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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:
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    2024

    SEPTEMBER 20TH - 22ND

    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 is an evening at Churchill Downs.  Come and enjoy some horse racing at one of the most famous tracks in the country!  Second, we will also be hosting dinner and Bourbon Tasting at the historic Jim Beam Distillery the evening before the Forum begins!

    About
    Entetainment

    ENTERTAINMENT

    Clinking Whiskey Glasses

    Bourbon Tasting

    On the first night of the event we will have an amazing dinner at the historic Jim Beam Distillery. Get your taste buds ready!  There will be several bourbons from the Jim Beam shelf available for you to sample. Bourbon is the pride of all of Kentucky, and there is no better way to experience the culture than to actually taste it!

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    Horse Racing at Historic Churchill Downs

    We will have 21 private suites available for you to network with the other guests and sponsors, sample some amazing food, orders drinks, 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
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    Optional Excursions

    This year we are excited to announce our three optional excursions!  You will have the choice of visiting one of the three on Friday, Sept 22nd.  The excursions are optional and if you do not wish to attend any of them and get home quicker, then that will be just fine.  When you register you will be able to select which excursion you want to do.  You can click the buttons below to learn more about each of the locations.

    Agenda

    *All times are Eastern Daylight Time Zone

    Wednesday ~ September 20th, 2023

    3:00PM - Hotel Check-In Begins

    6:00PM - Depart For Jim Beam Distillery

    6:30PM - Dinner & Bourbon Tasting At Jim Beam Distillery

    9:00PM - Depart Back To The Hotel

    Thursday ~ September 21st, 2023

    7:00AM - Breakfast Served at Hotel

    7:30AM - Depart For Churchill Downs

    8:00AM - Opening Remarks & National Anthem

    8:30AM - Carrier & Vendor "Speed Dating" Sessions Begin

    12:20PM - Lunch - IUL Panel & FIA Presentation

    1:30PM - "Suite Hopping" With The Index Providers Begins

    4:30PM - Index Resource Center Updates & Closing Remarks

    5:00PM - Dinner Served & Horse Racing At Churchill Downs Begins

    9:00PM - Depart Back To The Hotel

    (Throughout the day we will have several "Agent Care" breaks for you to check e-mails and return calls)

    Friday ~ September 22nd, 2023

    7:00AM - Breakfast Served at Hotel

    8:00AM - Departures For The Excursions

    (Excursions are optional.  If you need to catch your flight home, you can leave when you are ready)

    Agenda

    Jim Beam Distillery

    568 Happy Hollow Rd

    Clermont, KY 40110

    The story of the Beam family is one of seven generations, more than 200 years, countless challenges and one goal; to make the best bourbon in the world. So settle in, pour yourself a bourbon and prepare to travel back in time with the First Family of Bourbon.

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    Our 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
    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!

    Contact Us
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