Forum 400: Let’s Chat, How to set the first meeting with a prospect
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 ... Read more
Events Calendar
7 events found.
Events
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The Finseca Policy LIVE: Post Mid Term Analysis
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 ... Read more
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Virtual Finseca Financial Security Leadership Designation – December 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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Conversations That Close – LIVE with Carey Yukich Part 2
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 ... Read more
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Forum 400: Let’s Chat, Year End Planning and What Members are Focusing on in 2027
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 ... Read more
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The Finseca Policy LIVE – December 2026
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
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Advanced Markets & LAMP 2027
This isn't another meeting. It's an experience. Advanced Markets & LAMP 2027 is built for advisors and leaders who take this profession seriously: the ones who want to see around ... Read more
