Did you know that you automatically receive 2 hours of general Continuing Education just for being a NAIFA-Tennessee member? This is just one of many benefits to being a NAIFA member in Tennessee! You recently received an email from us indicating what we currently have on file as your National Producer Number (NPN).

Did you know that you automatically receive 2 hours of general Continuing Education just for being a NAIFA-Tennessee member? This is just one of many benefits to being a NAIFA member in Tennessee! You recently received an email from us indicating what we currently have on file as your National Producer Number (NPN).

Memphis, TN - October 31st | Clarksville, TN - November 9th
Knoxville, TN - November 30th | Nashville, TN - TBD

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read the NAIFA-Tennessee or NAIFA-Memphis/West Tennessee Chapter Bylaws recently, here is your chance. As always, please reach out to info@naifatn.org with any questions or concerns.

Join the NAIFA-Tennessee Nashville Affiliate for a Member Meeting on March 30th! Come on out to CMG from 4:00 - 6:00 pm as we network with fellow members, local realtors, mortgage professionals, and hear from our guest speaker, Mark Neely.

NAIFA-Tennessee members are officially invited to attend the 2023 NABIP-TN Annual Symposium! Gather for this one day event on April 13th from 8:00 am - 5:00 pm.

American Council of Life Insurers (ACLI) President and CEO Susan Neely and NAIFA-TN President Scott Flowers issued the following joint statement on the best interest annuity rule adopted recently by the Tennessee Department of Commerce and Insurance:

“The new rule adopted by Director Carter Lawrence and the Tennessee Department of Commerce and Insurance advances important consumer safeguards and adds to the nationwide push for enhanced protections for annuity consumers.

“Tennessee becomes the 31st state to adopt the ‘best interest of consumer enhancements’ in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation. These new laws and regulations also harmonize with the SEC’s Regulation Best Interest. They enhance the standards financial professionals must follow while safeguarding retirement savers’ access to, and information about, annuities, the only financial product in the marketplace that can provide guaranteed income for life. 

“Unlike a fiduciary-only approach, these measures ensure that all savers, particularly financially vulnerable middle-income Americans, can get information about different choices for long-term security in retirement. A recent survey finds that middle-income retirement savers would be very concerned about a regulation keeping them from accessing the professional financial guidance they want and need.

“The U.S. Congress reaffirmed the importance of lifetime income when it passed legislation in 2019 and 2022 that made it easier for employers to include annuities in workplace retirement plans. These protections safeguard consumers while also ensuring that middle- and working-class families will retain access to easy-to-understand financial information.

“We hope that other states will follow Tennessee and implement these sensible protections so that more consumers can benefit from a best interest standard of care, no matter where they live.”

Save The Date for NAIFA-Tennessee's 2023 Sales Summit & Legislative Day coming to you April 18th and 19th! Join us on the Tuesday, the 18th for our Sales Summit, a day full of sales ideas, networking, and a social event with our legislators. We will then visit them at the Capitol on Wednesday, the 19th! We can't wait to see you all there.

Join NAIFA-Tennessee's Clarksville Affiliate for our January Member Meeting! Come out to OfficeNow in the Cardinal Room on January 12, 2023 from 11:00 am - 12:30 pm to hear from our guest speaker, Wes Golden, Montgomery County Mayor!

Join the NAIFA-Tennessee Clarksville Affiliate for a Meeting on November 10th beginning at 11:00 am! Come on out to William O. Beach Civic Center to hear from our guest speaker Representative Jason Hodges, TN State Representative from District 67.

Join the NAIFA-Tennessee Nashville Affiliate for a Meeting on November 16th! Come on out to Maggiano's beginning at 11:30 am to hear from our guest speaker Commissioner Lawrence. 

$15 Members & Guests

Make sure to sign up now and secure your spot for NAIFA-Tennessee's 2022 Fall Conference: Making the Most of You! This event is coming up quick - join us NEXT Wednesday, October 26th at TN Bankers Association Barrett Training Center in Nashville. You do NOT want to miss our amazing speaker line up including motivational speaker Joe Jordan and industry icon Van Mueller.

