HomeFinanceBankers Life Celebrates 34 Top Women Financial Advisors

Bankers Life Celebrates 34 Top Women Financial Advisors

Bankers Life Honors Top Female Financial Advisors

Shining a light on the impressive achievements of women in the financial world, Bankers Life is thrilled to announce its prestigious 2024 Top Women Financial Advisors (TWFA) list. This marks the program’s third year, recognizing the outstanding contributions of female financial advisors affiliated with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

The 2024 class boasts an impressive 34 distinguished women, the largest group since the TWFA program’s inception. Together, they manage a staggering $165 million in assets under management (AUM) for 2023, with an additional $35 million in total net new AUM added last year.

Cheryl Heilman, President of Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., lauded the honorees for their significant role. “They not only drive our company’s growth,” Heilman said, “but also shape the financial futures of their clients.” She emphasized the advisors’ dedication to providing personalized financial solutions, tailored advice, and comprehensive financial education to meet each client’s unique needs.

Bankers Life remains dedicated to fostering gender diversity and inclusion within the financial services sector. The company actively invests in initiatives that support the recruitment, retention, and advancement of women professionals. Central to these efforts is the Women’s Leadership and Networking Committee (WLNC). This committee serves as a hub for mentorship and career development opportunities for women across the organization.

The WLNC offers a range of programs designed to empower women at various stages of their careers and personal growth. Key initiatives include Advancing Financial Advisors, the Superwoman Summit, and the Making Mentors program. These programs provide avenues for skill enhancement, networking, and mentorship specifically tailored to the needs of women in finance.

Earning Recognition as a Top Woman Financial Advisor

Becoming a Top Women Financial Advisor is a prestigious honor achieved by meeting specific production and client service benchmarks annually. The 2024 TWFA class is a diverse group of accomplished professionals – each demonstrating exceptional dedication, expertise, and client-focused service.

2024 Top Women Financial Advisors

Brittany AllensonKathleen Fechik
Kelly HoehmannBetty Lake
Theresa KunkeliRoyah Sultan
Michelle NeuhalfenNicole Stahl
Pouran EsrafilyDanielle George
Rita PollardDanaire Leftwich
Emily CombsRebecca Ward
Christine JacksonLucia George  
Jessica SmithMargaret Mazzella
Courtney BoatrightBrittnei Washington
Christina KaiserMilla Gudukas   
Jennifer Immoos-HernandezAlisha McCarty  
Catherine ColeMichelle Washington
Sally HoffmanDanielle Halliday  
Andrea OliverioVictoria McMahon Croce
Shabana AsifRita Hollingsworth   
Michelle SmithLori Moncada

Bankers Life Celebrates 34 Top Women Financial Advisors

Bankers Life, renowned for its insurance and investment solutions tailored to middle-income Americans nearing or in retirement, is a proud affiliate of CNO Financial Group, Inc. (NYSE: CNO). With approximately 4,600 exclusive agents, including 700 financial representatives operating from over 230 U.S. sales offices, Bankers Life remains committed to safeguarding the health and retirement needs of its clients.

Ricardo Anderson
Ricardo Anderson
Ricardo is someone with whom you can ask and talk about finance and its importance in life. A part-time cook, enthusiast, and football player, he loves to read and write on the latest updates in finance.


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