CALU Canada

The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.

[CALU Canada @CALUcanada]

New publication! 🚨Our latest CALU Report on “Cross-Border Life Insurance Planning: A Canadian-U.S. Case Study” 🇨🇦🇺🇸 is now available. An informative read for CALU members!
https://t.co/vsYPjtRUWX
#LifeInsurance #CorporateOwnedLifeInsurance #CrossBorderPlanning #EstatePlanning

[CALU Canada @CALUcanada]

Mark your calendars! 🗓️ Don’t miss our two-part webinar series on “The Essentials of Charitable Planned Gifting” taking place on November 25 & December 2. Eligible for CE credits and open to all! Registration details coming soon! 👇

https://t.co/7LAZLDZMLv
#CharitableGifting

[CALU Canada @CALUcanada]

Hot off the press!📰Our latest Tax Byte discusses the tax treatment of a return of premium benefit from the maturity of a term life insurance policy, based on a recent Tax Court of Canada case, Akhavan v. The King. Members can read it here👇
https://t.co/B0Smx3YZqR
#LifeInsurance

[CALU Canada @CALUcanada]

A big thank you to Past Chair, Robert McCullagh, for delivering a CALU update at the @Advocis Banff School. We’re also grateful to the organizers for making this opportunity possible. Best wishes for a successful event! 🎊

#AdvocisBanffSchool #BanffSchool2026

[CALU Canada @CALUcanada]

Thank you to the @Advocis Atlantic School for accommodating a CALU update during your agenda, and to Board member, Kevin Williams for presenting on our behalf. Best wishes for a successful event! 🎊

[CALU Canada @CALUcanada]

🎓 Learn anywhere, anytime with CALU’s on demand videos! Did you know that many of our past webinars and events are available for viewing on demand? Even better, some videos are eligible for CE in the life insurance industry! Learn more here 👇
https://t.co/BTnVRxce5I

[CALU Canada @CALUcanada]

Wishing all of our members & staff a happy Civic Holiday! The CALU office will be closed on Monday, August 3rd, and reopening Tuesday, August 4th. Have a wonderful long weekend!

[CALU Canada @CALUcanada]

Hot topic alert ♨️! Our latest Practice Note is your go-to resource on bare trusts and life insurance. Public and member only versions available. Take a look here 👀👇

https://t.co/iov6T3cwRx

#baretrusts #lifeinsurance

[CALU Canada @CALUcanada]

Save the Date 🗓️Our 2026 Advanced Education Symposium is taking place on Oct. 27 – in person in Toronto & online! The AES is a must-attend to learn from industry experts on technical issues and deliver leading-edge advice to clients. Details coming soon! 🧑‍🎓

[CALU Canada @CALUcanada]

Just released! 📰Read our new issue INFOexchange including a message from our Board Chair and expert articles on letters of wishes and trusts for corporate life insurance. For CALU members 🔒
https://t.co/l0g8bygZLk

#EstatePlanning #Wills #LifeInsurance #Trusts

[CALU Canada @CALUcanada]

Congratulations Arun Channan on your appointment as Chair of the Board of Directors of @Advocis. CALU looks forward to working with you and the entire Advocis team over the coming year. We're also grateful for the collaboration and engagement of past Chair, @CurtisKimpton.

[Advocis @Advocis]

We are pleased to announce Arun Channan, BASc, MASc, MBA, P.Eng., CSP, CFP, as the new Chair of the TFAAC Board of Directors at Advocis.

[CALU Canada @CALUcanada]

Happy Canada Day from all of us at CALU! Join us in celebrating Canada’s history, achievements and aspirations for the future. The CALU office will be closed for the day on July 1.

[CALU Canada @CALUcanada]

📣Attention CALU members! 📣Our CALU Special Report on the @CanRevAgency (CRA) and @FinanceCanada Roundtable at our recent Conference & AGM is now available. Read it here! 🔒👇
https://t.co/NBK0dif10F
#tax #cra

[CALU Canada @CALUcanada]

Great way to end a productive day of strategic planning by the CALU Board of Directors in Burlington. Looking forward to continued discussions on how to deliver value to CALU members tomorrow!

[CALU Canada @CALUcanada]

New from us! 👀Our latest Tax Byte examines a revised circular from the @CanRevAgency (CRA) that expands the circumstances where it may apply third-party penalties, and the implications for tax advisors. CALU members can read it here 🔒👇

https://t.co/GChYK1olRv

[CALU Canada @CALUcanada]

Delighted to have attended the @PIP_PSP Spring Reception, including remarks by the @HoCSpeaker , the Honourable Francis Scarpaleggia. CALU is proud to sponsor the PIP program and wishes those impressive individuals the best for the future!

[CALU Canada @CALUcanada]

⏰CALU Connect one week away! Join our short complimentary webinar to learn about “Leveraged life insurance: A practical checklist for advisors.” Event happens on June 18 from 12:30 – 1:00 PM ET. Only for CALU members🔒: Don’t miss out – sign up today! 👇
https://t.co/OIGoCz653b

[CALU Canada @CALUcanada]

Worth a look! 👀Our pre-budget submission to #FINA ahead of Budget 2026 calls on the federal government to take action on small business #taxreform; #RRSPs and #RRIFs; and health care. Read it here👇

https://t.co/ap2ISdVB3L
#cdnpoli

[CALU Canada @CALUcanada]

📣 CALU Connect: Register today!🚨CALU members! Don’t miss a free learning webinar on “Leveraged life insurance: A practical checklist for advisors.” Event happens on June 18 from 12:30 – 1:00 PM ET. Register👇
https://t.co/OIGoCz6CSJ

[CALU Canada @CALUcanada]

Reminder to CALU members! 🚨June 3 is the deadline to participate in our member survey on CALU’s priorities for 2027-2030. ✍️Please take 1-2 minutes to complete the anonymous survey included in an email from CALU on June 1. Thank you for your engagement!