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2021 Webinars

We will be rolling out technical webinars throughout the year. Stay ahead of the latest technical and tax changes and earn CE credits with expert webinars, available live and on demand.

Now available! Videos from the 2021 Conference & AGM

Miss a session at CALU's 2021 Conference & AGM? Not to worry, you can now access on-demand recordings and presentation material online! Log in to our LumaOne platform to rewatch your favourite highlights, catch up on any sessions that you missed, and earn CE credits.

If you would like to earn CE credits (see article below), please ensure that you log in using your own account and then answer the multiple-choice questions when they appear, so that we can properly document your participation. If you are not looking for CE credits at this time, you may disregard the pop-up questions during the video.

Please note that you must be registered for the event in order to access this content. If you did not register but would like to watch the videos, please contact calu@calu.com to arrange payment of the registration fees. Watch online now.

 

Best Practice Guidelines for Life Insurance Donations - June 9, 2021

Interested in learning more about the just-released guidelines on the gifting of life insurance policies? Consider attending CAGP's Best Practice Guidelines for Life Insurance Donations: A new and exciting public resource for Charities, Advisors and Donors on Thursday, June 9, 2021, from 1 p.m. to 2 p.m. ET. The guidelines were developed by CAGP with the support of CALU and other leading organizations. CALU was instrumental in developing the materials targeted to advisors.

Space for this complimentary webinar is limited to the first 500 people to join the live session. Anyone who has registered but is unable to attend, will have access to the full recording afterwards. Register now!

 

Life Insurance Transfers - Planning Opportunities and Pitfalls - Available on demand

Now available on-demand. Please register below to access this webinar. Once registered, you can access the webinar at calu.luma.one.

Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide.

REVIEWS

“Must-see events if you are servicing high net worth clients and want to offer great value.” – Kelly Adams, CFP, CLU, CH.F.C., FEA, (CALU board member)

“This presentation provides a welcome review of the important considerations, as well as pitfalls of policy transfers. There are many unique scenarios that clients are facing. Ensuring advisors know the technical aspects, as well as when to defer to other professionals is essential in providing appropriate recommendations and avoiding disastrous outcomes. I highly recommend this presentation to anyone working in the insurance market as transfers are an inevitable part of the cycle of policy servicing.” – Sara La Gamba, CFP, CLU, CHS, TEP (trustee, The Institute)

“No matter what type of financial planning you are doing, you owe it to your clients to see this presentation. Your clients deserve an advisor that knows this stuff.” – Keith Brown, CFP, CLU, CH.F.C., FEA, CExP, TEP (CALU board member)

I would highly recommend this seminar as it provides essential information to protect you and your clients in an area of life insurance planning which continues to evolve from the simple to the very complex. Be informed! – Terry Zive, CLU, CH.F.C., CHS, FLMI, TEP (former CALU board member)

For more information and to register click below:

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Once registered, you can access the webinar at calu.luma.one