Finseca is changing the conversation with policy makers, consumers, and media to build trust in holistic financial planning using life insurance and annuities.
Washington, D.C. (October 19, 2021) – Finseca issued the following statement after Forbes, in partnership with Shook Research, released their list, “America’s Top Financial Security Professionals.” “Congratulations to every advisor who made this inaugural list,” said Marc Cadin, CEO of Finseca. “At its core, what financial security professionals do is so much more than simply...
Washington, D.C. (October 11, 2021) – Finseca announced today that the Forum 400 membership has overwhelmingly voted in favor of merging the two organizations. This merger brings together the highest-performing life insurance professionals in the U.S. and the top financial security professionals across the country into one organization. “We are thrilled that the Forum 400...
The Equitable alum is joining Finseca to develop policy solutions that help more Americans achieve financial security WASHINGTON, D.C.— Finseca announced today that Alex Kim, most recently with Equitable’s Advanced Markets Team, has been hired as vice president of public policy. Kim will focus his time on developing proactive solutions to some of the chief…
WASHINGTON – A coalition of trade associations, including Finseca, told Congressional leaders today that the Protecting the Right to Organize (PRO) Act “would cause significant disruption” that would affect consumers’ access to insurance, investment and retirement security solutions. Collectively, the coalition represent more than 100,000 individual small business owners, broker-dealers and insurance companies providing financial...
WASHINGTON, D.C. (July 15, 2021) – Forum 400 announced today that its Board of Directors has voted to initiate a process to explore a merger with Finseca, creating a stronger community where the highest-performing life insurance advisors join the home of the top financial security professionals. This process is the culmination of an extensive due…
WASHINGTON, D.C. (June 1, 2021) – Finseca announced today that Jeri Turley, Principal at Winged Keel Group, has assumed the role of Chair for the Finseca Board of Directors. Turley succeeds Kelly Kidwell, who has served as Chair for the Finseca Board of Directors since September 2020. “Jeri is an extraordinary leader who is extremely…
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