Watch for this bi-weekly newsletter in your inbox on Tuesday evenings. Stay up to date on legislative and political happenings at both the national and state level so you can be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more
This report is only for Influencer level members. Watch for this bi-weekly in-depth report in your inbox on Thursday evenings. The Washington Report keeps Finseca’s advanced markets practitioners on the cutting edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more
Watch for this bi-weekly newsletter in your inbox on Tuesday evenings. Stay up to date on legislative and political happenings at both the national and state level so you can be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more
Join us for a quick orientation to all you need to know about your Finseca membership! We’ll cover all of the benefits and resources you have access to, an overview of Finseca’s advocacy work on behalf of the profession, upcoming events, and how to get more involved. Register Here!
Peter W. Mullin, a co-founder of the M Financial Group, was a visionary leader who reimagined our entire industry with thoughtful guidance and commitment to innovation and excellence while steadfastly remaining faithful to his core principles. To honor his legacy, the annual Peter W. Mullin Visionary Leadership Award will be granted to an individual who: demonstrates ... Read more
With major tax changes on the horizon for 2025, Finseca is bringing you an exclusive members-only opportunity to stay informed and prepared. Join Jennifer Fox, Finseca’s Vice President of Federal Affairs, and Josh Holmes, Founding Partner of Cavalry, for an insider’s pulse check on where Congress stands today and what that means for the future of tax ... Read more
This will be an open discussion on how members use specific language when they are limited in time to set a meeting. What to say that will almost certainly get a response of “How do you do that” Like the unmeetings, Forum 400 Let’s Chats are an open format discussion held monthly. Let’s Chats are ... Read more
Please note this is an Influencer-Only Call Register Here!
This report is only for Influencer level members. Watch for this bi-weekly in-depth report in your inbox on Thursday evenings. The Washington Report keeps Finseca’s advanced markets practitioners on the cutting edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions. To view ... Read more
Forum 400 is now accepting speaker submissions for the Forum Annual Meeting, January 24-27 in Nashville, TN—and we’re looking for dynamic voices to lead the way. Whether you’d like to present a session, join a panel, or serve as a moderator, this is your opportunity to contribute to the powerful conversations that define our community. Please note ... Read more
Watch for this bi-weekly newsletter in your inbox on Tuesday evenings. Stay up to date on legislative and political happenings at both the national and state level so you can be informed and prepared to act on behalf of the profession. To view the Finseca Policy Newsletter archive, click here. All members are able to receive ... Read more
