Top Life Insurance Producers and Financial Services Professionals

Your Gateway to the Top Life Insurance Producers and Financial Services Professionals 2015 Annual Meeting January 17 20, 2015 JW Marriott Phoenix Desert Ridge Resort Phoenix, Arizona

Meet face-to-face with the most exclusive group of life insurance producers in the United States For Forum 400 members, the Annual Meeting is the industry event of the year a place where members connect with each other and get energized about their business. Engage Customers Increase Market Share Enhance Corporate Image It s an intense meeting, but well worth the information and sharing that comes out of it. Just imagine two days in a room with the best in the business. I would never want to miss it. It was exciting and stimulating to be in a room filled with so many smart people who are willing to share their best ideas and practices.

Why do Forum 400 members attend the Annual Meeting? Members often say the Annual Meeting is the only industry event they attend. To re-charge my batteries. There is nothing like it anywhere else in the industry! It is where the producer and the carriers come together in an openness not available anywhere else. Networking, sales ideas, good information, camaraderie. FORUM 400 2015 ANNUAL MEETING January 17 20, 2015 JW Marriott Phoenix Desert Ridge Resort Phoenix, Arizona

Exhibit at the Annual Meeting to gain access to qualified leads Exhibitor Benefits One (1) booth space with back drape and side dividers. Two (2) complimentary Annual Meeting registrations, allowing participation in education sessions, group food functions, and networking opportunities (access is not provided to sessions designated for Forum 400 members only). Acknowledgement in onsite printed pieces (subject to deadlines), email announcements and during meeting General Sessions. Recognition on www.forum400.org, before and after the meeting, with a link to company website. One (1) set of pre-conference attendee mailing labels and one (1) set of post-conference attendee mailing labels. Opportunity to purchase additional Annual Meeting registrations. FORUM 400 Members Years Worked in the Financial Services Industry 0 10 Years (6%) 11 20 Years (16%) 21 30 Years (29%) 31 40 Years (30%) 40+ Years (19%) Exhibit Information Application and full payment must be received for booth consideration. Exhibit booth assignments are made in the fall after sponsor exhibit space has been allocated. Pricing $8,000 (space purchased February 15, 2014 August 31, 2014) $9,000 (space purchased September 1, 2014 January 16, 2015)

Partner with Forum400 at the Annual Meeting for Face-to-Face Interaction with Top Producers Gold Partner: Partnership spend of less than $7,500 Benefits Priority booth location (1) Annual Meeting registration ($2,575 per badge) Option to purchase (2) additional registrations Recognition as Gold Partner in e-mail announcements, www.forum400.org, onsite signage and printed pieces, and General Session slides (1) Set of pre-conference attendee mailing labels (1) Set of post-conference attendee mailing labels Attendee list including Name, Company, Title, City, State to be provided two (2) weeks prior to the meeting Diamond Partner: Partnership spend between $7,501 $20,000 All Gold Partner benefits, plus - (2) Annual Meeting registrations ($2,575 per badge) Recognition as Diamond Partner in e-mail announcements, www.forum400.org, onsite signage and printed pieces, and General Session slides Platinum Partner: Partnership spend of more than $20,001 All Diamond Partner benefits, plus - (1) Industry News Blast ($1,500) (1) Home page banner ad on www.forum400.org for one month ($600) (3) Annual Meeting registrations ($2,575 per badge) Recognition as Platinum Partner in e-mail announcements, www.forum400.org, onsite signage and printed pieces, and General Session slides

