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.
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.
September 21-22, 2022 | Phoenix, AZ
Registration details to come.
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.
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.
Forum 400, A Finseca Community, is issuing a Call for Speakers for the 2023 Annual Meeting Please fill out the following application by May 27, 2022.
Each Call for Speakers clearly identifies:
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.
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