Discuss how members are utilizing AI and technology to save time and provide a better client experience. 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 part of Forum 400. If you are ... Read more
Most firms have the tools, training, and talent, but still struggle to create consistent advisor performance—because most systems are built to drive activity, not behavior. That’s where momentum breaks. Join this live demo to see how Ruby is helping top firms accelerate advisor growth across every stage:from recruiting the right advisors faster, to activating new ... Read more
We’re moving beyond abstract conversations about AI and into real-world application. Join Jason Kidd as he shares how his team tackled a common operational bottleneck: cases slowing down due to follow-up questions and repeated underwriting inquiries. Jason will walk through how they identified the issue and implemented a practical, tech-enabled solution that delivered meaningful results. ... 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
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
