Finseca is a Washington, D.C.–based national association representing financial security professionals, including life insurance and retirement planning advisors. Founded in 2020 through the consolidation of several industry groups, its mission is to advance financial security for all Americans by advocating for sound public policy, promoting professional standards, and supporting the development and growth of financial professionals who provide life insurance, annuities, and holistic financial planning services.
Finseca advocates for federal and state legislative and regulatory policies related to life insurance and annuity tax treatment, retirement security, financial planning standards, fiduciary and conduct regulations, estate and business succession planning, and broader financial services regulation impacting insurance and financial advisors.
Primarily funded through membership dues, conference and program revenue, sponsorships, and financial contributions from member firms, insurance companies, and founding supporters.
Merged organizations and affiliates include GAMA, AALU, NAILBA, Forum 400, and the International Association of Qualified Financial Planners (IAQFP); CEO Marc Cadin; founding member firms include major insurers such as Equitable, Penn Mutual, Principal Financial Group, Pacific Life, OneAmerica, Securian Financial, and State Farm.
Non-profit trade association (501(c)(6))
