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Associate Membership

Thank you for your interest in the Conference for Advanced Life Underwriting.

Qualifications for Associate Membership

To qualify for Associate Membership, an individual must be actively engaged in employment, business or a profession which is substantially related to advanced life underwriting* and who is not eligible to be an Active or Provisional Member, and whose application is approved by the Board of Directors pursuant to the provisions set out in Article VI of the CALU By-Laws.*

Notes

* Please be advised that the term "advanced life underwriting" shall include advisory and marketing activities relating to estate planning, corporate-owned and business life insurance, statutory and non-statutory pension arrangements, employee benefits, retirement planning and such other areas of activity of persons engged in the business of life insurance as the Board of Directors shall identify and define from time to time.

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Associate Membership Documents