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Member benefits

Our members have access to exclusive events, professional development opportunities, and tools and resources to stay connected and informed - charting their path to success by learning from the best and brightest practitioners from across Canada and around the world.

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Note: Due to COVID-19, our programming is virtual until further notice.

Advocacy & Influence

CALU is a trusted, non-partisan resource for MPs and policy makers in Canada. Strengthen your impact and take action through our established national networks of industry leaders - playing a pivotal role in influencing public policy. Learn more.

Annual Conference

Each year, CALU’s annual conference and general meeting (AGM) provides leaders in advanced life underwriting from across Canada an opportunity to connect and engage with other leaders in an environment of shared learning, professional development, and advocacy.

Expand your knowledge through presentations from top-tier speakers and technical experts, attend roundtables with key CRA and Finance officials, network with industry leaders, and meet with MPs and government officials.

Regional Meetings

Connect with other leaders and discuss matters affecting your business and clients. Our regional meetings are open to all CALU members (Member, Provisional, and Associate).

These meetings provide our members with timely technical updates, key strategic government policy initiatives, and member updates.

Associate Meeting

The annual Associate meeting, open to all members, features technical workshops designed to be of special interest and value to our Associates.

Expert Webinars

Our live and on-demand webinars make it easy for members to stay informed on key industry issues, practice updates, and emerging trends.

Access high-quality content and learn from industry partners, technical experts, and thought leaders from across Canada.

Tools & Resources

Increase your effectiveness and discover the advantage of CALU’s tools & resources, including:

  • Member updates
  • Our quarterly newsletters featuring technical articles and industry updates
  • Publications
  • Practice notes and planning strategies
  • Advocacy toolkits
  • Industry reports

View samples of our tools & resources below:

  • Battling Complexity with Expertise (webinar excerpt) - Insights on recent planning tax and estate planning files involving unique and complex issues. Shared with permission of panelists Kim Moody, Moodys Tax Law LLP; Pam Cross, Borden Ladner Gervais LLP; and Patrick Uzan, Canada Life