Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

Mission and vision

Mission

To advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.

Vision

As the voice of more than 300,000 financial security professionals, our sole focus is on creating an environment that enables people to protect and enhance financial well-being – for themselves, their families, and their businesses resulting in financial security for all.

Brand Statement

Prosperity lies at the heart of the American Dream. Yet our nation is plagued by financial insecurity, a byproduct of insufficient retirement and insurance planning. We know there is a better way. We serve those who have built careers helping families and businesses prepare for the tomorrows they expect – and for those they don’t foresee.

As the home of the top financial security professionals, Finseca’s sole focus is on creating an environment that enables people to protect and enhance financial well-being — for themselves, their families, and their businesses. Simply put, financial security for all.

Working with our nation’s key policymakers and building upon the experience of our profession’s most influential leaders, we never lose sight of what really matters: protecting the dreams and promoting the prosperity of people around the world.

Together, we are Finseca. Become a member today.

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.