With the March 14 government funding deadline approaching, bipartisan cooperation will be critical to avoiding a shutdown—but the implications go far beyond just keeping the government running. How Congress navigates this deadline will set the stage for the broader tax debate and the role of reconciliation in shaping fiscal policy. Join us on March 31 ... 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
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
Join us for an insightful conversation with Jamie Cummins, Senior Tax Counsel for the U.S. Senate Finance Committee. This discussion will focus on the reconciliation process, key timing considerations, and the objectives shaping tax policy decisions. Register Here!
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 will be an open discussion on how to members are taking notes during client meetings, how they are organizing them afterwards, and tracking follow ups effectively. Like the unmeetings, Forum 400 Let’s Chats are an open format discussion held monthly. Let’s Chats are an exclusive opportunity for Forum 400 members to share their thoughts ... Read more
Join us for the next installment of Finseca’s Road to Tax Reform series featuring Capitol Hill veterans Jan Beukelman and Jen Olsen, two of the Senate’s most trusted policy experts. They’ll break down the latest developments in the upper chamber, share behind-the-scenes insights, and explain how it’s all coming together into one comprehensive (and potentially game-changing) tax package. Whether you're ... Read more
Please note this is an Influencer-Only Call Register Here!
In this session, Shannon Maguire, Vice President at Karr Barth Associates, will share her journey of stepping into leadership in just her second year in the business. She’ll discuss what attracted her to leadership and how she’s working to change the game for the next generation of leaders. You’ll gain insights into: How to identify ... 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
