Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. As the third female chair in the board’s 29-year history and the second in eight years, Cindy’s appointment reflects CALU’s commitment to the advancement of women advisors in the industry.
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ABOUT THE CONFERENCE FOR ADVANCED LIFE UNDERWRITING (CALU)
CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and influences sound public policy. It represents the interests of 650 industry leading members including insurance and financial advisors as well as accounting, tax, legal and actuarial professionals. Through a synergistic relationship with Advocis, CALU speaks on behalf of a community of 13,000 financial advisors on advanced planning issues.