LIMRA is pleased to announce the winners of our contest to recognize this year’s Rising Stars of Retirement under 40 in the financial services industry. The contest searched for talented and passionate young professionals who are successfully and creatively navigating all the changes in the retirement industry to keep workers financially optimistic and prepared for retirement.
Senior Channel Marketing Manager
“Annalisa provides uniquely tailored annuity marketing strategies to support individual business models while also acting as the key liaison for Pacific Life’s product launches, product update, and value-add marketing campaigns.” – excerpt from nomination
Associate Vice President, Annuity New Business
“Jackie is responsible for driving operational efficiencies with a keen eye on improving the agent experience. She takes a customer-centric approach and constantly looks for ways to inspire and engage her entire team at Sammons Financial Group to do the same.” – excerpt from nomination
Senior Manager - Retirement Solutions
“Longevity planning has been a passion and focus for Lindsey. She is a leader in establishing relationships with key partners and marketing these relationships to financial advisors nationwide to make tackling longevity challenges easier for clients and their families.” – excerpt from nomination
Director
“Lisa is a highly-motivated, values-based leader at MassMutual, who leverages her experience to help influence outcomes, define critical path to issue resolution, and professionally handle conflict. She is a decisive and compassionate leader who shows persistence in doing the right things for the business, sometimes at personal cost.” – excerpt from nomination
Vice President, Customer Experience Marketing,
Retirement Plan Services
“Sean brings a unique and creative approach to customer experience marketing, and is in tune with the needs of Lincoln’s current clients and prospective plan sponsors. Thanks to Sean’s dedication and support, the Retirement Plan Services business is well-positioned to deliver outcome-focused initiatives and a world-class customer experience that will continue to raise the company’s profile in the retirement industry.” – excerpt from nomination
Business Intelligence Analyst
“Daniella supports research, which has led to positive impacts for both sponsors— through plan design change—and participants on their journey to achieving a dignified retirement. She also conducts extensive analysis of participant behaviors within Voya’s growing suite of award-winning digital experiences, recommending improvements, which drive better participant outcomes.” – excerpt from nomination
Head of Product & Market Intelligence
“Joe has worked collaboratively with key distributors and advisors to create new products and features that respond to the evolving needs of their businesses. His deep industry knowledge and relationships in the field have led to the insights that are behind many of Brighthouse Financial’s recent product announcements, including the recently updated FlexChoice Access VA rider.” – excerpt from nomination
Assistant Director, Client Relations
“John has a true passion for retirement. He currently leads a service team that works with some of Principal’s most complex retirement clients. His work directly impacts Principal's mission to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors and Third Party Administrators (TPAs).” – excerpt from nomination
Executive Director, Jackson Charitable Foundation
“Danielle helps bring programs to Americans that teach them the basics of personal finance, so they can prosper, reach their financial goals and live the lives they desire. She offers a fresh, diverse voice in the retirement planning industry. Danielle’s work is changing how we connect with Americans by using simple and positive messaging to motivate, empower and educate. By initiating efforts to start financial education at an early age, Danielle is also transforming how we prepare future generations to secure financial freedom.” – excerpt from nomination
Vice President, Senior Relationship Manager,
Retirement Plan Services
“By combining powerful data with a clear understanding of his clients’ businesses, Scott partners with advisors to help plan sponsors strategically leverage defined contribution retirement programs that will help meet their corporate objectives. Scott’s ability to deepen relationships, provide leadership, and his desire for continuous improvement make him a valuable partner for his clients and colleagues.” – excerpt from nomination.