Upcoming Events

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Join Us for Lunch on May 1st!

We invite you to join us on May 1st for lunch and an engaging presentation by Assistant Insurance Commissioner Bill Huddleston, who will speak on “Trends in Our Industry.”

Bill Huddleston was appointed as Assistant Commissioner for the Division of Insurance in January 2021. A Commerce & Insurance team member since 2014, Mr. Huddleston previously served as the Director of Insurance where he oversaw the division’s administration which includes agent licensing, company examinations, company financial analysis, and other duties. A certified public accountant, Huddleston also served as Receivership Director in the Insurance Division. In 2017, he was a recipient of a Governor’s Excellence in Service Award for his leadership in the Division of Regulatory Boards. Prior to joining Commerce & Insurance, Mr. Huddleston served as a legislative auditor with the Office of the Comptroller of the Treasury. A Nashville native, Huddleston is a graduate of Lipscomb University as well as Harding University.

Free to attend!

Horizon Center
9020 Overlook Blvd. 3rd Floor
Brentwood, TN 37027

Have Estate Planning Questions? We Have Answers!

Join us on May 13th as we welcome Carolyn Levy Gilliam, a distinguished local attorney and member of McDonald, Levy & Taylor, PLLC. A graduate of the University of Tennessee College of Law, Ms. Gilliam specializes in Estate Planning, Elder Law, Conservatorships, Probate, Business Law, and related litigation.

Recognized as a Top Attorney in 2023 by Knoxville Cityview Magazine and named Ones to Watch by Best Lawyers in America, she is known for her outstanding professional excellence in private practice.

Don’t miss this opportunity to gain valuable insights into the benefits and challenges of estate planning in today’s evolving landscape!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Free to attend and no registration required! 

The Hub
6000 Briarcrest Ave
Memphis, TN 38120

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.

Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.

This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.

This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.

Members & Non-Members: $15

Join Us for the NAIFA-Tennessee Clarksville Affiliate Meeting – May 15th

You're invited to the Clarksville Affiliate meeting on Thursday, May 15th, where we'll hear from Kurt Braundmeier, a Disability Income Specialist, as he shares his expertise and insights. Don’t miss this informative session!

Mark your calendars for the NAIFA-Tennessee Annual Conference on August 28, 2025! Don't miss this opportunity to connect, learn, and grow with fellow industry leaders at the NAIFA-Tennessee Annual Conference!

Save the Date:
Thursday, August 28, 2025
Location: To Be Announced

Stay tuned for more details, including the agenda, keynote speakers, and registration information!

Join NAIFA-Tennessee's Clarksville Affiliate for our march Membership Meeting! Join us in person at OfficeNow to hear from our guest speaker, Derek Eurales. See you on March 21st from 11:30 am - 1:00 pm!

Click here to hear a message from Derek Eurales.

Topics

• Mastering first impressions

• Time management

• Handling objections and overcoming excuses

• Advanced closing techniques

• Sales cycle tips for developing a top producer mindset

• Triangle of skill, motivation and systems needed in building and perfecting your business

• Work/life balance

Location

Office Now/Francis Lee Event Center
1860 Wilma Rudolph Blvd
Clarksville, TN 37040

Join Us for an Unforgettable Kick-Off Event on March 20th!

Morris Morrison is a world-class Entertainer, Futurist, and Author who became obsessed with building Stronger, Kinder, Focused human beings after being orphaned in New York City, then, being orphaned a second time as a teen — before a doctor’s words changed his life forever.

Today global leaders from Fortune 50 companies, ranging from Supply Chain & HR to Sales & Marketing have relied on the voice of Morris Morrison as change agent to help their people overcome disruption to position themselves as better, more prepared humans that usher in the future of work. Clients have experienced Morris Morrison's message live on stage and in his latest book titled, Disrupt Yourself. Morris Morrison has been the go-to voice to bring families, teams and organizations together, with an authentic delivery style fueled by powerful messages of disruption, personal ownership & discipline.

Mark your calendar—you won’t want to miss this one!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Join us for an unparalleled experience where industry leaders, advocates, and professionals converge to champion the future of the insurance and financial services sector. This dynamic event promises a day of impactful discussions, strategic networking, and direct engagement with policymakers.

