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
Solutions
Barron's List of 100 Best Annuities
Barron's, 2019 & 2020
Innovation Award
NAFCU Services, 2017 & 2018
PLANSPONSOR 401(k) Award Winner & Top 10 Provider
Plansponsor, 2015, 2016 & 2017
#2 Most Reputable Insurance Company in U.S.
Reputation Institute, 2017
Celent Model Insurer Award
Celent, 2017
Workplace
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
Worlds Most Ethical Companies®
Ethisphere® Institute, 2013, 2014, 2016 & 2017*
Distinguished Performer Award for Innovation
Deloitte's Wisconsin 75 List, 2017
Winning "W" Company
2020 Women on Boards, 2014-2020
Top Independent Broker/Dealer by Revenue
Bank Investment Consultant, 2016; InvestmentNews, 2018
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
Wisconsin 75 List
Deloitte, 2016-2020
Corporate Social Responsibility
ENERGY STAR® Certified Building in Madison
ENERGY STAR® 2013-2014
ENERGY STAR® Certified Building in Waverly
ENERGY STAR® 2015-2018
Largest Corporate Charitable Contributor in Wisconsin
Milwaukee Business Journal, 2016 & 2017
Bicycle Friendly Business Award
League of American Bicyclists, 2014-2020
*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.