<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
calendar-5886860_1920

Upcoming Events

Brews & Bites

This Event is Brought to you By
NAIFA_Upstate

Upstate April Social

April 11, 2024

5:00 PM - 7:00 PM

Join us for a laid-back and engaging happy hour hosted by the Upstate chapter of NAIFA-South Carolina. Connect with professionals from diverse backgrounds in a relaxed atmosphere.

Enjoy casual conversations and build meaningful relationships while enjoying refreshments. Don't miss this chance to expand your network and discover new opportunities for growth.

Silos Brewing
122B Folger Ave.
Easley, SC 29640

RSVP


drinks-2578446_1920-1

This event is brought to you by
NAIFA_SC_Affiliate

Midlands Happy Hour

April 11, 2024

5:30 PM - 7:00 PM EST

Sip, socialize, and strategize at our happy hour event! Join fellow financial advisors and insurance agents for an evening of craft brews and insightful discussions on industry trends and strategies. Network with like-minded professionals and raise a glass to forging valuable connections in a relaxed brewery atmosphere.

Hunter-Gatherer Brewery at the Hangar
1402 Jim Hamilton Blvd
Columbia, SC 29205

REGISTER HERE


logo_NAIFAlive-4

NAIFA Live

April 18, 2024
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.


baseball-diamond-995024_1920

This event is brought to you by
NAIFA_Upstate

Upstate Spring Outing

May 8, 2024

2:00 pm - 5:00 pm

Join us for the Upstate Spring Outing at Fluor Field! Experience the thrill of baseball season as we gather for a memorable evening cheering on the Greenville Drive. Bring your friends, family, and colleagues for an exciting game filled with fun, food, and camaraderie. Whether you're a die-hard baseball fan or just looking for a fantastic time out, this event promises something for everyone. Don't miss out on this perfect opportunity to enjoy the spring weather, catch a game, and make lasting memories. Get your tickets now and let's make this outing one to remember!

RSVP


drinks-2578446_1920-1

This Event is brought to you by
NAIFA_SC_Affiliate

Midlands Happy Hour

May 9, 2024

5:30 PM - 7:00 PM EST

Sip, socialize, and strategize at our happy hour event! Join fellow financial advisors and insurance agents for an evening of craft brews and insightful discussions on industry trends and strategies. Network with like-minded professionals and raise a glass to forging valuable connections in a relaxed brewery atmosphere.

Craft & Draft
2706 Devine St
Columbia, SC 29205

REGISTER HERE


Harbor-Bar_Drinks_01_jwb

This event is brought to you by
NAIFA_Upstate

Upstate May Social

May 16, 2024

5:00 pm - 7:00 pm

Details to come.

City Club of Greenville
55 Beattie Place
Floor 17
Greenville, SC 29601

RSVP


webinar-1
Rick Weston

Critical Illness and Disability Planning Webinar

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS

June 13, 2024

2:00 - 5:00 pm

Join NAIFA-South Carolina virtually on June 13th for a Critical Illness and Disability Planning Webinar presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS!

FREE for Members | $15.00 Non-Members

Experiencing a critical illness is a life-altering event. The mental, physical, financial and emotional tolls taken can devastate a family. Illnesses formerly considered terminal now are often survivable. Unfortunately, the aftermath of a critical illness can be difficult. This is where critical illness insurance and disability income insurance can save the day. With proper planning, and truly understanding what is at stake for your family, a plan of action can be prepared before this type of life event occurs. This course discusses what critical illness insurance is, and is not. We thoroughly cover what disability income insurance is, and is not. Understanding the differences in these products is important to properly plan a family’s sound financial future.

REGISTER HERE


bowling-669358_1280

This event is brought to you by
NAIFA_SC_Affiliate

Midlands Striking Success

June 13, 2024

5:30 - 7:00 pm

We invite you to join us for an evening of dynamic networking and camaraderie amidst the backdrop of thrilling bowling action. Mingle with fellow financial advisors and insurance agents in a vibrant atmosphere, exchanging insights, building connections, and exploring collaborative opportunities.

Whether you're a seasoned professional or just starting out, this event offers the perfect platform to strike up meaningful conversations, forge valuable relationships, and lay the groundwork for future success. Don't miss this chance to combine business with pleasure at Bowlero, where strikes on the lanes are matched only by the bonds formed off them. We can't wait to see you!

