kuldeep madan headshot

Kuldeep Madan

Forbes Top 100 Financial Security Professionals 2021-2025

Kuldeep Madan founded Madan+Associates on the principle that the status quo is never enough. Whether he’s influenced his clients in this viewpoint or they’ve influenced him, the result is the same: Paying attention to the “small stuff” others overlook makes the big stuff happen. A refusal to accept the first answer yields a strategy no one has thought of yet. Ordinary solutions are for ordinary people, and M+’s. clients are anything but ordinary.

If M+ was built on tenacity, it’s grown on trust. Even at his most driven, Kuldeep is aware that blazing a trail is meaningless if no one is there to follow. He’s built exceptional teams who share in his relentlessness and integrity, and his work has been recognized by Forbes Magazine and shared on stages across the country.

The ambition Kuldeep pours into his professional pursuits are reflected in his personal pursuits as well: Kuldeep and his wife have made it their mission to see the whole world before they welcome their daughter in November 2025. In between their travels, the Madans call Long Island City home.

Kuldeep Madan's Sessions

Breakout Session – A Think Tank on Steroids: A Peek Behind the Curtain of the Forum 400 (qualified producers only)
Are you tired of group-think? What if you could hear from some of the highest achieving life insurance professionals across the industry?

Note: In order to foster high-quality conversations, this session is by invitation only. Fill out the form linked here to request your spot.

The best sales ideas don’t live in slide decks – they come from meaningful conversations with people actually doing the work. This session begins with active members of Forum 400 sharing several high-impact strategies, as well as positioning statements they use to differentiate in a crowded marketplace. The session then shifts to a collaborative format where you may ask questions, share stories, or even tap into proven problem-solving solutions from these top tier professionals. You will walk away with strategies you can use immediately, as well as make connections with some of the best in the business who welcome continued conversation long after the session comes to a close.

The Forum 400 is a life insurance think-tank that brings together elite life insurance producers who openly share practical strategies and fresh ideas to positively impact client outcomes. The members are fiercely independent, and their content is not controlled by carriers or compliance departments. The key ingredents are raw and authentic exchange of ideas. Forum 400 remains laser-focused on helping life insurance producers at the top of their field get better and serve their clients, while maintaining the highest ethical standards and integrity.

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Lessons with Luminaries – Kuldeep Madan and Vince D’Addona
Few advisors have mapped the intersection of compounding wealth and estate tax exposure as precisely as Kuldeep Madan.

What makes it even more remarkable is how early in his career he’s done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each phase looks like in practice, and where premium financing enters as a logical next step. Real client pathways, honest insight into where advisors typically lose the thread, and a clear framework for identifying exactly where your clients sit on the roadmap today — and what moves them forward. This is a rare look inside the secret sauce, straight from someone who’s built the recipe case by case — and is just getting started.

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Breakout Session – Start Planning: Discovery and Design for Private Clients
Discovery conversations help spot problems and organize steps into a financial design that earns credibility with sophisticated clients and their existing advisors.

We’ll cover the questions that surface problems clients didn’t know they had, how to coordinate across partners without overstepping, and turn a first meeting into a multi-generational relationship. If you’re leading with product, you’re leaving the relationship on the table. This session shows you how to lead with planning and let everything else follow.

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