By now, you have probably heard that the DOL is jamming through a new fiduciary-only rule. Compliance is going to go up. Compensation is going to go down. And, candidly, the DOL doesn’t care. But there is still a path forward with our elected officials in Congress.
If you haven’t yet contacted your Members of Congress, you have a chance to do so by participating in the unique experience offered at Advanced Markets. Attend Thursday’s program which is designed to help you prepare for your visit to Capitol Hill.
Start time, 7:00AM – End time, 6:30PM
**Agenda subject to change**
7-7:45 AM
State Advocacy Working Breakfast
Join Finseca’s State Advocacy Working Group and NY Advisory Group for a breakfast session where we will provide updates on important issues we are currently working on and monitoring across the country. This is a great opportunity for you to learn about our advocacy efforts and even get involved! During the session, we will discuss a range of topics, including our efforts to change Reg. 187 in New York, updates on standards of conduct in various other states, activity related to long-term care, potential threats of wealth tax, NAIC activity, and much more! So grab your breakfast and join us for an informative session.
8-8:45 AM
Breakout Sessions
The 10 breakout sessions are listed on the website, view them here!!
9:00 AM-12:35 PM
Main Stage
12:15 PM – 1:30 PM
Grab-N-Go Lunch
Before heading to the Hill, make sure to get yourself a boxed lunch! Grab your lunch, take a bite, and keep the momentum going as you make your way to Capitol Hill!
12:30 PM – 5:00 PM
Transportation for Call to Action: Capitol Hill
Buses will be running in a continuous loop from the Marriott Marquis Washington DC to The Capitol.
12:30 PM – 5:00 PM
Call To Action: Capitol Hill Day
Join your colleagues for Finseca’s signature Call to Action: Capitol Hill Day. This unparalleled event allows participants the opportunity to meet with their local Members of Congress and Congressional staff to advocate for families, businesses, and the life insurance industry. Don’t miss this chance to participate directly in the political process on Capitol Hill, engage with experts during exclusive Finseca Town Halls, and see the historic sights in Washington, D.C.!
5:00 PM – 6:30 PM
Capitol Hill Reception
Join us at the Observatory at America’s Square for cocktails (or mocktails), indulge in hors d’oeuvres, and mingle with fellow attendees who went up to the Hill! Let us celebrate another great Finseca Advanced Markets Call to Action: Capitol Hill Day!
If you are interested in experiencing all Advanced Markets offers, you can purchase a full event pass here!
Chairman of Karr Barth Associates
The Finseca Advanced Markets annual meeting is a great opportunity for members of our industry to visit Capitol Hill with our Congress men and women to protect our interests, and the promises we make to our clients. I’m excited to be back in DC next week for the 2023 meeting, and hoping to get another yearly picture in front of the Capitol Building like this one from 2019 with Scott Budriss #finseca #advancedmarkets #nationscapital #capitolhill
Vice President, Advanced Sales @ Penn Mutual
It is always great heading to Capitol Hill to meet with our elected representatives and their key staff members. I was proud to lead a group which included Donald Curristan Scott Paine Blake Barens and Tucker Stone to educate the members and their staff on issues related to financial security and to tell them about Finseca and all the important work they do. It was a particularly great honor to finally have a chance to meet with Congresswoman Kim who represents Laguna Hills (which is where I live).
Internal Wholesaler at Lincoln Financial Group
Amazing experience this week at the Finseca Advanced Markets Conference advocating for our profession on Capitol Hill. The work of the financial services industry is so crucial to the security, stability, and happiness of all Americans. Being able to connect with policymakers and colleagues to discuss the issues impacting our industry and the work we do was an honor. So many great takeaways and experiences, it has been one of the best moments of my career so far.
Internal Sales Manager at Lincoln Financial Group
This week we had the privilege of #advocating for #FINSECA in Washington DC and on Capitol Hill. The #opportunity to attend this conference each year is so incredibly important as we partner together with our newest hires, colleagues, customers and friends and reinforce the importance of the services we provide every day. It is #inspirational to feel the palatable passion we all have for what we do as we discussed important issues impacting our industry today.
I am so #grateful to Andrew Bucklee, CLU, ChFC, CFP for the opportunity to be a part of these efforts, to bring in new #members through the #FINSECAFutures program and I feel so #privileged to work for #LincolnFinancial, a proud sponsor and supporter of our membership in this incredible, diverse and innovative community of experts and professionals!