Events

Events Search and Views Navigation

Event Views Navigation

Today

  • Exclusive Influencer Call: Jason Fichtner on Social Security and the Future of Retirement Security

    Our next Influencer Call features Jason Fichtner, Executive Director of the Retirement Income Institute at the Alliance for Lifetime Income, by LIMRA, and one of the nation’s leading experts on Social Security, fiscal policy, and retirement security. In this session, Fichtner will share insights into the nation’s long-term fiscal trajectory and explore innovative approaches to retirement ... Read more

  • Women at the Top: A Conversation with Lisa Todd

    Join Bonnie Godsman for an insightful conversation with Lisa Todd, Head of Distribution, Financial Distributors at Corebridge Financial. With more than 30 years in life insurance distribution, Lisa has led high-performing sales teams, driven innovative strategies, and built lasting partnerships across the industry. Her career includes leadership roles at MassMutual Strategic Distributors, Pacific Life, John ... Read more

  • Experts in the Field: Claims and an Empathetic Curiosity with Amy Chinn

    In a profession often defined by numbers, processes, and risk, empathy can be a powerful differentiator. Join Amy Chinn, CLTC, Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial, for a candid discussion on how compassion and connection can transform claims organizations, elevate team culture, and improve outcomes for clients. Drawing on ... 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

  • Conversations that Close: Live with Taylor Sledge

    Join us for the launch of Conversations That Close, Finseca’s new webinar series highlighting real-world planning approaches from leading advisors that turn prospects into clients. Each session offers practical ways to start, guide, and conclude client conversations that lead to meaningful action.  Taylor Sledge, Founder and President of Sledge & Company and Forbes 2025 Top Best-in-State ... 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

  • Leadership Alumni Program: with Guest Amy Jamrog

    More details on this session are coming soon! This program is exclusive for Finseca members who’ve completed a professional development program with Finseca, email Learning@finseca.org for more details! 

  • Election Results & Tax Reform Impact: What You Need to Know

    The November elections have shifted the political landscape—and with midterms, redistricting, and new legislative priorities on the horizon, the implications for tax policy and financial planning are significant. Join Jen Fox, Finseca’s Vice President of Federal Affairs, for a timely conversation with Jonathan Jones and Jeff Shapiro of Tiber Creek at 3 pm ET on November ... Read more

  • Forum 400 Let’s Chat: What Forum 400 Members have Planned for their own Business Succession and Ways Members have Grown through Acquisition 

    This will be an open discussion on how members plan to retire and sell their practice. We will have numerous members share their succession plans and stories of what worked well, along with the lessons learned from their experiences. We will also have members discuss how they acquired books of business to their businesses. Like ... Read more

  • WFG EXCLUSIVE: How Strategic Partnerships Shape the Profession

    Join Marc Cadin, CEO of Finseca, and Mike Martini, President & CEO of Crump Life Insurance Services, as they discuss:  ✨ The evolving role of distribution in financial services  ✨ How strategic partnerships create leverage for advisors  ✨ What WFG professionals can do to position themselves for long-term success  This is more than a webinar—it’s ... 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

  • WFG Exclusive: Fall/Winter 2025 Town Hall Series

    Success in financial services takes more than hard work—it takes the right knowledge, tools, and connections. That’s why Finseca, your national trade association, is bringing WFG professionals exclusive access to the brightest minds and most proven strategies in the profession. Across this five-part webinar series, you’ll: Learn from industry leaders and top advisors who are ... Read more