2022 Election Aftermath, reserve your spot today!

Forum 400 Finseca merger Kelly's message

 


Finseca Members – I am excited to announce to you today that the Board of Directors from both the Forum 400 and Finseca have voted in favor of exploring a merger. These votes are a byproduct of an extensive due diligence process that took place among a task force that included the current President & several past Presidents of the Forum 400 as well as leadership from Finseca.

I would like to thank in a particular way the President of the Forum 400, Vince D’Addona, who has demonstrated extraordinary leadership and grace throughout this process.

For those of you who are unfamiliar with the Forum 400, they are an elite life insurance producer community. You must qualify to be eligible to join. They have a highly collaborative spirit, and their members rank the professional development and networking they receive to be the best in the industry.

We believe the Forum 400 and Finseca coming together will create a stronger community where the highest-performing life insurance advisors join the home of the top financial security professionals.

The next step in our due diligence process is to have the benefit of your perspective. So, we have planned a virtual listening tour for the following dates:
• July 27th at 11 AM EST
• September 9th at 2:30 PM EST

In the meantime, we have prepared some answers to your possible questions. Please find an FAQ document attached.

In closing, let me just add that I am honored to have been a contributor in this work, including recently finishing my role as Finseca’s first Chair. I have given my time not only because of the blessings our profession has provided me, but also because of what we do for our clients. I believe now more than ever that we must come together. There is far more that unites us as a profession than divides us.

Rest assured, Finseca will continue our efforts to reunify our profession so that we better serve our noble cause of advancing financial security for all!

Thank you all for your support and engagement!

Kelly Kidwell
Immediate-Past Finseca Chair

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

About

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.

Events

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.

Insights

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

Resources

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.

Communities

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.