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

To apply to be a CALU Member, an applicant must:

  • Meet a production/income standard as specified in the application form.
  • Have been in the industry for at least the past five years (three years if he or she has their CLU or comparable designation).
  • Be a member in good standing of Advocis.
  • Be recommended, in writing, by three current 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.
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*Important Note to Member Applicants

We look forward to processing your application. 

CALU wishes to advise all prospective members that approval and admission to membership is contingent upon review and voting by the CALU Board of Directors. Importantly, admittance of new members is subject to availability of openings in the membership category. 

Please note that only upon receipt and review of an applicant's fully completed membership application that an applicant's name can be considered for membership. Should there not be any spaces available, applicants will be added to the waiting list for membership and will be advised of the estimated waiting period.

Membership Documents