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
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
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
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
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
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
Your monthly guide to excellence in brokerage operations and professional growth
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
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
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 ... Read more
