Revisit the energy, connections, and breakthroughs that defined the Advanced Markets experience. Explore all Advanced Markets Photos!
This isn’t just another industry event – it’s for those who serve the most sophisticated clients and business owners.
This year’s event is designed around three powerful themes that drive every conversation and give you a chance to step outside your firm’s bubble, break into new markets, and learn alongside some of the true giants of the profession.
New this year:
Cutting Edge Strategies
Curated by elite producers, for elite producers.
Economic Trends & Public Policy Insights
Anticipating trends that impact your clients and your business.
Technology & the Next Generation
New revenue channels for transforming advanced planning.
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Seasoned advisors and holistic planners skilled in advanced life insurance and annuity strategies or comprehensive AUM-based wealth management, serving business owners and high-net-worth clients.
Including expertise in: advanced sales concepts, business succession planning, executive benefits, premium financing, estate and wealth transfer strategies, closely held business planning, integrated risk management, retirement income and distribution planning, and holistic wealth management across insurance and investment platforms.
Organizations and leaders that partner with our members to expand consumer access to protection, retirement, and annuity solutions—and strengthen financial security nationwide.
Including: Carriers, producer groups, wirehouses, RIA firms, fraternal organizations, and other distribution partners.
Organizations that deliver products, services, platforms, or strategies designed to support financial security professionals.
Including solutions that: streamline operations, meet compliance requirements, enhance client engagement, optimize service delivery, and enable sustainable growth.










View the full agenda here.
I really have the highest regard for America’s Financial Planners.
This event allows you to be greater than anything you could have ever imagined.
We’re here because we’re arming our teams with really effective strategies.
Advanced Markets is THE national event of the year to attend, period.
This session brings you into the kind of quiet, behind-the-scenes chat most people never get to hear — because to prepare for what’s coming, you need to understand how we got here and how power really works in Washington. John Boehner and Kyrsten Sinema will draw on the fights you didn’t see and the deals that never made the headlines to frame what the next storm in politics and policy could look like for your clients and your business. No cameras. No filters. Just clear insight from two people who have lived it — either you’re in the room, or you’re out of the conversation.

Jack Elder will show how he uses simple math to change that view. In this session, he walks through how he explains life insurance and long-term care to clients and their other advisors in a clear, calm way. You’ll see how the numbers can speak for themselves and how to make the case for insurance without pressure or sales talk.
What do they stand for? How should they navigate what comes next? And how might they build cultures where people can do their best work and be their best selves?
In this provocative and practical presentation, #1 New York Times bestselling author Daniel Pink offers a fresh set of strategies. Pink will draw on an unprecedented two-year study of our most misunderstood emotion: regret. He will show that ignoring or rejecting regrets is a colossal mistake. Instead, confronting regrets systematically can deliver an array of organizational benefits. It can sharpen leaders’ decisions, speed learning and development, and boost individual and team performance.
In particular, he will show how the four core regrets shared by people around world contain the seeds of a reimagined and more powerful corporate culture. By understanding what people regret the most, we can learn what they value the most – and that can help organizations of every kind attract top talent, deepen employee engagement, and strengthen loyalty and commitment.
With Pink’s trademark blend of big ideas and smart takeaways, compelling stories and sharp humor, this presentation provides an urgent and inspiring map for flourishing in unpredictable times.
You will learn:

Sponsor with us to reach the top financial security professionals and gain exposure at Finseca’s Advanced Markets Conference—the nation’s premier advisor event. Connect with top advisors, showcase your solutions, and position your brand at the forefront of the industry.
If you are a member, sign in below to view your discounted ticket rate. Not a member? Register below or click here to learn more about becoming a member and save on your ticket registration. If you have any questions about which of these options are right for you, please email us.
*Please note: If you are planning to attend Joint Day on the Hill, you must be in Washington D.C. and ready to leave for Capitol Hill at 8 AM on May 19th. You will be charged $250 if you cancel after May 8 or if you do not attend.
Want a better rate? Become a member!
Member discount on registration is $600–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.
This applies to Finseca Enterprise members only. If you are unsure if you are an enterprise member, please reach out to membership@finseca.org.