Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
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“When it comes to long term financial planning, short term volatility has minimal impact. Regardless of high inflation, volatility, supply chain issues, geopolitical risk and a challenging economic landscape, everyone needs a plan.”
Northwestern Mutual
$1.2 Billion
New York, NY
Rick Hu
TOP FINANCIAL
SECURITY PROFESSIONALS
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BEST-IN-STATE
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“The market always has ups and downs so staying focused is the most important. Advisors need to find the best opportunity for clients based on the today's market environment.”
New York Life
Cupertino, CA
Julia Hsiao
$1.8 Billion
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
TOP FINANCIAL
SECURITY
PROFESSIONALS
READ MORE
orbes and SHOOK Research have ranked the top
professionals in the insurance industry in our annual
list of Top Financial Security Professionals 2022. This
year’s list includes an overall ranking of the best
insurance professionals across the country, as well as the top candidates in each state. Below you will find the top 100 professionals across the country that made the 2022 list. As stocks face sharp declines this year and the economy teeters on the brink of recession, these distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.
F
Illustrations by Patrick Welsh for Forbes
orbes and SHOOK Research
have ranked the to professionals
in the insurance industry in our
annual list of Top Financial
Security Professionals 2022. This year’s list includes an overall ranking of the best insurance professionals across the country, as well the top candidates in each state. There are more than 800 distinguished insurance specialists on the 2022 list who oversee client policies exceeding $1 trillion. As stocks face sharp declines this year and the economy teeters on the brink of recession, these distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.
F
Illustrations by Patrick Welsh for Forbes