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  • Influencer Only Call: with Luminaries Kuldeep Madan & Vincent M. D’Addona

    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

  • NAILBA 365: Beyond E&O: How Cyber Liability Risks Are Reshaping Brokerage Operations

    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

  • The Finseca Policy LIVE – June 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

  • Conversations That Close – LIVE with Eryka Morehead

    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

  • Conversations That Close – LIVE with Stefan Greenberg and Zachary Kriftcher

    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

  • NAILBA 365: with Jack Elder

    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

  • 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