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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 |
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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 |
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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
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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
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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 |
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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 |
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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 |
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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 and ... Read more |
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