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.

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.

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