CEO Message

Are you looking for content to share with clients? Ernst & Young, a global leader in consulting, strategy, and tax services, recently published a study that provides validation that holistic financial plans that leverage permanent life insurance and deferred income annuities provide better returns than those that simply focus on investments.

Happy Fourth of July! As we gather with friends and family this holiday weekend, here are some reflections on Finseca, our Founders, and our great country.

Each one of us knows the power of human connection. Face to face interactions, laughing together, and learning together is something many of us may have taken for granted at one point. With each day bringing us one step closer to returning to normal, we are eager to reconnect with you all – in person…

This month, we welcomed the 2021-2022 Finseca Board of Directors. Thank you to all who voted to approve this slate of servant leaders, chaired by Jeri Turley.

I’ve heard from so many in the profession that it’s time to reconnect. Finseca’s inaugural annual conference, ELEVATE 2021, is open for members-only registration. Spots are limited – that’s why we’re limiting registration to only members until July 1st.

The U.S. Treasury Department’s “Green Book,” a more detailed look at the tax proposals in the budget, includes previously discussed and new details that could impact your clients’ planning strategies. With a steady flow of tax developments coming out of D.C., it can be difficult to cut through the noise—but Finseca is here to guide…

As you may have seen in the Finseca Daily, President Biden’s budget will assume capital-gains tax rate increases began in April. Many of your clients will wonder what this means for them. In turn, that means your work is more important than ever.

We all know that the failure rate of new advisors entering the business has been too high for too long. Listen above to hear how Finseca and LIMRA are working to improve retention in the financial security profession.

We anticipate that Congress could enact serious changes to the tax code as early as September. Listen above for a timeline on what we predict will occur over the next few months.