Finseca

Congress has averted a shutdown, but the real tax debate is just beginning. How will bipartisan collaboration shape fiscal policy and financial security in the months ahead? Join us along with Association Lobbyist of the Year, Jennifer Fox, on March 31 for an exclusive discussion with key congressional insiders Matthew Fried (Rep. Tom Suozzi) and Joe Knowles (Rep. Brian Fitzpatrick). Get the inside scoop on what’s next for tax reform, reconciliation, and financial security policy. ?? March 31 | 3:00 PM ET ?? https://lnkd.in/eCP4bk4j

I'm so excited for Finseca and GAMA Global's #LAMP2025 in Orlando! It's an honor to join financial industry leaders Joy Avedesian, Moira Buckley, and Morgan Strahan for a thought-provoking panel discussion highlighting "Strong Roots, Thriving Leaders: Leveraging Your Leadership Ecosystem." LAMP (Leaders and Managers Program) brings together experts who have perfected the art of leadership and are eager to share their strategies, best practices, and tips on how to join them at the top. Unlock your potential as a leader through insights meant to inspire and guide your journey to becoming the leader you were meant to be. Want to learn more? Check out the event agenda: ?? https://lnkd.in/e9batPBi ?? https://lnkd.in/gwJdq9jy

?? 31 years of impact—and still going strong. For Moira Buckley, Territory Vice President at Prudential Financial, a career in financial security means making a real difference. It's about building deep relationships, guiding clients through life’s biggest financial decisions, and helping families protect what matters most. When women bring their passion and expertise to this profession, they not only change the lives of the families they serve—they strengthen the future of #financialsecurity for everyone. #WomensHistoryMonth #FinancialSecurityForAll #Impact

Increase Your Competitive Edge at #AdvancedMarkets! Finseca’s Advanced Markets isn’t just another event—it’s a revolution in how elite advisors (and those who aspire to be) serve business executives, high-net-worth individuals, and families. ? Crafted by the best. This year’s programming has been meticulously designed by some of the finest minds in the profession—your Advanced Markets Planning Committee. Their goal? To ensure that every session delivers cutting-edge insights, game-changing strategies, and practical solutions you can implement the moment you get home. ? Exclusive access to the top minds. Beyond the content, the real advantage? The connections you make. At #AdvancedMarkets, you’ll be surrounded by the best and brightest financial security professionals from across the country. These conversations and relationships give you a competitive edge that simply can’t be replicated by staying within your firm’s bubble. ?? Now is the time to secure your spot! Don’t miss your chance to be part of the event that sets elite advisors apart. ?? June 17 – 20, 2025 ?? Marriott Marquis | Washington, D.C. Join us. Elevate your practice. ?? https://lnkd.in/eG7z6gUT #AdvancedMarkets #EliteAdvisors #FinancialSecurity Philip de Bruyn, Moira Buckley, John Folkert, Carrie Hall, James Joyce, Jessica Jung, Ann Marie Liotta, Marc Cadin, Bonnie Godsman, Maggie Seidel

?? 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!

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?

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

?? 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

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

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!! ??