Finseca

We could watch this ALL DAY! 👀

Meet Jim Hebets #3 Ranked Forbes/SHOOK Research Financial Security Professional. With five decades of experience, he is a true legend in the industry, and his wisdom is priceless. Want to accelerate your success? Jim suggests: Surround yourself with intellectual giants to grow. https://lnkd.in/e_VjAzbm

June was a remarkable month as we welcomed more than 515 new Finseca members from 15 companies and 115+ individual firms from across the country. We are thrilled to represent such a diverse cross-section of leaders and advisors within the #financialsecurity profession! Join us in extending a warm welcome to this incredible group of new members! 🎉 #FinancialSecurityForAll Allstate, First Financial Resources (FFR), Guardian Life, LIBRA Insurance Partners, Lion Street, M Financial Group, MassMutual, Modern Life, Munich Re, NFP, an Aon company, Northwestern Mutual, Prudential Financial, Simplicity Group, Transamerica, World Financial Group (WFG) Maggie Seidel, Jordan DeBettencourt, Anna Murphy, Kerryn Havermale, Lauren Sharrock, Bonnie Godsman, Marc Cadin,

Congratulations to Keith Wagner, Finseca Board member, for his #2 ranking on the Forbes/SHOOK Research Top Advisor list! Not only is he a nationally ranked advisor, but he is also a driving force in advancing our mission of #financialsecurityforall! Keith is unwavering in his commitment to protecting the promises he makes to his clients. Will you, too, join us in our movement? Join us! https://lnkd.in/gN9XEQhm Maggie Seidel, Jordan DeBettencourt, Anna Murphy, Lauren Sharrock, Kerryn Havermale

🎉 Congratulations to Jeri Turley (Principal at Winged Keel Group), the first female board Chair of Finseca, for being recognized as the Forbes/SHOOK Research #1 ranked Financial Security Professional in the nation! Jeri recently sat down with our EVP of External Affairs & Chief of Staff, Maggie Seidel, and shared her journey to the top. She highlighted three crucial steps that can help you achieve the same success: Surround yourself with the right leaders. Educate yourself. Start small. Take that first small step to transform your career. Watch the full interview to learn how you, too, can reach the top: https://lnkd.in/eHgC5ivN

Have you heard? 👂 CA Governor Gavin Newsom signed Bill AB2927 into law on June 29, which would require a financial literacy course for high school students. Originally, the bill did not include the holistic planning aspect represented in a recent E&Y study that states that life insurance, investments, and retirements together produce better outcomes for Americans. With Finseca's involvement, the bill's final language included the holistic financial advice Americans need most to make well-informed planning decisions. Financial literacy is very important, and the earlier it starts the better. Thank you Finseca for being an advocate for financial security for all, including the next generation! 🛡️ #SupremeCourt #LifeInsuranceMatters #FinancialSecurityForAll Read about the E&Y Study mentioned above HERE: https://lnkd.in/eF4YjBet

The 2024 Forbes/SHOOK Research Top Financial Security Professionals list is out, and a BIG congratulations to all of the financial security professionals who have been recognized for their tireless service to the cause of #financialsecurityforall.    Finseca is especially proud of all of our members in the Nation’s TOP 10: Jeri Turley, Keith Wagner, Jim Hebets, David Carroll, Michael Mingolelli, Jr., Matthew H. Phillips, Gregory Large, Scott Sparks, Mark B. Murphy, and Steve Dark! Winged Keel Group, The Hebets Company, Financial Architects Partners, Lenox Advisors, Sparks Financial, Northeast Private Client Group, One Wealth Partners Financial & Insurance Solutions

Now more than ever, we need to help more families build a stronger financial foundation. The future is bright for our profession and all the families we serve. Finseca was created to be the most inclusive organization in our profession's history. If you believe in the power of a holistic financial plan—which EY has proven to be in the best interests of all consumers—you should be a member of Finseca! By coming together, we can stop playing defense and move closer to advancing #FinancialSecurityForAll. Marc Cadin, Bonnie Godsman, Armstrong Robinson, Maggie Seidel, Amanda Bickley

I had the great pleasure of meeting with Rep. Brittany Pettersen and Jennifer Fox to discuss issues and opportunities we face in our profession related to providing financial security for all. Rep. Pettersen's insights and experiences with financial security were enlightening. It was a productive discussion that shed light on key challenges and potential solutions in our field. Looking forward to further collaborations towards achieving our shared goals. Finseca Wealth Strategies #Finseca #WealthBeyondMoney #FinancialSecurityForAll

Happy Fourth of July! 🇺🇸 Let's take a moment today to reflect on the freedoms we enjoy and the sacrifices made by those who came before us. Have a safe and joyous Independence Day celebration! #FourthofJuly #IndependenceDay #USA 🎆🎇🎉