Frequently Asked Questions
Finseca brand and mission
- What does Finseca mean?
Finseca is inspired by financial security for all. - What is the mission of Finseca?
To advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.
- What is the vision of Finseca?
As the voice of the financial security profession, our sole focus is on creating an environment that enables people to protect and enhance financial well-being – for themselves, their families, and their businesses. Working with our nation’s key policy makers and building upon the experience of our profession’s most influential leaders, we never lose sight of what really matters: protecting the dreams and promoting the prosperity of the American people.
- What is the objective of Finseca?
Consumers, policymakers, financial security professionals, and companies working together to build a secure financial future for families, individuals, and business owners.
- How does Finseca define financial security for all?
We know that financial security improves people’s lives and protects their livelihoods and enhances future wellbeing. When an individual, family, or business is financially secure, they are prepared when life throws unexpected, but inevitable obstacles in their way. Financial security empowers oneself, relieves stress, enhances peace of mind, protects dreams, and provides individuals, families, and businesses with freedom.
- Who are the members of Finseca?
Finseca members are 10,000+ financial security professionals across the United States. They are affiliated in all segments of distribution, in all marketplaces, at all levels of practice complexity.
Finseca members and membership
- Why should I remain a member of Finseca?
This new organization builds upon the best of both legacy AALU and GAMA to elevate and promote the profession — amplifying our past individual impacts through one common, unified mission and vision. The new organization is built on four pillars: elevate, accelerate, advocate, and educate. Representing the entire profession, including both advisors and managers, is critical to amplifying our voice, creating meaningful, change, and advancing all levels of the profession. - Are my Finseca membership dues tax-deductible?
Finseca dues are not deductible as a charitable contribution for U.S. federal income tax purposes, but they may be deductible as a business expense. Finseca estimates that 25 percent of your dues are not deductible because of Finseca’s lobbying activities on behalf of its members.
- How do I manage my membership?
Finseca members have access to their member-only portal, MyFinseca, where you can review and update your member information, manage your membership, and access the member-only content from the Resource Library. MyFinseca is a place for members to see and manage their membership and grow as a professionals. If you need support logging into MyFinscea or are having issues navigating the site, please contact membership@finseca.org.
- What is Finseca’s membership cancellation policy?
Finseca reserves the right to refuse/cancel membership in Finseca. If Finseca refuses new or renewing membership, a full refund will be issued. Membership cancellations received within 7 days of initial registration may be eligible to receive a full refund less a $50 service fee. Cancellations received after the stated deadline will not be eligible for a refund.Membership term/duration is based on an annual agreement. The member is responsible for the total fees related to the annual agreement, even if cancelling prior to the membership expiration.Cancellations will be accepted via phone or e-mail, and must be received by the stated cancellation deadline. In addition:- Cancellation terminates all member benefits and consideration.
- All refund requests must be made by the member or credit card holder.
- Refund requests must include the name of the member and/or transaction number.
- Refunds will be credited back to the original credit card used for payment.
- All benefits and incentives received by the participant will be canceled.
The above policies apply to all Finseca memberships unless otherwise noted in the corresponding program materials. Any questions or cancellation requests may be directed to Finseca at membership@finseca.org or 703-641-9400.
- What is the Finseca Member Code of Conduct?
Finseca is dedicated to creating a professional environment in which all individuals are treated with respect. View our code of conduct here.
