Refer a Member

In efforts to build a strong membership base Forum 400 has created a recruitment incentive program. The incentive program acknowledges current members who successfully recruit qualified life insurance producers. Forum 400 members will receive an incentive for each referral that becomes a new member. 

How to Submit a Nomination
To submit a nomination, email Forum 400 headquarters at with the candidate(s) contact information and why you believe the individual(s) would make a good addition to the Forum 400 community.

A representative from the membership committee will then conduct an informational interview to learn more about the candidate and their qualifications. Upon approval the candidate will have 30 days to complete the application. Upon a successful application process the candidate will be welcomed to join Forum 400. Please contact with any questions or issues.

2019 Member Referrals

Referring Member New Member
Adele Zilber, CFP, MBA, CLU, CLTC, AEP Adam Smolen
Ben Rainey Ryan Lax
Christopher Fehr, CPA
Dean Harder Mary Lyons
Eric Rothman Jerome Pasichow, CLU, CExP, RICP
James Silbernagel, LUTCF, CFP Rebeca Walser, JD, LLM, CFP
Drew Shumski, RFC, LUTCF
Jason Smith, CEP, CLTC Dave Allison, CFP, EA
John Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, LACP Carl Zeidler, CFP, MSFS, CASL
Michael O'Donnel Sindy Kong

Michael Amoia

Sindy Kong
Mike Owens, CLU, ChFC, RFC Tyson Owens
Rod Skaf, MBA, MSFS, CFP, ChFC, CASL, AEP, CLU Larry Queen
Roger Hubley, CLU, ChFC, CFP Drew Shumski, RFC, LUTCP