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
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, and how to be a valuable advisor to the client. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share ... Read more
Your monthly guide to excellence in brokerage operations and professional growth
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
