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
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
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
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!
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
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
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
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
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