Bowlero
900 Axtell Drive
Cayce, SC 29033

REGISTER HERE


Website designer working digital tablet and computer laptop with smart phone and graphics design diagram on wooden desk as concept-1
Rick Weston

LTC Partnership Refresher

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS

October 11, 2024

9:00 am - 1:00 pm

Join NAFA-South Carolina virtually on October 11th from 9:00 am - 1:00 pm for a LTC Partnership Refresher Course presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS! 

FREE for Members | $25.00 Non-Members

This course reviews the aging of America and the financial and physical stress it places on families and institutions that care for the elderly. The financial toll is heavy on those who have not prepared for the eventuality of having a health crisis in their elder years. LTC Insurance offers a remedy to handle those life events. The course addresses the typical policy features and benefits found today and reviews alternatives to finance the cost of extended care without experiencing financial ruin.

REGISTER HERE


Past Events

NAIFA_South Carolina

Sponsorship Task Force

April 4, 2024

12:00 - 1:00 pm

We invite you to join us for a special virtual working lunch meeting with Mike Ward, NAIFA-South Carolina Secretary and Treasurer, on Thursday, April 4th. The focus of this meeting is to discuss our current sponsorship packages and brainstorm ways to enhance and diversify them to better attract potential partners.

Your input and ideas are invaluable as we strive to make our offerings more appealing and effective. Let's work together to maximize our sponsorship opportunities and support the growth of NAIFA-SC.

Please RSVP at your earliest convenience to secure your spot at the table. We look forward to collaborating with you!

REGISTER HERE


Meeting Conference Male

This event is brought to you by
NAIFA_Upstate

Upstate March Member Meeting

March 19, 2024

9:00 - 11:00 am

Join fellow NAIFA-South Carolina Upstate members at the Poinsett Club for a Member Meeting on March 19th beginning at 9:00 am.

Hear from Greenville Mayor Knox White AND SC State Representative Adam Morgan!

Continental breakfast will be provided. We can't wait to see you there!

Poinsett Club
807 E Washington Street
Greenville, SC 29601

RSVP HERE


drinks-2578446_1920-1

This event is brought to you by
NAIFA_SC_Affiliate

Midlands Happy Hour

March 14, 2024

5:45 - 7:00 pm

Join us at our upcoming networking happy hour hosted by NAIFA-SC's Midlands Affiliate, where professionals from your industry come together to connect and collaborate.

Enjoy an evening of relaxed conversations and community-building as you mingle with fellow members and peers in your area. Dive into insightful discussions that offer valuable insights and opportunities for professional growth.

We can't wait to see you!

Bourbon
1214 Main Street
Columbia, SC 29201


brewery

This event is brought to you by
NAIFA_Upstate

Upstate March Social

March 14, 2024

5:00 PM - 7:00 PM

Join fellow Upstate members at Tetrad Brewing for beverages, thought sharing, and comradery. Network with other industry professionals, discuss best practices, and enjoy casual socializing with NAIFA-SC while staying close to home.

Tetrad Brewing Company
603 E. Stone Ave.
Greenville, SC 29601


webinar-1
Rick Weston

Understanding the Business Owner Policy Webinar

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS
Insurance Career Training, Inc.

March 8, 2024

9:00 am - 12:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us for a Understanding the Business Owner Policy CE Webinar Event presented by Rick Weston! Tune in virtually from 9:00 am - 12:00 pm on Friday, March 8, 2024 for this great event offering. 3 Hours of CE Credit.

The “BOP” is a pre-packaged business policy purchased by many small, low-risk businesses to insure their commercial risks and needs. The course offers a thorough walk-through of the coverages offered and excluded, and a discussion of businesses eligible and not eligible for a BOP.

Members: FREE | Non-Members: $15.00


Twitter Post - SC Power of You (1024 × 512 px)  (1)

2024 Legislative Day

February 20, 2024

10:45 am - 7:00 pm

Join NAIFA-South Carolina in person for our 2024 Legislative Day! We will have a full day of education, networking, and advocacy with fellow NAIFA members. We can't wait to see you there on Tuesday, February 20th.
Let's make our voices heard!


Cup of cappuccino with coffee art and coffee beans on wooden table

The event is bought you by
NAIFA_Upstate

Coffee with Upstate

February 15, 2024

8:00 AM - 9:00 AM

Come grab your favorite coffee beverage on NAIFA!

Location: Other Lands Brewing 
731 Rutherford Road, Greenville, SC 29609


Lunch With a Legend (7)-1

NAIFA_SC_Affiliate

Midlands Lunch Get Together

February 8, 2024

12:00 PM - 1:00 PM

Join NAIFA-South Carolina's Midlands Affiliate for a Member Luncheon! Come on out to Luzianna Purchase in Irmo from 12:00pm - 1:00pm for a great time with fellow members and guests. Lunch will be provided!