Promote your brand to this exclusive audience Become an exhibitor for preferred pricing on sponsorship opportunities.* Industry Partner Fast & Furious Exhibitor price: $1,500 Non-exhibitor price: N/A Get your company s best sales idea in front of attendees as the focus is on you for five minutes during the Industry Partner Fast & Furious. Table at Forum 400 Bar Tab Exhibitor price: $3,000 Non-exhibitor price: $5,000 Reserve a cocktail table during the popular Forum 400 Bar Tab for company literature and promotion. Sponsorship includes signage recognition and cocktail napkins with the sponsor logo. Hotel Room Drop Exhibitor price: $5,000 Non-exhibitor price: $7,000 Reach attendees by delivering your message directly to their rooms. Sponsor is responsible for hotel charges. Material is subject to Forum 400 approval. Book Signing Exhibitor price: $8,000 Non-exhibitor price: $10,000 With this sponsorship, a speaker will sign his/ her book in your company s booth or outside the General Session room. Forum 400 purchases the books and recognizes your company on signage and in the Onsite Guide. (Availability based on speakers selected for the Annual Meeting who have authored books.) *Subject to change. Pocket Program and Onsite Guide Exhibitor price: $7,500 Non-exhibitor price: $10,000 Your company logo and booth number will be featured on both printed pieces, referenced multiple times a day by attendees throughout the Annual Meeting. Specialty Cocktail Exhibitor price: $6,000 Non-exhibitor price: N/A Make your company the life of the party with a cocktail available exclusively in your booth during an exhibit hall happy hour. The choice of cocktail is up to you! FORUMLive Exhibitor price: $10,000 Non-exhibitor price: $13,000 Be the exclusive sponsor of the session audio recordings and presentations provided to Forum 400 members after the event. Sponsor recognition includes a banner ad on the ForumLIVE site and additional recognition with your company logo in promotional emails and the Onsite Guide. Saturday CE Session Exhibitor price: $12,000 Non-exhibitor price: $16,500 Provide CE-eligible education to attendees during a one-hour presentation. (Availability based on schedule and subject to final approval of the Program Planning Committee.) Breakfast with Speaker Exhibitor price: $15,000 Non-exhibitor price: $18,000 Select the company speaker and topic of your choice to deliver your company s message directly to Annual Meeting attendees. (Availability based on schedule and subject to final approval of the Program Planning Committee.) Mobile App Sponsorship Exhibitor price: $15,000 Non-exhibitor price: $18,000 Be the marquee sponsor of the Annual Meeting Mobile App, including exclusive banner ads throughout the App. Padfolio Exhibitor price: $15,000 Non-exhibitor price: $18,000 Receive multiple impressions as attendees use your company-branded padfolio throughout the education sessions and at meetings. Sponsor may provide pens. Relax + Recharge Station Exhibitor price: $20,000 Non-exhibitor price: $25,000 Put your company in a prime spot in this lounge area featuring a mobile phone/ipad charging station and other exhibit hall activities. Sponsor materials can be placed on tables. Closing Celebration Exhibitor price: $20,000 Non-exhibitor price: $25,000 Host the evening reception that serves as the grand finale to the Annual Meeting. A new benefit is exclusive sponsor recognition of the custom photo booth at the celebration a crowd pleaser! Luncheon with Speaker Exhibitor price: $20,000 Non-exhibitor price: $25,000 Select the company speaker and topic of your choice to deliver your company s message directly to Annual Meeting attendees. (Availability based on schedule and subject to final approval of the Program Planning Committee.) Leadership Reception and Dinner Exhibitor price: $25,000 Non-exhibitor price: $30,000 Connect with the Forum 400 Board of Directors, Past Presidents and special guests in a social setting. Four (4) representatives from your company may attend. A company representative may also make brief remarks at the beginning of the event. President s Reception Exhibitor price: $25,000 Non-exhibitor price: $30,000 Be among the first to mingle with Annual Meeting attendees as they have cocktails and refreshments to recognize the Forum 400 President. Forum 400 will provide signage and napkins with your company logo. A company representative may also make brief remarks at the beginning of the event.