Only two more days to register and get 50% off your registration! Check out the promo codes below.

NAIFA-Memphis/West Tennessee members had a great meeting with Congressman Steve Cohen this week. Thank you to our members for all you do to advocate for our industry! 

We are only two short weeks away from NAIFA-Tennessee's 2022 Fall Conference: Making the Most of You! Get your registration in now and join us Wednesday, October 26th at TN Bankers Association Barrett Training Center in Nashville. You do NOT want to miss our amazing speaker line up including motivational speaker Joe Jordan and industry icon Van Mueller.

Last days to take advantage of our early bird discount! Register before October 19th to receive 50% off your registration cost.  

Members & Non-Members: $40.00

NAIFA-Tennessee's 2022 Fall Conference and Annual Meeting is just around the corner!

Join us in Nashville on October 26 for an inspirational, insightful, and invigorating event. Motivational speaker Joe Jordan and industry icon Van Mueller will share expert insights to help you learn and grow—personally and professionally.

Get your registration in now for NAIFA-Tennessee's 2022 Fall Conference: Making the Most of You! Secure your spot and join us Wednesday, October 26th at TN Bankers Association Barrett Training Center in Nashville. You do NOT want to miss our amazing speaker line up including motivational speaker Joe Jordan and industry icon Van Mueller.

NAIFA-Tennessee Clarksville Affiliate members had a great meeting with Representative Mark Green this week. Thank you to our members for all you do to advocate for our industry! 

Registration is officially OPEN for NAIFA-Tennessee's 2022 Fall Conference: Making the Most of You. Sign up now and join us Wednesday, October 26th at TN Bankers Association Barrett Training Center in Nashville. You do NOT want to miss our amazing speaker line up including motivational speaker Joe Jordan and industry icon Van Mueller.

Mark your calendars for NAIFA-Tennessee's 2022 Fall Conference & Annual Business Meeting on Wednesday, October 26th! Join us at the TBA Barrett Training Center from 9:00 am - 3:45 pm. You will not want to miss hearing from our two keynote speakers Van Mueller and Joe Jordan! Van Mueller will be presenting Now is the Greatest Time Ever to Sell Cash Value Life Insurance and we'll hear Prospecting in a Post-COVID World from Joe Jordan. More details and official registration to come.

Thank you to all of those who attended NAIFA-Tennessee's 2022 Virtual Road Show - it went great! For anyone who missed it, you can watch it on demand by clicking the button below. 

Nominations are officially OPEN for NAIFA-Tennessee's 2022 award season. Submit your nominations now for the NAIFA-TN Insurance Professional of the Year Award and the Charles H. "Red" Adams Award. Both awards will be presented at NAIFA-Tennessee's Fall Conference on October 26th. 

The Tennessee Supreme Court has selected Jonathan Skrmetti
to serve as the state’s next Attorney General and Reporter.

John D. Richardson, RICP, LACP, loyal NAIFA member since 2003, was recently elected to serve on the Tennessee Republican Party State Executive Committee for Senate District 21.

Richardson's leadership and professional success have been noteworthy throughout his tenure as a NAIFA member. After graduating from the University of Tennessee-Knoxville with a B.A. in Political Science and a Minor in Spanish, he began his career as an advisor in 2005. Today he is a Financial Planner and Partner with Boundbrook Advisors (MassMutual), a firm he co-founded in Brentwood, TN. 

On Thursday, August 4, 2022, The Tennessee Department of Commerce & Insurance held a rulemaking hearing to take up the draft proposal for adoption of the NAIC Annuity Suitability Model. NAIFA-Tennessee member, Matt Benson, CFP, loyal member since 2000, testified on behalf of the agents and advisors of NAIFA-Tennessee. We were honored to represent our members before the Department.

Jamie Matson serves her clients at The Haney Company with a personal connection. 