Don't miss this chance to be at the forefront of change in the insurance and financial services industry. NAIFA-Tennessee's 2025 Legislative Day is your gateway to shaping policies, building relationships, and ensuring a prosperous future for you and your clients.

Registration Fees: No Charge!

Location: Capitol Hill

Join us on December 5th for the 2024 NAIFA Memphis/West TN Legislative Meeting! We’ll discuss key issues impacting our members and clients, and our legislators will share insights on their legislative priorities. 

Tim Moran, LUTCF will be formally inducted into the NAIFA-Tennessee Hall of Fame during this meeting.

Reserve your spot today to be part of this important event!

Registration:
No Charge for Members
$20 for non-members

Location:
Hilton Garden Inn
6811 TraVure South
Germantown, TN 38138

To make a reservation, you can call 877-866-2432, email Lisa Loden at lloden@naifa.org or click the button below

When Elvis Presley burst onto the music scene he instantly changed music history forever. While his music had a distinctive style that proved to be wildly popular, what many don’t know is that his musical success was, in part, driven by some of the best business principles ever studied. NAIFA Tennessee’s Brian Barrach, in his presentation Elvis and Me: From Graceland to the Top of the Table, will share the secrets of his E. L. V. I. S. method of selling and some of the sales ideas that earned him MDRT Top of The Table status, multiple company awards and helped countless financial professionals to significantly increase their sales and income. This is your opportunity to learn from an industry superstar and who knows, maybe you’ll be the next rising star!

Brian earned Transamerica’s “Shooting Star Award” the first year he was licensed. This was the beginning of numerous awards Brian would earn in his career including MDRT Top of the Table and Regional Marketing Director of the Year – Silver Award with Penn Mutual. Brian served as NAIFA Memphis / West TN President in 1998 – 1999 where he was presented the Jack E. Bobo 5 Star Award for Chapter Excellence. Four years later Brian served NAIFA Tennessee as State President in 2002 – 2003 and currently serves both NAIFA Memphis / West Tennessee and NAIFA Tennessee as Treasurer.

FREE for Members | Non-Members: $20.00

Please choose a location below that you would like to attend:

Knoxville (November 6th): *11:30 am*
Bearden Banquet Hall
5806 Kinston Pike
Knoxville, TN 37919

Clarksville (November 14th):  *11:30 am*
OfficeNow - Francis Lee Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040

Memphis (November 19th): *9:00 am*
Rescheduled from October 31st due to speaker illness.
Hilton Garden Inn
6811 TraVure Drive E
Germantown, TN 38138

Join us on October 29th for a presentation by Cam Cowden, titled "It's Not About the Clients You Win, But the Clients You Keep.' Don't miss this insightful session!" We can't wait to see you there!

Join us for a Coffee Social on October 24th! Enjoy a light breakfast and refreshments while you mingle and network with local members and legislators.

Office Now
Cardinal Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040

Meet Cindy!

Cindy Sullivan works with individuals and organizations who want to be more effective and productive with their time - helping busy and motivated professionals accomplish what’s most important to them. She provides consulting, coaching, training, and speaking in the area of time management, productivity, and organization. In 2023, Cindy released her book The Six Pillars of Productivity - Strategies to Organize the Time of Your Life based on her 20+ years’ experience both as a corporate trainer in the financial services sector and as an independent consultant working with clients from a multitude of industries and professions. Cindy has earned her Time Management and Productivity Specialist Certificate and ADHD Organizing Specialist Certificate through ICD®️, the NAPO®️ Specialist Certificate in Workplace Productivity, is a Franklin Covey certified instructor, and a Certified Professional Organizer®️.

Richland Country Club
1 Club Drive
Nashville, TN 37215

The NAIFA-Tennessee Knoxville Affiliate invites you to join us on October 8, 2024, at 11:00 AM at Bearden Banquet Hall for a special event featuring our distinguished guest speaker, Representative Tim Burchett. We can't wait to see you there!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Join the NAIFA-Tennessee Knoxville Affiliate for a Legislative Luncheon on September 13, 2024, at Bearden Banquet Hall from 11:00 am - 1:oo pm. Our state and federal legislators have been invited, and we hope you will join us to meet them and hear about the 2024 legislative session. See you then!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Join us for a member meeting on September 12th at OfficeNow, featuring guest speaker Senator Bill Powers. FREE for members! We can't wait to see you there.

