Qualified Professional Associates

Qualified Professional Associates (QPAs) are non-members of The International Forum who are allowed to attend one Annual Meeting and must be endorsed by a current member of the Forum in good standing.

Members are strongly encouraged to invite a QPA to attend the 2009 Annual Meeting, January 24-28 in Los Angeles, California. In doing so, current members promote the Forum’s open idea exchange and help open the door to new perspectives.

QPAs are:

Qualified Professional Associates (QPAs) are non-members of the Forum who can bring strong ideas to the Annual Meeting in the areas of business compensation, life, health and disability income, business insurance, non-qualified executive benefits, charitable planning, qualified plans, employee benefits, retirement, estate liquidity, trust officer, estate planning, wealth management, FLP, ESOP, wholesaler and financial planning.

QPAs fall into three categories:

• Personal producers who can document a minimum of $500,000 of annual personal financial services income (or current Top of the Table status). Accepted documentation includes tax returns, commission statements and/or company broker/dealer income statements which must be included with the Annual Meeting registration form to prove production
• A Forum member’s professional advisor (e.g., attorney, accountant, etc.)
• A Forum member’s staff member (employee of member)

A current member’s name is required on the QPA’s registration materials, and members may be called for confirmation. QPAs can attend the Annual Meeting only once.

In order to attend more than one meeting, QPAs must qualify and be accepted into Forum membership. QPAs must register by paper form, which will be available in the fall.

Not a Member of the Forum?

There are two ways for non-members to attend the 2008 Annual Meeting:

1.Take action now to join The International Forum.

2.Ask a current Forum member to endorse attendance as a QPA producer. Those who do not know any members of The International Forum should contact Forum Headquarters at 800.499.0974 or e-mail Forum@int-forum.org.

Invitation by Design

The International Forum Members:
All Forum members will receive a postcard invitation in the mail this August with a tear-off card that may be sent to a worthy QPA colleague.

QPAs:
QPAs who receive an invitation or are interested in attending the 2009 Annual Meeting may contact Forum Headquarters at 800.499.0974 or Forum@int-forum.org.