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The Annual Meeting

Each January, the Forum 400 Annual Meeting provides the ultimate platform for the sharing of cutting edge, innovative ideas among members. Meeting topics — all geared to the high-level producer — fall within four session tracks:

  • Estate and Wealth Transfer
  • Practice Development
  • Wealth Accumulation/Executive Benefits
  • Non-Traditional (all other areas)

The program is designed to encourage free-flowing idea exchange between speakers and attendees, which is an emblem of Forum 400 and its Annual Meeting. As a result, virtually every major life insurance trend or issue in the past two decades has been predicted or anticipated at Forum 400 meetings — sometimes years in advance.

 

The Forum 400 Annual Meeting is the place to:

  • Address special challenges that affect multi-million-dollar producers
  • Explore cutting-edge concepts
  • Evaluate the impact of legislation trends on the clients members serve
  • Track global trends and their effect in the industry
  • Raise important issues regarding industry regulation
  • Share sales ideas

Forum 400 is the established leader in providing sessions qualified for continuing education for insurance agents (CIE), attorneys (CLE), accountants (CPE) and certified financial planners (CFP).