Podcast | Business of Medicine | August 26, 2020

How Can Life Insurance Benefit You?

With September being Life insurance awareness month, we thought it would be a great time to learn more about the life insurance products SMA has to offer. In this podcast we are joined by Daniel Duffy of The Legacy Benefits Group and Rebecca Brown Schulter of United Wealth Advisors Group. Daniel will be discussing the Group Life Insurance Product while Rebecca will be handling the Individual Life Product.

Daniel Duffy (In his own words)
I live in Louisville, KY. I am married, have 2 kids and have spent the last 14 years in various roles in the employee benefit industry.
In 2017 I joined The Legacy Benefits Group as Partner/Executive Vice President of Sales. Prior to joining The Legacy Benefits group, I had roles on the carrier side calling on agents/brokers/consultants, and as an independent broker under various brokerage houses/agencies.

My professional passion and mission has always been to deliver forward thinking solutions to forward thinking agents/brokers/employers through proven strategies. I have a unique perspective as I have spent roughly half of my career working on the carrier side in a broker support/marketing role, and the other half as an independent broker working directly with employers.

Rebecca Brown Schulter
Rebecca graduated with Honors from New York University and began her career in New York City. As a native Memphian, she is pleased to be back living and working in her home city. Rebecca joined UCL Financial Group in November 2014. She holds licenses in multiple states and numerous areas of insurance as well as her Series 7 and Series 66 Securities licenses. She is also proud to serve as the committee Chair for the Young Advisor’s Team of the National Association of Insurance and Financial Advisors for her local chapter as well as on the state and national level.

Rebecca enjoys working with her clients to help them reach their financial goals while developing meaningful relationships in the process. She focuses on various aspects of protection and planning for both individuals and businesses.  She is honored to partner with her father, C. Robert “Bob” Brown, to customize financial strategies for their clients that will protect their loved ones, build wealth and leave a legacy for years to come. Rebecca and her husband, Drew, are the proud parents of a wonderful little girl named Elliott and son named Kellan.