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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 individuals involved in the design and development of financial products and services.  This may include accounting, tax, legal and actuarial professionals.

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.

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