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.
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NAIFA Clarksville Meeting
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
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NAIFA Knoxville Legislative Meeting
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
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Registration Now Open for Annual Sales Summit
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
Topics: Advocacy Networking Financial Wellness
NAIFA-TN 2021 ECONOMIC OUTLOOK
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
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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Welcome New 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
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NAIFA Tennessee Advocacy Update
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.
