Another must-attend event offered by CALU Canada

Just one week away! Our two-part webinar series on corporate-owned life insurance takes place on Feb 11 & 25 from 1-3 PM ET. Sessions are eligible for CE credits and open to all. Register before Feb. 10 and spread the word. Testimonial and details👇 calu.com/2025-webinar-s…

Don't let this deal fly away!✈️Early bird pricing for our 2025 Conference & AGM from May 4-7 in Ottawa ends on March 8 so hurry to take advantage of the $200 discount. Travel deals are also available but catch them now before they fly away too! conference.calu.com/event/2025/home

Welcome to Day 1 of our 2025 Conference and AGM! We are thrilled to welcome back Catherine Clark as our MC to lead us through the next four days. Make sure to share your thoughts throughout the event by tagging us and using #CALU2025. Feeling the energy already!🔋

Attending the opening practice management workshop with Robert Hughes from Hughes Integrated on The Marketing Playbook: Proven strategies to grow your practice at #CALU2025 in Ottawa

Congratulations to Sterling Rempel, CFP on your election as CALU Chair. I look forward to continue to work with you and support you in your new role.

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!

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 👇 calu.com/calu-connect/

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.

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

Submit your comments through FSRA’s consultation portal before the November 19 deadline: bit.ly/3LZnrdk Read the full Advocis & CALU submission here: bit.ly/4r6SFiV Read the full news release here: bit.ly/480ytGK

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 👇

Hot off the press!🗞️ Read our latest CALU Special Report providing the full text of our questions &written responses from the Canada Revenue Agency addressed during the recent CLHIA biennial CRA Roundtable. Additional commentary also provided. For members only🔒 calu.com/2025/12/01/cal…

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! 👇 members.calu.com/public/event/d…

Advocis was highlighted this afternoon in an article from Investment Executive, examining the Financial Services Regulatory Authority of Ontario’s (FSRA) revised proposal for Life and Health Insurance Managing General Agent (MGA) licensing. investmentexecutive.com/news/fsra-swee…

This coverage reflects Advocis’ ongoing advocacy alongside CALU Canada 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.

🌟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! members.calu.com/public/event/d…

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 👇 conference.calu.com/event/calu2026…

🥞Start your day with Pancakes and Politics! 🇨🇦Join our annual breakfast event where Adam Chambers, Don Davies & Carlos J. Leitão will stack up their priorities and pour over key business and economic issues for Canada. See you in Ottawa from May 3-6! #cdnpoli conference.calu.com/event/calu2026…

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 calu.com/about-us/caree…