With much of the tax code set to be rewritten in 2025, Finseca is bringing you an exclusive opportunity to join us for a ‘Road to Tax Reform’ series. Join Finseca and our team of experts as we equip you and your circles of influence with all the intel you need to successfully navigate the ... 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
Forum Members - Join us Thursday, February 12 from 11am - 12 pm ET for a special edition of the Let’s Chat series: How I Already Made Money from the Annual Meeting. This session will provide a platform for discussing the main insights gained from the Annual Meeting, as well as sharing the ideas that members have incorporated into ... 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 a House perspective on tax, debt ceiling and government funding. Forty-nine House Republicans and a dozen senators have never voted for a law to raise the debt limit, so it’ll need be a bipartisan deal and will this unlock other bipartisan opportunity? Join Finseca Vice President of Federal Affairs, Jen Fox and ... 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
Please note this is an Influencer-Only Call Reconciliation is the budget tool that will drive the tax bill forward — and that process must start in the House of Representatives. Join us on February 20 at 2 p.m. ET for an exclusive session featuring Eric Schmitz, senior staff member to House Speaker Mike Johnson, as ... 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. Click this link to register! Click the ‘Add ... Read more
Join us for an inspiring session hosted by Bonnie Godsman, as she interviews Amy Jamrog, a Certified Financial Planner®, best-selling author, speaker, coach, and founding partner of The Jamrog Group. With over 28 years of experience, Amy has transformed the financial journeys of countless individuals, families, and business owners. She is not only a leader in the ... 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
