WASHINGTON – A coalition of trade associations, including Finseca, told Congressional leaders today that the Protecting the Right to Organize (PRO) Act “would cause significant disruption” that would affect consumers’ access to insurance, investment and retirement security solutions. Collectively, the coalition represent more than 100,000 individual small business owners, broker-dealers and insurance companies providing financial...
Press Releases
WASHINGTON, D.C. (July 15, 2021) – Forum 400 announced today that its Board of Directors has voted to initiate a process to explore a merger with Finseca, creating a stronger community where the highest-performing life insurance advisors join the home of the top financial security professionals. This process is the culmination of an extensive due…
WASHINGTON, D.C. (June 1, 2021) – Finseca announced today that Jeri Turley, Principal at Winged Keel Group, has assumed the role of Chair for the Finseca Board of Directors. Turley succeeds Kelly Kidwell, who has served as Chair for the Finseca Board of Directors since September 2020. “Jeri is an extraordinary leader who is extremely…
WASHINGTON, D.C. (May 24, 2021) – Finseca issued the following statement after Senators Ben Cardin (D-MD) and Rob Portman (R-OH) introduced the bipartisan Retirement Security and Savings Act of 2021: “Finseca is committed to advancing the cause that serves as the inspiration behind our name, Financial Security for All,” said Marc Cadin, Finseca CEO. “We...
WASHINGTON, D.C. (May 18, 2021) – Finseca is pleased to announce it has added more than 1,000 new financial security professionals this year to its membership. Finseca debuted in September 2020 with the lofty ambition of achieving financial security for all as well as reunifying the entire financial security profession. Eclipsing the 1,000 new member…
Washington, D.C. and WINDSOR, Conn., May 12, 2021—Finseca Foundation and LIMRA today announced a research partnership to study the retention and productivity challenges impacting the financial security profession. High rates of turnover among those new to the financial security industry are an ongoing challenge. This affects productivity, consumers and the industry’s ability to attract and…
WASHINGTON, D.C. (May 5, 2021) – Today, Finseca issued the following statement as the House Ways & Means Committee prepares to markup the Securing a Strong Retirement Act of 2021: “We can and must do more as a nation to empower people to save and retire with dignity,” said Marc Cadin, CEO. “We applaud Chairman…
Washington, D.C. (April 29, 2021) – Finseca issued the following statement after the New York Supreme Court Appellate Division unanimously found the regulation 187 amendment to be unconstitutional. “Our members have tried mightily to comply with the regulation, but, as the Court found, it has been extremely difficult to meet the vague and subjective standards...
Washington, D.C. (April 20, 2021) – The Finseca Foundation announced the launch of a new strategic partnership today with Money Master Kids. The two organizations will work together to educate children of all ages in financial literacy. Money Master Kids is a financial literacy curriculum company that strives to teach children financial life skills. This...
WASHINGTON, D.C.—Today, the Finseca Foundation announced the launch of a new industry designation, the Finseca Foundation Certified Professional Business Coach (CPBC) designation. The CPBC designation ultimately helps financial security professionals lead their teams, lead their clients, and reinforces the crucial value of business coaching on vision, mission, goals, values, and effective business practices. “A key…