In this Conversations That Close session, Angela Robinson shares her planning approach to move client conversations beyond products and into long-term, values-driven strategy. Angela will walk through the conversations and frameworks she uses to address the eight core Life Planning issues, helping clients clarify what truly matters and build plans that align with their goals. ... 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 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
In this Conversations That Close session, David Fritz shares how he identifies, approaches, and wins complex executive benefits opportunities with large organizations. David will walk through the conversations and strategies he uses to target the right companies, navigate internal decision-makers, and move from initial outreach to meaningful engagement. You’ll hear how he researches prospects, the ... 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
Join Stacey Lawler, President & Principal of OWR Opinion and one of your NAILBA Board Members, as she shares how she leveraged technology to tap into a common but underutilized asset: in-force data. Many firms are sitting on years of policy and client information but lack a clear, efficient way to turn that data into ... 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
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Jim Hebets is an icon: a perennial No. 1 on Forbes’ America’s Top Financial Security Professionals list and a legend in complex planning. This is your one chance at Advanced Markets to be in the room, ask your questions, and soak up what he’s learned at the very top of the profession. He’ll share how ... 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
Join us LIVE from Advanced Markets 2026 for an advanced Social Security planning session designed specifically for high income and high net worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the unique complexities affluent households face when making claiming ... Read more
Your monthly guide to excellence in brokerage operations and professional growth
Join Molly Bennard, President of SHOOK Research, for an inside look at how the industry’s most rigorous and independent ranking process is shaping the standard of excellence in wealth management. SHOOK’s mission is simple: elevate the reputation of the best advisors in the business. In this session, Molly will walk attendees through how SHOOK evaluates ... Read more
This will be an interactive discussion with the winner of Forum Max, Jonathan Adler. What are members saying to make those relationships actually successful? Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their opinions on the topic. Please come to share, as that is why we are all ... 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 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
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
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 follow-ups, and more. It plugs into your existing systems with powerful integrations and enterprise-ready controls, turning every client conversation into structured, accurate data and insights ... Read more
