Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.
Joined July 2009
- Tweets 3,909
- Following 601
- Followers 1,791
- Likes 1,279
2,158 Photos and videos
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 ➟ finseca-org.zoom.us/webinar/…
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Finseca retweeted
Jun 15
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.
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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: bit.ly/icwkavfm
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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: ambassador@finseca.org
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Finseca retweeted
Jun 8
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!
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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
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Finseca retweeted
Jun 3
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
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Finseca retweeted
Jun 1
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!
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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: finseca.org/event/
@zocksio @GallagherGlobal @wifsnational
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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
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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!
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Finseca retweeted
May 20
The @AndesaServices booth is ready to go at the @Finseca Advanced Markets conference in DC. Stop by and say hello.
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Finseca members from across the country are in D.C.; reconnecting, learning from one another, and getting ready to take that energy to the Hill 🤝
Thank you to @BrighthouseFin for sponsoring the Pre-Hill Day Reception! #AdvancedMarkets2026
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Finseca retweeted
May 18
Andesa is heading to @Finseca Advanced Markets in D.C.!
Visit Jerry Pennella, Sarah Engelbrecht, and Angela Conn at Booth 503 from May 19–21 to talk PPLI, PPVA, ICOLI, COLI, BOLI, and non-qualified plan administration solutions.
#Finseca2026 #AdvancedMarkets
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Finseca retweeted
May 18
People are under pressure right now. They don’t need more noise; they need someone they trust.
I spoke with Michael Babikian, CEO of FFR, about why this work matters more than ever.
This week, we bring that unified voice to Washington for Advanced Markets and Capitol Hill Day.
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Everyone knows the @Forbes | @shookresearch list. Few know how it works.
Molly Bennard, SHOOK Research President, & @CadinMarc break down what matters, what sets top advisors apart, & why it’s not pay-to-play.
Want to move up or get there? Start here: bit.ly/cwspmb
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High-income Social Security planning isn’t simple.
Stephanie Beckwith breaks down what matters—claim timing, taxes, IRMAA, survivor benefits—live from Advanced Markets.
📍 Attending Advanced Markets: bit.ly/jmaamidc
💻 Joining virtually: bit.ly/4ueu2C4
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Recognition is important, but the impact is what truly matters. @CadinMarc's inclusion in the @washingtonian 500 Most Influential People recognizes his years of dedication to the profession—amplifying its voice, shaping policy & advocating for broader access to financial security
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