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About Us

 Our Mission:
To provide an educational forum for the open exchange of diverse ideas and expertise and to foster the independent personal business and professional growth of the leading life insurance and financial services professionals in the world.

The International Forum is the premier member association for the life insurance industry, 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 the Forum’s cornerstone event, the Annual Meeting. The most exclusive, one-one-one idea exchange in the industry, the meeting has served as the launch pad 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 achieving excellence in their field and who are willing to actively participate and contribute in the association. With a membership cap of 400, the Forum maintains stringent standards to maintain an elite membership of professionals, who are committed to unconditionally sharing practical and transferable ideas.