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 done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each ... 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 how cyber threats, privacy exposures, and evolving liability risks are reshaping the way BGAs, IMOs, and the producers they support, operate and serve clients. Using ... 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, Eryka Morehead shares how she approaches one of the most difficult, but essential client conversations: planning for long-term care. Eryka will walk through the exact language and frameworks she uses to help clients with strong financial positions take long-term care risk seriously without creating fear or resistance. You’ll hear ... Read more
What does it take to build a high-performing practice and then help others do the same? In this Conversations That Close session, we'll hear from Stefan Greenberg, Managing Partner at Lenox Advisors, and Zachary Kriftcher, Partner at Lenox Advisors, as they share two perspectives on growth from one of the industry's most successful firms. Stefan ... Read more
Many high-net-worth clients, and even their advisors, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session, Jack Elder, Head of Advanced Sales at CBS Brokerage, shares how he changes that perception by leading with simple math instead of sales. Jack will walk through ... 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. 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
Please join us for July’s Forum 400 Let’s Chat, on Wednesday July 22nd at 11am EST, with OneAmerica. This will be an open discussion on how we are positioning our products to clients when the goal is to use the cash value as a retirement asset. Primary Moderator: Gonzalo Garcia Like the unmeetings, Forum 400 ... Read more
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
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
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
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
This session is brought to you in Partnership with our friends at WIFS Join us 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 ... Read more
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
Kristin Cook has spent 22 years at National Life, starting her career as an underwriter before spending two years in the field as a Regional Vice President supporting affiliated advisors. That dual perspective is rare, and it's exactly what she'll bring to this session: a real look at how underwriting decisions get made, and how ... Read more
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
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
