Advanced Markets '25 - On Demand
Why Choose On-Demand Access
Self-Paced CE Credits
Access Anywhere
Expert-Led Learning
“This was such a great offering! I just logged in and completed all the CFP requirements. They were so easy to navigate and attest to. I think it’s great that Finseca provides this”
Amy Jamrog
CFP, CDFA
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Explore Individual Sessions
The Importance and Opportunity of Servicing In-force Premium Finance Portfolios
Managing in-force premium finance arrangements requires robust reporting and analysis so advisors can provide guidance on the best ways to optimize the program. This session takes a case-study-driven approach, analyzing actual client scenarios, where premium finance programs need to be actively managed. We will explore the impact of fluctuating interest rates, collateral requirements, policy performance, and loan details, and share ideas on how best to manage these components.
Houses, Spouses and Legacy: Working with Ultra High Net Worth Multigenerational Family Groups
Ultra-high-net-worth (UHNW) families recognize the importance of multi-generational wealth planning and communication, yet many struggle with meaningful discussions about family values, legacy and generational access to wealth. This session explores the psychology behind these discussions and the balance between long term wealth stewardship and the needs of the rising generation to fund current family expenses.
Planning on Shifting Ground: Strategies for an Uncertain Tax Future
With the possible 2025 sunset of the Tax Cuts and Jobs Act looming, financial professionals are facing growing uncertainty in tax, estate, and retirement planning. In this session, Brandon Buckingham will walk through key provisions, what’s at stake for high-net-worth and ultra-high-net-worth clients, and how professionals can guide planning conversations today without knowing what tomorrow holds.
Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies
Phantom stock plans offer private companies a powerful tool to attract, retain, and reward key executives without diluting ownership—but designing these plans effectively requires careful structuring. This session explores the different phantom stock and synthetic equity plans, how they work and how each pan can be designed to accomplish the client’s objectives.
Maximizing PPLI: Advanced Strategies for Wealth Transfer and Planning
For advisors deeply experienced in Private Placement Life Insurance (PPLI), this session focuses on advanced techniques to amplify the impact of PPLI by integrating it with other sophisticated planning strategies. Explore how to combine PPLI with various types of trusts (SLATs, Dynasty Trusts, etc.), intra-family loans, and Split Dollar Structures to optimize the income and estate tax planning utility.
Navigating PPLI: Is It the Right Fit for Your Clients in 2025?
In today’s evolving economic landscape, Private Placement Life Insurance (PPLI) offers unique opportunities for clients to address tax efficiency, wealth preservation, and legacy planning. But how do you determine if it’s the right solution for your specific client? This session will provide a deep dive into evaluating client suitability for PPLI, exploring key considerations such as tax implications, investment flexibility, and estate planning benefits.
The Future of Financial Security: Retirement Planning with Insurance Solutions
Despite facing various challenges, the U.S. life insurance and retirement industry holds significant growth potential. EY researchers project a staggering $240 trillion retirement savings gap and a $160 trillion protection gap by 2030. Insurers are uniquely positioned to bridge these gaps through products that provide legacy protection, tax-deferred savings growth, and guaranteed lifetime income.
Building a Foundation of Growth for Your Clients and Your Business
Working with a financial professional puts clients in a unique financial position, allowing them to focus on wealth accumulation today and shift that focus to long-term estate planning tomorrow. This session explores proactive planning techniques that help your clients lay the groundwork for future wealth preservation while putting your business in a position to retain clients generationally.
Publicly Funded Long-Term Care—What’s Next?
Washington remains the only state in the nation that has a publicly-funded long-term care program, WA Cares. Join Ben Veghte, Director of the WA Cares Fund and Melissa Bova, SVP of State Affairs & Policy at Finseca to learn about the current state of WA Cares, what changes may be coming to the program in the future and how the private sector can become a key partner in state long-term care funding efforts.
The Return on Returns: Turning Tax Reviews into Wealth-Building Conversations
Every advisor should know how to translate tax data into strategic planning. This session will explore how tax return analysis can open the door to insurance-funded retirement strategies, business succession planning, and tax-efficient wealth transfer. Whether you work with W-2 earners or small business owners, you’ll walk away with a framework for using tax returns as a conversation starter and a growth accelerator.
