Advocate
Finseca unifies the profession and raise our collective voices to advocate for effective public policy that advances financial security for all. Our advocacy agenda focuses on policy that support delivering more people a holistic financial plan that includes life insurance, retirement planning, and investments. It includes core tax treatment of life insurance and annuities, retirement policy, standards of conduct, preserving the entrepreneurial spirt of the profession and tackling the savings and liquidity crisis for American families. We educate policy makers about the profession and the value of personalized professional advice for helping Americans become more financially secure.
