Register for the Leadership Forum today!

March 24 – 25, 2021

Learn cutting-edge strategies intentionally focused on designing, recruiting, and inspiring high-performing teams, and connect with other leaders within the profession.

Register today  Why you should attend

Women’s Impact Program

The Finseca Women’s Impact Program is an intentionally designed, collaborative community that will address the disparity of women in the financial security profession. Participants will access curated content.

Join us and help activate the conversations and actions necessary to truly make a difference. Participation is open to all women in the financial security profession.

Learn more

Finseca, the leading voice for financial security professionals

 

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Help Protect Our Families 2021 Campaign

The coronavirus crisis has emphasized this risk and financial vulnerabilities, and it is critical that our industry engage and educate Americans about the important role life insurance plays in a family’s financial security.

Finseca along with six U.S. life insurance trade associations announced they are pooling their resources to support the efforts of life insurers and financial security professionals as they help Americans get life insurance coverage and the certainty it provides at a time of great financial insecurity for many Americans.

Read ThinkAdvisor articleRead press release here

 

NEW: Leadership eBook from the Finseca Foundation!

Advisors are facing unprecedented times. Changing technology, government regulations, and consumer expectations are just some of the challenges they manage every day.

Download the new eBook 

 

Forbes-SHOOK Financial Security Professional Rankings

This is not necessarily about coming up with uniform standards, but rather to elevate the best and brightest who are helping the public understand the need for a holistic plan that mitigates risk, and brings them financial security.”  – Marc Cadin

Read full articleSubmit for ranking

Who we are

Together, we are the leading voice for financial security professionals. 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.

Read the latest

Accelerate

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

Access resources

Advocate

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

Get involved

Why Finseca?

We believe prosperity and financial security are at the heart of the American Dream. And you work every day to make that dream a reality for your clients. Today a lack of planning is making our work more essential than ever before. Finseca is here to serve you. Those who have built careers helping families and businesses prepare for the tomorrows they expect – and for those they don’t foresee.

Join now

Member highlight

“The past six months have really put a spotlight on what financial security means for a business or an individual who owns a business.”

David Fritz
Managing Partner of The Executive Benefits Network

Member highlight

“The primary objective shared by those we serve is the desire to be financially independent. Our role as planners is to provide the wisdom and tools to achieve that goal.”

Anthony Domino
Associated Benefit Consultants LLC

 

Educate

The Finseca Foundation sets the standard for collaboration and initiatives in the name of inclusivity, education, and community-building. Your support will help expand financial empowerment, attract the next generation of talent and diversity to our profession, and make a difference in the lives of the people we serve.

Donate today

  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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Media mentions

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

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