Location: Luzianna Purchase
7011 St Andrews Rd
Suite C2
Irmo, SC

To RSVP, email info@naifasc.org.


lunch meeting luncheon Mayor Gettys

Piedmont 2.0 Launch Lunch

With Guest Speaker, Mayor Gettys

February 7, 2024

11:00 AM - 1:00 PM

This launch luncheon is an excellent opportunity to not only enjoy a delicious lunch but also to gain insights from our distinguished guest speaker, Mayor Gettys. Learn about the latest developments in Rock Hill and how they may impact insurance agents and financial advisors like yourself.

Furthermore, the event will serve as a platform to introduce you to the National Association of Insurance and Financial Advisors (NAIFA) and explore the valuable resources and opportunities it offers to professionals in your industry.

To secure your spot at this exciting event, please RSVP by Thursday, February 1st, 2024 to ensure that you are on the guest list for an enriching experience.

If you have any questions or need additional information, please feel free to contact us at 803.909.9411.

We look forward to your presence at the NAIFA Launch Luncheon as we celebrate this new chapter and explore the potential for growth and collaboration within our community.

REGISTER HERE


webinar-1
Rick Weston

Errors and Omissions Coverage Webinar

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS
Insurance Career Training, Inc.

January 23, 2024

9:00 am - 12:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us for an Errors and Omissions CE Webinar Event presented by Rick Weston! Tune in virtually from 9:00 am - 12:00 pm on Tuesday, January 23, 2024 for this great event offering 3 Hours of CE Credit.

This course examines what an Errors and Omissions policy is and how it functions. It reviews the concept of agent negligence and how it can lead to professional liability claims. The course outlines duties toward the company or companies the agent represents and the responsibilities agents have toward their prospects and clients. Also examined are types of Errors and Omissions claims made against agents, which often must be defended in a court of law.

Members: FREE
Non-Members: $15.00

REGISTER HERE


NAIFA_Upstate

NAIFA-Upstate 2024 "Kick-Off" Meeting

January 19, 2024

8:30 - 10:30 am

Come join us for NAIFA-Upstate's 2024 "Kick-Off" meeting at the Poinsett Club! See what we have planned for this year and join in the conversation. A full breakfast will be provided.

Poinsett Club
807 E Washington Street
Greenville, SC 29601


logo_NAIFAlive

NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 


NAIFA_South Carolina

2023 Annual Business Meeting

November 8, 2023

11:00 am - 12:00 pm

The NAIFA-South Carolina Annual Business Meeting will be held virtually on Zoom at 11:00 am Eastern on November 8th. Join us to hear more about the state of NAIFA-SC, be part of the Statesman Award presentation, celebrate the past year, and elect our 2024 Board of Directors.


Rick Weston Ethics 3 - Copy-4

Ethics and Your Insurance Career

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS
Director Of CE Events - Insurance Career Training, Inc.

November 2, 2023

9:00 am - 12:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us for an Ethics CE Webinar Event  - Ethics and Your Insurance Career, presented by Rick Weston! Tune in virtually from 9:00 am - 12:00 pm on Thursday, November 2, 2023 for this great event offering 3 Hours of Ethics CE Credit.

This course starts by giving a broad and thorough explanation of ethics for the professional insurance agent today. It covers the process of creating an ethical code of conduct satisfactory to the expectations of our regulators, companies, and the general public. Course topics include: “How ethical are we?,” and “What does ethics entail?” The course outlines our ethical weaknesses, the role of ethics in our industry, and the expectations of the general public toward agents today.

Members: FREE
Non-Members: $15.00


Elevate  Your Game without CTA -  Blog-Post - 1000x620px (1)

2023 State Conference

September 10-12, 2023

Registration for NAIFA-South Carolina's 2023 State Conference is officially OPEN! Secure your spot now and Power-Up in Paradise September 10-12 at the beautiful ocean front DoubleTree Resort by Hilton in Myrtle Beach. Reconnect with fellow NAIFA members, earn CE credit, and hear from fantastic speakers like Christopher Gandy, LACP, Michael Wise, and more!


