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NAIFA-South Carolina’s Palmetto Power Conference:
Education & Advocacy in Action

Event Schedule

 

Sunday, February 15, 2026

2:00-2:15 PM
Kickoff & Opening Remarks
2:15-3:15 PM
Spousal Protection Strategies
Chris Snyder, Eagle Life Insurance Company

A surviving spouse will face many challenges in retirement with longer life expectancies, healthcare costs, inflation, loss of income and increased tax & Medicare costs. This presentation will share the potential pitfalls a surviving spouse will face and strategies to help maintain their lifestyle.
3:15-4:00 PM
Break for Hotel Check-In
4:00-5:00 PM
AI and Cybersecurity in the Workplace
Tom Scott, Lead for Cyber Workforce Development
University of South Carolina Aiken
Chris Kemper, MBA, Co-Founder
EMILY Revolutionary Marketing Group

AI can boost productivity and innovation, but it also introduces new cybersecurity risks. This session covers practical ways to implement AI in the workplace while highlighting common pitfalls, data security concerns, and cyber threats to watch out for—helping organizations use AI responsibly and securely.
5:00-7:00 PM
Reception with hosted bar

Monday, February 16, 2026

7:30 AM
Breakfast and Networking
8:00-8:15 AM
Opening Remarks
8:15-8:45 AM
Making the Most of Life Happens Member Benefit Kits
Life Happens member benefit kits offer ready-to-use tools to support client education and outreach. This session highlights what’s included in the kits and how advisors can effectively use these resources to strengthen conversations, increase engagement, and reinforce the value of life insurance.
8:45-9:00 AM
Government Relations Briefing
What to Know Before Day on the Hill
This session prepares attendees for a successful Day on the Hill by covering key legislative priorities, current policy issues, and best practices for engaging with lawmakers. Participants will gain the context and confidence needed to advocate effectively on behalf of the industry.
9:00 AM-12:30 PM
How to Retire in the 0% Tax Bracket
Keynote Speaker, David McKnight

David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.
12:30-1:30 PM
Lunch
1:30-2:30 PM
Richland County Probate Judge
Judge Amy McCulloch
2:30-3:30 PM
Split Dollar Demystified: Practical Strategies for Advanced Planning
Tom Brooks, Midland National

Split dollar planning can be a powerful advanced planning strategy when used correctly. This session breaks down the fundamentals, explores practical applications, and highlights how split dollar arrangements can support sophisticated client planning goals.
3:30-4:00 PM
Break with Sponsors
4:00-5:00 PM
Building Momentum with ICHRA - What You Need to Know
Matt Nichols, AmBetter

Individual Coverage HRAs (ICHRAs) are gaining traction as a flexible benefits solution. This session explores how ICHRAs work, key opportunities for employers, and practical strategies to help advisors build momentum and deliver value in today’s benefits landscape.
5:00-5:30 PM
Closing Remarks
6:30-7:00 PM
Reception
7:00-9:30 PM
Awards Dinner
Semi-formal dress code

Tuesday, February 17, 2026

7:30-9:00 AM
Breakfast
9:00-10:00 AM
Travel to the Captial
10:30-11:00 AM
Opening Remarks
Halls Chophouse
11:00-11:30 AM
Michael Wise
Director of Insurance
11:30 AM-1:15 PM
Legislative Introductions in House and Senate
1:30 PM
Lunch
Halls Chophouse
2:00-2:30 PM
Guest Speaker
Halls Chophouse
Representative Gagnon
2:30-3:00 PM
Guest Speaker
Halls Chophouse
Senator Bennett
3:00-4:00 PM
Guest Speaker
Halls Chophouse
James D’Alessio, Lobbyist, Blue Cross Blue Shield
4:00-5:00 PM
Break
5:00-7:00 PM
Reception - Hosting South Carolina Legislators
Halls Chophouse