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  • The Washington Report Newsletter

    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

  • Finseca Policy Newsletter

    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 400 Let’s Chat: How I Already Made Money from the Annual Meeting  

    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

  • Conversations That Close LIVE with Jeremy Pugliese

    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

  • Exclusive Influencer Only Call: Live Heckerling Update with Todd Steinberg & Jeremy Brown of Loeb & Loeb

    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

  • The Washington Report Newsletter

    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

  • Experts in the Field: Work Smarter, Sell Better: A Practical AI Session for Insurance Pros

    Smarter Selling With AI explores how insurance and advisory sales leaders and their teams can use AI as a personal efficiency engine, shifting time away from administrative work and toward high-value, relationship-driven selling. The session frames AI as an enabler, not a replacement, demonstrating how top performers leverage data, personalization, and intelligent tools to move ... Read more

  • Finseca Policy Newsletter

    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

  • The Washington Report Newsletter

    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

  • Guaranty Associations 101

    Join Melissa Bova, SVP of State Affairs & Policy at Finseca & Katie Wade, President of the National Organization of Life & Health Insurance Guaranty Association (NOLHGA) for a webinar that will provide a clear, practical overview of life and health insurance guaranty associations and their role in the U.S. insurance safety net. This session ... Read more