Finseca press releases

Finseca is changing the conversation with policy makers, consumers, and media to build trust in holistic financial planning using life insurance and annuities.

Finseca Foundation and LIMRA Establish Research Partnership to Advance the Financial Security Profession

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…

Finseca Applauds Unanimous Decision Finding Reg 187 Amendment Unconstitutional

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...

Finseca Foundation Announces Strategic Partnership with Money Master Kids

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...

Finseca Foundation Announces New Business Coaching Designation

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…

Finseca Launches Tax Insights Action Center

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…