Finseca

Thoughts on building a new future by looking ahead.

Five core tax priorities for 2025 to help more Americans achieve financial security.

These regulations mark a transformative period for the financial security industry.

Our profession continues to be impacted by laws and regulations in every state.

The Women’s Impact Community is working toward breaking down the barriers for women in the profession.

The industry must be united in championing the cause of financial security.

Industry associations and state regulators joined together to oppose legislation that would have made it more difficult to sell life insurance and annuities.

Every crowdfunding campaign to pay for a funeral means that someone was unprepared.

These policies will significantly shape our strategies and decision-making in our industry, impacting life insurance, retirement planning and investments.

Regulations and legislation impacting financial security are moving into the state arena in the coming year.

Financial security is attainable for everyone. And it all starts with a holistic financial plan.

There are serious concerns about the rise of the regulatory state and the impact it will have on an already challenging compliance burden.

State-run programs to address the costs of long-term care don’t go far enough in serving an individual’s needs.

Increased regulation will hinder middle-income consumers from accessing professional advice.

The financial security profession must focus on recruiting more women into this profession and making this profession worthy of the women who enter it.

There is room for both fees and commissions if we want more people to have access to holistic financial advice.

Consumers need more access to financial advice and more choices about how to invest.

Clients of all ages can benefit from the provisions of this bill, but they need you to help them take advantage of these features.