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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Industry Partner Session

You Inherited an IRA...Now What?

Speakers: Joe Ross, ChFC, CLU, CRC; Cathy Neifeld, JD

Date: Wednesday, June 23

Time: 12:00 p.m. CDT

Register Now

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IRA beneficiaries are required to pay tax on their Inherited IRAs, but can’t do a Roth conversion. If IRA beneficiaries could put their taxed Inherited IRA into a Roth IRA after they paid the tax, would they? YES...many of them would! But Congress doesn’t allow it.

This presentation will share how with cash value life insurance, beneficiaries can have the equivalent of a Roth conversion without doing a Roth conversion. Learn how beneficiaries can pay no tax on growth, income, or on the distribution to their beneficiaries, and no RMDs required on their Inherited IRAs.

Session Takeaways:

  • After taxes are paid on the Inherited IRA, beneficiaries will never pay tax on it again and any remainder will pass to their beneficiaries income-tax-free.
  • Understand how The SECURE Act has fueled this concept, the concerns the beneficiaries will have, the ease of implementation, and a comparison of results through a case study.
  • The ultimate result can be significantly more assets when compared to non-qualified portfolio investments when projecting with the same rate of return.

Stay tuned for additional virtual gatherings to be announced.