This week, we launched the first edition of the Finseca Policy Forecast. And finally, Finseca.org will soon host a new action center with expert tax and regulatory insights, what they mean, and how to relay this to your clients.
CEO message
For this special Sunday message, I am joined by Finseca Chair and CEO of Pacific Advisors Kelly Kidwell. Listen below to hear our discussion on the ups and downs of the year, and what has allowed his agency to not only survive, but thrive during the global pandemic.
The entrepreneurial spirit that is essential to the success of so many in the profession is under threat. There’s a bill currently being considered by the House of Representatives which would call into question the independence that so many in the profession currently enjoy. Listen above for more of my thoughts on this important issue.
While 2020 was a challenging year, I’ve consistently heard from firms on their record success. There’s no doubt that more clients are open to a conversation about financial security than ever before. Our ability to take advantage of the opportunities in the year ahead will only be limited by our capacity to LEAD.
In somewhat of a surprise, the Biden Administration allowed the Department of Labor’s Fiduciary Rule, which was issued by the Trump Administration late last year, to go into effect as scheduled on February 16.
Finseca 360 is not your father’s content library. This platform is changing the game for the businesses and advisors of tomorrow. Access to top-tier resources and a network of financial security experts is right in your back pocket (literally), whenever, wherever you want. Plus, there’s new content added weekly, so you’re getting the most current…
The Forbes/SHOOK ranking system is gaining more traction than ever among our profession. As submissions and nominations continue to be submitted, one thing is certain: Finseca members should be represented in full.
February 1 marks a pivotal moment for the life insurance industry. Finseca has joined forces with six of our peer trade organizations–LL Global, ACLI, Life Happens, MDRT, NAIFA, and NAILBA–and over 60 of our largest member companies and distribution partners, to launch an important initiative: The Help Protect Our Families campaign.
Last week, the Finseca Board of Directors met to establish priorities for 2021 and discuss some important policies. We have the best leaders in the profession serving on your Board of Directors and leading your Board committees.
Last week, Forbes and Shook Research, announced a new partnership that will create a legitimate, third-party recognition program for the best and brightest financial security professionals in our business. My thoughts are below – including why I was honored to help develop the Advisory Board!