FORUM 400 YEAR-ROUND OPPORTUNITIES Access to Forum 400 Members Year-Round Connect with top producers and financial service advisors through a year-round advertising opportunity. Website Homepage banner ad: Internal page banner ad: $600/month $500/month E-mail Sponsorships Industry News E-Blast Sponsor: Develop and distribute a 250-word article on industry news for the Forum 400 membership (content subject to approval by Forum 400) $1,500/each For more information regarding customized packages and other marketing opportunities, contact Kris Wolcott, sales manager, at 312.673.4722 or at kwolcott@forum400.org. 330 North Wabash Avenue Suite 2000 Chicago, IL 60611-7621 312.673.4722 KWolcott@forum400.org www.forum400.org

Forum 400 2015 Annual Meeting January 17 20 JW Marriott Phoenix Desert Ridge Resort Phoenix, Arizona Application and Contract All applications will be reviewed by the Board of Directors. No application is approved without written notice of acceptance from Forum 400. Please print or type information exactly as you would like it to appear in all published materials. Please be sure to complete all sections. 1. Industry Partner Information Company Contact Address City State Telephone Fax Email Website (to be linked from Forum 400 website) I grant permission for Forum 400 to communicate with me by email. Please select the category that best fits the products or services of your company: Brokerage Agencies/Producer Groups Life Settlement Company Broker-Dealers/Financial Services Life Insurance Carrier Marketing Firms or Professional Development Services Practice Management Services Other, Specialty Services (specify) 2. Exhibit Booth Fee $8,000 (space purchased February 15, 2014 August 31, 2014) $9,000 (space purchased September 1, 2014 January 16, 2015) ZIP 3. Sponsorship Exhibitor Non-Exhibitor Industry Partner Fast & Furious $1,500 N/A Table at Bar Tab $3,000 $5,000 Hotel Room Drop $5,000 $7,000 Book Signing $8,000 $10,000 Pocket Program & Onsite Guide $7,500 $10,000 Specialty Cocktail $6,000 N/A FORUMLive $10,000 $13,000 Saturday CE Session $12,000 $16,500 Breakfast with Speaker $15,000 $18,000 Mobile App $15,000 $18,000 Padfolio $15,000 $18,000 Relax & Recharge Station $20,000 $25,000 Closing Celebration $20,000 $25,000 Luncheon with Speaker $20,000 $25,000 Leadership Reception & Dinner $25,000 $30,000 President s Reception $25,000 $30,000 4. Advertising Opportunities Home page banner ad on www.forum400.org ($600 per month) $ Internal page banner ad on www.forum400.org ($500 per month) $ Industry News E-Blast ($1,500 each) $ 5. Total Payment Total sections 2, 3 and 4 6. Payment Information $ Full payment is required with application. Make checks payable to Forum 400. All cancellations must be made in writing. The cancellation policy is detailed in the Rules and Regulations. Check enclosed (payable in U.S. funds to Forum 400). Credit card information *Information for credit card payments will be provided on your invoice. 7. Authorization It is understood that by signing the application and contract, the applicant is subject to the provisions of the Rules and Regulations governing Forum 400 and agrees to abide by them. Signature Date Title Notes You will have the option to purchase additional full Annual Meeting registrations in Fall 2014. Exhibit booth assignments are made in Fall 2014. Mail this application and required payment to: Forum 400 Attn: 2015 Industry Partners 8260 Solutions Center Chicago, IL 60677-8002 Or fax to: 312.673.6808 Questions? Contact Kris Wolcott, Sales Manager, at 312.673.4722 or KWolcott@forum400.org.

