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
22
SECURE 2.0 The federal government steps forward to encourage retirement saving
26
Licensed to manage NAILBA ’ s Certified Case Manager program puts advisors ahead of the curve 35