Awards and Recognition

We're honored to be recognized by these reputable organizations, and proud to say these distinctions are a reflection of our people, purpose, values and the impact we have on others.


Barron's List of 100 Best Annuities

Barron's, 2019-2021

Best Places to Work for Disability Inclusion

Disability Equality Index, 2019-2021

Best Places to Work for LGBTQ Equality

Human Rights Campaign, 2017-2021

LUMINARIES Thought Leadership & Education Award for Behavioral Finance Program

ThinkAdvisor, 2021

World’s Most Ethical Companies®

Ethisphere Institute, 5-Time Honoree, 2013, 2014, 2016, 2017 & 2021*


Innovation Award for Stronger Together Campaign

National Association of Federal Credit Unions, 2021

Innovation Award

NAFCU Services, 2017 & 2018

Celent Model Insurer Award

Celent, 2017

PLANSPONSOR 401(k) Award Winner & Top 10 Provider

Plansponsor, 2015, 2016 & 2017

#2 Most Reputable Insurance Company in U.S.

Reputation Institute, 2017


BISA Diversity & Inclusion Award

Bank & Insurance Securities Association, 2020

Wisconsin 75 List

Deloitte, 2016-2020

Patriot Award, for Employer Support of the Guard and Reserve

U.S. Department of Defense, 2018-2020

Pro Patria Award, for Employer Support of the Guard & Reserve, Wisconsin

U.S. Department of Defense, 2020

Secretary of Defense Freedom Award, for Employer Support of the Guard & Reserve

U.S. Department of Defense, 2020

Winning "W" Company

2020 Women on Boards, 2014-2020

Prometheus Awards, Best Technology Company Culture Finalist

The Technology Association of Iowa and LWBJ, 2019

Distinguished Performer Award for Diversity

Deloitte Wisconsin 75 List, 2018

Top Independent Broker/Dealer by Revenue

Bank Investment Consultant, 2016; InvestmentNews, 2018

Distinguished Performer Award for Innovation

Deloitte's Wisconsin 75 List, 2017

Ranked Top 10 Independent Broker/Dealer with Highest-Producing Reps

Financial Planning, 2016 & 2017; InvestmentNews, 2016 & 2017

Top 10 Independent Broker/Dealer for Women

Financial Planning, 2016 & 2017

Corporate Social Responsibility

Corporate Impact Award

Latino Chamber of Commerce, 2021

Foundation Honored with Industry Partner Award for Social Equity & Community Empowerment

American Council of Life Insurers, the American Property Casualty Insurance Assn, and the Life Insurance Council of NY, 2021

Bicycle Friendly Business Award

League of American Bicyclists, 2014-2021

Climate Champion

Dane County Office of Energy & Climate Change, 2020

ENERGY STAR® Certified Building in Madison, Wisconsin

ENERGY STAR®, 2013, 2014, 2016, 2017, 2018 & 2020

ENERGY STAR® Certified Building in Waverly, Iowa

ENERGY STAR®, 2015, 2016, 2018, 2019 & 2020

ENERGY STAR® Certified Building in Great Bend, Kansas


Engagement Beyond the Pledge Award

United Way of Dane County, 2020

*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.