Our Organization Stands for Financial Security for All.
Why Join the Movement?
Founded in 2020, Finseca is the home of the top financial security professionals. Achieving financial security means improving people’s lives, protecting their livelihoods, and enhancing their future wellbeing. Our members are the only professionals that can guarantee this.
Finseca members have access to the tools, support, and network needed to grow your business. Together we will elevate the profession, accelerate your business, and advocate for effective policy.
Key Benefits to Personalized Membership Experience
Tax, Regulatory & Compliance Engagement
Attend in-person and online events covering industry innovations and time-sensitive key updates Join in on member-only calls to stay up to date on cutting edge insights and impacts from changes in tax laws, regulations and compliance.
Network & Expand
Your Relationships
Access an opportunity to exchange strategic insights and grow your career with the best and brightest in the profession. Participate in the community platform to establish camaraderie, build your network, and learn from the most advanced producers and innovative leaders in the profession.
Leadership & Professional
Development
View exclusive access to a growing resource library, on-demand courses, and marketing pieces to share directly with clients and COIs. Receive weekly newsletters & monthly webinars on practice management, tax insights, and key market trends.
Increase Your
Impact
Unveil opportunities for industry recognition and to receive Finseca Impact awards. Drive greater inclusivity, education, and community-building. Exclusive early-bird invitation discounts to Finseca annual meetings.
Finseca is the only member-driven community:
1. Providing exclusive access to the brightest minds in the profession
2. Serving as a credible source for the profession
3. And shaping the future of it
Pro
$500 per year
Finseca Focus Magazine Subscription
Our bi-monthly magazine provides expert insights and thought leadership to help financial security professionals understand what is driving consumer choice and where the profession is going.
*Pro members have access to a digital subscription
On-Demand Resource Library
This searchable, on-demand library is filled with insights and analysis, webinars, one-pagers, and white papers. This is your database for quick and actionable tools you’ll need personally and professionally.
Tax, Regulatory, and Compliance Resources
Finseca is based in Washington, so you don’t have to be. Our tax, regulatory, and legislative experts provide members with breaking news alerts, long-term strategic insights, and in-depth analysis on the most critical issues impacting your business and clients.
Finseca Members-Only Engagement Platform
Finseca’s digital platform is your one-stop shop for education materials, insights, programming, and networking opportunities.
Leadership and Career Development Network and Resources
Finseca’s digital platform is for career leaders where they can enjoy courses, master classes, and a community that will help them attract, recruit, and retain the best financial security professionals.
Finseca event discounts
Influencer
$1,500 per year
Benefits specifically for elite, advanced markets advisors
All Pro Member Benefits, PLUS:
Advanced Markets Resource
Access to vital business insights in estate planning, COLI/BOLI, and executive compensation, amount other business uses of life insurance.
Finseca Report Marketplace (formerly the Washington Report Marketplace): Important marketplace trends to share with your trusted advisors and COIs.
Finseca Advanced Markets Insights: A peek into ideas and strategies from fellow Finseca members.
Finseca Policy Forecast: This poll helps members cut through the noise coming out of Washington, D.C. so they can better understand which policy proposals are likely to move forward.
Essentials of Estate Planning course
Advanced Markets Study Group Sprint
Advanced Markets Community
Exclusive Member Access
Access to Finseca’s Advanced Markets Summit
Member-only calls
Dedicated COI calls
Finseca dues are not deductible as a charitable contribution for U.S. federal income tax purposes, but they may be deductible as a business expense. Finseca estimates that 25 percent of your dues are not deductible because of Finseca’s lobbying activities on behalf of its members.
