by Joseph Galli from PENTOR Charity Services who will discuss the Loeys Dietz Syndrome Foundation (LDSFC) and the possible advantages of donating a life insurance policy.

You’ll learn about unlocking the hidden value of the life insurance by potentially saving policy owners significant tax dollars before they cancel their policy. This proven planned giving strategy works for clients and is being implemented by advisors across Canada.

Presenter: Joseph Galli – PENTOR Charity Services (PCS)

The Hidden Risks of Beneficiary and Ownership Designations (September 25)

Beneficiary and ownership designations may seem straightforward—but even small mistakes can lead to unintended legal, financial and other consequences. Learn from real-life cases where things went wrong, exposing the traps that advisors and clients often overlook, and how to ensure that the designations reflect your client’s intentions.

Presenter: Jeannie Lim, CPA, CA, TEP, AVP Regional Tax, Retirement and Estate Planning, Individual Insurance, Manulife

Helping advisors navigate secondary wills and spousal support obligations (October 15)

Secondary wills and spousal support obligations can have a significant impact on estate planning strategies. Join Chantal Cattermole, Chair, Canadian Family Practice (Cozen O’Connor) for an overview on the impact they can have on estate planning.

Presenter: Chantal Cattermole, LL.B., Chair, Canadian Family Practice, Cozen O’Connor

Life insurance valuation: maximizing opportunity (November 12)

Learn when – and when not – to conduct a valuation for a life insurance policy from an actuarial perspective. Topics will include IC 89-3, applications for charitable giving and requirements within corporations.

Presenter: Laura Davis, FCIA, FSA, Vice President Actuarial, GBL

Life insurance positioning: unlock your competitive advantage (December 3)

This session explores how you can leverage the power of your experience and expertise to implement innovative life insurance strategies. Pierre Ghorbanian will offer a series of tips and tricks to help give you an edge in your next large case.

Presenter: Pierre Ghorbanian, MBA, CFP, TEP, Vice-President, Advanced Markets, BMO Insurance

2024

Beneficiary Designations and Secret Trusts (January 24)

Do you want to know a secret? These types of trusts impact life insurance beneficiary designations. Learn key takeaways to strengthen your technical expertise and avoid the pitfalls of poor planning.

Presenter: Sanjana Bhatia – Director, Tax and Insurance Planning (Sunlife)

Backstage Pass to Reinsurance (February 21)

Get to know firsthand the who, what, where and when of reinsurance. If you’re a superfan of life insurance, you’re in for a treat. Only some people get access to the story behind the scenes…and this is your chance.

Presenters: Michael Correa – SVP, Reinsurance Solutions (Munich Reinsurance) and Chris Connelly – VP, Distribution Solutions (Munich Reinsurance)

The U.S. Version of the Exempt Test (April 10)

It’s a whole new world! The tips and traps of the U.S. version of the exempt test are explained with updates on recent changes that open up opportunities for Canadian life insurance policies.

Presenters: Taylor Mumford – Senior Analyst, Actuarial (GBL) and Navaz Cassam – President & Chief Actuary (GBL)

Underwriting large cases: What to be careful about (September 18)

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)

DSIR – Are you sure you understand it? (October 16)

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

Cost: not available for purchase. These videos are complimentary and only available to CALU members and non-members who registered for the event.

Length: between 10 minutes and 1 hour. Exact video length is noted in Luma1.

  • Opening Banquet with the Honourable Jean Charest
  • Secretary of State (Canada Revenue Agency and Financial Institutions) with The Honourable Wayne Long and Kevin Williams
  • CALU Talk with Barry Pascal
  • Pundits Panel with Althia Raj, Joel-Denis Bellavance, Nik Nanos and Guy Legault
  • Deputy Leader of the Opposition with Melissa Lantsman and Melanie Weinberg
  • Pancakes and Politics with Adam Chambers, Carlos Leitão, Don Davies and Scott Beckett
  • Family Story with Jeff Wilson and Keith Brown
  • Advocis Update with Kelly Gorman
  • CALU Talk with Andrew MacKinnon
  • Fiscal and Economic Roadmap with Sahir Khan and Sterling Rempel
  • Meet the Producer with Garry Zlotnik and Laura Klaehn

Cost: not available for purchase. These videos are complimentary and only available to CALU members and non-members who registered for the event.

Length: between 10 minutes and 1 hour 15 mins. Exact video length is noted in Luma1.

  • Pancakes and Politics with Senator Andrew Cardozo, Dr. Lori Turnbull, Michael Wernick and moderated by Scott Beckett
  • Tax and Estate Planning Update with Kevin Wark and Chantal Copithorn
  • Fireside Chat with John Nicola and Murray Neilson
  • Masterclass 4.0: Then and Now with the Leadership Team of Tompkins with Allen Baker, Joshua Garnett, Florence Marino, Nicolas Tompkins, Paul Tompkins and moderated by Dylan Brown
  • Meet the Producers with Hal Couillard, Jessica Theroux, Justine Zavitz, Terry Zavitz and moderated by Sterling Rempel

Cost: not available for purchase. These videos are complimentary and only available to CALU members and non-members who registered for the event.

Length: between 10 minutes and 1 hour 30 mins. Exact video length is noted in Luma1.

  • Practice Management Workshop: Documentation & Delegation Re-Imagined
  • Preparing for the Unexpected: How to Manage Through Complexity and Change – Chris Hadfield, OC, OOnt, MSC, CD
  • The World at a Crossroads – David McWilliams
  • Minister of National Revenue – The Honorable/L’honorable Marie-Claude Bibeau, PC, MP/CP
  • Human Implications of Generative AI – Radhika Dirks, PhD
  • Parliamentary Budget Officer – Yves Giroux
  • Address from Official Opposition – Jasraj Singh Hallan, MP
  • Pancakes and Politics
  • Address from NDP – Peter Julian, MP
  • AI at the Carrier Level
  • CRA/Finance Roundtable and Debrief
  • Pundits Panel
  • Modern Participating Funds Management (Par Funds Panel)
  • Family Story Presentation – A Great First-generation Canadian Business Succession Story
  • Meet the Producer
  • CALU Talks – Podcasting
  • CALU Talks – CALU Mentorship Program
  • CALU Talks – CRM

Cost: not available for purchase. These videos are complimentary and only available to CALU members and non-members who registered for the event.

Length: each video is 1 hour 45 mins

Program

In this two-part webinar series open to both CALU members and guests, Kevin Wark and Glenn Stephens will preview the contents of the newly updated “The Essential Canadian Guide to Income Splitting (2nd Ed)” (to be released in March) which covers the tax rules designed to prevent income splitting and describes the planning opportunities that continue to be available to assist your family and business clients reduce their overall tax bill.

Part 1 reviews the various income attribution rules applicable to families, discuss recent tax changes relating to trust reporting and Alternative Minimum Tax that can also impact income splitting, and through case studies review the “Top 10” income splitting opportunities including the use of life insurance.

Part 2 reviews the corporate attribution and TOSI rules and discuss their impact on common business planning arrangements including dividend strategies, estate freezes, intergenerational share transfers, buy-sell agreements and estate planning, as well as highlight other key planning considerations to maximize income splitting in a family business context.

Speakers
  • Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
  • Glenn Stephens, LLB, TEP, FEA, Tax Consultant