Agenda


 

All session presentations and handouts are linked below each session title. These materials are available for Forum 400 members. All non-members must access these resources via the Forum 400 2019 Annual Meeting mobile app. Presentations and recordings are now available. 


7:00 a.m. - 2:00 p.m. Plan to arrive at the Grand Hyatt San Antonio hotel
2:00 p.m. - 6:00 p.m. Registration Open
2:30 p.m. - 3:15 p.m.

Tax Cuts and Jobs Act Opportunities for Qualified Money
Mary Read
> Download the Presentation and Recording

3:15 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m. Advanced: It's One Year After Tax Reform, Now What? 5 1/2 Ideas to Share With Your Clients
Michael Amoia, JD, LLM, CLU, ChFC
> Download the Presentation and Recording
4:45 p.m. - 5:45 p.m. First-Time Attendee Cocktail Reception
5:30 p.m. - 7:00 p.m. Welcome Party

7:00 a.m. - 4:30 p.m. Registration Open
7:00 a.m. - 8:00 a.m.  Breakfast
8:00 a.m. - 8:10 a.m. Announcements
8:10 a.m. - 9:00 a.m.

Keynote Presentation: Work, Laugh, Repeat
Greg Schwem, Business Humorist, Corporate Emcee, and Syndicated Humor Columnist

9:00 a.m. - 9:45 a.m. How Not to Blow the $100 Million Case
Dennis Bartos, Bill Beynon
> Download the Presentation and Recording
9:45 a.m. - 10:15 a.m. Networking Break in the Collaboration Zone
10:15 a.m. - 11:00 a.m.

Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business
Tim Arnold
> Download the Presentation
Please note that this session video recording is not available.

11:00 a.m. - 11:50 a.m.

NED Talks

Getting to the Heart of the Matter, Curtis Cloke, CLTC, LUTCF, RICP
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Math Behind Aging and How it Can Grow Your Practice, Brian Byars
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Growing Your Firm in a Crowded Market, Chris Baker, Chuck Van Devander
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12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 1:25 p.m. The Presentation TrapTM: The Number One Roadblock Keeping You From Growing Your Life Insurance Advisory Business Faster and with Less Effort
Chuck Hollander
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1:25 p.m. - 1:45 p.m. Never Be Benched Again
Todd Fithian
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1:45 p.m. - 3:00 p.m.

NED Talks

Whole Life - Unlocking Higher Income Withdrawal Rates on Other Assets, Dean Harder
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Words Matter: Let's Change the Way We Speak to Clients, Prospects and Advisors. Let's Change the Result. , Mark Leyden, CLU
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Accountantneze: A Marketing Method for Those Who Are Terrible Prospectors, Robert Cohen, CLU, ChFC, QPA, AIF
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Business Opportunities in an Unstable Market, Scott Conley, Jon Whitacre, Dan Danese, CFP, CLU, RICP, Mike Owens, CLU, ChFC, RFC
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3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Interactive Deep Dives and Breakout Sessions

Making Millions Using a Little-Known Law That Allows Tax-Free Money for Long-Term Care, Don Quante, CLTC
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Goals vs. Desires: Who's Really in Control?, Randy Marshall
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You Don't Have to Have a Multi-Millionare to Do Your Next Successful Charitable Case, Dwain Owens, Mike Owens, CLU, ChFC, RFC
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How To Avoid The Presentation TrapTM: Overcoming The Presentation Trap With Three Critical Sales Conversations That Correlate to Success, Chuck Hollander
> Download the Presentation and Recording

4:30 p.m. - 5:30 p.m. Beers with Peers in the Collaboration Zone
5:30 p.m. - 6:30 p.m.

Un-Meetings & Breakout Session (Un-Meetings are member-only sessions.)

Un-Meeting: Life Settlements - How Agents Are Being Disintermediated and How To Stay Engaged, Jon Mendelsohn
> Download the Presentation and Recording

Un-Meeting: Sales Practices on the Fringes, Vince D'Addona, CLU, ChFC, MSFS, AEP, RICP
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Un-Meeting: Technology...Unplugged, Brian Sak, CFP, CLU, ChFC
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Breakout Session: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization, Todd Fithian
> Download the Presentation and Recording


7:30 a.m. - 4:30 p.m. Registration Open
7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:35 a.m. Announcements
8:35 a.m. - 9:15 a.m.

