Finseca-Shield

Welcome to financial security for all

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When families are financially secure, they are ready for the unexpected

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Together, we will elevate the profession

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Together, we will accelerate the profession

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Together, we will advocate for the profession

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Who we are

Together, we are the leading voice in financial security. Together, we elevate our profession by serving the needs of our members. Together, we protect dreams and promote financial wellbeing for all. Together, we are Finseca. Together, we are financial security for all.

What we do

Elevate

Finseca convenes conversations on professional conduct, promotes the profession as a career opportunity, and advances diversity.

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Accelerate

Finseca educates, trains, and provides professionals with tools to succeed in a changing market that positions the profession to serve clients better.

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Advocate

Finseca educates policy makers about the value of personalized, professional advice for helping Americans become more financially secure.

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Member highlight

“I think unifying the profession is incredibly important right now. The economy’s going through a rough time, social injustice is an important concern, a new election is coming up, tax rates could potentially go up. The country is facing so much right now. In the midst of all that, we need a strong voice to represent the profession.”

Rick Van Benschoten, CFP
CEO of Lenox Wealth Advisors

Member highlight

“We are in the relationship business. When we position our careers as opportunities to help people and deliver financial security, then we attract young people from all walks of life who are staking their careers on the chance to do good.”

Luis Chiappy, CFP, CLU, ChFC, LUTCF
Executive Vice President of Equitable Advisors – South Florida Branch 

Advocate

Become a vital part of the legislative process

Becoming a Finseca Ambassador is the single most effective way to ensure that your elected officials are engaged with the life insurance community. Meet with policymakers throughout the year, advocating on behalf of the industry, clients, and the 75 million American families that depend on life insurance products.

Become an Ambassador

  1. Firm and agency management
  2. Marketplace analysis
  3. Media mentions
  4. Press releases

Firm and agency management

Access on-demand resources to effectively manage your firm or agency and grow your business.

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Marketplace analysis

Obtain vital business insights and best practices in a diverse set of life insurance markets.

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Media mentions

Read the latest media coverage on news and happenings that impact your business.

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Press releases

Stay connected to your membership, new programs and services, and breaking news.

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There’s still time to access Beacon content

Beacon 2020, a virtual experience, concluded live sessions September 16, but more than 80+ on-demand sessions are still available. Hear from influential speakers, like former U.S. Secretary of State Condoleezza Rice, and earn Continuing Education Credits for The American College’s Professional Recertification program. Don’t miss out!

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