David Lloyd

FICF, LUTCF

David Lloyd

FICF, LUTCF

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact David Lloyd
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

Spartanburg, Laurens, Greenville and Cherokee Counties in South Carolina, as well as western North Carolina.

I can help you plan for life using a variety of tools, including…

life insurance and annuities.

I enjoy working with…

families and retirees.

I attended…

Western Piedmont University, where I received a degree in accounting.

I am very proud of…

being a resource and serving my clients in the financial services industry for 48 years.

Before Modern Woodmen, I…

worked as a representative and in management roles for other insurance companies.

I chose Modern Woodmen because…

it is a family-oriented company and a fraternal organization. It's not like you are serving your clients, or even members. You actually have an extended family.

The best part of my career is…

that I am able to go out and prepare families for all the "ifs" in life. Being there for people when disaster strikes and helping them have peace of mind has been a very rewarding experience for me.

A favorite moment in my career was when…

I was working with a client and his family, and he turned to me and said, "David, you can't ever retire. We depend on you so much." I was very touched by this comment. To them, I am their resource and friend.

Also…

I am a member of NAIFA Upstate and Past President of NAIFA South Carolina. I teach Sunday school, I am active in the Men's Fellowship at my church, and I enjoy our mission trips to areas where other families and individuals are in need of help. We can be there to make their lives a little better.

“I serve members in Spartanburg, Laurens, Greenville and Cherokee Counties in South Carolina, as well as western North Carolina.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Peggy, my daughters, April and Brandie, my son, James, my stepdaughters, Angie and Teresa, and my precious eight grandchildren.

In my free time, you can find me…

cheering on the grandkids, working in the garden and the yard, golfing or fishing.

I’m passionate about…

my family, my friends, my church family, my clients and members, and doing things for others.

My greatest blessing is…

my faith and my family.

My personal motto is…

"It's not about what you do when others are looking, it's about what you do when they are not looking."

My hidden talent is…

I love to grow my own produce and have a voice good enough to sing in a choir.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

of South Carolina for 22 years. I have lived in Chesnee for the past three years. Before that, I lived in North Carolina for almost three decades.

What I like best about my community is…

it is a small community. People know each other by first name and they don't just take, they also give back. On a Saturday or Sunday afternoon, you'll find people out walking and visiting the Cowpens Battleground and see the motorcycles leisurely riding on scenic Highway11. It's just a very peaceful place to be.

I’m a member of…

NAIFA Upstate, NAIFA-South Carolina, Northbrook Baptist Church and the Baptist Men's Association.

My favorite volunteer activities are…

going on mission trips, working with seniors in my community, working with underprivileged children and helping people who are less fortunate.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

helping provide positive experiences for kids with Modern Woodmen’s local youth service clubs.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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