May 22-24, 2024  |  Marriott Marquis | Washington, D.C.

The Largest Gathering of the Top Financial Advisors in the Country

200 +
20 +

Finseca's Advanced Markets keeps you one step ahead...

Transform your business at Advanced Markets, the ultimate high-end advisor conference that will revolutionize your ability to serve business executives, high-net-worth individuals and families, and beyond! You need access to the secrets of the #1 advisors in the country outside your company/firm bubble!

Join us at Advanced Markets because you can’t get this anywhere else!

Preliminary Agenda

**Agenda subject to change**

Start time on Wednesday, 2:30pm – End time on Friday, 11:00am

May 22

  • PM Breakout Sessions
  • Main Stage
  • Chair Reception
  • Welcome Reception in the Exhibit Hall
  • Company Dinners

May 23

  • AM Breakout Sessions
  • Main Stage
  • Call to Action: Capitol Hill
  • Capitol Hill Reception
  • Company Dinners
Hill Day!

May 24

  • AM Breakout Sessions
  • Closing Main Stage

From the Main Stage:

Elite Sales Strategies From TOP Advisors

Marc Schechter

Gerald Grant, Jr.

Best Selling Author &
Master of the Holistic Plan

Scott Jarred

Gerald Grant, III

Master of the Holistic Plan  

Main Stage Speaker Spotlight
Chairman Kevin Brady
Chairman Kevin Brady

Author of the 2017 Tax Bill

Federal Tax Changes Are Coming:

How can we be prepared?

The author of the 2017 Tax Bill, Chairman Kevin Brady is giving our Advanced Markets attendees a front-row seat to a discussion on how our profession can prepare for next year’s tax debate and the many trillions of dollars worth of taxes sunsetting at the end of 2025.

What Top Advisors Are Saying About Finseca's Advanced Markets

Who Attends

You absolutely need to be at Advanced Markets! You’ll learn ways to sell more life insurance, which is great. But you get to go to the Hill, which is the best part!
Gib Surles
Forbes-Shook 2023 Top Financial Security Professional. $1.4 Billion Sold

Some of our Advisors' Favorite 2023 Breakouts

The Next Generation
of Life Insurance

With Bobby Samuelson

Close More Large
Cases with Digital Marketing

With Bill Bell and Andrea Brandon

Opportunities & Pitfalls of
the HNW Female

With Caroline Brooks, Karen Hofmann,
and Eileen Shovlin

Annuity Strategies
for the HNW

With Jospeh Taylor, Brian Sak,
and Wade Pfau

Planning Techniques in Higher Interest Rate Environments

With Michael Amoia

The 3 Phases of Loan
Regime Split Dollar

With Jim Hebets and Jamie Hebets

The Venue

Marriott Marquis in Washington, D.C. is designed for the global traveler, located within walking distance of historic attractions. Finseca has negotiated a special rate for Advanced Markets 2024 participants.

Registrants will be notified once the Advanced Markets room block opens.


Hotel room block
Registrants will be notified once the Advanced Markets room block opens.

Nearby airport
– Ronald Reagan Washington National Airport (DCA) is 6 miles from The Marriott Marquis, or roughly 20 minutes(+) by car.
– Dulles International Airport (IAD) is 28 miles from The Marriott Marquis, or roughly 45 minutes(+) by car.

When should you plan to arrive and depart in Washington, D.C.?
We encourage all participants to arrive by the morning of Wednesday, May 22 and depart on Saturday, May 25 to take full advantage of the three days of education.

If you need additional assistance, please contact us at .

Sponsors and Exhibitors
Barbara Lecker, Vice President, Corporate Partnerships at

Call to Action: Capitol Hill
Jennifer Fox, Vice President, Political Affairs at

Registration for Call to Action: Capitol Hill is available at checkout for Finseca members, Sponsor/Exhibitors, or Speakers. To become a member, please contact .

Finseca will schedule your Congressional meetings and provide you with all the tools necessary to make your meetings impactful. Finseca will reach out to registrants when more information on Call to Action: Capitol Hill becomes available. 

If you need additional assistance, please contact Abigail Kapp, Coordinator, Political Affairs at

The majority of Advanced Markets 2024 events are business casual (optional blazer and tie for gentlemen).

Peter Mullin Award

“Give Until It’s Uncomfortable”

The Peter Mullin Award pays tribute to the industry visionary who established M Financial Group, revolutionizing the way the profession functions. This prestigious award acknowledges an individual who embodies Peter’s legacy by prioritizing clients, demonstrating integrity in leadership, and inspiring others to contribute to their communities.

Partner With Us

Interested in Sponsoring or Exhibiting?

Register Today

Super Early Bird Pass Ends:

Whether you’re looking for strategies and techniques to gather more assets, sell more life insurance, or ways to diversify your business into the retirement and annuity space, you need access to the secrets of the #1 advisors in the country outside your company/firm bubble.


Choose an option below if you are a Finseca member. If you have any questions about whether this option is right for you, please reach out to .

If you’re not a Finseca member and want the discounted price, join today!

FINSECA Member Regular Pass

$ 1,099
  • Considering bringing 3 or more attendees from your organization?

    Get a discounted rate for groups.

Non-Member Regular Pass

$ 1,599
  • Want a better rate? Become a Finseca Member

    Member discount on registration is $550–more than the cost of annual Pro-level membership! Members have exclusive access to recordings of certain mainstage sessions after the event in our learning center. You also gain access to tools, support, and network to grow your business.

Finseca Member Early Bird Group Pass

Considering bringing 5 or more attendees from your organization? 
Get a discounted rate for groups.

Enterprise Member All Access Pass

This applies to Finseca Enterprise members only. 
If you are unsure if you are an enterprise member, please reach out to

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