Press Releases

Financial Services Coalition Warns “Significant Disruption” from Pro Act Would Harm Consumers

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...

Forum 400 Announces an Intent to Explore a Merger with Finseca

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…

Finseca Welcomes New Chair Jeri Turley of Winged Keel Group

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…

Finseca Thanks Sens. Cardin and Portman for Leadership on Retirement Security

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...

Finseca Continues to Rapidly Expand Membership

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…

Finseca Foundation and LIMRA Establish Research Partnership to Advance the Financial Security Profession

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…

Finseca Applauds Unanimous Decision Finding Reg 187 Amendment Unconstitutional

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...

Finseca Foundation Announces Strategic Partnership with Money Master Kids

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...

Finseca Foundation Announces New Business Coaching Designation

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…