We are thrilled to share that MAI Regional President John Dovich, ChFC®, CLU® has been recognized on the Forbes Financial Security Professionals 2025 list and ranked #1 in the state of Ohio.
“Providing MAI clients with solutions for 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 to belong to 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.
On July 10, 2025, John Dovich ranked 32nd out of 100 on the Forbes Top Security Professionals list and 1st out 42 in the state of Ohio on the State-by-State list (2nd in 2024 and 9th in 2023 on the state-by-state list).
The award was based on information provided during the time period of 12/31/2023 to 12/31/2024. To be considered for the Forbes Top Financial Security Professional Ranking, the financial services professionals must have at least 7 years experience, be licensed to sell life insurance and annuities, have an acceptable compliance record and be nominated by their current firm. In addition to responding to a lengthy survey, applicants must meet many specified requirements. This Forbes Ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews including “best practices” within their practices, compliance records, and the full client experience, and quantitative data which may include client-related trends and data, commissions/production/premiums, death benefits and assets under management. Portfolio performance is not a criterion due to varying client objectives and risk tolerance and a lack of audited performance reports. 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.
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