Listen to Finseca Chair-elect Jeri Turley on conversations she has with clients and prospects about the impending tax changes, and how Finseca’s resources are critical to her outreach.
The American Jobs Plan was released last Wednesday which includes significant corporate taxes increases. The second package is expected to be released in May, which will also include significant new tax increases. Learn more at https://www.finseca.org/.
If you read the Finseca Daily, you know that President Biden is considering chucking the Senate’s filibuster, which could turn the prospect of the PRO Act becoming law into a reality. You also know about the possible tax law changes, like a potential inheritance tax outlined in this must-read opinion piece written by President Biden’s...
This week, we launched the first edition of the Finseca Policy Forecast. And finally, Finseca.org will soon host a new action center with expert tax and regulatory insights, what they mean, and how to relay this to your clients.
For this special Sunday message, I am joined by Finseca Chair and CEO of Pacific Advisors Kelly Kidwell. Listen below to hear our discussion on the ups and downs of the year, and what has allowed his agency to not only survive, but thrive during the global pandemic.
The entrepreneurial spirit that is essential to the success of so many in the profession is under threat. There’s a bill currently being considered by the House of Representatives which would call into question the independence that so many in the profession currently enjoy. Listen above for more of my thoughts on this important issue.
While 2020 was a challenging year, I’ve consistently heard from firms on their record success. There’s no doubt that more clients are open to a conversation about financial security than ever before. Our ability to take advantage of the opportunities in the year ahead will only be limited by our capacity to LEAD.
Finseca 360 is not your father’s content library. This platform is changing the game for the businesses and advisors of tomorrow. Access to top-tier resources and a network of financial security experts is right in your back pocket (literally), whenever, wherever you want. Plus, there’s new content added weekly, so you’re getting the most current…