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Who We Are

The Conference for Advanced Life Underwriting (CALU) is the only professional association for Canada's leading life insurance and financial advisors.

We promote a deeper understanding of complex financial and tax initiatives for members and clients and advocate for sound public policy. Since 1991, we’ve provided a collaborative community to our members - helping them connect, stay informed, and turn ideas into action.

Together we are sharing advances in strategies and practice, innovation and excellence in underwriting, shaping public policy, and promoting and protecting the health and wealth of Canadians.

A national community

Members of CALU provide specialty services in insurance, business succession, wealth management, retirement planning, and estate planning to individuals, families, and business owners across Canada.

As Canada’s top advisors, our members understand the unique needs of their clients. By helping to navigate the complexities of specialized underwriting solutions, they help their clients build sustainable wealth, protect their health and well-being, and grow their businesses.

Sharing knowledge, research, and expertise

CALU provides our members with a collaborative environment that promotes shared learning, professional development, engagement, and advocacy. Our AGM features top-tier speakers and technical experts, roundtables with key CRA and Finance officials, networking with industry leaders, and opportunities to meet with MPs and government officials.

Our webinars, regional meetings, tools and resources, publications, and industry updates provide members with access to timely insights from industry partners, technical experts, and thought leaders from across Canada.

Through our live, on-demand, and virtual events CALU members can earn credits toward their professional development.

Note: Due to COVID-19, all CALU programming is being provided virtually until further notice.

Advocating for meaningful change

CALU has engaged in public policy advocacy as a non-partisan organization for more than 25 years.  We are committed to building strong relationships with federal policymakers and strive to be a trusted partner of the federal government.

Through our advocacy efforts, CALU speaks on behalf of all Canadians to address the complexities, inconsistencies, and unfairness related to the rules governing taxation, retirement planning, and succession planning.

Learn more about CALU's advocacy efforts.

Our vision

Leadership in innovative advanced planning solutions and advocacy to promote the financial health of Canadians.

Our mission

CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and advocates for sound public policy.