A special shout out and thank you to the NAIFA-Tennessee members that attended this year's Congressional Conference! It was a huge success filled with members coming back together, legislative meetings, and a huge impact made on Capitol Hill. Thank you all for your leadership and service to NAIFA. Check out some great photos from the event below!

NAIFA-Tennessee welcomes new member, Tori Chaulk!

For Tori Chaulk, insurance runs in the family—it just skipped a few generations. Her great-grandmother was an insurance agent with Farm Bureau, and she was fascinated by it when she was growing up. So, when she graduated from the University of Tennessee, she decided to give it a try. 

NAIFA-Tennessee's 2022 Legislative Day was a HUGE success! NAIFA members gathered in person in Nashville on April 5th for a day of education, networking, and advocacy.

Over 40 NAIFA-TN members were joined by several legislators, including House Speaker Cameron Sexton, Speaker Pro Tempore Pat Marsh, Assistant House Majority Leader Ron Gant, Chairman David Hawk, and Senate Majority Leader Jack Johnson. After hearing from our lawmakers, attendees met with their individual legislators.

Thank you to all who showed up to represent our clients, our businesses, and our industry! 

You've gotten our emails, you've seen our social media posts. But you still haven't registered to attend the NAIFA-Tennesee Legislative Day, followed by the Sales Summit. So we've broken down the top 10 reasons to be in Nashville April 5-6.

NAIFA state legislative days provide great opportunities for insurance and financial professionals to share with lawmakers their expertise and understanding of how laws impact Main Street consumers. Insurance is a state-regulated industry and NAIFA works tirelessly to ensure the industry is being protected. No one tells the Main Street stories about the financial concerns, challenges, and triumphs of families and businesses as well as NAIFA members. These are stories that lawmakers want to hear.

Come to Nashville for Legislative Day, stay for the Sales Summit. Join NAIFA-Tennessee on April 5th for our Legislative Day and April 6th for the Sales Summit. We have a fantastic speaker lineup and we are looking forward to naming the NAIFA-Tennessee YAT Leader of the Year during our awards lunch. What can you expect during the Sales Summit?

Join us in person on April 5, 2022, as we return to our state house to advocate for our businesses and the clients we serve. This year's event will include a half-day program, including individual meetings with members of the Tennessee General Assembly.

Welcome new members who joined NAIFA-Tennessee this February!

NAIFA-Tennessee is pleased to announce that Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

The Four Under Forty Awards recognize highly motivated, well-rounded NAIFA members under the age of 40 who balance their work and home lives and are successful at helping their clients secure sound financial futures. They exhibit extraordinary professional success relatively early in their insurance and financial services careers.

This year’s recipients were honored at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.

“The talented insurance and financial professionals who are Advisor Today’s 2021 Four Under Forty award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come,” said NAIFA CEO Kevin Mayeux. “Their stories provide inspiration to anyone who may be considering an insurance or financial services career or who may be facing early-career challenges. They provide excellent examples of how hard work, dedication, and the support of a strong professional association can bring success.”

Rebecca Schulter, LUTCF
During her seven years at UCL Financial Group, Schulter, 39, has brought innovative ideas that have helped to modernize the venerable 100-year-old firm. These contributions, as well as her stellar production, have led to her being named a Partner at the firm. She has also been recognized by her primary carrier company, Ameritas, with her selection to the President’s Club, Growth Leaders Group, and Field Advisory Cabinet. She serves on Ameritas field task forces on marketing, communications, and technology.

Schulter has been a very active NAIFA member and served in numerous leadership roles, including NAIFA Young Advisor Team (YAT) Chair, Board member, and President-Elect for NAIFA-Memphis/West Tennessee. She is also the YAT Chair for NAIFA-TN and will become the state chapter Secretary in 2022. At the national level, Schulter has served on the YAT Committee for five years and is Regional Vice-Chair for the national Grassroots Committee.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

NAIFA-Tennessee's Secretary and Treasurer Scott Flowers invites you to join our 2021 Annual Fall Conference, “Re-Connect, Re-Commit, & Re-Energize." This will be a special time to come together as one NAIFA family to reaffirm our dedication to our mission.