OfficeNow - France Lee Event Center
1860 Wilma Rudolph Blvd.,
Clarksville, TN 37040

Join us at the Mountain City Club on September 10th for a legislative update from Tennessee State Senators Todd Gardenhire and Bo Watson. FREE for members! We can't wait to see you there.

Mountain City Club
216 W. 8th Street
Chattanooga, TN 37402

Join your fellow NAIFA-Memphis/West TN members and the rest of the Memphis pickleball community for the 1st Annual Pickleball Tournament, benefitting Camp Good Grief. The tournament will be on September 6^th from 8:30 am - 2:00 pm (matches start at 9:00 am). Come on out to the brand new Pickleball901 facility in Collierville for a day of friends, fun, and a great inaugural event, including lunch, refreshments, snacks, a commemorative tournament T-shirt, and a day full of excitement. Prizes will be awarded and there will also be a silent auction. We can't wait to see you there!

$60.00 per player (includes t-shirt & lunch)

Join NAIFA-Tennessee for our signature event of the year - the Fall Conference: Stronger Together. We can't wait to see you August 13th - registration & breakfast with vendors begins at 8:30 am and the meeting will begin at 9:30 am.

Come to Jonathan’s Grille on July 16th, from 4-7 PM. Come when you can … Leave when you must.

Pizza and Appetizers will be provided by the Event Sponsor(s). Most beverages are 2 for 1 during the event for your own purchase.

Bring a NON-NAIFA GUEST to the event that is in the industry.

Special membership programs are available to newly licensed agents (withing 5 years of licensing) and for certain companies (State Farm, Farmers, Northwestern Mutual, Ameritas, etc.)

Door prizes at 5, 6, & 6:45. Bring a guest and your guest gets double entry to win a door prize. Come make lasting friendships and business partnerships with other NAIFA members. We can't wait to see you there!

Jonathan's Grille
631 Camp Jordan Pkwy
Chattanooga, TN 37412

Join NAIFA-Memphis/West TN on June 5th for our June Meeting! Registration opens at 8:30 am and the meeting will begin at 9:00 am. We will have breakfast and gain valuable insights from Dan Baccarini as he presents 'Solving Your Client's Number One Question...Am I going to be okay financially' followed by 'Building a Scalable Business.' We can't wait to see you!

Hilton Garden Inn
6811 TraVure South
Germantown, TN 38138

Please join the Knoxville Affiliate as we welcome Carter Lawrence from the TN Department of Commerce & Insurance and Representative Justin Lafferty. They will provide updates on the latest legislative bills that directly impact our industry.

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Join us for a YAT Social on Rotolo's Craft & Crust Patio! We will provide drink tickets, appetizers, and a friendly game of cornhole.

Please join us on May 16th from 11:30 am - 1:00 pm for our Clarksville Meeting where John D. Richardson will share Ten Timeless Life and Business Lessons from his NAIFA Family.

Lunch will be provided - we can't wait to see you there!

OfficeNOW- Cardinal Room
1860 Wilma Rudolph Blvd.
Clarksville, TN 37040

Join NAIFA-Tennessee's Nashville Affiliate on May 9th to enjoy entertainment from our own C. Stephen Smith. "Music through the Decades - From Glen Campbell to Broadway to songs of Faith". Breakfast will be provided. We can't wait to see you!

Richland Country Club
1 Country Club Drive
Nashville, TN 37215

Please join us on April 30th at Pinnacle Financial Partners (Learning Center 2nd Floor) to reunite with both familiar and new friends from NAIFA. During this gathering, we will provide an update on NAIFA-Tennessee and share the latest legislative developments. We look forward to your presence at this event!

Pinnacle Financial Partners
At the Learning Center on the 2nd Floor
214 W College St
Murfreesboro, TN 37130

Join NAIFA Tennessee's Nashville Affiliate on April 11th for an exclusive presentation titled "From Income to Legacy: Prepare with Protection - Trends in Life, Annuity, LTC" featuring the expertise of Scott Harmening. Breakfast will be provided. We can't wait to see you!

