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Tennessee's Next Attorney General and Reporter

By NAIFA-Tennessee on 8/11/22 11:43 AM

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

2 min read

NAIFA-TN's John D. Richardson Elected to State Executive Committee

By NAIFA on 8/10/22 5:22 PM

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. 

1 min read

TN Best Interest Rulemaking Hearing

By NAIFA-Tennessee on 8/10/22 10:57 AM

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.

2 min read

NAIFA WELCOMES NEW MEMBER JAMIE MATSON

By Ronan Friend on 6/14/22 5:46 AM

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

1 min read

NAIFA-Tennessee at NAIFA's 2022 Congressional Conference

By NAIFA-Tennessee on 6/3/22 3:29 PM

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!

Topics: NAIFA Events
2 min read

New Member Spotlight: Tori Chaulk

By NAIFA-Tennessee on 5/20/22 2:52 PM

NAIFA-Tennessee welcomes new member, Tori Chaulk!

2 min read

NAIFA WELCOMES NEW MEMBER TORI CHAULK

By Ronan Friend on 5/19/22 1:52 AM

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. 

1 min read

NAIFA-Tennessee 2022 Legislative Day Recap

By NAIFA-TN on 4/14/22 5:34 PM

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! 

2 min read

Top 10 Reasons Why You Should be in Nashville In April

By NAIFA-Tennessee on 3/24/22 2:29 PM

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.Register


1 min read

Nashville Legislative Day Offers NAIFA-TN an Opportunity to Make a Difference

By NAIFA-TN on 3/21/22 4:02 PM

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.

2 min read

Invest in Yourself Next Month

By NAIFA-Tennessee on 3/10/22 7:24 PM

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?

Why Should You Attend NAIFA-TN's 2022 Legislative Day?

By NAIFA-Tennessee on 3/8/22 4:03 PM

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 February New Members

By NAIFA-Tennessee on 2/24/22 3:57 PM

Welcome new members who joined NAIFA-Tennessee this February!

2 min read

Rebecca Schulter Receives 2021 Advisor Today Four Under 40 Award

By NAIFA-TN on 12/15/21 4:06 PM

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.

2 min read

Rebecca Schulter Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 6:05 PM

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.

1 min read

Join NAIFA-Tennessee in Murfreesboro

By NAIFA-TN on 11/5/21 9:15 AM

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.

1 min read

Re-Connect with NAIFA-Tennessee on November 10th

By NAIFA-TN on 11/4/21 7:53 AM

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.

2 min read

Re-Connect, Re-Commit, & Re-Energize: NAIFA-TN Hosts Fall Conference

By NAIFA-TN on 10/26/21 12:44 PM

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.

4 min read

New Member Profile: Julie McCormick

By NAIFA on 6/13/21 10:29 AM

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.

Topics: Advisor Today

NAIFA Nashville Member Meeting

By NAIFA-TN on 4/30/21 5:07 PM

NAIFA Nashville kicked off their first meeting of the year with some old friends and some new ones. Members and non-members alike enjoyed a night of learning about bourbon as well as everything NAIFA has to offer.
1 min read

NAIFA Clarksville Meeting

By NAIFA-TN on 4/30/21 4:55 PM

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.

Topics: Membership

NAIFA Memphis/West TN Meeting - May 4, 2021

By NAIFA-TN on 4/30/21 4:53 PM

Handling Objections to  the IDI Sale 

1 min read

NAIFA Knoxville Legislative Meeting

By NAIFA-TN on 4/30/21 4:34 PM

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

1 min read

Registration Now Open for Annual Sales Summit

By Kathryn Blum on 4/1/21 7:46 PM

Registration Now Open for Annual Sales Summit

Find yourself searching for ways to gain a competitive edge in your practice? Join us at the NAIFA-Tennessee’s 2021 Virtual Sales Summit on April 22nd from 10:00am-1:00pm central. Hear from industry icons, Dr. Quincy Krosby, Chief Marketing Strategist at Prudential Financial, Carter Lawrence, Commissioner of the Tennessee Department of Commerce and Insurance and Sarah LeBlance, Vice President of Marketing, LPL Insurance, as they share their experiences that led to their success and secrets on how to get ahead. With their complex and comprehensive knowledge of the financial services industry, Krosby, Lawrence, and LeBlanc will provide attendees invaluable knowledge and guidance for those looking to get ahead

In addition to these 3 dynamic speakers, attendees will also hear important legislative updates from Tennessee lobbyist, Steve Buttry and members of the government relations team. Help NAIFA-Tennessee amplify the voice of the advisor in Nashville. Stay informed with these updates that impact our industry and the clients we serve.

The combination of powerful speakers and advocacy updates make this Sales Summit an event you cannot afford to miss.

Due to COVID-19 restrictions, our event will be 100% virtual this year.

Register today here, Complimentary Registration

NAIFA-TN 2021 ECONOMIC OUTLOOK

By Artem Mulitsa on 2/2/21 3:09 PM

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

NAIFA Tennessee Virtual Road Show - Registration Is Open

By Artem Mulitsa on 6/26/20 4:24 PM

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

NAIFA Tennessee IFAPAC Update

By Karen Byrd on 6/19/20 1:34 PM

Hello NAIFA Tennessee members. 

1 min read

Welcome New Members

By Artem Mulitsa on 6/12/20 2:28 PM

Andrew Winnett                                                             Kirby Beverly

Brittany Newberry                                                         Luke Franklin

Jason Bour                                                                           Mark Lowe

Jason Vest                                                                            Renee Kennedy

Jeffrey Barnes                                                                   Toya Mackey

Katrice Page                                                                       William Snyder

1 min read

NAIFA Tennessee Advocacy Update

By Scott Flowers, CFP on 6/12/20 1:30 PM

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 Virtual Road Show - August 11, 2020 1:00PM - 4:30PM CST

By Artem Mulitsa on 6/12/20 1:13 PM

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

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