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.
Advocate
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.
Educate
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.
Differentiate
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 Security.org 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
Broker/Dealers
Broker/Dealers
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.
Networking
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.
Conventions/Socials
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
President
Mark Schumacher
Treasurer
Immediate Past President
Elisabeth Lee
Secretary
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.
Student
$50/Year
Terms
Benefits
Producers
$10-67/Month
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
$500/Year
Call 864-671-2995
Email:info@NAIFAUpstateSC.org
Site: www.NAIFAUpstateSC.org
