Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.
Washington, DC
Joined July 2009
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Finseca retweeted
Last week, the @Finseca Board met in DC with @ACLINews President & CEO @dchavern to discuss the challenges facing our industry and the importance of a united voice in Washington.
Grateful for David, the ACLI, and everyone working to strengthen #FinancialSecurityForAll
Finseca retweeted
It’s easy for our profession to turn inward. But the real challenge is reaching Americans who still believe financial security is out of reach.
David O’Malley, Chairman, President and CEO of @pennmutual and I discuss on this week’s Monday Brief.
Together, we are @Finseca.
Finseca retweeted
Life insurance is still NAILBA’s foundation, but clients don’t live in product categories & our education can’t either. Warren & I discussed why #NAILBA45 is expanding its annuity content & why a stronger brokerage community makes all of @Finseca stronger. bit.ly/namr
Finseca retweeted
Policymakers don’t separate carriers and distribution into neat categories. They hear one industry.
Dawn Behnke, EVP of Consumer Markets at @pacificlife, and I discussed why alignment between @Finseca and @ACLINews matters when millions still need access to products and advice.
Finseca retweeted
I asked Jordan what one thing at @Finseca he’d recommend members use. His answer: find your one thing. I called it a cop-out, but he had a point.
You can’t use everything. Find what helps your business and build from there. If you’re not sure where to start, we’ll help.
Finseca retweeted
Last year, @Finseca worked to protect provisions affecting our members while @ASAEcenter rallied associations against major nonprofit tax increases. On this week’s Monday Brief, CEO Michelle Mason and I unpack what happened and what’s next. Finseca members, check your inbox.
Finseca retweeted
NAFA appreciates the opportunity to join @CarltonFields, @Finseca & @IRIonline for a productive meeting with the @SECGov this week, reinforcing the value of collaboration in serving financial professionals and the Americans they help every day.
#AnnuityLeadership #Regulation
Finseca retweeted
“What difference can one person make in Washington?”
I’ve seen it firsthand: specific stories about clients, employees & businesses can change the conversation. Talking points rarely do.
Hear more from @BrodyMullinsDC, host of @the535news pod
Check your email for the Monday Brief
Finseca retweeted
After the 2016 election, Carl Peterson thought estate tax repeal could put him out of business. It’s why he calls advocacy an insurance policy for his firm and clients.
We also discussed private equity, growth & client service. @Finseca members, check your inbox for Monday Brief.
Finseca retweeted
“Hope is not a plan.” Tiffany Markarian, Founder of @AdvantusMktg, joined the Monday Brief to emphasize intentionality in time management, client service, and business growth. @Finseca members, check your email every Monday for the full brief.
Finseca retweeted
This week I’m with Randy Fine, President of Robert Fine & Associates, discussing how technology is reshaping the advisor-client relationship. Advisors who ask better questions & mentor the next generation will excel. @Finseca members: Check your inbox for this week's Monday Brief
Finseca retweeted
As we celebrate America’s 250th, we recognize the vital role of financial professionals in securing our futures.
Last year, H.R. 1 was passed thanks to advocacy.
@Finseca members, check your inbox for this week’s Monday Brief on our victories and ongoing advocacy.
Finseca retweeted
In yesterday’s @FinancialCmte, I spoke in support of the bipartisan Clarity for Compensation Act led by @RepGregoryMeeks and Congressman @ZachNunn.
Too often, when people think of financial advisors, they picture large Wall Street firms. The reality is very different. Most financial advisors are small business owners.
This bill reduces unnecessary government “blue” tape, provides clear and consistent rules for independent financial advisors, and allows these small business owners to focus on what they do best—serving their clients, supporting their communities, and creating economic opportunity.
Finseca retweeted
🚨The Clarity for Compensation Act passes the House Financial Services Committee unanimously, 51-0. The bill now heads to the full House.
Read our joint response with @Finseca and @QuadASocial: financialservices.org/orgs-a…
#FSIAdvocacy
#IndependentFinancialServices
#AdvocacyInAction
Finseca retweeted
This week’s Monday Brief features Lisa Todd of Corebridge on where our profession is headed—clients want flexibility, living benefits, and faster, more personal experiences. @Finseca members, check your email to watch the full Brief.
Finseca retweeted
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.