UCL Financial Group reaches 100-year milestone

September 11, 2023 |read icon 3 min read
UCL Financial Group leadership poses for a photo in Memphis, Tennessee.

UCL Financial Group leadership

LINCOLN, Nebraska (Sept. 11, 2023) – UCL Financial Group is celebrating its 100th anniversary this year, marking a historic achievement for the Memphis-based agency. Throughout its history, the UCL Financial Group has had an impact on its clients’ lives and continues as a business that can be reliable for generations.

From working with farmers in the Mississippi Delta during the Great Depression to helping 21st century entrepreneurs, UCL Financial Group continues to prioritize their clients above all. “It starts with a relationship. It’s the unwavering focus on knowing who you serve. We serve the client,” said Bob Brown, partner and financial advisor with the agency. “We work with others who embrace that philosophy such as Ameritas Life Insurance Corp. and United Wealth Advisors Group, LLC (UWAG). We are dedicated to client-focused outcomes and that vision has been our guide for over 100 years.”

A history of success

Beginning as an agency with Union Central Life Insurance Company, UCL Financial Group has been a source of industry leaders with regards to the financial and insurance services sector. “We have been the cradle of leadership in the industry, and it is something that continues today,” says Brown.

Many past leaders of the National Association of Insurance and Financial Advisors (NAIFA) and other major organizations have come from this agency and from Memphis, highlighting the influence the agency and region has had on the industry.

The late Lester Rosen, an industry icon, spent his entire career with Union Central and UCL Financial Group. Bob Brown recalls that he “was Lester’s paper boy as a kid. Lester embodied everything that UCL Financial Group is.” The Lester A. Rosen Humanitarian and Achievement Award was created by Ameritas as an annual recognition bestowed upon upstandin