Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Rebecca Schulter, LUTCF, of UWAG Affiliate, UCL Financial Group in Memphis, TN, loyal member since 2015, is a winner of a 2021 Four Under Forty award.
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.”
During her time at UCL Financial Group, she 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.
Rebecca 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.
For additional information on this award, click here.