Forum 400 is best known for its uncensored exchange of emerging trends, competitive intelligence and innovative client solutions.

This uncensored, "outside the box" standard is most evident duringForum 400’s cornerstone event, the Annual Meeting. The most exclusive, one-on-one idea exchange in the industry, the meeting has served as the launchpad for some of the most innovative concepts in the life insurance and financial planning services industry, including:

• COLI to fund deferred compensation
• Premium financing
• Deferred comp swaps
• Life settlements
• Cafeteria plans

These concepts, and many more, were presented during the meeting — long before the mainstream marketplace embraced them.

Membership is available by invitation only to those who achieve excellence in their field and are willing to actively participate and contribute in the association. With a membership cap of 400, Forum 400 maintains stringent standards to maintain an elite membership of professionals who are committed to unconditionally sharing practical and transferable ideas.