Guy Legault

President & CEO, Conference for Advanced Life Underwriting (CALU). Opinions expressed are my personal views.

[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]

CALU members: Check your inbox! 📬We’d like to hear from you on CALU’s priorities for 2027-2030. Please take 1-2 minutes to complete an anonymous survey via the link sent in an email from CALU on May 25. ⏲️Deadline: Wednesday, June 3. Thank you for your engagement!🙏

[CALU Canada @CALUcanada]

New publication! 📰Our latest Tax Byte discusses a recent Ontario court decision confirming that registered plan beneficiaries (e.g., TFSAs, RRIFs) are not subject to resulting trust presumptions. Members can read it here 🔒👇
https://t.co/g5DKxbFaqu

#Estate #EstatePlanning

[CALU Canada @CALUcanada]

Just announced! 📣CALU members can sign up for the next CALU Connect on “Leveraged life insurance: A practical checklist for advisors.” This short complimentary webinar will take place on
June 18 from 12:30 – 1:00 PM ET. Join us! 👇
https://t.co/CIxh8IiblB

[CALU Canada @CALUcanada]

Be our next Tax Advisor!💼We are looking for a subject matter expert on tax and advanced planning issues integral to CALU’s mandate. Key aspects: Independent contractor, part-time, remote. Take a look and apply or repost to spread the word! 📷 #hiring

https://t.co/hL9g1Zqeqo

[CALU Canada @CALUcanada]

🥞Start your day with Pancakes and Politics! 🇨🇦Join our annual breakfast event where @adamchamb, @DonDavies & @CarlosJLeitao will stack up their priorities and pour over key business and economic issues for Canada. See you in Ottawa from May 3-6! #cdnpoli
https://t.co/BESI7DfeQh

[CALU Canada @CALUcanada]

Don’t let this deal fly away!🐦Early bird pricing for our 2026 Conference & AGM from May 3-6 in Ottawa ends in one week! Register before March 18 to take advantage of the $200 discount. Travel deals also available to members 🔒 Details on our website 👇

https://t.co/BESI7DfeQh

[CALU Canada @CALUcanada]

🌟Discover CALU in 2026!🌟 Join our free online session to learn about the benefits of membership in 🇨🇦 professional association for leaders in the life insurance & financial advisory industry. Event happens on Jan. 22 from 12 – 1 pm ET. Sign up today! https://t.co/gsSPVg7q1d

[Advocis @Advocis]

Advocis was highlighted this afternoon in an article from @IE_Canada, examining the Financial Services Regulatory Authority of Ontario’s (FSRA) revised proposal for Life and Health Insurance Managing General Agent (MGA) licensing. https://t.co/PhQvlRISkb

[Advocis @Advocis]

This coverage reflects Advocis’ ongoing advocacy alongside @CALUcanada in response to FSRA’s proposed Life & Health Insurance MGA Rule (2025-001). Advocis also continues to work closely with the @CLHIA, MGAs & other key stakeholders to ensure the advisor's voice is clearly heard.

[CALU Canada @CALUcanada]

Join Discover CALU – a free online information session on the benefits of membership in Canada’s 🇨🇦 professional association for leaders in the life insurance & financial advisory industry. It’s on January 22 from 12:00 pm – 1:00 pm ET. Sign up here! 👇
https://t.co/gsSPVg7q1d

[CALU Canada @CALUcanada]

Hot off the press!🗞️ Read our latest CALU Special Report providing the full text of our questions &written responses from the @CanRevAgency addressed during the recent @CLHIA biennial CRA Roundtable. Additional commentary also provided. For members only🔒
https://t.co/e8WrDevLKv

[CALU Canada @CALUcanada]

CALU members! Sign up today for our next CALU Connect and learn about “Life insurance positioning: unlock your competitive advantage.” Webinar happens on December 3, 2025 from 12:30 – 1:00 PM ET. Register at no charge 👇
https://t.co/OIGoCz6CSJ

[Advocis @Advocis]

Submit your comments through FSRA’s consultation portal before the November 19 deadline: https://t.co/2jN0apndCa

Read the full Advocis & CALU submission here: https://t.co/ZYnrnrcpgX

Read the full news release here: https://t.co/tCEdSpCH3s

[Advocis @Advocis]

Advocis and CALU are calling for FSRA to create:
▪️ A targeted, proportionate definition of MGAs
▪️ Clear, plain-language rules
▪️ Proper consultation timelines
▪️ Coordination across provinces

[CALU Canada @CALUcanada]

Along with @Advocis, we request a delay or revision to a new #FSRA rule change expected to increase costs for consumers and negatively impact thousands of life insurance advisors licensed in Ontario. Details 👇

[CALU Canada @CALUcanada]

CALU is pleased to join forces with Advocis regarding FSRA’s proposed changes and we encourage our members who are licensed in Ontario to participate in the public consultation before November 19.

[Guy Legault @glegault_guy]

@CALUcanada Congratulations to all @CALUcanada elected directors and officers. Looking forward to working with you!

[CALU Canada @CALUcanada]

Meet CALU’s 2025-2026 Board of Directors as announced at #CALU2025! Delighted to welcome new members – Jos Herman, Saundra Roll, Kevin R. Williams – in addition to returning members and Officers. Congratulations everyone!

[Guy Legault @glegault_guy]

Congratulations to @SterlingRempel on your election as CALU Chair. I look forward to continue to work with you and support you in your new role.

[CALU Canada @CALUcanada]

Delighted to announce that Sterling Rempel has been elected Chair of the Board for the 2025-2025 term at our #CALU2025 conference. Congratulations Sterling! Will be a fantastic year!