NAIFA-Upstate

NAIFA is the National Association of Insurance and Financial Advisors. NAIFA-Upstate is the local chapter.

03/14/2023

Get Out From Behind the Desk!
Join your NAIFA Peers on Tuesday March 21, 2023

For our Quarterly NAIFA - Upstate Member meeting

Poinsett Club

807 East Washington Street, Greenville SC 29601

8:30-11:30 AM Kicking off with Networking and Continental Breakfast

Speakers include Beth Brotherton, Bailey Parker, and Johanna Ballesteros

https://socials.naifaupstatesc.org/march21

Photos from NAIFA-Upstate's post 11/07/2022

This Friday at the Poinsett Club; NAIFA Upstate Meeting November 11th, 9-11:30 - https://mailchi.mp/684786e895a0/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6118169

Photos from NAIFA-Upstate's post 09/15/2022

We had a tremendous meeting on August 26th

Jason Elliott of Jason Elliottt Law Firm and SC State Representative for District 22 gave an update on state government matters

Liz Parker - Performance Coach and Founder of LT Consutlants Inc Presented “Tame the Chaos”

Kathy Carlay - Founder/Owner of Built Brave Marketing presented “3 Tools to Get Results in Marketing and Advertising That Work Every Time… and Stay in Compliance”

Past President David Lloyd presented the 2022 YAT Award to 0svaldo “Ozzie” Gutierrez 🎉

Our next Meeting is schedule for November 4th with more great speakers.

Photos from NAIFA-Upstate's post 08/22/2022

NAIFA Upstate Meeting this Friday - Poinsett Club - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/0361443ee0ab/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6106041

Photos from NAIFA-Upstate's post 08/05/2022

NAIFA Upstate Member Meeting - Join us August 26th - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/b0ef77b3f50f/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6104193

Photos from NAIFA-Upstate's post 07/21/2022

NAIFA Upstate Member Meeting - Join us August 26th - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/deb1912d5947/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott

05/27/2022

The American people need our help.

Did you know...New Feature Launched on NAIFA's Consumer Directory

NAIFA's Find an Advisor search on our consumer site, FinancialSecurity.org, has gotten an upgrade. Individuals who have completed the Financial Security Advocate Course or received a 2021 NAIFA Quality Award will be recognized with a badge on their profile. Be sure that your profile is up-to-date through the NAIFAConnect online community.

This is a great tool for the public to find you and know you are a credible provider for their financial needs.

05/23/2022

Here are some quick facts on the benefits of belonging to NAIFA!

💲 One fee covers membership at the local, state, and national levels.

🏛Opportunties to meet & represent NAIFA with your state & federal policymakers with full training provided.

🎯Listed & promoted to consumers with opportunities to be profiled directly to consumers.

📣Opportunties to speak, write & volunteer at the local, state, and national levels

Membership is important to us. Who do you know that would benefit from the opportunities that NAIFA offers. Send me an email at [email protected]. I would be happy to reach out to them.

Bonus: You get in a drawing to win $150.

05/16/2022

Want a $150 gift card to your favorite restaurant. Refer 5 new members for your chance to win.

Photos from NAIFA-Upstate's post 05/13/2021

NAIFA Upstate - Senator Tim Scott - Congressional Conference May 25th-26th - https://mailchi.mp/78366e3d11f6/naifa-upstate-senator-tim-scott-congressional-conference-may-25th-26th

Timeline photos 04/12/2021

NAIFA Upstate - Last Chance to RSVP for Topgolf Outing April 22nd - https://mailchi.mp/6758ab4c9600/naifa-upstate-topgolf-outing-april-22nd-rsvp-today-4882877

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Address


Greenville, SC
29602

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