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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 |
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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
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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
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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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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 |
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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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