High-Tech/High-Touch: LinkedIn & Social Selling for Huge Sales and Referrals Success
Kevin Knebl, CMEC
> Download the Presentation
Please note that this session video recording is not available.

9:15 a.m. - 10:25 a.m.

NED Talks

Best of the Best from Forum MAX: How Do You Do That?, Jim Farmer, CLU, ChFC, LUTCF
> Download the Presentation and Recording

How the Changing Economic Environment Impacts Your Business
, Dave O'Malley, Eamon Walsh
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Out-of-the-Box Thinking: Life Insurance Sales Ideas
, James Silbernagel, LUTCF, CFP
> Download the Presentation and Recording

Advancements in Medicine and the Impact on Your Business
, Dr. John Greene, Gonzalo Garcia, CLU
> Download the Presentation and Recording

10:25 a.m. - 11:00 a.m. Networking Break in the Collaboration Zone
11:00 a.m. - 11:40 a.m. Family Wealth Continuity: The Role of a Trusted Advisor
Otis Baskin
> Download the Presentation and Recording
11:40 a.m. - 12:50 p.m.

NED Talks

De-Risking Retirement Using Permanent Life Insurance, Gonzalo Garcia, CLU
> Download the Presentation and Recording

Plan Designs for Today and Tomorrow, Harvey Strait, John Nau, Marshall Nau
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Hedging Market Volatility in Retirement Planning, John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF
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Know Your Story®, Tim McFarland, Tim Young
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12:50 p.m. - 1:00 p.m. Pick-up Lunch (All Attendees)
1:00 p.m. - 2:00 p.m. Lunch and Annual Business Meeting (Members Only)
2:15 p.m. - 3:00 p.m.

Breakout Sessions

Seeking Wealth Preservation Through Planning With Private Placement, Ann Marie Liotta, CPA
> Download the Presentation and Recording

Advanced Captive Insurance Strategies for Successful Business Owners, Wesley Sierk
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Advisor Succession Planning Panel, Panelists: Angela Kennedy Robinson, CRC; John Gilliam, PhD, MBA, CFP, ChFC, CLU; Jim Kennedy, CRC, CMFC, LUTCF; Tony Ashton, CLU, RFC; Cary Stamp, CFP, CDFA, AIF, CAP, AEP; Daniel Zeplain; Moderator: Anthony Bird
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Cutting-Edge Trends in Executive Compensation, Jim Hebets, Jamie Hebets
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3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Breakout Sessions

Rudimentary Analytics/Things That Always Worked When I Did, Scotty Brennan
> Download the Presentation and Recording

The Super 401(k): Tax Planning Utilizing Pension Aggregated Benefits via IRC 401(h) & PreCola, Jonathan Barrera
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How to Multiply Yourself as the Rainmaker of Your Financial Services Practice, Jason Smith, CEP, CLTC
> Download the Presentation and Recording

4:30 p.m. - 4:45 p.m. IRC 199A Final Regulation: Highlights, Challenges, and Complexity
Carolyn Smith, CPA, AEP, CAP
> Download the Follow-up Article
4:45 p.m. - 5:00 p.m. Forum 400 Awards Presentation
5:00 p.m. - 5:45 p.m. Fast & Furious: What's Your Best Sales Idea?
Judges: Devang Patel, Howard Sharfman, Julie Bird; Moderator: Brian Sak, CFP, CLU, ChFC
5:45 p.m. - 7:00 p.m. President's Reception

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:50 a.m. Fast & Furious Voting
8:50 a.m. - 9:15 a.m. How to Get Paid for Managing Life Insurance Policies Like a Stock or a Bond, Michael O'Donnel
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9:20 a.m. - 10:00 a.m. Premium Financing in Two Un-tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Michael S. Seltzer, CLU, ChFC
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10:00 a.m. - 10:30 a.m. Networking Break in the Collaboration Zone
10:30 a.m. - 11:15 a.m. Life Insurance 10X
Larry Rybka, JD, CFP
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11:15 a.m. - 11:45 a.m. Developing Your Practice for Tomorrow
Mark Hug
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11:45 a.m. - 12:00 p.m. Closing Remarks

Schedule is subject to change.