Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.
Washington, DC
Joined July 2009
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Clear your calendar next March 9-12.
Venus Williams, Will Guidara, and Jon Levy take the main stage at the first ever Advanced Markets & LAMP 2027.
This is not another meeting. This is an experience.
Spots are limited. Register at finseca.org/2027.
#AMLAMP2027
Your client is 52. Their money is 14. What does that mean for their financial decisions?
Ande Frazier joins us on November 12 at 1 PM ET to explore money age and client behavior.
Register: finseca-org.zoom.us/webinar/…
A Finseca Flash is in members' inboxes. @CadinMarc looks at the post-election landscape & what a change in Congress's control could mean for the financial security profession. With major fiscal & tax policy questions ahead, there's a lot to watch as the next Congress takes shape
Finseca Ambassadors Kathy Smith and Russell Bundschuh hosted an endorsed-candidate event for Congresswoman @Bethvanduyne (TX-24) in Dallas last week. Thank you, Kathy and Russell, for your leadership and ongoing support of Finseca’s advocacy efforts.
@MFinancialGroup
Finseca retweeted
Mike Scovel led the first opt-in campaign for @Finseca membership in his agency’s history, while Jennifer Leisman is helping bring more of @NewYorkLife into the fold.
Grateful for their leadership and commitment to growing Finseca.
After 34 years working with family businesses, Marty Nanne, Managing Director at @nfp, knows succession planning starts with understanding the family behind the business.
Hear his approach on Conversations That Close LIVE, Nov. 2 at 1 p.m. ET.
Register: finseca-org.zoom.us/webinar/…
The attorney walkthrough can be the turning point between a client considering a plan and taking action.
Join Kuldeep Madan and Vince D’Addona for a Finseca Influencer-Only call on October 29, 1–2 p.m. ET.
Register: finseca-org.zoom.us/webinar/…
Finseca Ambassador Lorrie Baldevia joined Reps. Suzan DelBene and @SpeakerPelosi at a recent event.
We connect our members with policymakers so their firsthand experience can help shape decisions affecting the families they serve.
#FinancialSecurityForAll @GallagherGlobal
The little things make the biggest difference. Learn how to put Unreasonable Hospitality to work at Advanced Markets & LAMP 2027.
The first 150 registrants get complimentary access to the workshop.
March 9–12 | D.C. Register: finseca.org/2027
Life insurance can give families the financial flexibility to make difficult decisions without added financial pressure.
Dan Schiffman of @NM_Financial explains why coverage should fit your family’s bigger-picture goals and needs.
Watch his perspective:
When the integrity of the financial security profession is questioned, we respond.
Finseca CEO @CadinMarc submitted a letter to @WSJ defending annuities and the professionals who help Americans plan for retirement.
Finseca members, check your email for the full letter.
Finseca Member & Ambassador Ben Kronish met with Rep. @RitchieTorres in New York. Thank you, Ben, for helping give our profession a voice in Washington, and thank you, Rep. Torres, for making time to meet.
#FinancialSecurityForAll
Lori Epstein calls the Finseca Daily a non-negotiable part of her morning routine. Get industry news, regulatory and legislative updates, and the latest from Finseca in your inbox each weekday—a free benefit for all Finseca members.
Finseca retweeted
Last week, the @Finseca Board met in DC with @ACLINews President & CEO @dchavern to discuss the challenges facing our industry and the importance of a united voice in Washington.
Grateful for David, the ACLI, and everyone working to strengthen #FinancialSecurityForAll
Ken Foraste and Rep. @RepLoriTrahan discussed bringing more people into the business as we face a projected shortage of 100,000 advisors by 2034. Families need someone to turn to. Thank you, Rep. Trahan, for making time for this conversation.
@MFinancialGroup @LoriTrahanMA
Our Board is together in Washington this week, bringing their business experience to decisions about Finseca’s membership, advocacy, and 2027 events. Thank you to these leaders for making the time and helping shape what comes next.
#FinancialSecurityForAll
Seven Grand Slam singles titles, businesses she’s founded, and years advocating for equal pay. Hear from @Venuseswilliams at Advanced Markets & LAMP 2027.
March 9–12 | Washington, D.C.
Save your spot: finseca.org/2027/register/
One in nine Americans over 65 will face Alzheimer’s. Behind that number are 12M caregivers, many raising children, working, and covering mounting expenses.
Anne Marie Davis of Pulse Point shares how life insurance and living benefits can ease the financial pressure.
Someone likes your post, then comments—how do you turn that into a client conversation?
Mando Sallavanti shares his approach tomorrow on Conversations That Close – LIVE.
Oct. 7 | 1–1:30 p.m. ET
Register: finseca-org.zoom.us/webinar/…
Lawmakers need to hear what policy changes mean for the client across your desk. Finseca’s Bob Schellhas explains why we can’t wait until our tax treatment is at stake to speak up.
Read “A perfect storm demands better planning” in InsuranceNewsNet: insurancenewsnet.com/innarti…
Ever feel like you’re talking about protection until the cows come home?
Tomorrow, Stephanie Beckwith joins Megan Bronner to share how advisors can move clients past “I’m fine” without making them feel pressured.
Oct. 6 at 2 PM ET: finseca-org.zoom.us/webinar/…