Richland Country Club
1 Country Club Drive
Nashville, TN 37215

Join NAIFA-Tennessee's Knoxville Affiliate on April 10th at Bearden Banquet Hall for a member meeting featuring Hallerin Hilton Hill, a Renaissance Communicator who moves people with ideas. See you then!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Join NAIFA-Tennessee's Clarksville affiliate for our March Meeting! Join us at OfficeNOW in the Cardinal Room as we hear from guest speaker Wes Golden. We can't wait to see you!

OfficeNOW - Cardinal Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040

Join NAIFA-Tennessee's Nashville Affiliate for our March Member Meeting - Planning Under an Uncertain Estate Tax Environment on March 14th! Guest speaker Yining Eads will share valuable insights into the evolving landscape of estate planning, offering invaluable information for attendees seeking to stay abreast of these changes. Breakfast will be provided!

Please RSVP by March 8th to confirm your attendance and secure your spot for this informative session. Feel free to extend this invitation to any colleagues or contacts who may benefit from this presentation.

Richland Country Club
1 Country Club Drive
Nashville, TN 37215

Join NAIFA-Tennessee in person at the Tennessee State Capitol for our 2024 Legislative Day.

We will start the day at 10:00 am with a speaker palooza in the Cordell Hull State Office Building. Lunch will be provided.  We will conclude the day with Individual Meetings with Members of the TN General Assembly!

NAIFA-Tennessee is honored to have Brian Carden join us to share his expertise and insights. Brian comes to us with an impressive background in the Insurance & Financial Services Industry, and his accomplishments include “Castles and Moats: Insurance, Investment, and Life Planning Simply Explained,” published in 2022.

With Brian's deep understanding of the insurance & financial services industry, We are confident that his presentation will provide invaluable perspectives and ignite meaningful discussions.

FREE for Members | Non-Members: $15.00

Please choose a location below that you would like to attend:

Memphis (October 31st):
Hilton Garden Inn
6811 TraVure Drive E
Germantown, TN 38138

Clarksville (November 9th):
William O. Beach Civic Center
350 Peageant Lane, Suite 201
Clarksville, TN 37040

Knoxville (November 30th): *11:30 am*
Bearden Banquet Hall
5806 Kinston Pike
Knoxville, TN 37919

Nashville (December 12th): *8:30 am*
10 Cadillac Drive
Brentwood, TN 37027

Secure your spot today for the Nashville Affiliate Legislative Meeting with U.S. Congressman Andy Ogles on Friday, November 17th from 11:30 am - 1:00 pm at Mere Bulles. Lunch will be provided!

Members: $20.00
Non-Members: $40.00

Mere Bulles
5201 Maryland Way
Brentwood, TN 37027

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 

Please join us on November 8th at the Mountain City Club to reunite with both familiar and new friends from NAIFA. During this gathering, we will provide an update on NAIFA-Tennessee and share the latest legislative developments. We look forward to your presence at this event!

The Mountain City Club
729 Chestnut Street
Chattanooga, TN 37402

Join fellow NAIFA-Tennessee members for a NAIFA Live Watch Party! David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.

The Watch Party will be held at PS&G's Financial Partner's office on Thursday, October 19th at 12:30 pm Central Time. Lunch will be provided. Please be sure to RSVP so that we can have an accurate headcount.

PS&G Financial Partners
214 Overlook Circle, Suite 120
Brentwood, TN 37027

Join NAIFA-Tennessee's Clarksville Affiliate for a Member Meeting on September 14th! Join us in person at OfficeNow in the Frances Lee Room to hear from our guest speaker, Marc Lewis from Farmer's Insurance, a NAIFA-TN Past President. 

Marc Lewis will be discussing the importance of prospecting, his presentation is titled, “Prospect or Die.” Please plan on bringing a guest to see what we’re all about. It’s always great day to be a NAIFA member

OfficeNow - Frances Lee Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040

Join the NAIFA-Tennessee Clarksville affiliate for a Golf Tournament! Come on out to Swan Lake Golf Course on Friday, August 10th. We will begin at 10:00 am. 

