Take a look at our past events
Benefit from a virtual learning experience through our on-demand recordings.
On-demand recordings
All on-demand recordings will be available to event registrants 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 have any questions, please contact calu@calu.com.
2025 Events
Session recordings are available on Luma1 platform for viewing
January 21, 2025
Leaving Canada for the U.S.A. (and taking your life insurance with you)
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)
March 4, 2025
Unlocking the Hidden Value of Life Insurance
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)
Speakers:
- Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
- Patrick Uzan, BA (Econ.), CPA, CA, TEP, CLU, Vice President, Planning Services, PPI Advisory
Program:
In this two-part webinar series Kevin Wark and Patrick Uzan 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.
The recordings of both webinars are available to registrants at no charge on the Luma1 platform.
Registration for on-demand is available here.
2024 Events
November 27, 2024
Session recordings will be available on Luma1 in early December. View session and speaker details here.
- Tax and Estate Update – 2024
- Emigration to the U.S.: Life Insurance Taxation and Planning
- CRA is Watching – Managing Your Insurance Practice
- New Capital Gains Rules – A Game Changer
Presentation slides from each session are attached to the on-demand videos for download.
On-demand is available on Luma1 to all in-person and virtual registrants for the event on November 27, 2024 at no additional cost.
Individuals who did not register for the November 27, 2024 event may do so from here at a cost of $250 to access the on-demand videos and earn CE credits.
CE credits for on-demand viewing will be issued monthly. Please email calu@calu.com if you have any questions.
*Additional accreditations pending.
May 5-8, 2024
Session recordings are available on Luma1 platform for viewing (not for CE).
- 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
Speakers:
- Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
- Glenn Stephens, LLB, TEP, FEA, Tax Consultant
Program:
Learn about the tax rules designed to prevent income splitting and the planning opportunities available to families and businesses to reduce their overall tax bill.
- Tuesday March 12, 2024 from 1:00 pm to 3:00 pm ET
- Thursday March 21, 2024 from 1:00 pm to 3:00 pm ET
The recordings of both webinars are available to registrants at no charge on the Luma1 platform.
Session recordings are available on Luma1 platform for viewing
January 24, 2024
Beneficiary Designations and Secret Trusts
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)
February 21, 2024
Backstage Pass to Reinsurance
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)
- Chris Connelly – VP, Distribution Solutions (Munich Reinsurance)
April 10, 2024
The U.S. Version of the Exempt Test
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)
- Navaz Cassam – President & Chief Actuary (GBL)
September 18, 2024
Underwriting large cases: What to be careful about
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)
October 16, 2024
DSIR – Are you sure you understand it?
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
2023 Events
November 8, 2023
Session recordings available to watch on Luma1:
- Tax and Estate Update
- Complex insurance strategies
- Navigating the AMT changes
- What’s New in Taxpayer Reporting
Presentation slides from each session are attached to the on-demand videos for download.
May 7 – 10, 2023
Session recordings are now available to watch on Luma1:
The top geopolitical risks of 2023 – Evan Solomon (expired June 25, 2023)
Armchair discussion with Terry Beech
New world, new rules – Lital Marom (expired June 25, 2023)
Life beyond the capital dividend account – The new intergenerational transfer rules
Trends in Underwriting
Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada
Pancakes and politics
Advocis update
Address by Peter Julian, M.P. and House Leader and Deputy Critic for Finance for the NDP
Client communications in times of crisis and loss – Amy Florian (expired June 25, 2023)
Tax and Estate planning
Pundits Panel
Participating insurance – An actuarial perspective
Meet the Producers: Iqbal Amiri, Al Jones and Elke Rubach, hear their tremendous stories & obstacles conquered
Implementing tomorrow’s dream today
Handouts that were available during conference are available to download with each video
Speakers:
- Kevin Wark, LLB, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
- Glenn Stephens, LLB, TEP, FEA
In this two-part webinar series open to both CALU members and guests, Kevin Wark and Glenn Stephens used a series of case studies to preview the contents of the best selling and newly updated The Essential Canadian Guide to Estate Planning (3rd Ed) by Kevin Wark, which covers estate planning issues applicable to families and business owners.
Part 1 of this series took place on Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET, and reviewed an estate planning case study involving a HNW family. Planning essentials such as minimizing taxes on death, U.S estate taxes, will and probate planning, powers of attorney for property and personal care, inter vivos trusts, philanthropy and life insurance will be discussed. Expected number of CE credits for Part 1 = 2.0.
Part 2 of this series took place on Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET, and used two case studies to review the planning essentials for business owners including topics such as family-owned vs arm’s length businesses, shareholder agreements, will planning, estate freezes, philanthropy and corporate owned life insurance. Expected number of CE credits for Part 2 = 2.0.
2022 Events
November 22 & 23, 2022
View the CE summary chart for an updated list of CE credits available for each session.
May 1 – 4, 2022
View the CE summary chart for an updated list of CE credits that were available for each session.
View the full program.
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.
Questions?
Please contact us at calu@calu.com.
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