NAIFA-TN State President Chase Sinquefield is excited to see you at our 2021 Annual Fall Conference, “Re-Connect, Re-Commit, & Re-Energize.” This is a time for Tennesseans to re-connect to each other, re-commit to a shared purpose, and re-energize to serve our clients.

After months of virtual meetings, NAIFA-Tennessee is back in person for their 2021 Annual Fall Conference, “Re-Connect, Re-Commit, & Re-Energize". The conference will host an all-star lineup of NAIFA Trustee Mark Acre; NAIFA National President Tom Michel; and entertainer, writer, and entrepreneur Morris Morrison.

Look forward to in-person networking alongside presentations on the state and future of NAIFA-TN. The event promises to be a celebration of our unity and shared purpose as one NAIFA family.

Julie McCormick, CFP is a new NAIFA member, joining in April 2021. Julie practices with Continuum Planning Partners in Brentwood, TN. Although Julie has her investment and insurance license, she states that her specialty is financial planning as a whole.

WoodmenLife West TN Regional Director, Tim Houlahan, will be our guest speaker for the May meeting. Who upon honorable discharge from the US Navy, he began his career as a successful Woodman sales representative in Charleston SC. While in South Carolina, he was promoted from Recruiting Sales Manager to Regional Director. In 2019, he and his family moved to TN and he assumed his current role as Regional Director. He and his wife Angie, have four daughters and nine grandchildren. When he isn't working, he enjoys spending time with family, golfing and helping others in his community.

Handling Objections to  the IDI Sale 

You are invited to attend our annual Legislative Luncheon meeting on Thursday, May 27. We will meet from 11:30 am to 1:00 pm at the Cherokee Country Club.
We have invited our honored State and Federal Legislators to join us at this luncheon. We hope you will join us to meet them and hear their thoughts on the 2021 legislative year.
NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
Only NAIFA has the reach to make your voice heard on every issue at the Federal and State levels.
We look forward to seeing you there.
If you have questions regarding the luncheon please call Peggy Smith at 865.803.2343 or email Peggy

If you missed Ryan Detrick proving his take on the 2021 Economic Outlook, the recording is now available.

NAIFA Tennessee is proud to invite you to our first Virtual Road Show. Join us as we help you "Take Your Brand to the Next Level" Hear from industry leaders from around the country as they share best practices in growing your business. August 11, 2020 - 1:00PM - 4:30PM CST

Hello NAIFA Tennessee members. 

Andrew Winnett                                                             Kirby Beverly

Brittany Newberry                                                         Luke Franklin

Jason Bour                                                                           Mark Lowe

Jason Vest                                                                            Renee Kennedy

Jeffrey Barnes                                                                   Toya Mackey

Katrice Page                                                                       William Snyder

Hello NAIFA Tennessee members.  I hope you and your family are staying healthy and thriving.  NAIFA Tennessee contracted with Steve Buttry, our new state lobbyist, in February to help with our legislative efforts with Tennessee.  Steve has made a big impression in a very short time.  He emails myself and Karen Byrd (NAIFA TN President) each week to update up on legislative issues in our industry on a state level.  Members of NAIFA Tennessee and other professional organizations met in February at the State Capital to advocate for the removal of the Professional Privilege Tax.  In his proposed budget for Tennessee, Governor Lee lowered the Privilege tax from $400 to $200 for fiscal year 2020-2021.  We were told by both state senators and representatives that the reduction was going to happen.  With the spread of Covid-19 the state legislature temporarily adjourned session before approving the budget.  After coming back to session the legislature made substantial budget cuts in preparation for lost tax revenue due to the economic impact.  Therefore the Professional Privilege Tax will remain at $400 for at least one more fiscal year.  I am optimistic that we will get this reduced next year and eventually removed. 

NAIFA Tennessee is proud to invite you to our first Virtual Road Show. Join us as we help you "Take Your Brand to the Next Level" Hear from industry leaders from around the country as they share best practices in growing your business. August 11, 2020 - 1:00PM - 4:30PM CST