Advisors don’t just navigate tax reform; they use it to help clients build lasting financial security. Join William R. Davis of Capitol Tax Partners and Dino Pihakis, CFP® of Strategic Financial Partners, for a live discussion on how to turn the 199A deduction into a real advantage for your clients and your business. Walk away with practical strategies, sales insights, and a real-world look at how advisors are translating policy into progress. 📅 Monday, October 27, at 3 PM ET 🎯 Register now to join live: https://lnkd.in/gRPtPZpE #FinancialSecurityForAll #Finseca #AdvisorEducation #TaxReformAdvisors Jennifer Fox, Melissa Bova, Alex Kim, Noah Hubbel, Margaret Kelly
About us
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. A holistic financial plan (life insurance, investments, and annuities) is second to none when it comes to protecting yourself and your loved ones.
- Website
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https://www.finseca.org
External link for Finseca
- Industry
- Insurance
- Company size
- 51-200 employees
- Headquarters
- Washington, D.C.
- Type
- Nonprofit
- Founded
- 2020
Locations
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Primary
Get directions
Washington, D.C., US
Employees at Finseca
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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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Lorrie Baldevia
People Leader | Board Advisor | Keynote Speaker | Mentor | Advocate for Joy, People & PIE
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Marc Cadin
Chief Executive Officer at Finseca
Updates
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“Being part of Finseca connects me with experts, sharpens my awareness of policy and industry shifts, and keeps me ahead in an ever-changing field. With Finseca’s support, I’m growing, raising the bar for planning excellence, and delivering greater impact for my clients.” Leaders like Jennifer Leisman Dessert demonstrate what it means to be part of a community that never stops learning, growing, and advancing the profession. When you’re part of Finseca, you’re never standing still; you’re moving the profession forward. Join Finseca: https://lnkd.in/gNMKVgeV #FinancialSecurityForAll #Finseca #LeadershipInAction #FinancialSecurity
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Finseca reposted this
NAILBA 44 is a reimagined experience built for more value, deeper connections, and unmatched energy. Get ready for dynamic mainstage speakers, targeted sessions on product, tech, and leadership, and the return of the iconic hospitality suites that make NAILBA legendary. 📅 We’re just 20 days away — less than 3 weeks until we kick off in Dallas! It's not too late to join us, register here ➡️ https://lnkd.in/dD8WhEf7 A quick reminder: the hotel block is now full, but you can still find rooms nearby at the Courtyard by Marriott, Hyatt Place, or Hilton Garden Inn. #NAILBA44 #BrokerageMovesForward #FinancialSecurityForAll Finseca
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Finseca reposted this
Momentum is building. Families are planning, offices are busy, and estate attorneys are fully engaged. With a stable tax code, clients have the confidence to act, and it’s clearer than ever why our profession’s voice matters. At Finseca, advocacy is how we protect the profession that protects families. Often, the first step toward impact is simply getting involved. This week, I sat down with Jeffrey M Ostrum, CFP(R), Managing Director at Financial Architects Partners, an NFP, an Aon company, to talk about what happens when you take that first step, and how this community drives growth and impact, every step of the way One voice. United in purpose. Together, we are Finseca. 🎥 Take a listen. #FinancialSecurityForAll Jennifer Fox Joseph Bragdon, CFA Mike James
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What’s next for Social Security and your clients? The future of retirement is being rewritten. Join Maggie Seidel, Chief Growth Officer at Finseca, and leading economist Jason Fichtner, Ph.D., Executive Director, Retirement Income Institute at Alliance for Lifetime Income by LIMRA, for an exclusive conversation on what’s ahead for Social Security, market innovation, and how advisors can help clients prepare for lasting financial security. Social Security is changing. Are you ready? 📆 October 29 at 2:00 pm ET Influencer members, register here: https://lnkd.in/e_whny64 #FinancialSecurityForAll
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Last week, Finseca’s Board had the pleasure of hearing from Matthew Shay, CEO of the National Retail Federation, who shared his insights on the phenomenal growth and evolution of NRF. His perspective on leading with clarity, community, and purpose resonated deeply with our mission to strengthen and unify the #FinancialSecurity profession. Thank you, Matthew Shay, for an inspiring conversation and for demonstrating the power of leadership that brings people together to create lasting impact. #LeadershipInAction #FinancialSecurityForAll #Finseca Marc Cadin Chip Van Dusen
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Did you catch yesterday's Finseca Policy Newsletter? Members did. 👀 Here’s a quick peek at one of the insights shaping conversations in Washington, just a small glimpse of what members receive every other week. 👉 Want full access to biweekly policy updates and analysis that impact your business? Join Finseca today. ┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅┅ California takes a step toward modern licensing standards. Governor Newsom has signed AB 943, sponsored by Assemblymember Rodriguez, which eliminates 20 mandated hours of pre-licensing training while retaining the 12-hour ethics course. Finseca supports this reform because it removes a barrier to entry for new professionals, allowing individuals to prepare for the licensing exam in ways that best fit their needs while reducing unnecessary time, cost, and rigidity. With a projected shortage of 100,000 financial advisors by 2034, AB 943 helps open doors for more people to join the profession — without unnecessary obstacles. Questions? Contact Melissa Bova, SVP of State Affairs & Policy → mbova@finseca.org
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💬 Conversations That Close, Finseca’s new member-only series spotlighting how top advisors turn complexity into clarity. Featuring Scott Sparks, CEO of Sparks Financial and a Forbes-recognized advisor, and hosted by Jordan DeBettencourt. Ready to elevate your client conversations? 👉 Register now: https://lnkd.in/gCj_yc7S
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Finseca reposted this
A standout session at the LIBRA Fall Meeting came from Finseca’s Marc Cadin, who highlighted how collective advocacy has turned victories into long-term opportunities for our industry. Through collaboration and forward-thinking leadership, LIBRA Principals are helping shape what’s next for holistic financial planning. #WeAreLIBRA
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Finseca reposted this
This past week, the Finseca Board of Directors had the opportunity to meet in Washington, D.C., an experience that highlighted the remarkable collaboration and expertise across our industry. Serving on the Board alongside such talented professionals is incredibly rewarding, and representing FFR Members on this platform is both an honor and a responsibility I deeply embrace. It was a true privilege to record our Finseca Sunday Message with CEO Marc Cadin, formally announcing FFR’s enterprise relationship with Finseca. I’m incredibly proud of the work Marc and the entire Finseca team is doing to advance our industry and deliver real value for our Members.
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