Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

State advocacy

Finseca’s mission is to advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.

A recent study by Ernst & Young shows that applying just 30 cents on each dollar of savings to term/permanent life insurance or annuities yields better results than investment-only options.

We work to educate lawmakers and regulators about the financial security professionals who serve clients every day in communities across the nation with comprehensive and holistic financial planning and the policies that will enhance the profession’s ability to grow and serve more people.

  • Collaborate with and monitor activity in the National Conference of Insurance Legislators (NCOIL) and National Association of Insurance Commissioners (NAIC).
  • Taxes
  • Worker classification (Independent Contractor)
  • Long Term Care
  • Standards of Conduct (regulatory & compliance)
  • Regulation of products
  • Licensing
  • Recruitment, retention and diversity 

For more information or to get involved in our state advocacy efforts, contact Melissa Bova, Vice President of State Affairs.

Long Term Care Activity—States We Are Watching

Finseca State Advocacy

“The financial security profession is at a crossroads, and at a time of great economic turmoil, we need to work together to achieve results for our members and their clients.”

– Phillip Held, Chairman of Finseca NY


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Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.


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