Upcoming Events

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.

Join us for our next Coffee Social on Tuesday, July 29th from 8:30–9:30 AM at Forte Legato Coffee Company in Rock Hill. This casual meet-up is a great way to connect with fellow professionals, exchange ideas, and stay in the know with what’s happening in our chapter and across the industry. Guests welcome!

Forte Legato Coffee Company
742 North Anderson Road
Rock Hill, SC 29730

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on August 5th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

NAIFA-SC invites you to a one-day advisor summit in the heart of downtown Greenville at the prestigious Poinsett Club. This all-day event is designed to deliver meaningful education, industry insights, and peer connections that will help you grow your practice, sharpen your knowledge, and stay engaged in the issues shaping your profession.

You’ll hear from expert speakers on high-growth opportunities like ICHRA, gain practical tips from estate planning attorneys on how to better serve clients, get key updates from NAIFA’s government relations team, and learn how to make the most of your membership. Enjoy a delicious lunch and wrap up the day with a casual happy hour to keep the conversation going.

Member & Non-Member Fees:
Members - $65 member
Non-Members - $80 non-member

Register now to receive the early registration rate and save $10. Early registration ends on July 31.

Location:
Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on April 24th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Celebrate the season with the NAIFA-SC Upstate Chapter! Join us for an evening of holiday cheer, networking, and camaraderie at the elegant Poinsett Club. This festive gathering is the perfect way to connect with fellow professionals and toast to a successful year.

Optional 2026 Planning Session: Come early and help shape the future of our chapter! Join us from 3:00–5:00 PM for a planning session before the holiday festivities begin.

Stay tuned for more details, and get ready to celebrate the season in style!

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join the Young Advisor Team (YAT) of NAIFA-South Carolina for a casual and fun-filled evening of networking, brews, and good conversation! Hosted by our Piedmont affiliate chapter, this social event will take place at Hoppin' Brewery in Rock Hill on Thursday, June 12, 2025, from 4:00 PM to 6:30 PM.

Whether you're new to the industry or a seasoned pro who supports the next generation, this is a great opportunity to connect with fellow advisors, share ideas, and build your local network—all while enjoying one of Rock Hill’s most popular breweries.

Swing by, grab a drink, and stay awhile.

There’s no cost to attend, but registration is encouraged so we can save you a spot! Attendees are responsible for purchasing their own drinks.

Got a colleague who might be interested? Bring them along!

Did you know there are over 40 million “home offices” and over 11 million home-based businesses? How many of your homeowner’s policy clients might have some sort of home-based business? The Homeowner’s Policy does not cover liability exposure from a business, and has little property coverage for business equipment. This course defines what a business is, and the insurance limitations of having a business at home. We discuss the differences in owning your own business versus running a business you do not own. We discuss endorsements to increase coverage for a business at home. We define what Incidental farming is and what coverage is available for that risk. We address the question: when should a person running a business from home consider buying a full-blown commercial policy to cover their risk exposures?

About the Speaker:

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Free for members, $15 for non-members

Spring is here, and it’s time to enjoy a night at the ballpark with the NAIFA-SC Upstate Chapter! Join us for an afternoon out of the office of fun, networking, and America's favorite pastime as we cheer on the Greenville Drive.

Bring your colleagues and friends for this can't-miss spring outing! More details coming soon.

Fluor Field
945 S Main St
Greenville, SC 29601

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on April 24th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join NAIFA-SC’s Rock Hill/Piedmont Affiliate for an engaging luncheon on Wednesday, March 19, 2025, from 11:30 AM to 1:00 PM at Westminster Towers.

We are honored to welcome Rock Hill Mayor John Gettys and NAIFA-SC President, Tim Williamson, as our guest speakers. Mayor Gettys will share insights on the city's growth and economic outlook, while Tim Williamson will deliver an inspiring message on success and leadership in the financial industry.

This is a great opportunity to connect with fellow professionals, gain valuable insights, and be inspired. Don't miss it!

Cost
$10 - Members & Non-Members

Location
Westminster Towers
1330 India Hook Rd
Rock Hill, SC 29732

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

This course explains the major features of the Social Security program. Social Security is a government program designed to financially assist the senior population in their retirement years. Even though most Americans will eventually participate, many have a limited knowledge of how the program functions. The course outlines major benefits available, eligibility rules to receive those benefits, strategies to maximize benefits, and limitations of the program. The course dispels some of the myths surrounding the difficulty, or ease, of qualifying for benefits, especially disability income benefits.

