Live Virtual Offerings

    Forum 400 offers free, year-round virtual gatherings to Forum 400 members to learn, collaborate, and exchange ideas with one another. These knowledge sharing, virtual sessions include Un-Talks, Case Studies, Panel Discussions, and Deep Dives. Register and attend live Sales Strategies 365 virtual gatherings to participate in highly engaged, highly collaborative idea sharing, by members and for members.

    Most sessions and PowerPoint presentations (if applicable) will be recorded and available in the Sales Strategies 365 library shortly thereafter. Note: Un-Talks are not recorded. 

    See below for a list of upcoming virtual sessions and click the buttons to register for each. We highly encourage to register and attend sessions live for the best experience and interaction! Please note that many of these sessions are member-only and the Forum 400 headquarters will be strictly monitoring the webinar registration list. 

    Please contact Forum 400 with any questions. 

    Click to Access Past Archives & Recordings

    Upcoming Live Sessions

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    Un-Talks Session

    “Dirty Words” No More: Why Life Insurance May Be Your Clients’ Best Option After D.C. Changes the Tax Rules Again

    Facilitator: Michael Amoia, JD, LLM, CLU, ChFC

    Date: Wednesday, October 6

    Time: 11:00 a.m. CDT

    Register Now

    Available to Forum 400 Members only. 

    It’s not what you say, it’s how you say it. When clients are asked about life insurance, it is not uncommon to get a negative reaction. Ask the same clients if they are interested in transferring wealth free of income and estate taxes after the Democrats eliminate most of the current estate planning techniques and they become instantly excited to learn more. However, both situations surprisingly involve the same structure using life insurance – just said differently.

    Life insurance is an extremely complex financial asset that has a number of unique tax benefits that may be one of the most powerful assets to hold after the proposed tax changes. The question is – how are you talking about it with your clients as they consider their taxes going up? This is an open session in which we hope to address:

    • What to expect out of the current tax proposals from D.C. and how it will impact some of the more common wealth transfer planning techniques going forward
    • How the tax rules could impact life insurance structures and, if done properly, how they might be leveraged in a favorable way for clients
    • How to integrate life insurance into clients’ long-term planning even if wealth transfer tax rules keep changing
    • How to manage current policy designs and ownership, and the opportunities to build in additional coverage for those clients who need to create a more balanced estate plan 
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    Un-Talks Session

    How To Move To Variable Life in Your Practice

    Facilitator: James Farmer, CLU, ChFC, LUTCF

    Date: Wednesday, October 20

    Time: 12:00 p.m. CDT

    Register Now

    Available to Forum 400 Members only. 

    In our low interest rate environment Variable is becoming a whole new option to how we sell life insurance. If you continue to only offer life insurance the way you always have, you might find yourself noncompetitive, not to mention making less money. If you give a client a choice of variable versus other forms of life insurance, you will be surprised how often the clients choices variable. Variable life can be all about guarantees now, but is also very interesting with no guarantees. 

    This Un-Talk format will create an opportunity to share and learn from your peers about the impacts and benefits of moving to variable life in your practice. 

    Stay tuned for additional virtual gatherings to be announced.

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