Advocate

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