Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the organization email address used as the "From" address for other membership-related emails (e.g., new member welcome emails). Manage email addresses here.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use
{WORKSHOP_NAME}	Adds the workshop name (if applicable)	Use
{WORKSHOP_DESCRIPTION}	Adds the workshop description (if applicable)	Use
{WORKSHOP_CREDITS}	Adds the workshop credit for related workshop (if applicable)	Use
{TOTALWORKSHOPCREDITS}	Adds the sum of all workshop credits for related event (if applicable)	Use
{Event_Start_Date_DD-MM-YYYY}	Adds the Event's Start Date in (dd-mm-yyyy).(Events Only)	Use
{Event_End_Date_DD-MM-YYYY}	Adds the Event's End Date in (dd-mm-yyyy).(Events Only)	Use
{RENEWALDATE_DD-MM-YYYY}	Adds the Member Renewal Date in (dd-mm-yyyy).	Use
{RENEWAL_DATE_MONTH_DD_YYYY}	Adds the Member Renewal Date in (Month Dth, yyyy).	Use
{INCEPTIONDATE_DD-MM-YYYY}	Adds the Member Inception Date in (dd-mm-yyyy).	Use
{TODAYSDATE}	Adds the current date.	Use
{TODAYSYEAR}	Adds the current year.	Use
{QR_CODE}	Adds the QR Code for their contactID, name, and emailAddress	Use
{WORKSHOP_DATE}	The date of the workshop (if applicable).	Use
{WORKSHOP_START_TIME}	The start time of the workshop (if applicable).	Use
{WORKSHOP_END_TIME}	The end time of the workshop (if applicable).	Use
{MEMBEREMAIL}	Adds the Member's Email Address.	Use
{INCEPTIONDATE_DD_MONTH_YYYY}	Adds the Member Inception Date in (Day Month Year). - eg. 27 October 2025	Use
{RENEWAL_DATE_DD_MONTH_YYYY}	Adds the Member Renewal Date in (Day Month Year). - eg. 27 October 2025	Use
{Event_Start_Date_MM-DD-YYYY}	Adds the Event's Start Date in (mm-dd-yyyy).(Events Only)	Use
{Event_End_Date_MM-DD-YYYY}	Adds the Event's End Date in (mm-dd-yyyy).(Events Only)	Use

2025 Webinar Series

Corporate-Owned Life Insurance – Opportunities and Pitfalls

Speakers

Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
Patrick Uzan, BA, CFP, CA, TEP, FEA, Vice President, Planning Services, PPI Advisory

Part 1 took place on Tuesday, February 11, 2025 from 1:00 pm to 3:00 pm ET and covered the main reasons to hold life insurance in a corporation and relating planning issues, the general tax rules governing corporate-owned life insurance, policy transfer rules and charitable donation strategies.

Part 2 took place on Tuesday, February 25, 2025 from 1:00 pm to 3:00 pm ET and discussed more complex planning arrangements involving corporate-owned life insurance including buy-sell agreements, shareholder benefit issues, and leveraged insurance strategies.

Registration Information

The two webinars must be purchased together with pricing as follows:

CALU members: $175 plus tax
Guests: $225 plus tax

Get started

To register, click the green button to begin. If you are not already logged in to the CALU Members Portal, you will be prompted to do so. Please enter the email address associated with your CALU membership. If you are not a CALU member, a guest account will be created with the email address you enter.

CE Credits

CE credits will be issued monthly for on-demand completions.

Luma1

On-demand is hosted on CALU's educational site Luma1. If you do not have a Luma1 account a link will be sent via email with your login information.

View CALU’s virtual event registration policy to see applicable terms and conditions. If you have any questions, please contact us at calu@calu.com or 613 505-9632 Ext. 0.

On Demand: 2025 Webinar Series - Corporate-Owned Life Insurance – Opportunities and Pitfalls

Tuesday Feb 11 2025, 1:00 PM - 3:00 PM
Tuesday Feb 25 2025, 1:00 PM - 3:00 PM
Zoom/On-demand

Upcoming Events

On-Demand - 2025 Adv... November 4

2026 Conference & AGM May 3
Ottawa, Ontario