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HAPPENING NOW

Meet the New CALU Board

May 7, 2019Click here for more information.




CALU 2019 AGM - May 5 to 8 at the Westin Ottawa.

To access the presentations and other post-meeting items, please click here.


Latest InfoExchange Now Available

March 25, 2019 – The latest edition of InfoExchange (2019, Vol. 1) has now been posted to the member-only side of the webside. Please click here for more details.

CALU reacts to the 2019 Federal Budget

March 19, 2019 – CALU's Special Report on Budget 2019 is https://www.calu.com/federal-budget-2019.

Latest Practice Note on Policyholder Inducements Now Available

March 6, 2019 The latest Practice Note, "Policyholder Inducements including Premium Rebating," reviews provincial restrictions relating to policyholder inducements and considers how these rules may apply to three situations which involve an advisor: supporting loans to policyholders; entering into a shared ownership arrangement with a policyholder; or offering a rebate to a policyholder provided the application is signed in a province where rebating is permitted. The Practice Note also reviews a number of other tax and non-tax considerations relating to these types of arrangements. The Practice Note, excluding attachments, is also available in French. Please click here for more information.

Latest CALU Report Now Available

February 27, 2019 – The February 2019 edition of CALU Report entitled "Moving to Canada with a Foreign Insurance Policy" has now been posted to the member-only side of the webside. Please click here for more details.