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 firstname.lastname@example.org 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 email@example.com 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|
|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|
|Howard Edelstein||Scott Sernett|