State advocacy

The next major step in Finseca’s journey to unify the profession was the debut of our state advocacy program. We created Finseca NY to develop a collaborative advocacy model between leaders in the state and on the Finseca national team. It will deepen our impact and broaden policymaker engagement. By unifying the profession to speak with one voice, we can develop an advocacy agenda and innovative policy solutions that enhance financial security for all.

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“The financial security profession is at a crossroads, and at a time of great economic turmoil, we need to work together to achieve results for our members and their clients.” 

– Phillip Held, Chairman of Finseca NY