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. 

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!

The NAIFA-South Carolina Annual Business Meeting will be held virtually on Zoom at 11:00 am Eastern on December 5th. Join us to hear more about the state of NAIFA-SC, celebrate the past year, and elect our 2023 Board of Directors!

Join NAIFA-South Carolina Upstate members on Thursday, December 1st for a Holiday Drop In at the Poinsett Club! 

The Poinsett Club
807 East Washington Street
Greenville, SC

Join fellow NAIFA-South Carolina Upstate members for a Membership Meeting on Friday, November 11th at 8:30 am with coffee and connecting! The meeting will kick off at 9:00 am.

The Poinsett Club
807 East Washington Street
Greenville, SC

Bill Cline, from the Military History Center of the Carolinas. The MHCC is dedicated to honoring veterans, preserving US Military History and performing community service by collecting and restoring items to take to events in our local communities. Bill will be speaking about their facility, near Greenville's downtown airport, which has been undergoing significant changes. 

Michael Bridges, partner/attorney at Dobson Law Group in Greenville, SC practices in the area of Trusts and Estates, Tax Law, and Elder Law, among others, will be speaking on Elder Law. He is a Certified Estate Planning and Probate Law Specialist since 2005.

Join us for NAIFA-South Carolina's 2022 State Conference - The Next Generation Advisor.

Join us in Myrtle Beach September 18-20 for three days of engaging speakers, networking opportunities, and some new tips for your practice. We can't wait to see you there!

Join us Thursday September 15th for professional growth and Topgolf. NAIFA-SC Upstate will be holding a LILI style book review of Legacy by James Kerr. We will be meeting at Topgolf at 2:00 pm for the meeting, followed by food, drinks, and Topgolf!

Agenda:
Legacy Book Review - 2:00 - 3:00 pm
Topgolf - 3:00 - 5:00 pm

Order your free copy of the book by completing the Google Form. A book will be mailed to your address via Amazon. The deadline to order is August 1st.

RSVP will be required and open to NAIFA members only.

Please plan to join us for our next membership meeting on Friday August, 26th at 8:30 am. The meeting will be held at the Poinsett Club in Greenville.

Continental breakfast will be provided!

Speakers include Liz Parker, Kathy Carlay, and SC Representative Jason Elliott. We can't wait to see you there!