YAT's mission is to serve the needs of NAIFA's 40 and under advisors, and those within their first five years in the industry, by providing the resources to succeed in the financial services industry.
Is there a YAT group in your area?
Is there a YAT group in your area? Find out here (members only).
Whether you're new to NAIFA, or have been a member for several years, this section provides you with resources geared specifically to your career development needs as a young insurance or financial advisor. We provide you with a variety of tools that you can use to better equip yourself to overcome challenges and achieve your professional goals. Learn ideas on how to grow your business, take advantage of NAIFA's first-rate sales and skills training and receive discounts on a range of professional resources.
NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry. The purpose is to research the needs of young advisors and to ensure that they receive the vital tools, resources, and networks necessary to succeed in the financial services industry.
The National YAT Committee works closely with other NAIFA national committees to develop future programs and membership initiatives. We always welcome your input! Send your ideas and comments to yat@naifa.org.
What's New With YAT:
- YATPAC and IFAPAC Partner for new Contributor Matching Program. Double your contribution to IFAPAC this summer for only half the price – for more details, visit our advocacy section. Visit our Advocacy section
- Don't miss all that YAT has to offer at the 2008 Annual Convention and Career Conference! Take a look at the YAT Activities scheduled for San Diego. We'll see you there!
- YAT isn't just 40 and under anymore! In order to address the growing numbers of agents and advisors that come to the business as a second career and often find themselves needing the support and resources that YAT was created to provide, YAT felt it was necessary to step up and speak to a rising need. The 2006-07 YAT Committee drafted a new mission statement that includes those who are within their first five years in the business, regardless of age. The new statement reads: YAT's mission is to serve the needs of NAIFA's 40 and under advisors, and those within their first five years in the industry, by providing the resources to succeed in the financial services industry.
Those who provide a license date on their membership application that is within the last five years will receive YAT Chat, Advisor Today’s monthly online newsletter for YATs. In addition, those within their first five years in the business are welcome to attend YAT functions throughout the federation. Spread the word! - What does NAIFA 21 mean for you? To learn more, visit the "NAIFA in the 21st Century" update. To see what your fellow members are saying about the new plan or to make your thoughts known, visit the "NAIFA in the 21st Century" website .
- Show your YAT spirit! Visit the NAIFA Marketplace the see the latest YAT items available for purchase.
For Local and State YAT Chairs:
- Does your YAT group have a success story you'd like to share? Please email your narrative to yat@naifa.org. All success stories will be included in the 2008 Best Practices Guide.
- Do you need a copy of the YAT logo for your marketing materials? Sign in (above) to access the logos. Please note you must be signed in as a member to access these logos.
- Are you a state or local YAT Chair? Do you need help planning events for your group? Take a look at our Best Practices Guide based on events held during last year's YAT Awareness Month.
- Networking events are a popular activity for YAT groups; click here to learn how to host one in your area.
What You Need to Know About YAT:
- Want to know the basics about YAT? Take a look at our one-page flyer.
- As a part of YAT, you have access to a large number of resources.
- Is there a YAT group in your area? Check here to find out.
- Who is on the National YAT Committee? Please sign-in (above) to access the roster.
- Want to start a YAT group in your Local? Here's how you get started!
- Sign up to receive Advisor Today's YAT Chat and be part of YAT today!
- Keep up on the latest YAT news and information with Advisor Today's YAT Chat.
- Missed an article from the last Advisor Today YAT Chat? Visit our archives here.
View recent YAT Spotlight articles profiling the 2007Advisor Today's Four Under Forty recognition:
- Paul Adams: Lessons From A Young Advisor
- Steven Bohr: Saving America's Heritage
- Michael Lynch: Spreading the Word
- Bryan Nakamoto: Vision Through Action
View select articles from NAIFA's Advisor Today magazine:
- Advisor Today's Your First Four Years online article archive
- Sales Success in Your First Three Years article.
- Understanding the Impact: Jennifer Lackey Barber recognizes the role that NAIFA plays in keeping her profession alive.
- Young and Hungry, Part II: How do you qualify for MDRT at Age 23? Michael Fitzpatrick did it by finding the one thing he wanted to sell.
- Young and Hungry, Part I: NAIFA membership helped one “under 40” advisor stay in the business. Now she’s involved at the local and national levels.
- Making the Transition: The More You Know, the Better
- Expert to Expert: Use Your Sense to Increase Business
Some additional information of interest for young and new advisors:
Education and Training
NAIFA offers a range of opportunities to enhance professional skills, increase knowledge base and attain professional designations. We're dedicated to helping you advance in your field through our partnership with The American College to provide you with the best training in the business. Designations include the new Financial Services Specialist (FSS) designation.
Networking
Review the "How to Hold a Successful YAT Networking Event" flyer and sample materials from Boston's YAT group.
Advocacy
Advocacy is a vital component of the NAIFA mission and it’s not possible without members’ contributions to NAIFA's
Insurance and Financial Advisors Political Action Committee (IFAPAC). To encourage PAC involvement at all levels,
YAT (the Young Advisors Team) has partnered with IFAPAC to create a new initiative aimed at first-time contributors
who are 40 or under or within their first five years in the business. Click here for more information on the YATPAC initiative.
YATPAC has partnered with IFAPAC for a Contributor Matching Program exclusively for first time IFAPAC contributors! Thanks to the generosity of Jules Gaudreau, member of the NAIFA Board of Trustees and Trustee Liaison to the National YAT Committee, up to $2500 of first time IFAPAC contributions will be matched between June 2, 2008 and August 31, 2008.
This Contributor Matching Program differs slightly from previous programs – please review the guidelines below:
- The Contributor Matching Program (CMP) will be open to all states.
- All contributions MUST be made online and the contributor MUST check the “YATPAC” yes box.
- The program will match up to $50 of each new* YAT contribution, with the goal of attracting 50 new contributors to IFAPAC.
- The program will run from 06/02/08 to 08/31/08 or until Jules Gaudreau’s contribution has been fully allocated.
- The program is on a first come, first serve basis.
- The YATPAC initiative is not a separate PAC – all contributions will go to IFAPAC.
- Contributors will be recognized at the 2008 Annual Convention and Career Conference.
* “New IFAPAC contributors” are defined as current NAIFA members who have never contributed to IFAPAC or current NAIFA members who haven’t contributed to IFAPAC within the last four years.
Convention
Get great ideas from seasoned NAIFA professionals at the NAIFA Convention and Career Conference. Participate in Educational Workshops tailored specifically to meet the needs of young professionals, and expand your knowledge of sales skills, marketing strategies and public policy issues.
The 2008 Annual Convention and Career Conference will be held in San Diego, CA, September 6 - 10. Don't miss one of the truly great highlights of the year!
Click below to see the activities that are being offered in San Diego.
Past Conventions
A number of YATs came together at the YAT Roundtable discussion during the 2007 Annual Convention and Career Conference in Washington, DC. Click here to see highlights of the discussion, along with helpful hints from YATs across the Federation.
YAT Merchandise
To see the latest in YAT merchandise, please visit the NAIFA Marketplace.
Contact us
We appreciate your input; please send your ideas and comments to yat@naifa.org.
Sign Up Today
To join the growing number of Young Advisors who are taking advantage of NAIFA's benefits designed specifically with you in mind, enter the required fields; your NAIFA ID, full name, birthday, and email address, in the form below. You will automatically be signed up to receive Advisor Today's YAT Chat.