Influencer Membership

EXCLUSIVE Access, INSIGHTS, and discussion for the most Sophisticated financial Planners

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Influencer Only Member Benefits

In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth transfers, business continuation, executive benefits, corporate and bank owned life insurance, retirement planning, including deferred compensation, private placement life insurance, annuities, and international needs, we are offering exclusive content, including intimate, discussion-centric calls, and unparalleled business insights that cannot be accessed through any other membership type.

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Exclusive Luminary Calls

Our exclusive Luminary Calls are a special opportunity reserved for Influencer members, their clients, and referral sources. Join us for quarterly video sessions featuring renowned public policy experts and visionary industry thought leaders. These high-impact discussions will explore advanced planning strategies, cutting-edge research, and emerging trends poised to redefine the future of our industry. Don’t miss out — these live sessions are not recorded.
Top Advisors

Access to the Front Line

Each month, we are also hosting an influencer-only, discussion-driven call, which will feature our federal counsel and a top advisor. Each session will provide timely industry analysis and an “ask the expert” segment, tailored to the most sophisticated planners seeking to leverage this intel to deepen their relationships with clients and referral sources.

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Washington Report

We brought together a Washington Report Committee consisting of the brightest advanced markets experts working to revitalize the Washington Report. We are expanding the authors of the report, which will now include lawyers from leading firms, but also accountants, members of the profession, economists, and lobbyists share their analysis on legislative, regulatory, economic, and legal developments (court cases, private letter rulings, etc), that have implications on our marketplace and/or point directly toward market trends.

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Meet the Leaders Who Joined Our Calls

These calls are brought to you by our Tax Campaign Partners

Ready to upgrade to Influencer, or do you have more questions?

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FAQs

If you’re a Finseca member but unsure of your membership type or are interested in upgrading to an Influencer membership, please reach out to our membership team.

Who is the Influencer Membership best suited for?

Sophisticated planners, and those who want to become one, using life insurance to address issues such as estate tax, wealth transfers, business continuation, executive benefits, corporate and bank owned life insurance, retirement planning, including deferred compensation, private placement life insurance, annuities, and international needs. 

Finseca’s Influencer membership is tailored specifically for the sophisticated planner. If you are working in this space, have referral partners in this space, or are looking to break into it, this membership is for you.  

Influencer members are recognized several times throughout the year at Finseca, including at our events, on our website, and across our social media channels. This recognition highlights the unique position these financial security professionals have achieved in serving the American people and the role they play in advancing our cause with policymakers and regulators.

The Influencer membership is just $135 per month or $1,500 annually—a truly minimal investment for the exclusive access, insights, and resources you’ll gain.

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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.