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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:

  • Meet a production/income standard that is at least 50%, but less than 100%, of the four-year average required for full Active Membership.
  • Have been in the industry for at least three consecutive years.
  • Demonstrate "a commitment to advancing the objects of CALU through civic and political involvement".
  • 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.

After being a Provisional Member for three full calendar years and/or attendance at three CALU Annual General Meetings, the individual must apply for Active membership.

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Provisional Membership Documents