The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier, CRC, RFC, of Golden Wealth Solutions (Osaic) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions (United Healthcare) in Rolla, MO, loyal member since 2022; Joseph Spinelli, CLU, FICF, LUTCF, of the Jim Spinelli Agency (Knights of Columbus) in Tallahassee, FL, loyal member since 2009; and Mike Paffhausen, of the Paffhausen Insurance Agency (State Farm) in Butte, MT, loyal member since 2015. 

What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? 

A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018, and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017, discussing some of the things they did to achieve career success.

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series.