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 ... Read more
Events Calendar
10 events found.
Events
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Rewind with Zocks – Introducing Zocks: The AI Assistant for Financial Advisors That Saves You 10+ Hours a Week
Zocks is a fast-growing, privacy-first AI assistant built specifically for life insurance advisors, helping save 10+ hours per week by automating meeting prep, notes, fact-finds, application prep, document processing, illustration ... Read more
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Virtual Finseca Financial Security Leadership Designation – June 2026
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. ... Read more
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Experts in the Field: 4 Ways High EQ Advisors Lift Client Sentiment (From Today’s Advisor Trends)
70% of the client experience comes down to how clients feel they are being treated, according to McKinsey research. Join Women in Insurance & Financial Services (WIFS) and Finseca for ... Read more
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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 ... Read more
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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 ... Read more
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Forum 400: How members are ACTUALLY getting referrals
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, ... Read more
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NAILBA Certified Edge Newsletter
Your monthly guide to excellence in brokerage operations and professional growth
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Influencer Only Call: with Luminaries Kuldeep Madan & Vincent M. D’Addona
Few advisors have mapped the intersection of compounding wealth and estate tax exposure as precisely as Kuldeep Madan. What makes it even more remarkable is how early in his career he’s ... Read more
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NAILBA 365: Beyond E&O: How Cyber Liability Risks Are Reshaping Brokerage Operations
Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Ciera Padilla for a practical discussion on ... Read more
