Finseca

Thrilled to welcome our newest bulk members from Southern Farm Bureau Casualty Insurance Company and Northwestern Mutual – Northern Ohio, Des Moines, and Birmingham! 🎉 Joining Finseca means uniting with a powerful voice to advance the profession, gaining insights that shape your work, connecting with peers committed to delivering financial security to more families, and so much more. Excited to have you join the Finseca community. Interested in joining Finseca? Email ➠ membership@finseca.org 📨 #WeAreFinseca #FinancialSecurityForAll 

I sat down with Jay Jackson, Chair & CEO of Abacus Global Management, for a powerful conversation about the future of our profession. We discussed the urgent need for private-sector solutions as Social Security’s insolvency looms, how AI and data can transform client service, and why customized, lifespan-based strategies may be the key to solving retirement’s biggest fear, running out of money. Jay believes Finseca is uniquely positioned to lead this change, advance forward-thinking policy, and unite the profession to deliver financial security for more families. Together, we’re not just protecting what we have, we’re building what comes next. Together, we are Finseca. #FinancialSecurityForAll #Leadership #RetirementSecurity #Finseca

Absolutely great to spend the evening with Michael Morrissey, Christopher Warren, and our host-with-the-most, Rafi Glantz in New Jersey on Wednesday! Being involved with Finseca the past few years has really allowed me to do much more intricate, and delicate, tax planning work for my Clients. Grateful to have been able to meet with Local & State Representatives to discuss recent changes to the Tax Code, and of course, their Legislative Goals for 2026. #FINSECA #NorthwesternMutual #EvereadyFinancial #Politics

💰 A $1,000 investment at birth might not sound like much—until you consider the power of compounding. In his latest USA TODAY op-ed, Finseca CEO Marc Cadin makes the case for Trump savings accounts as a game-changer for generations. 🔑 These accounts give every child a stake in the economy—regardless of income—and the potential to build real, lasting wealth. But policy isn’t enough. Financial literacy must become a national priority. It’s time to treat financial planning like a checkup: routine, expected, and essential. 📖 Read the whole piece: https://lnkd.in/eHzQUe87 #FinancialSecurityForAll #GenerationalWealth #FinancialLiteracy #TrumpAccount #Finseca #LeadershipInAction #PolicyToPlanning

💬 “This isn’t a backdoor to ending Social Security—it’s a call to get more Americans saving, earlier.” In this robust conversation on SiriusXM with RealClearPolitics Co-founder, Tom Bevan, and Finseca CEO Marc Cadin share why financial security is a national priority—and how the Trump Account, Social Security, and market access are all part of the bigger picture. 🚨 Social Security is projected to go insolvent by 2033—what happens next? 💰 What does that mean for your clients, and how do we prepare future generations? 📈 Why access to savings and the markets is more critical than ever 📣 Why this profession is essential to the fabric of American life This moment demands clarity—and that’s what Finseca delivers. This is the future we’re building. Listen now 👇 #FinancialSecurityForAll #PolicyToPlanning #TrumpAccount #SocialSecurity #LeadershipInAction #FinsecaAdvocates #FutureOfFinance

Another powerful example of advocacy in action. Marc Cadin and Jennifer Fox joined Finseca member and MassMutual ambassador Kevin Clasen, CFP, for an event supporting Senator Todd Young—one of Finseca’s endorsed candidates and a key voice on the Senate Finance Committee. The conversation centered on expanding access to life insurance, strengthening financial security, and the role policymakers play in advancing holistic financial planning. This is what driving the profession forward looks like. #FinsecaAdvocates #FinancialSecurityForAll #LeadershipInAction #TaxPolicy #SenateFinance #LifeInsurance #MassMutual #Finseca

🚨 New for NAILBA 44: The Operations Track is here—and it’s built for the people driving real results behind the scenes. This isn’t just another breakout. It’s hands-on, practical, and designed to help you: ✔️ Streamline tech and workflows ✔️ Develop stronger teams ✔️ Improve retention and efficiency ✔️ Walk away with CE credit If you’re in operations, this is your chance to refine your strategy, learn from the best, and bring back ideas that propel your business forward. 📍 Join us in Dallas, Nov. 9–12 🔗 Register now: https://lnkd.in/edDi4Vc6 #NAILBA44 #OperationsTrack #BrokerageLeadership #TeamEfficiency #FinancialSecurityForAll #NAILBA #InsuranceLeadership

🎯 The Forum 400 Annual Meeting is back—January 24–27 in Nashville! This is your chance to connect with the top producers in life insurance, share strategies, and gain powerful peer-driven insights to elevate your business in 2025. ✅ Breakouts ✅ Innovation ✅ The best minds in the profession Registration is included with your Forum 400 membership. Don’t miss it. 👉 Register: https://lnkd.in/gAg8u6fi ❓ Questions? forum400@finseca.org #Forum400 #LifeInsuranceLeadership #PeerLearning #FinancialSecurityForAll

📢 H.R. 1—the One Big, Beautiful Bill Act—is now law, bringing the biggest tax shake-up since 2017. One headline-grabbing addition? The Trump Account. A new tax-advantaged savings tool—but how does it stack up to 529s, Roth IRAs, and Traditional IRAs? 📊 We’ve laid it all out for you. Check out our side-by-side Savings Vehicle Comparison Chart—a must-read for financial professionals looking to guide clients through what’s next. Clear, concise, and built to help you stay ahead. 📥 Download this chart to stay informed, and share this post to help others do the same. #HR1 #TrumpAccount #TaxReform #Finseca #AdvisorTools #FinancialSecurityForAll #PolicyToPlanning #LeadershipInAction

At Finseca, we’re not just representing parts of this profession—we’re uniting it. That mission came to life last week at World Financial Group (WFG)’s G25 Convention, where I had the privilege of addressing 15,000+ financial security professionals and connecting with two remarkable leaders: Xuan and Alicia Nguyen. Xuan’s legacy of education and Alicia’s vision for the future both reminded me: what you do every day matters, and we’re stronger when we stand together. We are grateful to Todd Buchanan, WFG President and Finseca Board Member, for his leadership as we build a movement rooted in service, unity, and impact. Together, we are Finseca. #FinancialSecurityForAll #Leadership #Finseca #UnifyingTheProfession