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UID:10000499-1781010000-1781012700@www.finseca.org
SUMMARY:Rewind with Zocks - Introducing Zocks: The AI Assistant for Financial Advisors That Saves You 10+ Hours a Week
DESCRIPTION:Zocks is a fast-growing\, privacy-first AI assistant built specifically for life insurance advisors\, helping save 10+ hours per week by automating meeting prep\, notes\, fact-finds\, application prep\, document processing\, illustration follow-ups\, and more. It plugs into your existing systems with powerful integrations and enterprise-ready controls\, turning every client conversation into structured\, accurate data and insights that deepen relationships and drive growth. Thousands of advisors and firms across leading carriers\, IMOs\, and BGAs already rely on Zocks. In fact\, Zocks is the #1 rated AI Assistant in financial services on G2.  \nWhat You’ll Learn:\n\n\n\nHow life insurance advisors and agents are using AI to save 10+ hours per week\nA live look at Zocks in action for meeting prep\, fact-finds\, and follow-ups\nPractical ways to cut admin work without sacrificing client experience\nReal-world examples of AI-powered efficiency inside life insurance practices\nJoin us for a tactical session designed to help you quickly reclaim time in your week and modernize your firm’s workflow.\n\n\n\n\nRegister for this session! \nSpeakers: \n\nBrad Stoub | GM at Zocks \n 
URL:https://www.finseca.org/event/lamp-rewind-with-zocks-introducing-zocks-the-ai-assistant-for-financial-advisors-that-saves-you-10-hours-a-week/
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UID:10000517-1781019000-1781024400@www.finseca.org
SUMMARY:Virtual Finseca Financial Security Leadership Designation - June 2026
DESCRIPTION:Exclusively for WFG leaders\, the Virtual Finseca Financial Security Leadership Designation is a practical leadership development program built around The Leader’s Promise—leading yourself\, leading your team\, and leading the profession. Participants will explore values-based leadership\, recruiting and developing high-performing teams\, and advocating for policies that expand financial security opportunities for the clients and communities they serve. \nInterested in participating? Contact ckline@finseca.org to learn more and register.
URL:https://www.finseca.org/event/virtual-finseca-financial-security-leadership-designation-june-2026/
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