Washington, D.C. and WINDSOR, Conn., May 12, 2021—Finseca Foundation and LIMRA today announced a research partnership to study the retention and productivity challenges impacting the financial security profession. High rates of turnover among those new to the financial security industry are an ongoing challenge. This affects productivity, consumers and the industry’s ability to attract and…
WASHINGTON, D.C. (May 5, 2021) – Today, Finseca issued the following statement as the House Ways & Means Committee prepares to markup the Securing a Strong Retirement Act of 2021: “We can and must do more as a nation to empower people to save and retire with dignity,” said Marc Cadin, CEO. “We applaud Chairman…
Washington, D.C. (April 29, 2021) – Finseca issued the following statement after the New York Supreme Court Appellate Division unanimously found the regulation 187 amendment to be unconstitutional. “Our members have tried mightily to comply with the regulation, but, as the Court found, it has been extremely difficult to meet the vague and subjective standards...
Washington, D.C. (April 20, 2021) – The Finseca Foundation announced the launch of a new strategic partnership today with Money Master Kids. The two organizations will work together to educate children of all ages in financial literacy. Money Master Kids is a financial literacy curriculum company that strives to teach children financial life skills. This...
WASHINGTON, D.C.—Today, the Finseca Foundation announced the launch of a new industry designation, the Finseca Foundation Certified Professional Business Coach (CPBC) designation. The CPBC designation ultimately helps financial security professionals lead their teams, lead their clients, and reinforces the crucial value of business coaching on vision, mission, goals, values, and effective business practices. “A key…
New tool gives Finseca members a centralized resource to navigate business implications and client conversations around coming tax changes WASHINGTON, D.C.—The prospect of significant changes to tax policies across the board in 2021 is a stark reality. In preparation, Finseca has launched the Tax Insights Action Center, a centralized resource that offers financial security professionals…