Category Archives: Insurance

James Terry III Joins Pinnacle Financial Partners’ Insurance Arm

To serve as an insurance advisor for HPB Insurance Group GREENVILLE, SC, June 13, 2018 – James Terry, III has joined Pinnacle Financial Partners’ subsidiary HPB Insurance Group as an insurance advisor to deliver distinctive service and effective advice in Greenville. Terry began his insurance career in 2000 and comes to Pinnacle after six years…
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Guy Furay and The Insurance Source named Best of the Upstate 2018 finalists

GREENVILLE, S.C. – Guy Furay has landed in the finals of Best of the Upstate 2018 for best insurance agent, while The Insurance Source is a finalist is in the best insurance agency category. The annual Best of the Upstate competition is fueled by local community nominations and voting. With categories ranging from best breakfast…
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Robbie Templeton Earns CBIA Designation

Countybank Insurance Services Congratulates Associate on Advanced Certification Greenville, S.C. – Builders Mutual Insurance Company, a partner of Countybank Insurance Services, is pleased to announce that Robbie Templeton has earned the designation Certified Builders Insurance Agent (CBIA) through their companysponsored educational division, Builders University. Templeton, a producer with Countybank Insurance Services in Greenwood, South Carolina…
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Furay recognized as Elite Circle Champion by HealthCare.gov

GREENVILLE, S.C. – “Guy Furay, owner of The Insurance Source, has been recognized as one of Healthcare.gov’s Elite Circle of Champions. This national designation is given to insurance brokers who have helped more than 100 individuals and families make their health insurance selections during the 2018 Open Enrollment Period. Furay began his insurance career in…
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NAIFA honors Guy Furay

GREER, S.C. – Guy Furay, owner of The Insurance Source, has been honored by the National Associations of Insurance and Financial Advisors with a 2017 Quality Award. The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes: • Professionalism through education and earned designations •…
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Angela Marlett Earns Retirement Income Certified Professional® (Ricp®)designation

Laurens, SC –September 1, 2017-Angela Marlett, Agent, State Farm Insurance has earned the Retirement Income Certified Professional ® (RICP®) professional designation from The American College of Financial Services, Bryn Mawr, PA. Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams.…
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Northwestern Mutual Honors Greenville’s Jay Hatten With An Exculsive Forum Membership

Financial security company honors top-performing financial professionals at national conference. (Greenville, SC) August 29, 2017 - Northwestern Mutual honored Greenville’s Jay Hatten, CFP®, CLU®, ChFC®, CASL®, with membership into the 2016-2017 Forum Group, which recognizes individuals who've achieved the company's highest level of productivity and excellence. Hatten, who is a third-generation Northwestern Mutual advisor with…
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Canal Insurance Company Announces Leadership Changes

GREENVILLE, S.C., Aug. 11, 2017 /PRNewswire/ -- Mr. Paul Brocklebank, President and Chief Executive Officer of Canal Insurance Company, announced today that the Company's Board of Directors has recently approved the following changes in leadership. Mr. Jarrell "JL" Hall, previously Assistant Vice President, Marketing and Business Development for the Company, has been promoted to Vice President, Chief Underwriting Officer. …
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Sheldon Porter-State Farm Agency

Chamber recently held a ribbon cutting ceremony for the Sheldon Porter-State Farm Agency located at 307 Mills Avenue. Friends and family were on hand for the special celebration. Porter and his staff have been open for business since late summer and are actively seeking new clients. They sell over 109 different products including vehicle loans,…
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Greenville’s Mike Head Awarded Highest Young Advisor Honor for NAIFA-SC

Columbia, SC- The National Association of Insurance and Financial Advisors (NAIFA-SC) is pleased to announce that NAIFA-Upstate member, Mike Head, is the recipient of the 2017 SC Young Advisor Team (YAT) Leader of the Year. The award was given at the Annual President’s Dinner at the 2017 NAIFA-SC Convention held in downtown Charleston in June. The YAT Leader of the…
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