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  • Thursday, 10 July 2025

Jeff Borrowman Named Finalist for InvestmentNews 2025 Wholesaler of the Year Award

We’re proud to share that Jeff Borrowman, Head of Sales Development at 1847Financial, has been named one of five national finalists for the 2025 Wholesaler of the Year Award by InvestmentNews.

This prestigious recognition honors wholesalers who go above and beyond in supporting financial professionals through exceptional service, insight and collaboration. Finalists were evaluated on:

  • Accessibility and communication
  • Understanding of financial professionals’ businesses
  • Product knowledge
  • Year-over-year growth
  • Business development
  • Overall client service and relationship management


Jeff’s nomination emphasized his:

  • Direct, trusted relationships with financial professionals and field leaders
  • Leadership of the life and annuity wholesaling and sales desk teams
  • Hands-on guidance in training financial professionals on the FireLight Annuity Order Entry system
  • Ongoing commitment to sharing ideas that help financial professionals grow their business, explain complex strategies to clients and match the right product to each client’s needs


With more than 15 years of experience in financial services, Jeff is widely respected for his responsiveness, strategic support and deep product knowledge. He consistently brings value to financial professionals and their clients by helping them navigate complex planning decisions with clarity and care.

Heather Nagengast, President of 1847Financial, shared, “Jeff is the kind of wholesaler every financial professional wants in their corner. He listens, brings real solutions to the table and leads with both heart and experienced solutions. We’re thrilled to see him recognized for the impact he’s making.”

See the full list here: 2025 InvestmentNews Finalists & Awardees

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