Attendee Presentations


During Forum MAX, all attendees will be required to share a sales or marketing idea in the form of a 20-minute presentation.

During Forum MAX, all attendees will be required to share a sales or marketing idea in the form of a 20-minute presentation — 15 minutes for presenting and 5 minutes for Q&A. Please send your completed presentation to your assigned group leader by September 24, 2021. 

The quality and thoughtfulness of your presentations are critically important — please focus on practical and transferable ideas. Please think through the idea you plan to present and email the Forum MAX Committee if you have any questions.  

Final PowerPoint Due September 24

Please send your completed presentation to your assigned group leader by September 15. Please upload your slides to the Forum 400 drop box link here. 

Group Leaders

Forum MAX attendees will be notified of their group leader. Please email any questions to the Forum MAX committee or info@forum400.org

Presentation Guidelines

In order to make this meeting as impactful as possible, we respectfully request that each member adhere to the following guidelines when creating their presentation. 

> Download the PowerPoint template

Recommended Presentation Content Ideas:

  • Sales strategies and ideas that you are currently using to generate business in the next 12–18 months — how you're using them and the results you’re seeing
  • Ideas that are easily transferable
  • Illustrate a unique perspective, nuance or twist
  • Different ways to illustrate, simplify or explain complex ideas to clients
  • If you share an idea, please be prepared to share the files and any spreadsheets used to illustrate them in your presentation.
  • Please only share sales ideas you have successfully closed.

For the purposes of the 2021 Forum MAX, we respectfully request that for this event you refrain from sharing the following:

  • How your practice operates
  • Your sales philosophy
  • Client retention and appreciation events
  • Sales ideas that require the purchase of software or proprietary materials/systems
  • Ideas that you have not used personally

Judging Criteria

When building your presentation, ensure you follow five criteria: 

  • Purpose: The idea may be from any part of the sales process; however, the idea is to ultimately lead to a life insurance sale.
  • Clarity: The idea is clear, as well as simple and easy to communicate by others.

  • Relevant: The idea is useful in today’s marketplace and helps sell more life insurance.

  • Hook: The idea causes the listener to want to learn more.

  • Call to Action: The idea includes some type of call to action and ease of next steps with implementations.

Questions? 

Please contact info@forum400.org or the Forum MAX Committee if you have any questions. 


Exclusive Sponsor of 2021 Forum MAX: 

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