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  • Virtual Finseca Financial Security Leadership Designation – July 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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more

  • Luminary Call: LIVE with Will Dunham of the American Investment Council

    Our exclusive Luminary Calls are a special opportunity reserved for Influencer members. As private capital and the insurance industry grow increasingly intertwined, the policy stakes have never been higher. Will Dunham leads the American Investment Council, the go-to voice for private equity in Washington, representing firms that account for roughly 80% of U.S. private equity ... Read more

  • The Finseca Policy LIVE – July 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 includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more

  • Virtual Finseca Financial Security Leadership Designation – August 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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more

  • Forum 400: Let’s Chat, How Members Are Using AI In Their Practice

    This will be an open discussion along with live sharing of ChatGPT and how members are using it to save time and make them look better.  For example, how AI helps members market to CPAs and Attorneys, how to be better prepared when you are in competition, and how to update your elevator pitch and ... Read more

  • Conversations That Close – LIVE with Lorrie Baldevia

    In this Conversations That Close session, Lorrie Baldevia shares how she builds a niche practice around business owners by turning ordinary conversations into unexpected opportunities. Lorrie will walk through the process she uses to find the right clients, including her "150 first dates" approach to discovering her niche, and what she calls her "woodchopper" method ... Read more

  • Influencer Only Call: Succession Planning: Preserving Your Legacy and Protecting Your Clients with TV Kumaresh

    The advisor profession faces a well-documented challenge: an aging advisor population and a growing need for effective succession planning. Yet the real issue is not a lack of options. The hardest part of succession is choosing among several viable paths. Should the business stay in the family? Should ownership be transferred to key employees and ... Read more

  • NAILBA 45 Annuities Preview with Jason Kestler and Craig Klenk

    The annuity market keeps evolving, and this year's NAILBA 45 Annuities track is built to help you keep pace. Get a preview of two sessions worth planning your conference schedule around. Craig Klenk, VP of Strategic Account Management at American National, will give us a taste of his carrier-side breakout, covering where fixed indexed product ... Read more

  • Conversations That Close: Closing Week

    The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. During Closing Week, join Keith Wagner, Jeri Turley, Amy Salo, Paul Franklin, and Andrew Flores as they share the language and strategies that have built ... Read more

  • Conversations That Close – LIVE with Keith Wagner

    Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept to clients without it feeling like a hard sell, the objections he hears most often, and how he moves a client from "this makes sense" ... Read more

  • Conversations That Close – LIVE with Jeri Turley

    Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... Read more

  • Virtual Finseca Financial Security Leadership Designation – September 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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more