Finseca, the home of
the top financial
security professionals

 

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Forum 400 Announces
an Intent to Explore
a Merger 
with Finseca

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Join our Women’s Impact Program community!

 

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Coalition Says PRO Act Would Disrupt Consumer Access to Financial Services

Finseca is part of a coalition of trade associations working to halt the unintended negative impacts of  the Protecting the Right to Organize (PRO) Act, a sweeping labor bill that would have serious implications for consumers’ access to insurance, investment, and retirement security solutions.

Read full letter here

Help Protect Our
Families 2021 Campaign

Read ThinkAdvisor articleRead press release here

 

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

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Who we are

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 the home of the top financial security professionals.

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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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.

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Member highlight

“Our work tends to be fairly collaborative internally. We plan goals as a firm and individually, and each mentor meets with their team on a quarterly basis at a minimum to track progress and keep the team members engaged and focused.”

Andrea L. Dykes
Howard Insurance

Member highlight

“The challenge is having clients understand there is a vast difference between someone just writing them policies and a professional life insurance planner who will ensure their needs and wants are being addressed in the most cost-efficient manner possible and will be with them over a long time.”

Franke Seneco
Seneco & Associates

 

Financial security defined

Financial security empowers oneself, relieves stress, enhances peace of mind, protects dreams, and provides individuals, families, and businesses with freedom.

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  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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Press releases

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

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