Forum 400 2015 Annual Meeting January 17 20 JW Marriott Phoenix Desert Ridge Resort Phoenix, Arizona Rules and Regulations Meeting With 2015 Forum 400 Attendees As in the past, you are encouraged to arrange meetings with 2015 attendees; attend education sessions; mingle with the members at the continental breakfasts and the refreshment breaks (many of which will be held in the exhibit area); and arrange to have dinner with attendees on any evening Forum functions are not scheduled. Forum 400 does not allow Industry Partner functions to conflict with any official Forum 400 functions. Forum 400 must approve all private functions in writing. Please send your requests to Forum Headquarters at cthompson@forum400.org. Payment of Fees Applications must be accompanied by payment of the total fee. Applications will not be considered without the required payments. Booth space is limited and will not be assigned without receipt of full payment. Reserve a booth early to avoid missing out on this opportunity. All applications are subject to review and approval by the Industry Partner Sub-Committee and Program Planning Committee. Right of First Refusal 2014 Annual Meeting sponsors are granted right of first refusal on the same sponsorship item for 2015. If a 2014 sponsor does not desire the repeat sponsorship in 2015, new sponsors will be accepted on a first-come, firstserved basis. All 2014 Annual Meeting sponsors will have thirty (30) business days to respond to the right of first refusal notification by Forum 400 staff. Sponsorship Benefits The sponsorship benefits are defined in this booklet. No other benefits are guaranteed or implied. In the event that the sponsor is authorized by the Forum 400 Industry Partner Chair to acquire or provide goods or services in lieu of part or all of the sponsor payment, a detailed description of the product or services and the fair market value must be submitted in writing to the Industry Partner Chair (care of Forum 400 Headquarters) for approval. Cancellation of Contract Signing the accompanying contract serves as an agreement between Forum 400 and the Industry Partner for the purpose of securing a defined booth and/or sponsorship at the 2015 Annual Meeting. The contract will serve as a valid booking order. This contract cannot be cancelled by the Industry Partner. Forum 400 reserves the right to cancel this contract at any time. Both parties must agree to any revisions or modifications by an instrument in writing. The contract represents the entire understanding and agreement of the parties and shall be governed by the laws of the State of Illinois, USA. Any person executing this agreement represents that he or she is fully authorized to do so and agrees to be bound to all terms and conditions. Cancellations must be submitted in writing to Forum 400 headquarters. Industry Partners will receive a 50% refund of booth space and/or sponsorships committed through Monday, June 2, 2014. From Tuesday, June 3, 2014 Friday, August 29, 2014, the Industry Partner will receive a 25% refund of booth space and/or sponsorships committed. No refunds will be made after August 29, 2014. Booths All exhibit fees include a booth space with backdrape and side dividers. The exhibit area (including booths) is carpeted. In addition, each booth is provided with one (1) table, two (2) chairs, one (1) wastebasket and two (2) complimentary Industry Partner registrations. Additional furniture, labor, electrical outlets, telephones, etc. may be ordered through the official decorating company at the exhibitor s expense. Nature of Exhibit The Forum 400 Annual Meeting is a closed event, designed to provide a showcase for equipment, products and services customarily used by life insurance agents. Forum 400 reserves the right to refuse exhibit space to any company whose display of goods or services is not likely to be, in the opinion of Forum 400, compatible with the general character and objectives of the Annual Meeting. If pictures or loud speakers are used, the Industry Partner agrees to comply with union requirements for the operation of the equipment. Sound presentations, slides or movies will be permitted if tuned to conversational level, not deemed objectionable to neighboring Industry Partners. Forum 400 Show Management reserves the right to determine what is objectionable. Forum 400 reserves the right to restrict the use of glaring lights or objectionable lighting effects. No exhibits will be permitted which interfere with the use of other exhibits or impede access to them or impede the free use of the aisles. The exterior of any display cabinet or structure facing a side aisle, or adjacent to an Industry Partner s booth, must be finished or suitably decorated at the expense of the Industry Partner erecting or installing such a display. Forum 400 show Management reserves the right to determine what is not finished or suitably decorated. Booth personnel, including demonstrators, receptionists and models are required to confine their sales activities to within the booth space. Each representative must always wear their badge in the exhibit hall and should be attired to reflect their company s image and to maintain the professional climate of the Forum 400 Annual Meeting. Arrangement of Exhibits The space provided will be shown on the floor plan, but Forum 400 