Forum 400 Annual Meeting Agenda

This session will highlight some of those key rules and how to position the idea of life insurance to lock in those benefits in case future administrations change current rules. In addition, there were a handful of key tax cases and rulings that you need to know as you work with clients. In all, knowing the rules will create opportunities in 2026 and beyond.

They will have ideas and tools for how to apply these principals in their personal life, practice management with their team, and how to teach and apply these principals with their clients. They will feel encouraged by the gain in their lives, and inspired to live and share these principals back home.

not just passing the business to your kids, but truly integrating the next generation of advisors into your practice while preserving and strengthening your firm’s culture. Drawing on Matt’s personal experience of successfully absorbing three producers’ books of business, this session challenges traditional agency models by recognizing the changing landscape: fewer agencies are training new advisors, and many young producers today come from private practice or non-insurance institutions like banks and brokerages.

Key themes include:

• Finding, mentoring, and culturally integrating the “”right young advisor.””
• Structuring training around essential skills, mindset, and business acumen.
• Teaching prospecting strategies aligned with an ideal client profile.
• Empowering advisors to reach the next generation of clients.
• Providing the right resources (insurance carriers, software, and coaching).
• Communicating a clear exit strategy to both team and clients.
• The session emphasizes actionable HOW strategies over simply explaining WHY, ensuring participants leave with concrete frameworks, templates, and step-by-step plans to future-proof their practices and safeguard client relationships.

The reality is much more mundane. Life insurance is taxed appropriately and logically – but because of the unique characteristics of the product, it offers a degree of tax control that is arguably unmatched by any other insurance or financial instrument. This session builds the life insurance tax story from the ground up so that you can confidently and accurately portray the product and its taxation to even the most skeptical client.

This session is only available to Forum 400 community members only.

Named after industry leader and 1994 Forum President, Sidney A. Friedman, the Sid Award was launched at the 2006 Annual Meeting in order to recognize the No. 1 sales idea presented during the Fast & Furious Sales Ideas session.

Presenters will deliver 10-minute, condensed versions of their original Forum MAX presentations, sharing key insights and takeaways in a rapid-fire format. Expect sharp thinking, high energy, and a steady flow of actionable ideas as we spotlight more of this year’s standout work

-Mini MAX
This high-energy session features finalists emerging from our 2025 Forum MAX event highlighting innovative ideas and practical strategies from across the Forum community. Presenters will deliver 10-minute, condensed versions of their original Forum MAX presentations, sharing key insights and takeaways in a rapid-fire format. Expect sharp thinking, high energy, and a steady flow of actionable ideas as we spotlight more of this year’s standout work

-Closing Remarks and see you next year!