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