3 Hours of CE Credit!

Cost:
Free for Members
$15 for Non-Members

About the Speaker:

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Join NAIFA-South Carolina on Tuesday, February 18, 2025, in Columbia for an impactful day of advocacy, education, and connection at our annual Legislative Day on the Hill. Engage with fellow members, meet state legislators, and make your voice heard on issues that shape our industry and our clients' futures. The day’s agenda includes discussions with legislative leaders, updates on key regulatory issues, and networking opportunities to strengthen our community’s impact.

We'll conclude the day with a networking reception at Hall's Chophouse, where members can reflect on the day's insights and continue the conversation in a relaxed setting.

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

Member & Non-Member Fees:
$25 members, $35 non-member

Join us in Columbia, SC, February 16-18, for NAIFA-South Carolina's 2024 State Conference, now combined with the State Day on the Hill for the first time ever! This unique event brings together NAIFA advisors from across the state for insightful sessions led by industry experts, including keynote speeches from renowned financial and insurance professionals. Expand your network and engage in dynamic discussions with fellow advisors during interactive networking opportunities designed to inspire collaboration and growth. Don’t miss this chance to recharge your professional journey and stay at the forefront of the insurance and financial advising industry.

Registration Fees
Before 2/10/25 - Members: $175.00 | Non-Members: $225.00
After 2/10/25 - Members: $200.00 | Non-Members: $250.00

Hotel
Please click here to reserve your hotel room. The deadline to make your reservation will be January 17, 2025.

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Ethical Challenges and Consequences explores actual ethical lapses of insurance professionals. Information from state insurance department shows what went wrong and how the state's insurance regulations, and/or applicable local laws, were enforced. The ethical challenges are covered on a case-by-case basis, providing students and instructors opportunities to discuss what motivations or temptations that might have contributed to the misdeeds.

Earn 3 hours of Ethics CE - register today!!

About the Speaker

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Registration Fees:
Members - Free
Non-Members - $15

Start your morning with a cup of coffee and great company! Join your NAIFA colleagues at Grateful Brew for a casual networking opportunity. It’s the perfect way to connect, share ideas, and energize your day.

We look forward to seeing you there!

Grateful Brew
501 S Pleasantburg Dr
Greenville, SC 29607

Celebrate the season with the Midlands community! Join us for an evening of hors d’oeuvres, a cash bar, and festive camaraderie. Members and their spouses or guests are welcome to attend this holiday gathering.

Valet parking is available for your convenience. As we embrace the spirit of giving, please consider bringing a bag of canned goods to donate to those in need.

We look forward to seeing you there!

Palmetto Club
1231 Sumter St.
Columbia, SC 29201

Join us for a festive evening at the Upstate Christmas Party! Celebrate the season with friends and colleagues on December 12, from 5 to 8 PM at the historic Poinsett Club in Greenville, SC. Enjoy holiday refreshments, lively conversations, and a joyful atmosphere to cap off the year.

Board members, please note a planning meeting will be held at 3 PM ahead of the main event.

Let’s close out the year in style—don’t miss this holiday tradition!

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join us for an enchanting evening at our annual Holiday Celebration, hosted at the beautiful Westminster Towers. This festive gathering brings our community together to celebrate the holiday season in style. The evening will feature delightful refreshments, seasonal entertainment, and plenty of opportunities to connect with friends and colleagues in a warm and inviting atmosphere.

Help support our neighbors in Western North Carolina! We’re collecting donations to make a difference for those in need. Please bring personal care items, toys, canned goods, warm blankets, jackets, and other essentials to contribute to our donation pile. Together, we can spread warmth and care this season!

Members & Non-Members: $10

Westminster Towers
1330 India Hook Rd
Rock Hill, SC 29732

The NAIFA-South Carolina Annual Business Meeting will be held virtually on Zoom at 11:00 am Eastern on November 6th. This important gathering provides an opportunity to hear updates on the state of NAIFA-SC, reflect on achievements from the past year, and elect the 2025 Board of Directors. Join us to connect with fellow members, celebrate successes, and shape the future of our association.

Join us for an exciting NAIFA LIVE watch party hosted by the Charleston Affiliate at the SC Farm Bureau Insurance Office on October 17! Enjoy a delicious boxed lunch, engage in networking with fellow members and guests, and experience the insightful presentation by Walter Bond. This is a fantastic opportunity for fun, education, and connecting with your NAIFA community. Registration is just $10 for both members and guests. Don’t miss out on this chance to learn and network—bring a guest and make the most of this event!