Dammit-Ball Classic 2023-07-20 10AM-page-001

This event is brought to you by
NAIFA_SC_Affiliate

17th Annual Dammit-Ball Classic

August 19, 2023

1:00 pm

Join the NAIFA-South Carolina Charleston affiliate for the 17th Annual Dammit-Ball Classic August 19th beginning at 1:00 pm! It doesn't matter whether you have been playing for years or if you have never even heard of D-Ball... you WILL have fun!

Teams of 2 people play for $100.00

Prizes for the winning teams! Benefitting American Cancer Society Hope Lodge. Register your team slot by August 17th - we can't wait to see you!

33rd Ave
Isle of Palms, South Carolina 29451


1678221642233 April_Cromer

This event is brought to you by
NAIFA_Upstate

Upstate August Membership Meeting

Brian Symmes
Vice President of the South Carolina Government Affairs Team McGuireWoods Consulting
April Cromer
South Carolina State Representative

August 15, 2023

8:30 - 11:30 am

Please plan to join us for our next membership meeting on Tuesday, August 15th from 8:30 - 11:30 am. The meeting will be held at the Poinsett Club in Greenville.

Continental breakfast will be provided!

Speakers include Brian Symmes, Vice President of the South Carolina government affairs team at McGuireWoods Consulting and April Cromer, South Carolina State Representative.

Poinsett Club
807 E Washington Street
Greenville, SC 29601


Rick Weston
webinar-1

Understanding Medicare Advantage Plans

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS
Director Of CE Events - Insurance Career Training, Inc.

July 25, 2023

1:00 - 4:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us Tuesday, July 25th virtually from 1:00 - 4:00 pm for Understanding Medicare Advantage Plans, a webinar presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS.

Medicare Advantage (sometimes called Medicare Part C or MA) is a type of health insurance plan in the United States that provides Medicare benefits through a private-sector health insurer. In a Medicare Advantage plan, a Medicare beneficiary pays a monthly premium to a private insurance company and receives coverage for inpatient hospital ("Part A") and outpatient ("Part B") services. Typically, the plan also includes prescription drug ("Part D") coverage. Many plans also offer additional benefits, such as dental coverage or gym memberships. By contrast, under so-called "Original Medicare", a Medicare beneficiary pays a monthly premium to the federal government and receives coverage for Part A and Part B services, but must purchase other coverage, such as for prescription drugs, separately. This course outlines the features and benefits and compares and contrasts these plans with other Medicare coverage options.

3 Hours of CE credit available!

Members: FREE
Non-Members: $15.00


membermeeting

This event is brought to you by
NAIFA_Upstate

Upstate Quarterly Membership Meeting

June 20, 2023

8:30 am

Join fellow NAIFA-South Carolina Upstate members at the Poinsett Club for our Quarterly Membership Meeting on June 20th beginning at 8:30 am.

Continental breakfast will be provided. We can't wait to see you there! 

The Poinsett Club
807 East Washington Street
Greenville, SC


NAIFA Live - June 2023

June NAIFA Live Watch Party

Andrew Holt, Suzanne Carawan, Diane Boyle

June 15, 2023

2:00 - 5:00 pm

Join us in person at the Poinsett Club for a NAIFA Live Watch Party on June 15th beginning at 2:00 pm! We will have a viewing party from 2:00 - 4:00 pm and cocktail hour from 4:00 - 5:00 pm.

The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.

NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting.

Earning your FSA badge shows your clients that you are:
- Dedicated to working with lawmakers to protect their financial security
- Committed to NAIFA's advocacy efforts
- Trained with the knowledge and skills to help make a difference on behalf of your businesses, colleagues, clients, and communities.

Advisors can display their Financial Security Advocate badge from Credly on their social media accounts and update their consumer-facing profile on FinancialSecurity.org to show their badge.

Poinsett Club
807 E Washington Sreet
Greenville, SC 29601


blockpartysc

This event is brought to you by
NAIFA_Upstate

Upstate Block Party

June 1, 2023

5:45 pm

Come on out to Anderson, SC for a Block Party! Pizza and beverages on NAIFA-Upstate. Live band & great people!

We will meet at fellow NAIFA member Tim Williamson’s office at 5:45 pm for pizza before walking up to Brews on Main Street, where we can enjoy some drinks while we listen to the "Combo Kings". See you then!

Meet at 5:45 pm at Tim's Office:
118 North Main Street
Anderson, SC 29621

Brews on Main:
130 North Main Street
Anderson, SC 29621


drinks-2578446_1920-1

This event is brought to you by
NAIFA_SC_Affiliate

Rock Hill Social

May 10, 2023

5:30 - 7:30 pm

Join NAIFA-South Carolina's Rock Hills Affiliate for a social event at Legal Remedy Brewing! We'll have a fun evening of networking with those in the industry. Please RSVP by clicking the button below. We can't wait to see you there!

