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Smarter Selling With AI explores how insurance and advisory sales leaders and their teams can use AI as a personal efficiency engine, shifting time away from administrative work and toward high-value, relationship-driven selling. The session frames AI as an enabler, not a replacement, demonstrating how top performers leverage data, personalization, and intelligent tools to move ... 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 |
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1 event,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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Join Melissa Bova, SVP of State Affairs & Policy at Finseca & Katie Wade, President of the National Organization of Life & Health Insurance Guaranty Association (NOLHGA) for a webinar that will provide a clear, practical overview of life and health insurance guaranty associations and their role in the U.S. insurance safety net. This session ... Read more |
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1 event,Your monthly guide to excellence in brokerage operations and professional growth |
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1 event,Finseca’s annual Leaders and Managers Program (LAMP) is the premier leadership event in the financial security profession, designed for first-line and front-line leaders, agency executives, and decision-makers focused on growth, innovation, and high-impact leadership. Over three days in Nashville, attendees will explore cutting-edge strategies for personal leadership, AI-enhanced advisor development, firm evolution, and recruiting, while ... Read more |
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2 events,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 |
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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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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
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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 |
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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
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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! |
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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! |
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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 |
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