reserves the right to make changes in the location, size and display limits of any booth, if in its sole judgment, is in the best overall interest of the show. Security, Insurance and Liability Neither Forum 400, its members nor the representatives and employees thereof; the official general contractor, nor its representatives and employees thereof; JW Marriott Phoenix Desert Ridge Resort, nor its representatives and employees thereof, will be responsible for any injury, loss or damage that may occur to the Industry Partner, or to the Industry Partner s employees or property from any cause whatsoever prior to, during or subsequent to the period covered by this contract. It is agreed by the parties that the nature of the facility available, the presence and circulation of large numbers of people, the difficulty of effective supervision over, and protection of large numbers of removable articles in the numerous booths and various other factors make it reasonable that each Industry Partner shall assume the risk of any injury, loss or damage, and the Industry Partner, by signing the contract, hereby assumes such risk and expressly releases the organization and individuals referred to above from any and all claims for any such injury, loss or damage. As part of the Industry Partner fee, Forum 400 has made arrangements for security in the exhibit area during the hours the exhibit hall is closed. Identification will be required for any Industry Partner or any of the Industry Partner s staff to enter the exhibit area during non-exhibit hours. All property of the Industry Partner is understood to remain under his or her custody and control, in transit to and from the confines of the exhibit hall, subject to the rules and regulations of the Annual Meeting. Industry Partners are required to carry floater insurance to cover exhibit materials against injury to the person and property of others. It is recommended that industry partners take precautionary measures of their own, such as the securing of small or easily portable articles of value. Entry into any other booth without proper credentials will not be permitted. Termination of Contract Forum 400 reserves the right, at any time, whether prior to or during the Annual Meeting, to terminate the Industry Partner s contract and to withhold from the Industry Partner, possession of the exhibit space specified in said contract or require the Industry Partner to vacate the premises immediately if the Industry Partner violates any warranty, representation or covenant made herein. Forum 400 may retain any money heretofore paid by the Industry Partner to Forum 400. Subletting of Exhibit Space Participants are prohibited from assigning or subletting a booth or any part of the space allotted to them except upon written permission from Forum 400 Industry Partners Chair or Executive Director. Participants shall not exhibit or permit to be exhibited in their space any merchandise not a part of their own regular products, nor shall they exhibit any advertising material not directly pertaining to such products. Only one company will be allowed to exhibit in each booth. Industry Partner Service Kit Each Industry Partner will receive an email from the official show contractor at least 30 days prior to the show opening which will include a link to the service kit that provides Industry Partners with complete shipping instructions, production information and other forms for all services needed during installation, show period and removal of exhibition. Use of Space A. All efforts to advertise, demonstrate and operate the exhibit must be conducted so as not to trespass on the rights of other Industry Partners and visitors. B. No exhibit will be permitted which interferes with the use of other exhibits or impedes access to them or impedes the free use of the aisles. C. Nothing shall be affixed by any manner to the floors, walls or columns of any location in the hotel. D. There is no storage of any exhibit material of any kind allowed behind drapes, in or behind your booth space. This will be strictly enforced by the fire marshal. Service Personnel In order to conform to union contract rules and regulations (if applicable), it is necessary that all Industry Partners use qualified union personnel for the various services required for installation and dismantling of exhibits and for material handling within the show. For further clarification on union clearance, contact the general contractor for Forum 400. Shipping of Materials Please carefully read the Material Handling Order for the Service & Rate Schedule contained in the Industry Partner Service Kit, which will be available in the Fall of 2014. It is imperative that these instructions be followed when shipping materials. Reservation of Right to Make Changes Forum 400 reserves the right to make such changes, amendments and additions to these rules and regulations as Forum 400 considers advisable for the proper conduct of the exhibit, with the provision that all Industry Partners will be advised of any such changes. Americans With Disabilities Act Industry Partners shall be responsible for making exhibits accessible to persons with disabilities as required by the Americans with Disabilities Act and shall hold Forum 400 harmless from any consequences of exhibiting companies who fail in this regard.