A Membership
Tailored For YOU!

Join our 10,000+ members in elevating the financial services profession, accelerating your business, and advocating for FINancial SECurity for All.

Pro

Built for financial security professionals with up to five years of experience within the profession.

$50

Key benefits:

  • Receive a morning newsletter with breaking news, key updates, and must-read articles.
  • Insights from tax, regulatory, and legislative experts.
  • Access to the members-only live and on-demand resource platform.
  • Discounted event tickets to Finseca’s biggest annual events.
  • View all benefits

Influencer

Exclusive access, insights, and discussion for the most sophisticated planners.

$135

Pro

Built for financial security professionals with up to five years of experience within the profession.

$500

Key benefits:

  • Receive a morning newsletter with breaking news, key updates, and must-read articles.
  • Insights from tax, regulatory, and legislative experts.
  • Access to the members-only live and on-demand resource platform.
  • Discounted event tickets to Finseca’s biggest annual events.
  • View all benefits

Influencer

Exclusive access, insights, and discussion for the most sophisticated planners.

$1,500

Financial Security for All

As a Finseca member, you’ll have access to the tools, support, and network needed to grow your business and better serve your clients’ needs.

events (1)
advocacy (2)
video series (3)
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Finseca Events: Your Gateway to Success

Finseca events are designed to advance your career and build your business by providing exclusive access to the Best of the Best in the profession. Inspiring speakers, industry thought leaders, and exceptional networking opportunities, these are the must-attend events for professionals looking to grow and succeed. 

Securing the Promises You Make

As a Finseca member, you are part of a united profession advocating for policies that enhance financial security for all. Your membership supports efforts to expand access to holistic financial plans, protect the tax benefits of life insurance and annuities, promote retirement readiness, and tackle America’s savings crisis. Together, we educate policymakers on the critical role of personalized professional advice in helping individuals and families achieve lasting financial security.

Access to Top Advisors & Leaders

Whether you’re an experienced pro looking for industry insights or a rising star eager to advance your career, Finseca gives you exclusive access to leaders, advisors, our partners, our team, and so many more which gives you direct access to their “secret sauce.”

Credible Resources to Share

Iron sharpens iron, and Finseca keeps you connected with the most trusted leaders in the profession. As a member, you gain access to valuable resources, including: Ernst & Young Study: Independent research proving that holistic financial plans with life insurance, annuities, and investments deliver better outcomes for consumers. Federal Advocacy Access: Insights from our counsel tracking legislative tax proposals on the ground. And so much more!

Compare Membership Levels

Pro

$50

$500

Influencer

$135

$1,500

Exclusive Luminary calls

Access to Tax & Planning Experts

The Washington Report

Event Recognition

Politics & Policy Calls

On-Demand Video Series

Professional Development On-Demand Courses

Searchable Resource Library

Finseca Flash – Breaking News

Credible Resources to Share with Clients

Voice of the Profession

Protection of the Profession

Finseca Daily

Exclusive Event Savings

Policy Newsletter

Frequently Asked Questions

Does Finseca offer any discounted options for advisors who are just starting out in the business?

For advisors who are new to the business (less than 5 years of experience), we offer a reduced-cost option on the Pro level. Please reach out to membership@finseca.org for more information.

Immediately after you join, you will receive an email asking you to set up your account on MyFinseca, where you can review and update your member information, manage your membership, and access the member-only content from the Resource Library. MyFinseca is a place for members to see and manage their membership and grow as a professionals. If you need support logging into MyFinscea or are having issues navigating the site, please contact membership@finseca.org

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.

Quarterly calls featuring a “Luminary” in the public policy space. Ex: Former House Speaker John Boehner

Exclusive monthly calls for influencer members, featuring our federal counsel and top advisors. Each session offers timely industry insights and an ‘Ask the Expert’ segment, designed for sophisticated planners looking to leverage expert knowledge to strengthen client and referral relationships.

The Washington Report is comprised of two publications, the Wealth Transfer Edition and the Business Uses Edition, which keeps Finseca’s most sophisticated planners on the cutting edge with timely analysis of legislative, regulatory, economic, and legal changes (such as court cases and private letter rulings) that impact our marketplace and highlight emerging trends.

As an Influencer Member, you’ll be celebrated for your leadership and impact within the profession at Finseca events. This exclusive recognition, showcased through badges, main stage screens, and special sessions, highlights your contributions to advancing financial security and positions you as a key voice in shaping the future of the industry, with priority access and visibility throughout all our events.

Stay connected with monthly calls where Finseca’s policy experts share real-time updates from their conversations with key decision-makers in Washington. Gain insider knowledge and stay ahead with the latest on the issues that matter most to you and the profession.

Finseca’s video series provides you with exclusive access to influential leaders, advisors, partners, and top experts—allowing you to watch a range of on-demand video series at your convenience.

Access exclusive on-demand professional development with Finseca’s Master Series, Multiplier Skills Series, and event recordings. These comprehensive courses, grounded in industry research and insights, are designed to elevate your leadership, technical, and soft skills at your own pace—empowering you to excel and drive success in the financial security profession.

This exclusive member benefit grants access to a comprehensive, searchable library—featuring everything from policy insights and detailed white papers to recorded sessions and specialized content. It’s your ultimate resource for continuous professional growth and development.

Your source of breaking news impacting the financial security profession, keeping you in the know on critical policy, regulatory, and industry updates as they happen, and telling you exactly what it means for your business.

We keep our members in the know about things like the independent research from EY that shows consumers enjoy objectively better outcomes in they work with a holistic financial security professional and have a plan that includes life insurance, investments, and annuities.

Finseca goes on offense to push back against misinformation and shape a positive narrative for the profession. By joining us, you benefit from our proactive efforts to protect your reputation and ensure the media tells the true story of your impact on financial security.

Let us be your voice on Capitol Hill, advocating for policies that strengthen the profession and protect your ability to serve clients. While we handle the advocacy, you can stay focused on what you do best—helping your clients achieve financial security.

Stay ahead with the Finseca Daily—your go-to morning email delivering breaking news, key personnel updates, and must-read articles to keep you informed and ahead of the curve. Designed to make you the smartest person in the room, every day.

As a Finseca member, you’ll save $600 on registration for our two premier conferences—an exclusive benefit that more than covers the cost of your membership. Enjoy discounted access to top-tier events designed to enhance your professional growth and connect you with industry leaders.

Stay informed with the Finseca Policy Newsletter—a bi-weekly deep dive into the latest policy updates, legislative developments, and advocacy efforts shaping the profession. We live in D.C., so you don’t have to—delivering everything you need to navigate the policy landscape straight to your inbox.

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.