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
Events Calendar
35 events found.
Events
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Zocks is a fast-growing, privacy-first AI assistant built specifically for life insurance advisors, helping save 10+ hours per week by automating meeting prep, notes, fact-finds, application prep, document processing, illustration follow-ups, and more. It plugs into your existing systems with powerful integrations and enterprise-ready controls, turning every client conversation into structured, accurate data and insights ... 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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70% of the client experience comes down to how clients feel they are being treated, according to McKinsey research. Join Women in Insurance & Financial Services (WIFS) and Finseca for a live conversation on how emotional intelligence and communication shape stronger client relationships and better outcomes. Led by Diana Cabrices, this session looks at what ... Read more |
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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1 event,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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This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, and how to be a valuable advisor to the client. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share ... Read more Your monthly guide to excellence in brokerage operations and professional growth |
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Few advisors have mapped the intersection of compounding wealth and estate tax exposure as precisely as Kuldeep Madan. What makes it even more remarkable is how early in his career he’s done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each ... Read more |
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Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Ciera Padilla for a practical discussion on how cyber threats, privacy exposures, and evolving liability risks are reshaping the way BGAs, IMOs, and the producers they support, operate and serve clients. Using ... 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 |
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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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 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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