$100.00/player

Swan Lake
581 Dunbar Cave Road
Clarksville, TN 37043

Join NAIFA Memphis/West TN on June 8th for our Sales Idea Exchange event. Registration will open at 11:00 am and the meeting will begin promptly at 11:30 am. We will have a sales idea panel featuring Thomas Dubose, LUTCF, CLTC, Rosalyn Wheless, Steve Baer, and Chalmers Valentine, CLU, CAP.

You will leave with new ideas whether you are new in the business or a seasoned professional. Lunch will be provided. See you then!

Members: $10.00 | Non-Members: $15.00

Hilton Garden Inn Memphis East Germantown
6811 TraVure Drive East
Germantown, TN 38138

Join NAIFA-Tennessee's Knoxville Affiliate for a Luncheon on May 18th at Bearden Banquet Hall featuring Marcus T. Henderson, Sr.! 

Perennial industry producer, Marcus T. Henderson, Sr., will share with the group ways to increase productivity, uncover your unique ability and account for precious lost time. Plan to depart this gathering with a better understanding of the proverbial adage,   "inspiration is fleeting, but motivation builds!" Be sure to bring your BEST writing pen to help capture your unique motivation within.

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Click the button below to email Peggy Smith and RSVP or call 865-803-2343.

Join the NAIFA-Tennessee Clarksville Affiliate for a Member Meeting on May 11th! Come on out to William O. Beach Civic Center beginning at 11:30 am to hear from our guest speaker.

William O. Beach Civic Center
350 Pageant Lane, Suite 201
Clarksville, TN 37040

NAIFA-Tennessee's Tri-Cities Affiliate would like to invite you to join us for a Meet & Greet Brunch with other insurance professionals.

This event is to offer the opportunity to network and share ideas with others in the industry. Please join us to learn about your professional association and important news that affects our insurance industry.

We look forward to seeing you there. Please feel free to invite other advisors as your guest!

Summit Leadership Foundation
3515 Bristol Highway
Johnson City, TN 37601

NAIFA Memphis/West TN invites you to join us on April 13th as we hear from Drew Fairley & Wendell Stallings on the Secure 2.0 Act. The meeting will begin at 11:00 am and we will conclude at 1:00 pm. Lunch will be provided! No charge for members or potential members.

Hilton Garden Inn Memphis East Germantown
6811 TraVure Drive East
Germantown, TN 38138

Join the NAIFA-Tennessee Nashville Affiliate for a Member Meeting on April 6th! 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.

Mark Neely will be sharing about a privately held, non-traditional loan from CMG Loans called the All in One loan. Rolled out in 2005, the All in One loan is a transformative financial tool which benefits clients greatly by reducing their balance significantly faster than a traditional home loan. Clients save time and money, but also remain liquid in the event they need access to their equity. Mark travels frequently sharing Masterminds, real estate brokerages, etc. on this topic.

CMG
810 Crescent Centre Drive, Suite 320
Franklin, TN 37067

Join NAIFA-Tennessee's Knoxville Affiliate for a Legislative Luncheon coming to you March 17th at Bearden Banquet Hall! We will have the Lt. Governor, Congressman Burchett, Senator Briggs, Senator Massey, 6 State Representatives, and our NAIFA-Tennessee Lobbyist, Steve Buttry, as honored guests. We can't wait to see you!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Click the button below to email Peggy Smith and RSVP or call 865-803-2343.

Join the NAIFA-Tennessee Clarksville Affiliate for a Member Meeting on March 9th! Come on out to William O. Beach Civic Center beginning at 11:30 am to hear from our guest speaker James Crotter, Supervisory Intelligence Officer with the State of TN Homeland Security.

He will be speaking on potential cyber security threats to our businesses, internet safety, and how we should be approaching protecting customer data. 

William O. Beach Civic Center
350 Pageant Lane, Suite 201
Clarksville, TN 37040

Join fellow NAIFA-Tennessee Clarksville Affiliate Members for a Social at the Flip'N Axe on January 19th beginning at 6:00 pm. We can't wait to see you there!

2121 Wilma Rudolph Road
Clarksville, TN 37040

Join NAIFA-Tennessee's Clarksville Affiliate for our January Membership Meeting! Join us in person at OfficeNow in the Cardinal Room to hear from our guest speaker, Wes Golden, Montgomery County Mayor. See you on January 12th from 11:00 am - 12:30 pm!

OfficeNow - Cardinal Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040