Community Improvement & Capacity Building
Finseca Pac
WASHINGTON, DC
Total revenue
$20.2M
Total expenses
$17.9M
Net assets
$255K
Grants received
—
EIN
852061667
Tax year
2024
Mission
The mission of finseca is to advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work of its members to provide financial and retirement security for the individuals, families, and businesses served.
Programs
8 programs
Advocacy: the mission of finseca efforts in the legislative and regulatory affairs arena is to promote and advocate for our members, their clients, and the broader insurance community on public policy issues associated with the use of life insurance to provide long-term savings, protection, and financial and retirement security, in the individual, family and business context. Membership-run issues committees in each of these areas work in conjunction with finseca staff and counsel to monitor public policy developments and recommend positions and actions up through government affairs committee and to the finseca board that are designed to achieve the most favorable legislative and regulatory results.examples of specific legislative, regulatory and public affairs issues undertaken by finseca include matters affecting estate planning, deferred compensation, business uses of life insurance, qualified plans, tax treatment and regulation of life insurance products and producers and the understanding of life insurance by congress and the general public.
Public affairs and marketing: finseca's communication efforts help raise industry awareness of the organization's efforts.
Global: consists of membership dues, awards, licensing fees for program sales, and events and meetings. Provides members with customized business and leadership solutions that are cutting-edge and designed to help them, their team members, and their business to outperform on a global basis.
Events: leaders and managers program (lamp) and advanced market summit. Lamp is an event that finseca hosts in the early spring each year. The event attracts domestic and global financial leaders. Attendees hear from several keynote speakers on various topics such as leadership motivation, and experts in the financial profession. Advanced market summit is an event held in late spring each year. This event attracts top financial advisors who attend the event to hear from fellow high performing advisors, research experts, and speakers who provide expert analysis on federal and state legislative and regulatory matters. In conjunction with the event, finseca offers a "day on the hill" for attendees who wish to meet with their legislative representatives.
Issues campaign: finseca is required to elevate efforts due to specific legislative and regulatory threats against the industry. These are classified as "issues campaign", i.e. Dol, tax reform, etc. Individuals and corporate contributions are made to support campaign management, qualitative research, polling, policy partnerships, earned media, etc. To maximize the profession's impact on capitol hill to ensure policy is in benefit of the financial security professional. The individual and corporate partners engage in advocacy work, receive unique operations insights monthly and unique quarterly principals calls, and are recognized through different events, webinars, resources, etc.
Nailba: nailba is finseca's newest community and is the voice of independent brokerage distribution. This community promotes retirement security and consumer choice in the insurance and financial services marketplace through the use of independent wholesale brokerage distribution channels. Nailba's services and benefits include networking, an annual conference, and the case manager certification program.
Membership and engagement: this represents the costs of providing benefits to promote and retain finseca members.
Corporate partners: provide a customized package and process for firms, agencies, and carriers to reach the financial security professionals. There are a variety of methods to provide information and network with finseca's variety of communities: events, education programs, advocacy programming, digital communications, e-communications, website, publications and website.
Financials
FY 2024
Revenue
Expenses
People
46 listed
MARC CADIN
CEO
$991K
38 hrs/wk
BONNIE GODSMAN
PRESIDENT
$554K
36 hrs/wk
ARMSTRONG ROBINSON
CHIEF ADVOCACY OFFICER - UNTIL 11/24
$424K
40 hrs/wk
KEVIN TORUNO
CFO - UNTIL 02/24
$38K
40 hrs/wk
TODD BUCHANAN
DIRECTOR
—
1 hrs/wk
MOIRA BUCKLEY
DIRECTOR
—
1 hrs/wk
ROB CARNEY
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
LUIS CHIAPPY
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
CHRISTIE CORADO
DIRECTOR
—
1 hrs/wk
VINCE D'ADDONA
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
BOB EICHLER
DIRECTOR
—
1 hrs/wk
JOE GERGELY
DIRECTOR
—
1 hrs/wk
JOHN GILBERT
DIRECTOR
—
1 hrs/wk
JASON GROVER
DIRECTOR
—
1 hrs/wk
MATTHEW HODSON
DIRECTOR
—
1 hrs/wk
MICHELLE HUBERT
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
AMY JAMROG
DIRECTOR
—
1 hrs/wk
TIM KLUSAS
DIRECTOR
—
1 hrs/wk
JASON LEA
DIRECTOR
—
1 hrs/wk
DON LIPPENCOTT
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
TIMOTHY MAGUIRE
DIRECTOR
—
1 hrs/wk
MIKE MARTINI
DIRECTOR
—
1 hrs/wk
MIKE JAMES
CHAIR-ELECT - UNTIL 06/24, CHAIR
—
3 hrs/wk
BRANDY MICKENS
DIRECTOR
—
1 hrs/wk
CATHY NEIFELD
DIRECTOR
—
1 hrs/wk
AMY SALO
DIRECTOR
—
1 hrs/wk
PHILIP SARNECKI
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
MIKE SCOVEL
DIRECTOR
—
1 hrs/wk
KEITH WAGNER
DIRECTOR
—
1 hrs/wk
MISTY WELTZIEN
DIRECTOR
—
1 hrs/wk
SHAUN MCDUFFEE
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
RICK VAN BENSCHOTEN
CHAIR - UNTIL 06/24, IMMED. PAST CHAIR
—
3 hrs/wk
CHIP VAN DUSEN
SECRETARY - UNTIL 06/24, CHAIR-ELECT
—
3 hrs/wk
STEPHANIE RIVAS
DIRECTOR - UNTIL 06/24, SECRETARY
—
3 hrs/wk
JIM HEBETS
TREASURER
—
3 hrs/wk
ERIC NAISON-PHILLIPS
DIRECTOR - UNTIL 06/24, VICE TREASURER
—
3 hrs/wk
EDWARD G DEUTSCHLANDER
IMMED. PAST CHAIR
—
3 hrs/wk
LORRIE BALDEVIA
DIRECTOR
—
1 hrs/wk
KRISTI BARENS
DIRECTOR - UNTIL 06/24
—
1 hrs/wk
DAPHNE BOYLE
DIRECTOR
—
1 hrs/wk
DAVID STERTZER
FORMER SENIOR EXECUTIVE ADVISOR
$500K
0DANIEL LABERT
PRES, BROKERAGE & EVP MBR EXP
$336K
7.5 hrs/wk
MARGUERITE SEIDEL
EVP, EXT. AFFAIRS AND CHIEF OF STAFF
$334K
40 hrs/wk
JENNIFER FOX
VP, FEDERAL AFFAIRS
$231K
40 hrs/wk
MELISSA BOVA
SVP, STATE AND PUBLIC AFFAIRS
$229K
40 hrs/wk
ALEX KIM
VP, POLICY
$212K
40 hrs/wk
Independent contractors
GAYLORD ROCKIES & CONVENTION CTR
MEETING SERVICES
DIPLOMAT BEACH RESORT
MEETING SERVICES
FAEGRE DRINKER BIDDLE & REATH LLP
GOVERNMENT/ REGULATORY AFFAIRS
DUPONT VENTURES
DATABASE CONSULTANT
FEDERAL POLICY GROUP
LOBBYING