These webinars feature top industry experts providing critical information on developments in a variety of key markets. These webinars include veteran members providing practical tips for successfully navigating implementation of the Tax Cuts and Jobs Act, Annual Meeting workshop speakers building off their presentations, and critical regulatory updates from counsel.

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Finseca Benefits Breakdown Webinar

What’s your favorite Finseca member benefit? Our AVP of Member Learning, Megan Bronner, will walk you through all of the new Finseca member benefits, like our eNewsletters, Product Intelligence Packets, webinars, and conferences. Whether you’re a legacy member, or new to the organization, our Benefits Breakdown webinars will give you the insights to have the…

You Ask, We Answer webinar: RMDs – To take or not to take

As your clients begin to close the proverbial book on their 2020 taxes, some will be ready to turn their attention to 2021. How will RMDs play into your clients’ 2021 financial security plan given all the recent changes? In this special Finseca Product Intelligence edition of You Ask We Answer, we welcome retirement expert…

You Ask We Answer: What tax policies will pass in 2021?

Topics: Business Tax, Estate tax, Investment Tax, Personal Tax, Tax Insights

President Biden ran on ambitious proposals that would undoubtably touch estate planning professionals and ultimately their clients. But a proposal is not law. What were those campaign proposals and what might ultimately become law? Listen to Finseca’s policy experts Armstrong Robinson and Josh Caron with your questions and get answers.

Life Insurance Industry Trends you need to know in 2021

2021 will surely deliver plenty of surprises, but key trends are beginning to emerge from the data. Listen to LIMRA’s SVP of Member Relations, Sean O’Donnell, and Finseca CEO Marc Cadin, as they discuss the data they are seeing and why this is important to you. Participants will get insights on the latest data on...

You Ask, We Answer: Mixing family and business

They say ‘don’t mix the professional and the personal’, but sometimes it’s a recipe for success. Join Mother-Son team Diana Pringle, Managing Partner at Securian Financial Advisors of the Great Lakes, and Nick Pringle, Wealth and Investment Manager at Securian Financial Advisors of the Great Lakes, for a discussion on the joys and the challenges…

You Ask, We Answer Resource Roundup Edition: Digital Leadership

Topics: developing others, Firm Development, inspiration, Leadership, Motivational, recruiting, technology

Just because you’ve been doing something for a year doesn’t mean you have all the answers. For this special edition of You Ask, We Answer, we’ve identified some of the biggest questions relating to leadership in this digital age and found just the right Finseca resources to answer those questions. You ask: How can I…