Finseca

Last week, Senator Catherine Cortez Masto met with Finseca member Jeri Turley, a true advocate for our profession. Their conversation highlighted Jeri’s passion for helping families and small businesses secure their futures through thoughtful planning and preparation. Jeri’s unwavering commitment to her clients and her service with Finseca embody the very best of our profession. Leaders like Jeri ensure that the mission of #FinancialSecurityForAll becomes a reality for those who need it most. Thank you, Senator Cortez Masto, for taking the time to engage with a champion of our industry!

Unlock new avenues for visibility and connection! ?? Want to exhibit at LAMP 2025, happening March 22-25 in Orlando? We are offering powerful sponsorship opportunities tailored to help you reach engaged audiences within the financial security profession. Showcase your brand, expand your influence, and connect with industry leaders through strategic advertising options. Don’t miss your chance—secure your spot today! https://lnkd.in/gGPRKHtc.. #Sponsorship #Influence #LAMP2025

?? Exciting News from the Finseca Women’s Community! ?? We’re thrilled to announce the appointment of Joy Avedesian, Managing Partner of Capstone Colorado, as the new Chair of our Women’s Community Board of Advisors! ?? Joy will lead this powerful network of leaders committed to advancing women in the financial security profession. Alongside Joy, we welcome two new board members: ?? Tina Hoag, Financial Advisor, Northwestern Mutual ?? Grace B. Torres Kilpatrick, CEPA, M.A., Senior Financial Advisor, North Star Resource Group Returning board members include: ?? Lorrie Baldevia, Platform President, AssuredPartners ?? Cathy Neifeld, JD, Partner and General Counsel, AgencyONE ?? Tricia Pilone, President and Managing Partner, CPI Companies The Finseca Women’s Community is dedicated to empowering women in financial security, providing tools, resources, and networking opportunities to help members reach their full potential. And the best part? It’s open to all women and allies in the industry—no Finseca membership required! Congratulations to our new leaders! We can’t wait to see how they shape the future of the Finseca Women’s Community. ?? #Finseca #WomensCommunity #Leadership #FinancialSecurity #Networking #ProfessionalGrowth

Don’t just stand on the shoulders of giants, become one. Transform your business at Advanced Markets, the premier high-end advisor conference designed to revolutionize how you serve business executives, high-net-worth individuals, and families. You’ll gain access to the secrets of the nation’s top advisors. You can’t get this anywhere else! For more details, visit: https://lnkd.in/eT8zHFTS #AdvancedMarkets #Leadership #Finseca

In a recent edition of CEO Corner, Marc Cadin chatted with Maggie Seidel about the power of credibility. Tune in to hear Marc discuss how trust shapes our profession in this insightful conversation with Maggie Seidel, Finseca’s Executive Vice President of External Affairs and Chief of Staff. It's a great opportunity to hear directly from our leadership on key topics affecting your success. Don’t miss out—be part of a community dedicated to building trust and advancing financial security ???? https://lnkd.in/g8HSKAZT #Finseca #FinancialServices #Credibility #CEOcorner

?? Join Us for an Inspiring Conversation! ?? We’re thrilled to announce the latest edition of our Women at the Top series, featuring Vanessa Morin, Head of Advisor Services at MassMutual. Vanessa will share her journey, insights, and strategies for success in this empowering session. This conversation will be hosted by Joy Avedesian, Chair of the Finseca Women’s Advisory Board, who brings her own wealth of experience and leadership to the discussion. ?? Register here: https://bit.ly/3UZ4jOt

?? Elevate Your LinkedIn?? Game! Yesterday, social media guru Richard van der Blom, unlocked the secrets to becoming a thought leader and building a client-magnet profile on LinkedIn??. ?? Key take-aways: ? How to brand yourself with a customer-centric profile that attracts the right audience ? Strategies to master content on both strategic and operational levels ? A practical 5-step social selling method to fuel ongoing lead generation ?? Attendees gained tips to transform their LinkedIn?? routine into a powerful engine for connections, engagement, and success! Thank you John Hancock for sponsoring this session. #NAILBA43 #SocialSelling #LinkedInStrategy #ThoughtLeadership #ClientMagnet

We are so thankful for our members who advocate for financial security every day! Finseca member Ken Knox recently met with Senator Maggie Hassan to discuss the critical role holistic financial planning plays in securing the future of families and businesses. Their insights reinforce the importance of a comprehensive approach to financial security. #Finseca #FinancialSecurityforAll #FinancialPlanning #LifeInsurance #HolisticApproach

? What an incredible moment! ? Mike James had the chance to sit down with the legendary ? Cal Ripken Jr. at NAILBA 43! His insights on perseverance, leadership, and the importance of building a legacy resonated deeply with our attendees. Thank you to NFP, an Aon company for sponsoring this unforgettable experience. Together, we're inspiring excellence and driving impact in our industry! ?? #NAILBA43 #CalRipkenJr #Leadership #Gratitude

Exciting things are happening in the NAILBA community! Warren May, our new NAILBA leader, is bringing fresh energy to the vital role of the brokerage space, with a clear focus on growth. Learn more about Warren’s vision for the future: Read the full story here https://lnkd.in/gyMMwN-c