?? Are you helping your advisors lead better life insurance conversations? ?? At #LAMP2025, David Alarid—a 37-year MDRT Life Member—will help you "find your words" to guide clients toward holistic financial protection. ?? Multiline Lunch ?? Monday, March 24 | 12 PM | Naples Room Expect actionable sales ideas, processes, and real-world stories from an industry pro who’s trained thousands of agents. If you’re in the multiline space, this session is a must-attend! ?? Leave with the confidence & conviction to make a real difference in your clients' lives. See you there!
关于我们
At Finseca, or FINancial SECurity for All, our mission is to remind Americans that there are very clear steps you can take to make sure your financial situation is protected, and a holistic financial plan (life insurance, investments, and annuities) is second to none when it comes to protecting yourself and your loved ones.
- 网站
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https://www.finseca.org
Finseca的外部链接
- 所属行业
- 保险业
- 规模
- 51-200 人
- 总部
- Washington,D.C.
- 类型
- 非营利机构
- 创立
- 2020
地点
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主要
US,D.C.,Washington
Finseca员工
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David Ciccarelli, RICP?, CEPA?
Innovating the Way You Think About Financial Wellness
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Stephanie Rivas
Regional Vice President at National Life Group
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Margaret Brueck
Senior Vice President, Member Experience at Finseca
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Lorrie Baldevia
People Leader | Board Advisor | Keynote Speaker | Mentor | Advocate for Joy, People & PIE
动态
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Former Finseca Board Chair Jeri Turley reminds us that getting involved doesn’t have to start big, but it does have to start. What began as a small step turned into leadership at the highest levels of our profession, driven by a simple mindset: Why not me? When women raise their hands, get engaged, and lean into opportunity, they help shape the future of the #financialsecurity profession—and the success on the other side benefits us all. #WomensHistoryMonth #Leadership?
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Reminder! ?? Join us on Thursday at 12 pm ET as Lorrie Baldevia, Platform President at AssuredPartners, reveals proven strategies to build a powerful network that fuels your success. Through The Game of Networking, you’ll learn how JOY, PEOPLE, and PIE (Profession, Image, and Exposure) can transform the way you create meaningful, lasting relationships. Don’t miss this opportunity—save your spot now! https://lnkd.in/edcinR3T Bonnie Godsman, Erin Roosa
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?? Exclusive Invitation at LAMP! Join us for a Multiline Lunch on Monday, March 24 at 12 PM in the Naples Room! ??? This session is designed for leaders in the multiline space looking to master the life insurance conversation. David Alarid—a 37-year industry veteran and MDRT Life Member—will share: ? Proven sales strategies ? Powerful analogies & objection-handling tactics ? Stories that will help you "find your words" and boost your confidence in life insurance planning. Don’t miss this chance to refine your approach and elevate your impact! See you there! #LAMP2025
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Finseca转发了
It was a honor to share the stage with Finseca Board Member and The Marketing Alliance President/CEO Tim Klusas at the TMA Annual Meeting. I enjoyed spending time with Art Jetter Jack Dewald, CLU, RHU Joe Bosnack David Chittenden Cristin Hopkin Bishop Jeff Mooers Mark Wall and so many other terrific members of the profession at this wonderful event. #financialsecurityforall
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Have we mentioned how proud we are of Jennifer Fox for being recognized as a Top Lobbyist at the Association TRENDS & CEO Update Salute to Association Excellence? A well-deserved honor for her dedication and impact. Congratulations, Jackpot!! ??
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?? There’s enough opportunity for everyone—especially when we work together. Alicia Nguyen reminds us that the financial security profession thrives when we move beyond competition and focus on collaboration. By uniting around our shared mission to provide financial education and protect the futures of those we serve, we can create lasting impact for families, businesses, and communities. When women come together in this profession, we not only grow our own careers—we elevate the entire industry and help deliver #financialsecurityforall. #WomensHistoryMonth #Collaboration #FinancialSecurity, World Financial Group (WFG)
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?? The finalists are in! ?? Join us in celebrating the outstanding firms that are making a real difference in their communities. The Community Impact Leadership Award recognizes financial security firms that go beyond business—creating measurable change through lives secured, charitable efforts, and DE&I initiatives. ?? Congratulations to our finalists: ?? Wealth Strategies ??Northwestern Mutual Twin Cities ?? Coastal Wealth Who will take home the top honor? Find out next weekend at LAMP! If you haven’t registered yet, there’s still time to be part of this incredible event. Don’t miss out! ?? Secure your spot now: www.finseca.org/lamp Bonnie Godsman, Jordan DeBettencourt, Erin Roosa
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?? The countdown is ON – LAMP 2025 is just 11 days away! This is THE event where the top 1% of leaders in #financialsecurity gather to connect, learn, and celebrate – and you don’t want to miss a second of it! ?? Must-attend events to put on your radar: ?? Expo Row – Reconnect, grab a coffee and explore the profession’s top service providers. ?? First Timer’s Meetup (Mar 23, 4:15 PM) – If it’s your first LAMP, this is where you’ll meet your new circle of industry power players! ?? Welcome Reception (Mar 23, 5 PM) – The official LAMP 2025 kickoff – great vibes, great people, and even better connections. ?? The Finseca Foundation High Roller Auction (Mar 24, 6 PM) – Bid on once-in-a-lifetime experiences for a great cause! ?? Celebration of Excellence & Awards Dinner (Mar 24, 7:30 PM) – Honoring the best of the best in the profession! ?? LAMP LoTT Late Night Reception (Mar 24, 10 PM) – Leaders of Today & Tomorrow, this is YOUR time to connect & unwind! ? Secure your spot NOW! ?? Finseca.org/lamp #LAMP2025
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Advice to my younger self? Get involved. ?? Daphne Boyle, shares how joining industry associations like Finseca and building relationships with experienced mentors helped her grow, see the bigger picture, and better serve families through the power of financial security. The connections she made not only accelerated her career but deepened her impact. When women get involved, build networks, and learn from each other, the entire profession gets stronger. Together, we’re ensuring that women continue to shape the future of #financialsecurity and protect what matters most for generations to come. #WomensHistoryMonth #Leadership #FinancialSecurityForAll, Morris & Boyle, an Alera Insurance Agency