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Tags
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 Contact's Email Address. | 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 |
Unlocking the Hidden Value of Life Insurance
Tuesday, March 4, 2025: 12:30 pm 1:00 pm ET
Do you have uninsurable or rated clients who are about to cancel their life insurance policies? If so, then you will not want to miss this presentation by Joseph Galli from PENTOR Charity Services who will discuss the Loeys Dietz Syndrome Foundation (LDSFC) and the possible advantages of donating a life insurance policy.
You’ll learn about unlocking the hidden value of the life insurance by potentially saving policy owners significant tax dollars before they cancel their policy. This proven planned giving strategy works for clients and is being implemented by advisors across Canada. Hope you will join us!
Presenter:
Jospeh Galli, Chairman of PENTOR Charity Services (PCS) and Co-Founder of the Loeys-Dietz Syndrome Foundation of Canada (LDSFC).
CALU Connect - Unlocking the Hidden Value of Life Insurance
- March 4, 2025
CALU is committed to maintaining the integrity, confidentiality, security, and accuracy of sensitive corporate information. To this end, we will continuously deploy all reasonable physical, technological, and administrative measures to protect your privacy in accordance with applicable privacy legislation and best industry practices.
Our Policy rests on the following seven key privacy principles:
1. Identifying the purposes of sensitive Information
CALU will identify and inform you of the purposes for which the confidential information is being collected.
2. Obtaining your Consent
CALU will obtain your Consent before or when it collects, uses, or discloses confidential Information, and will give effect to your withdrawal of consent.
3. Limiting collection, use, and disclosure of personal information
CALU will not, without your Consent, collect, use, or disclose confidential Information except for the purposes identified or for a use consistent with those purposes.
4. Safeguarding personal information
CALU will implement appropriate physical, technological, and administrative measures to safeguard your confidential Information.
5. Providing access and accuracy
CALU will respect your right of access to your confidential Information and take all reasonable steps to ensure the confidential Information used is accurate and complete for the purposes identified.
6. Responding to your privacy concerns
CALU will respond to your questions and investigate diligently any complaints with respect to your confidential Information.
7. Complying with applicable privacy legislation
Your and CALU´s rights and obligations regarding privacy are governed by applicable privacy legislation in Canada. The application and interpretation of this Policy and of our guiding privacy principles are subject to and will comply with such legislation, including the requirements, procedures, exemptions, and exclusions contained therein.
By completing purchases with us you agree to have your Credit card and personal information securely stored as part of a payment profile within a 3rd party payment gateway. This securely stored payment profile will be used, when authorized, for automated recurring payments and will allow for easier and faster checkouts. No credit card information is stored within Member365 and all payment data is accessed by way of a secure API. Under no circumstances do we share credit card or personal details.
By signing below, I hereby make application for membership to CALU and confirm that I will conduct myself in accordance with all By-laws and Policies of CALU. I certify that the above information is true and correct. I authorize CALU to verify the provided information.
Please click here to view a copy of the CALU Code of Professional Conduct
