This session breaks down the attorney walkthrough: the moment you bring the client and the estate planning attorney together to walk through the recommended strategy, a trust-based approach, with the attorney handling the technical detail while you lead as translator. Done right, this meeting accomplishes two things at once: the client and attorney build real ... Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Marty Nanne | Managing Director at NFP Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
At N45, Alec McChesney, VP of Revenue at Velocity Advisory Group, gave principals a tactical playbook for using AI to reclaim time, sharpen decisions, and lead their teams through the shift. This follow-up webinar goes further. Alec returns for a live, in-depth conversation to unpack the plays in more detail, answer your questions from the ... Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc
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 ... Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Ande Frazier | Partner at Peachtree Planning Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
Our exclusive Luminary Calls are a special opportunity reserved for Influencer members, their clients, and referral sources. Join us for quarterly video sessions featuring renowned public policy experts and visionary industry thought leaders. Register for this session! Speakers: Josh Holmes | President & Founder Partner at Cavalry John Michael Gonzalez | Partner at Tiber Creek ... Read more
This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to set the meeting, they need to get the client to say, “How do you do that” Like the unmeetings, Forum 400 Let’s Chats are open-format ... Read more
This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth transfers, business continuation, executive benefits, corporate and bank owned life insurance, retirement planning, including deferred compensation, private placement life insurance, annuities, and international needs, we ... Read more
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 ... Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc
Join us on this call to have an open discussion on year-end planning, but mainly on what members are working on for 2027. These can be minor or major changes members are making to grow their business next year. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
