LUTCF Scholarship Winners Announced

NAIFA and the College for Financial Planning (CFFP) are proud to announce the winners of two full LUTCF® scholarships.  Each scholarship recipient will receive tuition credits for each of the three courses that comprise the LUTCF designation program, and each recipient will have three years to use the tuition credits. The LUTCF designation is designed to provide agents and new advisors with fundamental prospecting, selling and practice-management experience.

The winners of the 2015 scholarships are Michael H. Baker, CFP of Rock Hill, SC (NAIFA – Charlotte) and Jason E. Carter of Texarkana, TX (NAIFA – Texarkana).

Baker is passionate about helping others with their finances because he understands the effects of financial stress on families and their loved ones. Too often, people delay addressing their financial concerns and taking control of their financial future because it’s easier for them to compartmentalize the different areas of their lives. Baker works with clients who want to design and secure the financial future for themselves and their loved ones, and he enjoys coaching them to understand that financial decisions are really life decisions.

Carter is with Carter Insurance, a privately owned and operated agency, founded in Texas in 2005, and currently doing business in Texas, Arkansas, Louisiana, and Oklahoma. The mission of the company is to meet the needs of its clients and to exceed their expectations by providing exemplary service and professional, caring guidance in the areas of insurance, wealth management, financial planning, and retirement.

“Each application was terrific,” notes David Cohen, CLU, ChFC, LUTCF, and member of the LUTCF Scholarship Committee. “We certainly have a number of newer agents with a lot of potential. It was a difficult job to pick the two winners. All of them seemed worthy.”

Eligibility requirements

In order to be considered for the LUTCF scholarship, all applicants had to:

  • Be NAIFA members in good standing.
  • Be YAT-eligible (they must be under 40 years of age or they have been licensed for fewer than five years as of May 1, 2015).
  • Have the endorsement of a member of NAIFA.

For more information about the LUTCF program, click here.

Brendan Bernat