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

The Largest Gathering of the Top Financial Advisors in the Country

50 +
Hill meetings
200 +
Attendees
20 +
Speakers

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, 1:00pm – End time on Friday, 11:00am

Wednesday,
May 22

  • PPLI Special Session
  • Kick Off Welcome Reception
  • Breakout Sessions
  • Break in Exhibit Hall
  • Main Stage
  • Chair Reception
  • COLI/BOLI Happy Hour
  • Company Dinners

Thursday,
May 23

  • Breakfast in the Exhibit Hall
  • Women’s Breakfast
  • State Advocacy Working Breakfast
  • Breakout Sessions
  • Break in Exhibit Hall
  • Main Stage
  • Grab-n-Go Lunch
  • Call to Action: Capitol Hill
  • Capitol Hill Reception
  • Company Dinners
Hill Day!

Friday,
May 24

  • Breakfast in the Exhibit Hall
  • Breakout Sessions
  • Break in Exhibit Hall
  • Closing Main Stage

You Can't Get This Anywhere Else!

We provide exclusive access to top advisors, lawyers, lobbyists, and politicians, giving you insights into current events and strategies to help your clients prepare.

Main Stage Spotlight

Bill Belichick, Advanced Markets Keynote Speaker

Bill Belichick

Legendary Coach & 8 Time Super Bowl Champion Sponsored by John Hancock & NFP

Untitled design-15

Chairman
Kevin
Brady

Author of the
2017 Tax Bill

4

Scott Jarred

INVST

6

Marc Schechter

Schecter

Jordan

Jordan Smith

Schecter

Forbes RIA Firms 2023

Wealth Transfer

Here comes the sunset:

What affluent clients are doing to maximize the increased exemption. 
Sponsored by: Penn Mutual

3

Bill Bell

Penn Mutual

1

Chris Erblich

Husch Blackwell

2

Todd Steinberg

Loeb and Loeb

Premium Finance:

Protect the legacy of HNW clients in partnership with advisory teams.

5

Mike James

NFP

7

Julian Movsesian

Succession Capital Alliance

High Net Worth Strategies

Winning HNW Clients:

Find and serve HNW clients through life insurance.

13

Eleanor Johnson

Highland Capital Brokerage

12

Marty Nanne

NFP

14

Corey Schneider

Sentinel Solutions

15

Tim Maguire

Karr Barth

Annuity concepts for the HNW Market:

Expand your expertise and discover a roadmap for the annuity marketplace.

11

Bobby Samuelson

Life Innovators

Business Planning:

Gain insight into optimal NQDC plan designs, funding strategies, the role of COLI, how to spot opportunities, and success stories.

Todd V

Tony Van Dervort

Karr Barth Administrators, Inc.

Comprehensive Wealth Management: Opportunities on the Table

Learn how to capitalize on this growing demand with your HNW clients.

Scott Prechtel

Scott Prechtel

@Aspen

Inside Washington

Washington Report

Washington Report LIVE

The most popular presentation of the year, packed with experts talking through the public policies that impact the profession and your clients. This is your chance to gain access to all the latest intel!
Sponsored by: Allianz

Call to Action: Capitol Hill Day

This experience only happens at Finseca's Advanced Markets and is a bucket list opportunity you don't want to miss! The process is simple. You will be matched with a team of Finseca members and one of their dedicated staffers. We will schedule Congressional meetings for you and ensure you have all the necessary tools to enjoy the experience of actively participating in the legislative process.

Masters of Holistic Planning

The Power of Generational Wealth: It's more than Dollars and Cents:

Holistic planning strategies designed to address your client’s complex needs and grow your business.

8

Gerald Grant, Jr.

G Financial Group

9

Gerald Grant, III

G Financial Group

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.

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

Networking Opportunities

Kick Off Welcome Reception

Wednesday, May 22 | 1-2:00PM
Gather together and reconnect at the Advanced Markets opening reception.

Chair’s Reception

Wednesday, May 22 | 5:45-6:45PM
Join us for an evening of celebration as we honor our Chair Rick Van Benschoten.
Sponsored by MassMutual

COLI/BOLI Happy Hour

Wednesday, May 22 | 6:45-7:30PM
Relax, network and learn about COLI/BOLI at a happy hour.

Women’s Breakfast

Thursday, May 23 | 7-7:45AM
Join us for breakfast and support the Finseca Women's Program. Bring a guest, male or female.
Sponsored by OneAmerica

The Venue

Marriott Marquis in Washington, D.C., is designed for the global traveler and is within walking distance of historic attractions. 

The conference rate is no longer available. Please use this link to book directly with the hotel.

FAQs

Hotel room block
The conference rate is no longer available. Please use this link to book directly with the hotel.

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 blecker@finseca.org

Call to Action: Capitol Hill
Jennifer Fox, Vice President, Political Affairs at jfox@finseca.org.

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 akapp@finseca.org

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

Peter W. Mullin Visionary Leadership Award

IF YOU CAN DREAM IT, YOU CAN MAKE IT HAPPEN.”

The Peter W. Mullin Visionary Leadership Award pays tribute to Peter W. Mullin, a co-founder of the M Financial Group. He was a visionary leader, who reimagined our entire industry with thoughtful guidance, and commitment to innovation and excellence, while steadfastly remaining faithful to his core either and principles.This prestigious award acknowledges an individual who demonstrates exemplary and courageous leadership skills, inspires others, embraces philanthropy, and demonstrates loyalty, integrity, innovation, and commitment to excellence.

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 Pass

$ 1,399
  • Considering bringing 3 or more attendees from your organization?

    Get a discounted rate for groups.

Non-Member Pass

$ 1,899
  • 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 membership@finseca.org.

What Top Advisors Are Saying About Finseca's Advanced Markets

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