Legal Remedy
129 Oakland Avenue
Rock Hill, SC 29730


webinar-1 Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS.

Today's New Insurance Risks

Rick Weston

May 2, 2023

9:00 am - 12:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us Tuesday, May 2nd virtually from 9:00 am - 12:00 pm for Today's New Insurance Risks presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS.

Times have certainly changed. These changes have brought new types of risk exposures. New business models have presented challenges to our traditional insurance industry.

  • Ride Sharing (Uber, Lyft, etc.) - The course begins with a discussion of “Ride Sharing,” what is it, and what kinds of risks it has presented to the industry and to the individuals involved in it.
  • Usage-Based Insurance - What is Usage-Based Insurance? How is it different from our traditional models of assessing risk? Examples include autos monitored for speed and miles driven and monitoring of exercise and health habits to substantiate insurance premium discounts.
  • Self-Driving Cars – We discuss Self-Driving Cars and the risks associated with them.
  • Home-Sharing (AirBnB, etc.) - Another “new” development is the concept of Home-Sharing and Short-Term rentals of one’s home. We explore these exposures as they affect the Homeowner’s Policy and insurance carriers.
  • Drones - There’s been an explosion on the personal and commercial side of things with the usage of drones. We discuss how has this created new insurance exposures.

3 Hours of P&C CE credit approved! We can't wait to see you there.

FREE for Members | $15.00 for Non-Members


axe-g59757365d_1920
NAIFA_SC_Affiliate

March Midlands Affiliate Social Event. Is Your Business "Hitting the Mark"?

Thursday, March 30, 2023

5:30 PM - 7:30 PM EST

Join us for our March Midlands Affiliate Social Event. Is your business "Hitting the Mark"? Come join other insurance professionals for some axe throwing, light refreshments, drinks (purchased separately), and a lively conversation about growing your business.

Craft Axe Throwing - Columbia
700 Gervais St. B2
Columbia, SC 29201


entrepreneur-gfe8eb9d6f_1920
Rick Weston

Fundamentals of Annuities - Best Interest Standards of Conduct for Annuity Sales

Rick Weston, CLU, ChFC, CPCU, LUTCF, CSS
Director of CE Events for Insurance Career Training, Inc.

March 21, 2023

1:00 - 5:00 pm

Join NAIFA-South Carolina virtually on Zoom March 21st as we hear from Rick Weston, Director of CE Events for Insurance Career Training, Inc. with Fundamentals of Annuities - Best Interest Standards of Conduct for Annuity Sales. 4 Hours of CE Credit available!

Annuities can be an important product to help one achieve peace of mind and financial security a person is seeking for their retirement years. It is one of the most misunderstood financial products on the market today. This course lays bare what’s really going on inside the product and debunks some of the myths and misconceptions in the minds of the general public. The course reviews the inner workings of annuities, the different types of annuities, tax ramifications, and how the annuitization process works.


South Carolina - Leg Day_2022-1200x620px-FacebookSharedImage-High-Quality

2023 Legislative Day

February 21, 2023

10:30 am - 7:00 pm

Join us in person for NAIFA-South Carolina's 2023 Legislative Day coming to you Tuesday, February 21st! Come out to Hall's Chophouse for a full day of education, networking, and advocacy with fellow NAIFA members. 

Hall's Chophouse
1221 Main Street #150
Columbia, SC 29201


Ethics 3 - Copy-2 Rick Weston

Ethics In The Insurance Industry

Rick Weston

January 31, 2023

9:00 am - 12:00 pm

NAIFA-South Carolina is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us for an Ethics CE Webinar Event - Ethics and Your Insurance Career, presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS. Tune in virtually from 9:00 am - 12:00 pm on January 31st for this great event.

3 Hours of Ethics CE Credit approved! We can't wait to see you there.


Lunch With a Legend (7)-1

This event is brought to you by
NAIFA_SC_Affiliate

Midlands Member Luncheon

January 19, 2023

11:00 am - 12:30 pm

Join NAIFA-South Carolina's Midlands Affiliate for a Member Luncheon! Come on out to O'Hara's Public House in Lexington from 11:00 am - 12:30 pm for a great time with fellow members and guests. Lunch will be provided!

Thank you to all who attended this great event!

PXL_20230119_164853744.MP