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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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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Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Suzie Wittmann 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. ... 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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Register for this session! Speakers: Eryka Morehead | President & CEO at Collaborative Planning Group, Inc Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca 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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