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At the 2014 Forum 400 Annual Meeting, you’ll be part of the most exclusive opportunity for one-on-one idea exchange among the most successful professionals in our industry. This event is the premier source for information on emerging trends and competitive intelligence. Network with the best and brightest, and come away with exciting new ideas to help you better serve your clients.

2014 Program Highlights

A guiding principle for all Forum 400 members is the requirement to actively participate. With this in mind, the Program Planning Committee increased the number of members presenting at the Annual Meeting. Three General Sessions and 10 breakout sessions will be presented by Forum 400 members.

Other program highlights include:

Graduate students from Texas Tech University will be special guests of Forum 400. The students are winners of a competition on "careers in the financial services industry," and will host a panel discussion.

The Fast and the Furious Sales Ideas session, consistently one of the most popular and engaging sessions, is back again. Get your sales ideas ready!

The Leaders and Legends session brings together four longtime Forum 400 leaders to share their wisdom and experience: D. Scott Brennan, Gerald P.R. Sacks, Clarke Langrall, Jr., and Todd Healy to the panel.


In addition to exhibiting, we encourage you to take advantage of the sponsorship and advertising opportunities available to increase your exposure in front of the top producers in the insurance and financial services industry both prior to and at the 2014 Annual Meeting. Adding either or both of these to your exhibit plans drives attendance to your booth, increases your visibility and guarantees more lasting recall of your products and services.

About Forum 400

Forum 400 is best known for its uncensored exchange of emerging trends, competitive intelligence and innovative client solutions.

This uncensored, "outside the box" standard is most evident during Forum 400’s cornerstone event, the Annual Meeting. The most exclusive, one-on-one idea exchange in the industry, the meeting has served as the launchpad for some of the most innovative concepts in the life insurance and financial planning services industry, including:

COLI to fund deferred compensation
Premium financing
Deferred comp swaps
Life settlements
Cafeteria plans

These concepts, and many more, were presented during the meeting - long before the mainstream marketplace embraced them.

Membership is available by invitation only to those who achieve excellence in their field and are willing to actively participate and contribute in the association. With a membership cap of 400, Forum 400 maintains stringent standards to maintain an elite membership of professionals who are committed to unconditionally sharing practical and transferable ideas.

Not sure if you want to exhibit at or attend the 2014 Forum 400 Annual Meeting? See the panels below to get the information you need to make an informed decision.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 01/18/2014 - 01/21/2014
Expo/Exhibit Dates: 01/19/2014 - 01/21/2014
Expo/Exhibit Hours: Sun. 10am - 11am, 2:45pm - 3:30pm; Mon. 10am - 10:45am, 2:45pm - 3:30pm, 4:30pm - 5:30pm; Tue. 10:15am - 11am
First Move-In Date: 01/18/2014
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business, Insurance
Audience: Forum 400 Members
Notes: Please Contact Forum 400 for Estimated Attendance
Venue: Omni Dallas Hotel
Venue Phone: (214) 744-6664
Venue Type: Indoor - Hotel
Official Conference Hotel:Omni Dallas Hotel
Conference Hotel URL:
Number of Exhibitors:45+ Booths
Exhibit Floorplan:Click Here
Show Owner:Forum 400
Prospectus PDF:Download Exhibitor Prospectus PDF
Sponsorship: Yes
Sponsorship Details: Take your exposure to the next level by securing a sponsorship. Your company will gain increased recognition outside of the exhibit hall through signage, in promotional materials sent to all prospective attendees, online and via e-mail.

Booth Size Booth Cost   Available Amenities
8' x 10' $9,000   Electricity: Yes - Unknown Price
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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2014 Forum 400 Annual Meeting

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