The Finseca Foundation sets the standard for collaboration and initiatives in the name of inclusivity, education, and community-building. It is also a resource to the profession and equips both Finseca members and financial security professionals with the tools, research, and skills needed to better serve clients in an ever-changing market. The Foundation provides leadership solutions designed for advisors, agents, managers, individuals, families, businesses.
By contributing to the Foundation, you help expand financial empowerment, attract the next generation of talent and diversity to our profession, and make a difference in the lives of the people we serve.
Conduct and provide research to help financial security professionals better serve the needs of American consumers seeking to achieve financial security.
Provide resources for Americans to become more financially empowered consumers of financial products and services.
Advance and champion the next generation of financial security professionals by identifying top talent from diverse communities.
Armed with the data and insights provided by the Finseca Foundation, the profession will make impactful change. As a profession, we will move the dial on things we have been talking about for a decade. As a result:
When you support the Foundation, you support financial empowerment, security, and equality for all.
Insiders and innovators
Digital event | members only
This digital event, featuring Finseca’s most innovative members, will give you the insights to navigate impending changes, and the strategies you will need to discuss them with your clients. You will hear from top financial security professionals who have challenged the status quo and had tremendous success over the past year. This event is your best chance to learn from the experts and prepare for 2021’s tax changes as it relates to estate planning, as well as the business uses of life insurance.
Immediate Past Chair
EVP, Advancement and Operations
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