Finseca Focus 2023 Q1

Finseca Focus

Q1 2023
Featuring Content from the Award-Winning NAILBA Perspectives

How valuable is your value proposition ?

The promise of superior service and quality products that build client relationships page 32

Brokerage priorities :
Getting involved with NAILBA Board of Advisors
SECURE 2.0 The federal government steps forward to encourage retirement saving
Licensed to manage NAILBA ’ s Certified Case Manager program puts advisors ahead of the curve 35