Finseca Congratulates Forbes/SHOOK ’22 Top Financial Security Professionals

Welcome to Forum 400

On behalf of all of us at Finseca, we’re incredibly grateful for the opportunity to come together with the entire Forum 400 membership. We are excited to create a stronger community where the highest-performing life insurance advisors join the home of the top financial security professionals.

Questions regarding this community or the merger? Reach out to [email protected].

On July 15, 2021, Forum 400 announced its Board of Directors had voted to initiate a process to explore a merger with Finseca, creating a stronger community where the highest-performing life insurance advisors join the home of the top financial security professionals. This process is the culmination of an extensive due diligence process conducted by a task force of the Forum 400 current and Past Presidents in collaboration with Finseca’s leadership.

Forum 400 is an exclusive community that brings together the elite insurance producers to openly share practical strategies and fresh ideas to positively impact client outcomes and remain at the top of the field. The foundation of Forum 400 is built on the pillars of collaborative cultureexclusive community and practical solutions.

Community Components

2022 Forum Max

September 21-23, 2022 | Phoenix, AZ

Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.

2023 Forum 400 Annual Meeting

January 28-31, 2023 | San Diego, CA
Registration details to come.

Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.

Call for speakers! 

Forum 400, A Finseca Community, is issuing a Call for Speakers for the 2023 Annual Meeting Please fill out the following application by June 29, 2022.

Each Call for Speakers clearly identifies:

  • Learning Track
  • Big Idea
  • Promise of Big Idea
  • Audience Learning
  • Consequences of Not Executing Big Idea

Forum 400 Board of Directors

4

John Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

President, Executive Committee
3

Larry Jacobson, LUTCF, CLTC, LACP

Vice President, Treasurer, Executive Committee
1

Vince D’Addona, MSFS, CLU, ChFC, RICP, CExP, AEP (distinguished)

Chairman, Executive and Nominating Committees Vince

2

Angela Kennedy-Robinson, CRC

Director

5

Curtis Cloke, CLTC, LUTCF, RICP

Director

7

Dean Harder

Membership Committee Chair

6

Eleanor I Johnson, CPA, CLU, CGMA

Director

2

Jamie C Farmer, CLU, ChFC

Director

3

Mark D. Milbrod, CLU, CLTC

Director

Click here to see a list of past Forum 400 Presidents.
Click here to view a list of Forum 400’s founding members.

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About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

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