Finseca

Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.

[Marc Cadin @CadinMarc]

Advocacy for financial professionals spans state legislatures, with key updates like New Jersey's independent contractor rule & @naic activities—@Finseca partners to protect choices & promote innovation. Members can access the complete Monday Brief every week through their email.

[Finseca @Finseca]

Join us for Conversations that Close with Eryka Morehead tomorrow, June 30, at 2:00 PM! She'll share strategies for engaging clients in long-term care discussions.

What You’ll Gain:
⋄ LTC introduction strategies
⋄ Client communication tips

Register: https://t.co/8DtlicZ9Xf

[Finseca @Finseca]

Congratulations to Finseca CEO @CadinMarc on being appointed Secretary-Treasurer of the @ASAEcenter Board and the ASAE Research Foundation Board.

This appointment highlights his commitment to leadership and shaping the future of the profession. Well deserved, Marc!

[Finseca @Finseca]

Long-term care is one of the toughest conversations advisors have with clients.

On June 30, Eryka Morehead shares how she introduces the topic, helps clients evaluate insurance vs. self-funding, and moves conversations toward action.

Join us: https://t.co/8DtlicZ9Xf

[Finseca @Finseca]

Join tomorrow's session to learn about current cyber threats, the limits of standard E&O, and how cyber liability can protect your business. Rob and Ciera will share insights and real-world examples.
Register here: https://t.co/RSpr376jcC
@GallagherGlobal

[Marc Cadin @CadinMarc]

This week’s Monday Brief features Lisa Todd of Corebridge on where our profession is headed—clients want flexibility, living benefits, and faster, more personal experiences. @Finseca members, check your email to watch the full Brief.

[Finseca @Finseca]

Policy changes are moving fast—and already impacting your clients and your business.

Join Finseca Policy LIVE on June 24 at 2 PM ET for state-level updates with Melissa Bova. Register now to save your seat.

Join for Exclusive Insights ➟ https://t.co/TJAOGb1aDV

[Finseca @Finseca]

Finseca Advanced Markets 2026 is now on demand 🙌

Access @CFPBoard‑accepted, intermediate‑level CE sessions built for advisors serving high‑net‑worth and complex clients.

12 sessions for attendees; 5 for Influencer Members who didn’t attend Advanced Markets.

[Marc Cadin @CadinMarc]

Jim Hebets has received the Peter W. Mullin Visionary Leadership Award for 57 years of dedicated service, embodying the values of integrity and client advocacy.

Let's come together as a profession for #FinancialSecurityForAll and celebrate excellence in our communities.

[Finseca @Finseca]

Estate planning often stalls before “let’s do it.”
June 18, 3 PM ET: learn how to move UHNW clients from first meeting to underwriting—without leading w/ product
⁍ Surface what matters
⁍ Make the tax problem real
⁍ Guide clients to choose planning
Join: https://t.co/Z32PKHRdlR

[Finseca @Finseca]

Finseca members brought #FinancialSecurityForALL to Capitol Hill.

650+ advocates met with 300+ offices with NAIFA, advancing policies that protect client choice and support advisor growth.

Thank you for taking part. Get involved: [email protected]

[Marc Cadin @CadinMarc]

Last week's Board meeting reinforced our confidence in @Finseca's future. Diverse perspectives, strong engagement, and bold leadership are helping us build the scale to drive meaningful change, champion our members, and expand access to #FinancialSecurityForAll!

[Finseca @Finseca]

Advocacy thrives on relationships! Last week, Finseca Ambassadors connected with endorsed candidates Congressmen @Schneider4IL10 and @RudyYakym to build bipartisan ties on Capitol Hill. Thank you to our Ambassadors for uniting industry leaders and amplifying our industry's voices

[Marc Cadin @CadinMarc]

I’m thrilled about the leadership team at @Finseca and Stephanie Rivas as Board Chair.

I am excited about what we will achieve together in this next chapter and how it will bring us closer to our mission of ensuring #FinancialSecurityForAll

[Finseca @Finseca]

We are thrilled to introduce our summer interns!

We're excited to have them on the team and look forward to supporting their growth, learning from their fresh perspectives, and seeing the impact they will make across our organization 💜

[Marc Cadin @CadinMarc]

Michael Book from @LenoxAdvisors at Advanced Markets stressed the importance of life insurance in protecting families.

He urged advisors to reignite their passion and grow @Finseca's membership to better advocate for holistic planning!

[Finseca @Finseca]

June's lineup has arrived, and it's looking great ↓

A robust lineup featuring actionable ideas that you can implement immediately.

View all upcoming events and register here: https://t.co/T4BKDfYgok

@zocksio @GallagherGlobal @wifsnational

[Finseca @Finseca]

Successfully navigating #SocialSecurity for high-income and HNW clients takes more than rules of thumb.

Thanks to Stephanie Beckwith and Securian Financial for leading our Women’s Program Lunch & Learn on integrating Social Security into #RetirementPlanning

[Finseca @Finseca]

Hill Day starts before the meetings begin.

The reception brought attendees together to prepare for a full day on Capitol Hill advocating for the clients and families they serve.

Thank you to @BrighthouseFin for sponsoring the reception!

[Jerry Pennella @JerryPennella]

The @AndesaServices booth is ready to go at the @Finseca Advanced Markets conference in DC. Stop by and say hello.