This will be an open discussion on strategies for IRA’s when they are not needed for retirement. We will discuss tax strategies and ways to create a legacy with problematic assets like an IRA. Like the unmeetings, Forum 400 Let’s Chats are an open format discussion with the intention that the attendees will share their ... Read more
Even well-designed financial plans can fail when research, documentation, or execution falls short. Steve Parrish, Professor of Practice at The American College of Financial Services, joins us to discuss recent real-world planning missteps and the lessons they hold for advanced planners. He’ll be joined by Abbe F. Large, Managing Director at Lenox Advisors, who will ... 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, Mary Lyons shares how she built a nationally recognized brand as “The Wealth Woman” and how that brand translates directly into meaningful client relationships and business growth. Mary will walk through the conversations and strategies that helped her develop a powerful referral network, establish credibility through media appearances, and ... Read more
Join Caroline Farr and Kyle Perel from the U.S. Treasury for an exclusive discussion on the wins of the WFTC and what the largest tax refund in history could mean as a strategic planning opportunity for your clients. Click here to register for this influencer-only webinar!
NAILBA and LIMRA are pleased to announce their latest joint research study, Inside the Intermediary 5.0: A LIMRA-NAILBA Study Executive Summary. Join NAILBA Chair Chad Druvenga, LIMRA Research Director Laura Murach, and Senior Analyst Erin Bowler for a LIVE in-depth analysis of the evolving landscapes, challenges and opportunities in the independent distribution space. Registers for this session!
Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time. Attendees will learn how to align messaging, ... 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
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
Success for new advisors comes down to mastering conversations. Learning what to say, practicing how to say it, and reviewing how it shows up in real client meetings. While firms already excel at the “learning” pillar, most struggle to provide enough high-quality practice and meaningful feedback at scale. In this session, Kelvin Johnson will explore ... Read more
Your monthly guide to excellence in brokerage operations and professional growth
Translating complex planning strategies into clear, actionable client conversations is where many advisors struggle. Becky Swansburg, CEO of Stonewood Financial and co-author of The No-Compromise Retirement Plan, joins us to break down how top advisors are incorporating tax-efficient income planning and holistic retirement strategies into their practices. Click here to register for this influencer-only webinar! ... 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
