STEVEN R. HARTMAN NAMED TO FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS BEST-IN-STATE LIST 2022
North Dakota, September 12, 2022 – Steven R. Hartman from the North Dakota General Office of New York Life has been listed on the 2022 Forbes Top Financial Security Professionals Best-in-State list. The individuals named to this list of distinguished professionals were chosen based on many criteria considered by an independent research firm. A New York Life agent for 42 years, Hartman received this recognition for helping his clients in a world in which wealth preservation and protection matter more than ever. “We are honored that Steve appears on this prestigious list,” said Mark O’Leary, managing partner of the North Dakota General Office. “New York Life has known for quite sometime what a valuable asset Steve has been to our family and to many families and businesses in our community.” Hartman attained the Chartered Life Underwriter designation in 1984 and received the Chartered Financial Consultant designation in 1987, both from The American College of Financial Services in Bryn Mawr, Pennsylvania. He is a member of the National Association of Insurance and Financial Advisors, The Society of Financial Service Professionals, and the Red River Valley Estate Planning Council. He is also a Life Member of the Million Dollar Round Table. Hartman lives in Fargo with his wife, Linette. Data provided by SHOOK®Research, LLC.Data as of 12/31/21. Source: Forbes.com (July, 2022). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.