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CALU Vision
Leadership in advocacy and innovative advanced planning solutions.

CALU Mission
CALU educates and mentors members and influences government tax policy and legislation for the benefit of its members and their clients.



Membership

The Conference for Advanced Life Underwriting (CALU) is an organization dedicated to advancing the interests of its members relating to advanced life underwriting. Prior to incorporation as a non-share capital corporation in January of 2011, CALU was a conference of The Financial Advisors Association of Canada (TFAAC). CALU was originally formed by the Life Underwriters Association of Canada, the former name of TFAAC, in January of 1991.

CALU members provide personal financial, business succession, estate planning, wealth creation, retirement planning and employee benefits services to their clients, many of whom are the owners of family businesses.

Membership in CALU is restricted to individuals who meet the professional standards set for admission to the organization’s three membership categories: Active, Provisional and Associate.

  • Active Members are licensed practitioners providing financial services and life insurance and related financial products to their clients.
  • Provisional Members are licensed practitioners, under the age of 45, providing financial services and life insurance and related financial products to their clients.
  • Associate Members status is available to personnel involved in the design and development of financial products and services.

Through the annual meeting and seminars, CALU provides Active, Provisional and Associate Members with a forum in which to discuss and exchange information to improve the quality of products and services provided for clients.