2018 Presentations


Click a session below to access the session presentations and recordings. The 2018 Annual Meeting materials are available to Forum 400 members only. 

Forum 400 members also have access to the top Fast & Furious Sales Ideas presented at the Annual Meeting. Click the button below to access all of the Fast & Furious recordings.

Fast & Furious Recordings

Saturday, January 20

Business Succession Planning for Clients
Vince D'Addona, CLU, ChFC, CExP, RICP, Strategies for Wealth
John Brown, Business Enterprise Institute
Chuck Baldwin, MBA, CLU, ChFC, The Baldwin & Clarke Companies
Rick Jaye, Business Transition Advisors

Living a Life of Significance
Joe Jordan

Sunday, January 21

The Art of Meaningful Conversation
Andrew Horn, CEO and Co-founder, Tribute and Dreams for Kids DC

Per Stirpes or Per Capita
Bruce Udell, CLU, ChFC, MCEP, RFC, Udell Associates

Vanderbilt vs. Rothschild
Devang Patel, Sr., CFP, CLU, ChFC, LUTCF, Patel Financial Group

Life Settlements Make a Comeback! 
Jon Mendelsohn, Ashar Group, LLC

Leveraging PR for Business Growth 
Brian Byars, Advanced Retirement Planning. LLC

The Future (of Life Insurance) Ain't What it Used to Be
Bobby Samuleson, Indaba Solutions

Marketing Opportunities Under the Tax Act
Marvin Blum, The Blum Firm

Back-Loaded CLATs: A Shark's Fin or A Fabulous Gift?
Robert Stuchiner, CLU, ChFC, Synergy Life Brokerage Group, LLC
Mark Teitelbaum, AXA

Private Placement Life Insurance - The Tax Efficient Investment Solution 
Ken Foley, Lombard International

Planning Beyond the Basics When Working With Large Real Estate Clients 
Michael Amoia, JD, LLM, CLU, ChFC, Crump Life Insurance Services

Panel Discussion: Life Settlements Make a Comeback! 
Jon Mendelsohn, Ashar Group, LLC
Andrew Plevin, BroadRiver
William Ketterer, Lifeline Capital Management
Kunal Sachdeva, PhD Candidate, Columbia Business School

Deep Dive: Business Succession Planning for Clients - Q & A 
Vince D'Addona, CLU, ChFC, CExP, RICP, Strategies for Wealth
John Brown, Business Enterprise Institute
Chuck Baldwin, MBA, CLU, ChFC, The Baldwin & Clarke Companies
Rick Jaye, Business Transition Advisors

My Shadow Ran Fast
Scott Brennan, The Brennan Group LLC
Past President - Forum 400

Monday, January 22

Improving (Risk-Adjusted) Returns in a Portfolio Using Life Insurance
Chris Kaplan, CFA, AXA Distributors

Don't Waste the Basis 
Curtis Cloke, CLTC, LUTCF, RICP, Financial Life Planner

Intergenerational Split-Dollar Planning; The Morrissette Case - A Taxpayer Victory
Jim McNair, JD, Reed Smith

Time to Replace Your Flip Phone
Roger Brooks, ChFC, CLU, NFP Insurance Solutions

The Resurgence of Whole Life Insurance
Jim Farka, Lenox Advisors

A Case for Variable Life Revisited
Larry Rybka, JD, CFP, ValMark Financial Group

Deep Dive: Intergenerational Split-Dollar Planning; The Morrissette Case - A Taxpayer Victory
Jim NcNair, JD, Reed Smith

Deep Dive: Don't Waste the Basis 
Curtis Cloke, CLTC, LUTCF, RICP, Financial Life Planner

The Tough Questions for Business Exit Strategy Planning
Wayne Minich, CLU, ChFC, Applied Financial Concepts, Inc.

Tuesday, January 23

Need More Clients? Change Your Words and Change Your Life!
Simon Singer, CFP, CAP, RFC, The Advisor Consulting Group
Past President - Forum 400

Change, the Tax Law and the Little Things That Make Forum Members Successful
Howard Sharfman, NFP Insurance Solutions
Past President - Forum 400

Making Choices for Life
Colin Devine