The SC Farm Bureau Insurance Office (Off Hwy 17 behind Baker Motor Company)
60 Markfield Drive
Charleston, SC 29407

Join us for an exciting NAIFA LIVE watch party hosted by the Midlands affiliate at the Milestone Wealth Advisors office on October 17! Enjoy a delicious boxed lunch, engage in networking with fellow members and guests, and experience the insightful presentation by Walter Bond. This is a fantastic opportunity for fun, education, and connecting with your NAIFA community. Registration is just $10 for both members and guests. Don’t miss out on this chance to learn and network—bring a guest and make the most of this event!

Milestone Wealth Advisors Office
3321 Forest Drive, Suite 7
Columbia, SC 29204)

Join us for an exciting NAIFA LIVE watch party hosted by the Piedmont 2.0 affiliate at the Paul Davis Restoration office on October 17! Enjoy a delicious boxed lunch, engage in networking with fellow members and guests, and experience the insightful presentation by Walter Bond. This is a fantastic opportunity for fun, education, and connecting with your NAIFA community. Registration is just $10 for both members and guests. Don’t miss out on this chance to learn and network—bring a guest and make the most of this event!

Paul Davis Restoration
310 Bryant Blvd
Rock Hill SC, 29732

Join us for an exciting NAIFA LIVE watch party hosted by Upstate at the Poinsett Club on October 17! Enjoy a delicious boxed lunch, engage in networking with fellow members and guests, and experience the insightful presentation by Walter Bond. This is a fantastic opportunity for fun, education, and connecting with your NAIFA community. Registration is just $10 for both members and guests. Don’t miss out on this chance to learn and network—bring a guest and make the most of this event!

Poinsett Club
807 E Washington St
Greenville, SC 29601

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.

Join the NAIFA-South Carolina Charleston affiliate for the 18th Annual Dammit-Ball Classic August 18th beginning at 11:00 am! 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 16th - we can't wait to see you!

33rd Ave
Isle of Palms, SC 29451

On August 8th from 5:30 to 7:00 pm NAIFA-South Carolina's Midland Affiliate will be hosting Jarrod Haning to get us motivated for the fall. We can't wait to see you at PIECEWISE Coffee Co.! Here is a little bit about Jarrod:

"Hi, my name is Jarrod Haning, and for the past 10 years I've been working so you don't have to - meaning my job is to show you how to think at a higher level about business success.

A breakthrough in your business will first happen as a breakthrough in your thinking. And, you're only ONE thought away from your next breakthrough. Sound good?

A lot of my clients are surprised to learn that their time is worth about $1000/hour once they start thinking at a higher level about what is possible in their business. When a mindset levels up, it takes everything else with it."

We look forward to having you join us August 8th!

Piecewise Coffee Co. - Cayce
2001 State Street
Cayce, SC 29033

Join us on July 17th from 5-7 PM at Hoppin' Brewery in Rock Hill, SC for an evening of networking and good company. Mingle with fellow professionals from the NAIFA while enjoying delicious drinks in a relaxed, vibrant setting. Don’t miss this opportunity to build connections, share insights, and unwind after a productive day. See you there!

Hoppin' Rock Hill
110 Southern St
Rock Hill, SC 29730

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on June 18th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

More details coming soon!

Poinsett Club
807 E Washington Street
Greenville, SC 29601

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

Join NAIFA-South Carolina's Upstate Local Chapter for a social on June 13th! We can't wait to see you from 5:00 - 7:00 pm at The FR8 Yard in Spartanburg. FREE for members.

More details coming soon!

The FR8 Yard
125 E Main St
Spartanburg, SC 29302

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.

Details to come.

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

Join us at Big John’s Tavern in Charleston, SC, for an evening of networking, thought sharing, and camaraderie at our NAIFA-SC social. This event marks the exciting revitalization of our Charleston membership and offers a chance to reconnect, exchange ideas, and enjoy a memorable time in the vibrant heart of our community. Don’t miss out on this opportunity to be part of the resurgence of NAIFA in Charleston!

Big John’s Tavern
251 E Bay St
Charleston, SC, 29401

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

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!

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

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

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!

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

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

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

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

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!

Come grab your favorite coffee beverage on NAIFA!

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

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.

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.

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

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

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. 

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.

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

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!

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

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

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

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

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

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

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

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

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

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.

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

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.

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!