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.

Recent

Best Places to Work for LGBTQ Equality


Human Rights Campaign, 2017-2021

World’s Most Ethical Companies®


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

Climate Champion


Dane County Office of Energy & Climate Change, 2020

Solutions

Barron's List of 100 Best Annuities


Barron's, 2019 & 2020

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

Workplace

BISA Diversity & Inclusion Award


Bank & Insurance Securities Association, 2020

Wisconsin 75 List


Deloitte, 2016-2020

Best Places to Work for Disability Inclusion


Disability Equality Index, 2019-2020

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

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

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


ENERGY STAR®, 2020

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.