Bankers Life Recognizes 34 Women Financial Advisors

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Bankers Life announces the Top Women Financial Advisors for 2024, with a record 34 advisors representing over $165 million in AUM. The company emphasizes commitment to client financial security and women's advancement in the financial services industry.

CHICAGO, March 12, 2024 /PRNewswire/ -- Bankers Life today announced its list of Top Women Financial Advisors (TWFA) for 2024. Now in its third year, the program recognizes the company's top-performing women financial advisors representing Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

This year's class of 34 women financial advisors is the largest since the TWFA program debuted in 2022. They represent more than $165 million in total assets under management (AUM) in 2023 and more than $35 million in total net new AUM last year.

"We are proud of the contributions of these talented and experienced advisors to not only our business, but also in helping play a role in securing the financial future of our clients," said Cheryl Heilman, president of Bankers Life Securities, Inc. (BLS) and Bankers Life Advisory Services, Inc. (BLAS). "Every day, our advisors show their commitment to delivering long-term value by getting to know their clients personally, offering customized financial solutions, and providing individual advice and financial education."

Bankers Life remains dedicated to the recruitment, retention and advancement of women in the financial services industry. The company continues to invest in and support several programs, including its Women's Leadership and Networking Committee (WLNC), an affinity group dedicated to mentorship and career development for women within the Bankers Life sales organization.

The WLNC offers several initiatives and programs that bring together women who work at Bankers Life in different stages of their personal and professional development, including Advancing Financial Advisors, the Superwoman Summit and its Making Mentors program.

Financial advisors qualify annually for recognition by achieving specific production and client service criteria. Congratulations to our 2024 Top Women Financial Advisors:

Brittany Allenson	Kelly Hoehmann	Michelle Neuhalfen
Shabana Asif	Sally Hoffman	Andrea Oliverio
Catherine Cole	Jennifer Immoos-Hernandez	Rita Pollard
Emily Combs	Christine Jackson	Jessica Smith
Courtney Boatright	Christina Kaiser	Michelle Smith
Pouran Esrafily	Theresa Kunkeli	Nicole Stahl
Kathleen Fechik	Betty Lake	Royah Sultan
Danielle George	Danaire Leftwich	Rebecca Ward
Lucia George	Margaret Mazzella	Brittnei Washington
Milla Gudukas	Alisha McCarty	Michelle Washington
Danielle Halliday	Victoria McMahon Croce
Rita Hollingsworth	Lori Moncada

About Bankers Life

Bankers Life focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. The Bankers Life brand is a part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance and wealth management solutions that help protect the health and retirement needs of working Americans and retirees. There are approximately 4,600 exclusive agents, including 700 financial representatives working from more than 230 U.S. sales offices. To learn more, visit BankersLife.com.

Bankers Life is the marketing brand of various affiliated companies of CNO Financial Group including, Bankers Life and Casualty Company, Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc. Non-affiliated insurance products are offered through Bankers Life Securities General Agency, Inc., (dba BL General Insurance Agency, Inc., AK, AL, CA, NV, PA).

Securities and variable annuities offered through Bankers Life Securities, Inc. Member, FINRA/SIPC (dba BL Securities Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

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SOURCE Bankers Life and Casualty Company

FAQ

Who were announced as the Top Women Financial Advisors for 2024 by Bankers Life?

The Top Women Financial Advisors for 2024 by Bankers Life include Brittany Allenson, Kelly Hoehmann, Michelle Neuhalfen, Shabana Asif, Sally Hoffman, Andrea Oliverio, Catherine Cole, Jennifer Immoos-Hernandez, Rita Pollard, Emily Combs, Christine Jackson, Jessica Smith, Courtney Boatright, Christina Kaiser, Michelle Smith, Pouran Esrafily, Theresa Kunkeli, Nicole Stahl, Kathleen Fechik, Betty Lake, Royah Sultan, Danielle George, Danaire Leftwich, Rebecca Ward, Lucia George, Margaret Mazzella, Brittnei Washington, Milla Gudukas, Alisha McCarty, Michelle Washington, Danielle Halliday, Victoria McMahon Croce, Rita Hollingsworth, and Lori Moncada.

What is the total assets under management (AUM) represented by the Top Women Financial Advisors in 2023?

The Top Women Financial Advisors represented more than $165 million in total assets under management (AUM) in 2023.

What is the total net new AUM brought in by the Top Women Financial Advisors last year?

The Top Women Financial Advisors brought in more than $35 million in total net new AUM last year.

What programs does Bankers Life support for women's advancement in the financial services industry?

Bankers Life supports programs like its Women's Leadership and Networking Committee (WLNC), Advancing Financial Advisors, the Superwoman Summit, and the Making Mentors program for women's advancement in the financial services industry.

How does Bankers Life recognize its Top Women Financial Advisors annually?

Bankers Life recognizes its Top Women Financial Advisors annually by achieving specific production and client service criteria.