2022 Election Aftermath, reserve your spot today!

Loading Events
  • This event has passed.

Let’s Chat Finseca: Service – The right thing and a good thing to do

June 23, 2021 @ 3:00 pm - 3:45 pm

The Help Protect our Families Campaign is dedicated to helping close the $12T protection gap. Join Finseca members for a lively discussion of different sales strategies that can be used to help close the protection gap.

Speakers: Suzy Jacobs | Chief Operating Officer, Finseca; Ron Sussman | President/CEO, CPI Companies; Ron Rubin | Owner, RFG


Have an immediate question? Contact [email protected]


June 23, 2021
3:00 pm - 3:45 pm

Forum 400 Annual Meeting

San Diego, CA Registration details to come. Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.


Access website resources and articles.

My Finseca

Access communities and learning environments.


Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.


Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.


As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.


Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.


Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.