We’re proud to partner with Finseca and sponsor their annual Advanced Markets Conference in Washington, D.C. 

This four-day event offers practical strategies, insights and inspiration for serving high-net-worth families, business owners and executives. It’s also where our leadership team at 1847Financial continued annual business planning with our Managing Principals and President Heather Nagengast.

Penn Mutual sponsored a featured session introduced by Vice President of Advanced Sales Bill Bell, who also served as a panelist. The session, Same Toolbox, Different Blueprints – Tax Planning Strategies Across the Wealth Spectrum, was hosted by Caroline Brooks and featured panelists Eryka Morehead and Michael Weinberg.

“A financial professional’s advanced sales toolbox can be as large as they want it to be.” said Bell, “This session highlighted just a few tools top financial professionals can use to help with their client’s estate, business and retirement planning needs.” 

We asked Bill his top takeaways. His advice to financial professionals:

• The industry is more unified than ever, thanks in large part to Finseca’s leadership.
• ​The likely permanent extension of many TCJA tax provision will provide a clearer roadmap for planning for future financial planning for many individuals and families.

Penn Mutual and 1847Financial remain committed to supporting Finseca’s mission of helping to provide financial security for all.

Agenda highlights from 66 sessions included:

• Strategies for an uncertain tax future
• Bringing tax returns into wealth building conversations
• Retirement planning with insurance solutions
• Modernizing life insurance – the next-gen digital solution
• Navigating variable universal life
• State of the field from the board chair, Mike James
• Conversation with Derek Jeter – five-time world series champion

In the evenings, our 1847Financial team hosted a dinner with our financial professionals to build deeper connections, and many took time to enjoy the sights of the Capitol.

At the expo, our 1847Financial Sales Development – Jeff Borrowman, Jon Ernst and Jordan Scott hosted a booth to talk about how to best leverage life insurance and annuities in a holistic financial plan. 

Want to learn how to apply the lessons learned from this conference to the solutions you offer clients? Call our Sales Development team at 800-814-8184, option 3 and select the option for 1847Financial – we're here to help!

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