Together We Can

Take On Anything

Committing to your professional association provides ample opportunity for education, networking an volunteer participation.

By joining NAIFA, we become your partner, elevating your performance, while providing greater purpose to your professional work.



The research arm of the
National Journal
validated what every NAIFA member knows: NAIFA is viewed by policymakers as the most credible, valued, and respected voice in the industry. NAIFA protects our business, our industry, and our clients. Educate lawmakers at one of the largest industry fly-ins in Washington.



Invest in your education and build your network with NAIFA so you can reach your potential and guide your clients to financial security. NAIFA offers professional development opportunities for you to elevate your knowledge, your confidence, your skills, and your productivity.



NAIFA members adhere to a code of ethics that about honesty and integrity. With NAIFA, you belong to an organization that's been advising Americans for more than 125 years. You stand out as a thought leader in your business and and innovator in solutions to your clients. You are also featured on NAIFA's website, Financial where news media and consumers go for the latest news, tips and trends on strategies and products that will help secure America's financial futures.

Who Are We?

NAIFA Members Include:

Insurance Agents/Advisors (Captive & Independent)

Financial Advisors & Financial Planners

Investment Advisors



Multiline Agents

Health Insurance and Employee Benefits Specialists

Owners of Agencies

Staff of Carrier Corporations

Independent Marketing Organizations

NAIFA Members

Value personal leadership and have typically held leadership roles throughout their life in school, sports, and the community

Wholly support the American values of life, liberty, and the pursuit of happiness

Value the Democratic process and actively understand the power of their voice and vote.

Are dedicated and determined to create unique solutions that are optimal for each client

Passionately pursue personal and professional excellence

Our Local Upstate South Carolina Chapter Wants to Help You

We believe that having a local chapter presence gives our members more opportunity for connection, professional development and opportunity.


Advance Your Career

NAIFA Members are more successful. Membership to NAIFA attracts top performers who are civic-minded. These members tend to be more focused on continual improvement in business building, increased knowledge and enhanced skills.


Protect Your Industry

NAIFA members actively support advocacy efforts that protect our industry at the federal and state level. We have numerous opportunities to have our voices heard at the state and federal level.


Enhance Your Credibility

Joining NAIFA is a personal statement that you adhere to the highest Code of Ethics in all that you do. It says you seek continuous improvement through education, and belong to a network of trusted advisors.



If you are looking for an amazing community of people who will lift you up and celebrate you, then you would be a great fit for membership. You will be connected with others in your industry and related industries that can help you learn and grow.


Industry Speakers

We are constantly working to provide speakers that provide value across all area of your business from industry training, marketing skills, tax planning, legislative updates, as well as opportunities for community involvement.



NAIFA Upstate has a host of socials, continuing education (in person as well as on line), meetings and events for you to be apart of. At the National level, NAIFA hosts the annual Congressional Conference and Leadership Conference, both in Washington, DC.

Amazing Events

Partners and Sponsors

Our Members Feedback.

Being a member of NAIFA has given me the opportunity to better understand the work financial advisors do and help support this important role they play in our communities. I get not only formal education options but the chance to have meaningful conversations.


Mark Schumacher

Mutual of Omaha Mortgage, Greenville, SC

Being a part of my local NAIFA chapter gives me the opportunity to meet wonderful people that help me to grow as a person professionally and mentally. I really enjoy advocating for my industry and my clients.


Osvaldo Gutierrez

New York Life, Greenville, SC

NAIFA has given me the opportunity to connect with some of the most amazing, kind, giving people that I have ever met regardless of the industry. I have learned so much from being part of the NAIFA


Kathy Carlay

Built Brave Marketing, Clemson, SC

Our Leadership

Stacie Wallice


Mark Schumacher


Immediate Past President

Elisabeth Lee


YAT Chair

Kathy Carlay

VP of Membership

Membership Information

Monthly or annual fees are based on the number of years licensed. Choose a monthly or annual plan during the sign-up process.







Fees based on number of years licensed

Chose a Monthly or Annual Plan during the sign-up process

$10/month -licensed for one year

$20/month -licensed for two year

$30/month -licensed for three years

$40/month -licensed for four years

$67/month -licensed for five years +

Industry Professional


Call 864-671-2995


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