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.