Medicare is often seen as a niche line of business for health-focused agencies—but the reality is that it’s quietly influencing producer loyalty, client retention, and agency relevance across the life and annuity space. This session is designed for NAILBA member BGAs and their operations leaders who want to: Understand how Medicare Advantage and Medicare Supplement ... 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
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
Your business is built on relationships. But lasting success requires more than just your current circle. On October 15 at 4:00 PM ET, join Finseca for an exclusive 45-minute conversation with Lorrie Baldevia, Platform President at AssuredPartners, hosted by Maggie Seidel, Finseca’s Chief Growth Officer. Lorrie will share her PIE framework—Professional, Image, Exposure—and how it ... 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. Our first program features Scott Sparks, recognized by Forbes for his work in ... Read more
Join Alyssa Gulvas and Makayla Gotham from Farm Bureau Insurance of Michigan for an exciting Multiline Spotlight conversation. As an insurance professional, your success isn’t just about what you sell — it’s about the people you develop and the team you build. In this session, we’ll explore how mentorship and collaboration can help you grow ... 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
Tax reform continues to shape how advisors create value for clients. Join us for a focused discussion on leveraging the 199A deduction, not just as a tax tool, but as a strategic advantage. We’ll cover: A 199A refresher—how to apply it personally and with clients Sales strategies that turn tax reform insights into business growth A ... 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
Our next Influencer Call features Jason Fichtner, Executive Director of the Retirement Income Institute at the Alliance for Lifetime Income, by LIMRA, and one of the nation’s leading experts on Social Security, fiscal policy, and retirement security. In this session, Fichtner will share insights into the nation’s long-term fiscal trajectory and explore innovative approaches to retirement ... Read more
Join Bonnie Godsman for an insightful conversation with Lisa Todd, Head of Distribution, Financial Distributors at Corebridge Financial. With more than 30 years in life insurance distribution, Lisa has led high-performing sales teams, driven innovative strategies, and built lasting partnerships across the industry. Her career includes leadership roles at MassMutual Strategic Distributors, Pacific Life, John ... Read more
