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 our prep call January 28th!
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
All the latest from the Forum Annual Meeting will be available exclusively to Forum members. Keep an eye on your Forum Resource Library for updates coming soon!
Your monthly guide to excellence in brokerage operations and professional growth
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
This will be an open discussion on the key takeaways from the Annual Meeting. Which ideas members have implemented into their practice and successes that have come from them. 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 ... Read more
In this 30-minute Conversations That Close session, Jeremy Pugliese shares how he built a thriving practice by serving one specific niche: business owners in the trades. Contractors and skilled tradespeople are exceptional at their craft, but often haven’t been coached on running a profitable, transferable business. Jeremy walks through how he frames that first conversation, ... Read more
The annual Heckerling Institute on Estate Planning is one of the largest gatherings of estate and business planning attorneys, CPAs, and advisors. Join our next Influencer-Only call as Todd Steinberg and Jeremy Brown of Loeb & Loeb break down what mattered most: key planning trends, recent tax developments, notable court decisions, and the impact of H.R.1, joined by host Maggie ... 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
