Washington, D.C. (March 30, 2023) – Last week at Finseca’s Advanced Markets conference, Finseca’s CEO Marc Cadin outlined all the reasons why Finseca continues to enjoy tremendous momentum in its efforts to reunify the profession and achieve its mission of financial security for all.
To watch Cadin’s full speech, click here:
Key takeaways include:
“Record membership growth – better than any year that any of the predecessor organizations have ever had… And this year, membership is already up 30%.”
“Completing the integration of NAILBA and Forum 400 into Finseca – making five organizations since 2020… something never done before in the history of the profession.”
“Exceptionally strong enterprise relationships with M Financial, NFP, and LIBRA. As well as tremendous growth with Mass Mutual, Northwestern Mutual, and Penn Mutual.”
“… a terrific impact on elevating this profession with the Forbes/Shook Top Financial Security Professional rankings, our Women’s Impact Program, as well as telling the story through the press of the value of the holistic financial advice, which can only come from advisors who provide it.”
“I’m more confident today about Finseca’s strategy than I ever have been. Because everything I see in front of us in an opportunity to share the power that is holistic financial planning and the professionals who provide it.”
“Today, there are more than 60 million American households who have no or not enough life insurance. And, as the EY study shows, consumers that have life insurance, investments, and annuities, get better outcomes. And as former UCLA professor, Dr. Benartzi said in his Wall Street Journal article a couple of weeks ago, consumers that receive holistic financial from an advisor can get up to a 7% annual return. We are the solution!”
“Individually [FSPs] make an incredible difference. But together, through Finseca, when we aggregate [our efforts] and concentrate them on our mission – Financial Security for All…we become concentrated light and can cut even the toughest rock on earth – diamonds.
“Together we will advance this profession to take advantage of the opportunities in front of us. Together, our profession will achieve the inspiration behind Finseca’s name…Financial Security for All. And remember, together, we are Finseca.”
At Finseca, we know that financial security improves people’s lives and protects their livelihoods and future wellbeing. We are rising to the challenge of increasing financial security for all. Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.