Membership Types


Regular Membership

Regular producer candidates must qualify with $500,000 of annual personal financial services income produced in the previous year, with a focused and substantial amount of that income comprised of earned first-year commission from new life insurance products. Forum 400 allows for some fluctuation in business, so prospective members may also qualify with cumulative personal financial services income of $2,000,000 over the past 3 years with at least $1,000,000 in life insurance.

Venture Candidate Membership

Mentorship is key to securing the next generation of Forum 400 members. Through the Venture Candidate Program, candidates who are on the rise can gain access to current Forum 400 members, who will help to shape them into tomorrow’s top talent. Venture Candidate applicants must qualify with $250,000 of annual personal financial services income produced in the previous year; production requirements then increase over a four-year period so that Venture Candidate members reach regular member status after four years of membership. Upon completing the application process, approved membership candidates will be invited to join Forum 400.

Qualified Producer Attendees at the Forum 400 Annual Meeting 

Forum 400 offers qualifying producers the unique opportunity to attend one Annual Meeting prior to joining. This program is designed for those who qualify for regular membership ($500,000 in personal production) but would like to experience an Annual Meeting before joining. Members are encouraged to seek out top producers and sponsor them to attend the Annual Meeting as a Qualified Producer.  These individuals must be able to document a minimum of $500,000 of annual personal financial services income with a focused and substantial amount of that income comprised of earned first-year commission from new life insurance products in order to attend

Following their attendance as a Qualified Producer attendee at an Annual Meeting, these qualifying producers must apply and be invited to join Forum 400 to attend another Forum 400 Annual Meeting.