Capitol Hill Day
Meet with policymakers and advocate for policies that expand access to financial advice and advance financial security.
Unreasonable Hospitality Workshop
LIMITED SPOTS. 4 hours, immersive · Led by Will Guidara’s team. Included for first 150 registrants only.
Leadership Awards
You drive this profession forward every day. Finseca's Celebration of Excellence Dinner awards the agency leaders and individuals whose passion, talent, and expertise do exactly that.
Networking, trends, strategies, & more
No fluff. Real-world strategies that save time, grow revenue, and help your day-to-day.
General agents, managing partners, firm principals, and field leaders responsible for the growth of a team, an agency, or a firm. If your work is recruiting the next generation, developing the people you already have, and building an organization that runs well, this is your room.
Including expertise in: recruiting and selection, leadership development, retention and career progression, distribution and growth strategy, firm operations, case design and client experience, and practice management.
Financial security professionals who build plans for families and businesses: life insurance, annuities, and investments in one strategy rather than three separate conversations.
Including expertise in: holistic financial planning, wealth management, retirement income and distribution planning, protection planning, business planning, and integrating insurance and investment solutions in a single practice.
Advanced planners working on today’s most complex cases. You work with business owners and high-net-worth families where the strategy has to hold up against tax counsel, a CPA, and a balance sheet, and where the design matters as much as the product.
Including expertise in: advanced sales concepts, business succession planning, executive benefits, premium financing, estate and wealth transfer strategies, closely held business planning, integrated risk management, and retirement income and distribution planning.
Multiline agents and agency principals growing the life insurance and financial services side of a practice built on deep community relationships. A curated content track helps you move upmarket while respecting the unique aspects of your business model.
Including expertise in: moving upmarket in life insurance, opening investment and estate planning conversations with existing clients, recruiting and team building, practice management, and the technology behind both.
BGA principals, brokerage leaders, and case managers who support producers across carriers. You compete on the strength of your underwriting expertise, your case design, and the experience you deliver to the advisors who place business with you.
Including expertise in: underwriting and case design, carrier and product strategy, advanced sales support, recruiting and developing producers, operations and technology, and firm growth and succession.
If you have any questions about which of these options are right for you or would like to bring a group of 10 or more, please contact us.
Not a member? Register at the standard rate, or join Finseca first to save $500.
If you are unsure you are an enterprise member, reach out to confirm.
Sponsor with us to reach the top financial security professionals and gain exposure at Finseca’s Advanced Markets Conference—the nation’s premier advisor event. Connect with top advisors, showcase your solutions, and position your brand at the forefront of the industry.
