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.
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
“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 administration is on the horizon, 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
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)
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2021 Outlook For Life Insurance Buyers(opens new window)
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