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

Qualifications to Become an Associate

To qualify for Associate status, an individual must be actively engaged in employment, business or a profession which is substantially related to advanced life underwriting* and who is not eligible to be a Member or Provisional Member, and whose application is approved by the Board of Directors pursuant to the provisions set out in Article VI of the CALU By-Laws.*


* Please be advised that the term "advanced life underwriting" shall include advisory and marketing activities relating to estate planning, corporate-owned and business life insurance, statutory and non-statutory pension arrangements, employee benefits, retirement planning and such other areas of activity of persons engaged in the business of life insurance as the Board of Directors shall identify and define from time to time.

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Associate Documents