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.
Accelerate
Finseca educates, trains, and provides professionals with tools to succeed in a changing market that positions the profession to serve clients better.
Advocate
Finseca educates policy makers about the value of personalized, professional advice for helping Americans become more financially secure.
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.
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.
Firm and agency management
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Leading Change: Leading Others(opens new window)
Marketplace analysis
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Media mentions
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COVID Sparks Life Insurance Revival(opens new window)
Life Groups Unite Against Coverage Gap(opens new window)
Press releases
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