We are thrilled to share that that MAI Regional President John Dovich has been recognized on Forbes’ Top Financial Security Professionals 2023 list. As a firm, MAI believes in taking care of clients first and foremost, and John’s addition to this list demonstrates his dedication to that pillar of the business.
“Providing MAI clients with world class solutions for all their planning needs, including risk transfer, is imperative to client success,” said Dovich about the recognition. “I am honored to be recognized by Forbes and Shook Research.”
To view this year’s Forbes’ Top Financial Security Professionals list, please visit this link.
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber or any other group to be included in their rankings or awards.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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On July 26, 2023, Forbes ranked top insurance professionals across the industry and within each state on the annual list. The award was based on information provided between the time period of 12/31/2021 and 12/31/2022. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to be included in their rankings or awards.
To be considered for the Forbes Top Financial Security Professional Ranking, the financial services professionals must be licensed to sell life insurance and annuities and be nominated by their current firm. Applicants must meet the following methodology requirements: The Forbes Top Financial Security Professional Ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. (Source: Forbes.com)
For more information on the ranking methodology, please visit this link.