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The Washington
Report

The Washington Report will keep Finseca's advanced markets practitioners, those with an Influencer Membership, on the cutting edge of planning by providing timely, technical educational pieces addressing how life insurance is impacted by tax policy, laws, regulations, and court opinions.

The Washington Report is for Finseca Influencer members only. If you are not a member or would like to upgrade your membership please contact membership@finseca.org, or visit our membership page.

The Washington Report consists of four publications 

The Washington Report Wealth Transfer Edition

Published monthly, The Washington Report Wealth Transfer Edition will cover topics relevant to Finseca Influencer members working in wealth transfer and estate planning. 

The Washington Report Business Uses Edition

Published monthly, The Washington Report Business Uses Edition covers topics relevant to Finseca Influencer members working with businesses, including key employee compensation and benefits, qualified and non-qualified plan design and administration, and succession planning.  

The Washington Report Flash & Flash Analysis

The Washington Report Flash is published when a court opinion, regulation, or law is published that impacts Finseca’s Influencer members’ work with their clients. Influencer members should expect a Flash Analysis within approximately 10 days of the original Flash.

The Washington Report Holistic Planning Edition

Published monthly, The Washington Report Holistic Planning Edition will cover topics relevant to Finseca Influencer members working in holistic planning.

Be a part of The Washington Report

Finseca wants The Washington Report to be Influencer members’ first stop for timely, advanced education. Finseca is committed to continuously improving the quality and usefulness of The Washington Report to meet that goal. Influencer members have two ways to help ensure the quality of The Washington Report. 

  • Submit feedback on each report. Each report will allow you to provide feedback directly to Finseca’s staff, which is shared with the Working Group. 

FAQs

You will receive all The Washington Report publications via your email account. You can also find these publications in the Finseca Resource Library or Learning Center

Finseca intends The Washington Report publications to be a valuable member resource. To help ensure this benefit is reserved for our Influencer members, you cannot personally download the publication. However, we know sharing The Washington Report can be valuable for connecting with your Centers of Influence. To balance protecting content with the usefulness of sharing, you can request a personalized copy of any publication by emailing learning@finseca.org. The Finseca team will respond within two business days to your request.

The newest iteration of The Washington Report seeks to be as prior versions. The publication schedule is different from the past, but the topics and primary sources we are drawing from are the same as in prior versions of The Washington Report. As Finseca transitions to this new version of the Report, we encourage and deeply appreciate our members’ feedback. You can give feedback on each report, or reach out directly to Megan Bronner at mbronner@finseca.org to share your thoughts.

Finseca works with two law firms to write The Washington Report. Jonathan M. Forster, Partner at BakerHostetler, is the lead author for the Wealth Transfer Edition. James E. Earle, Partner at Troutman Pepper, is the lead author for the Business Uses Edition. Christopher Biles, Manager of Benefits & Learning at Finseca, is the primary staff contact. 

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