Reconciliation Update Member only call. Register today

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.

Access this community

2022 Forum Max2023 Forum 400 Annual Meeting

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 culture, exclusive 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.

Learn more

2023 Forum 400 Annual Meeting

January 29-31, 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.

Each Call for Speakers clearly identifies:

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

View all community benefits


Forum 400 Board of Directors 

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

President, Executive Committee

Larry Jacobson, LUTCF, CLTC, LACP

Vice President, Treasurer, Executive Committee

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

Chairman, Executive and Nominating Committees Vince

Angela Kennedy-Robinson, CRC

Director

Curtis Cloke, CLTC, LUTCF, RICP

Director

Dean Harder

Membership Committee Chair

Eleanor I Johnson, CPA, CLU, CGMA

Director

Jamie C Farmer, CLU, ChFC

Director

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.

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

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.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.