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National
Index
Forum

Stay Ahead of the Industry!

This event is specifically designed for FMO/IMO/BGA marketers and owners.  In a short period of time attendees will get insight to all the latest happenings with the carriers, index providers, and industry partners in attendance. Come and enjoy some horse racing, bourbon tasting, and index training!

PRESENTED BY:

2024

SEPTEMBER 18TH - 20TH

Horse Race

About the Forum

YOU DON'T WANT TO MISS THIS

You will have the opportunity to spend time with several Index Representatives that will break down each of their indices that are currently offered in products so you can learn to explain them to an agent with ease. You will also have the opportunity to get training on INDEXALYZER and the other programs offered by the Index Resource Center. 

There will also be many Carriers that represent Fixed Indexed Annuities and Indexed Universal Life products on-hand to bring you up-to-date on their latest product features.

In addition to all that, there will be other sponsors in attendance to demonstrate their annuity & life insurance wholesaling related products!

We also have two special events planned for this forum.  First we will be visiting the Muhammad Ali center which is a cultural center dedicated to the famous boxer Muhammad Ali!  Second, is an evening at Churchill Downs.  Come and enjoy some horse racing at one of the most famous tracks in the country!

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About
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The Galt House

This year, all attendees and sponsors will be staying at the Galt House Hotel!
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"The Galt House Hotel, Louisville’s Only Waterfront Hotel™, is quite simply the best place to experience Derby City, authentically."
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The Galt House Hotel

140 N 4th St, Louisville, KY 40202-2910 (Formerly The Galt House, A Trademark Collection Hotel)

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Louisville's Legendary
Entetainment

Entertainment

Muhammad Ali Center

The first evening we will be visiting the Muhammad Ali Center.  Sponsors and vendors will have a meet and greet reception, while our Marketing Organization guests will attend a high-level INDEXALYZER training. 

Next, everyone will have some time to spend in the Muhammad Ali Museum. You will be able to walk through a timeline of this amazing mans life.

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After the museum tour, we will all head up to the famous View Pointe Hall in the Ali Center for an amazing dinner and fellowship.

After dinner, the National Index Forum is proud to welcome back Stephen Yates who will be conducting a private Kentucky Bourbon Tasting.

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Horse Racing at Historic Churchill Downs

We will have 30 private suites available for you to network with the other guests and sponsors, and oh yeah... bet on the horses!

This will be the highlight of the trip.  Just getting to walk around and explore Churchill Downs is fantastic.  You can get really close to the race horses and jockeys down in the paddock.  This will be an experience to remember!

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Pick 3 Challenge

Before we head to the race track, we will have each attendee pick the top 3 horses in each of the races that evening.  We will apply a point system and see who can finish "in the money"!  Based upon how many prizes we end up with, the top point-getters will get to choose from our prize table at the end of the forum.  Here were some of the prizes from last year...

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Pick3

Agenda

*All times are Eastern Daylight Time Zone

Wednesday ~ September 18th, 2024

2:45PM - Arrive at the Galt House

3:00PM - Check-In to Hotel

3:30PM - Event Check-In Begins

4:30PM - Everybody Meet in the Conservatory

4:45PM - Guests Depart for Ali Center

5:00PM - Sponsors Depart for Ali Center

5:00PM - INDEXALYZER Training - Marketing Organization Guest

5:15PM - Sponsor Reception Begins

6:00PM - Private Museum Tour

6:45PM - Dinner At Ali Center View Pointe Hall

8:00PM - Bourbon Tasting With Stephen Yates At Ali Center View Pointe Hall

8:30PM - Free Time On Whiskey Row Downtown Louisville

Thursday ~ September 19th, 2024

6:30AM - Sponsor Breakfast At The Galt House Opens

7:30AM - Sponsors Depart For Churchill Downs to Set Up Booths

7:30AM - Guest Breakfast At The Galt House Opens

8:30AM - Guests Depart For Churchill Downs

9:00AM - National Anthem and Opening Remarks on the 6th Floor

9:10AM - Forum Phase 1 Begins

10:40AM - Forum Phase 2 Begins

12:10PM - Hot Lunch Buffet

1:10PM - Forum Phase 3 Begins

2:40PM - Index Presentations Session 1

3:05PM - Index Presentations Session 2

3:30PM - Index Presentations Session 3

3:55PM - Index Presentations Session 4

4:20PM - Index Presentations Session 5

4:45PM - Break 

5:00PM - Dinner Served - Horse Racing Begins

8:45PM - Pick 3 Challenge Awards Ceremony

9:00PM - Load buses and head back to The Galt House

Friday ~ September 20th, 2023

Travel Home

Agenda

144 N 6th St, Louisville,

KY 40202-2939

The Muhammad Ali Center mobilizes Muhammad Ali’s legacy with exhibits, events, and programs that create positive change and inspire greatness.

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History

History

The origin of the Forum...

This event started as the "Marketer Training Symposium" and had its first annual meeting on September 16th, 2021.  We had such amazing feedback from the sponsors, and attendees that we decided to do it again, and do it much bigger!

Register today to claim your FREE spot!

Last Year's Sponsors

LEADING IN THE INDUSTRY

~INDEX PROVIDER SPONSORS

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~INSURANCE CARRIER SPONSORS

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~INDUSTRY PARTNER SPONSORS

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Sponsors
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