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Provisional Membership

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

To apply for Provisional Membership, an applicant must:

  • Be 45 years of age or under.
  • Meet a production/income standard that is at least 50%, but less than 100%, of that required for full Active Membership, as specified in the application form.
  • Have been in the industry for at least the past three years.
  • Be a member in good standing of Advocis.
  • Be recommended, in writing, by three current "Active" category members of CALU, with supporting commentary and commendation that clearly indicates the applicant is developing his or her practice to specialize in the area of advanced life underwriting. Qualify as an Active member after being a Provisional Member for three full calendar years and/or attendance at three CALU annual meetings.
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Provisional Membership Documents