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Earn Free Registration for the 2013 Conference in San Antonio!Any YAT member who recruits 12 or more new members to NAIFA from July 1, 2012 through June 30, 2013 will receive a free registration to attend the 2013 NAIFA Career Conference and Annual Meeting being held in San Antonio, TX, September 28-October 1, 2013. The YAT who recruits the most new members will receive airfare (up to $500) to attend the Conference as well. Qualifying recruiters will be announced and notified July 2013.

For more information please view the YAT Recruitment Initiative flyer or contact YAT@NAIFA.ORG.

As of 03/18/2013, the following are the top YAT recruiters for the 2012-2013 membership year:

Sponsor Name Local Association Members Sponsored
Benjamin A. Harding, CLU NAIFA - Boston
16
Jonathan Paul Matrullo, MBA, LUTCF NAIFA - Rhode Island
15
Julianne Dahrooge, LUTCF NAIFA - Central Massachusetts
14
Clayton Blanton, CFP, ChFC, CLU NAIFA - Fresno
5
Brett M. Sause, LUTCF,LTCP,CLTC,RFC NAIFA - Anne Arundel
4

Corey Anderson is Announced the Young Advisor Team Leader of the YearThe National Association of Insurance and Financial Advisors has named Corey Anderson the 2012 Young Advisor Team Leader of the Year. Anderson, 34, is a disability event consultant with Secura Consultants and is the 2011-2012 NAIFA – Minnesota Young Advisors Team (YAT) Chair. READ MORE

NAIFA Leadership in Life Institute [LILI] – New for 2013!NAIFA Leadership in Life Institute [LILI] is dedicated to advancing your personal and professional growth. This six-month course is an investment in oneself and the returns can be infinite. Graduates report that LILI gives them the tools to succeed and 70% report a measurable increase in the growth of their business since graduating.

New for 2012: The One Page Business Plan® and tools to increase your EQ [Emotional Intelligence].

Learn more: www.naifa.org/lili

Get Connected: Join YAT on Social MediaYAT social media networks provide you with the opportunity to connect with your fellow YAT members, ask questions, share information, receive inspiration and keep up to date on NAIFA. Members will be linked directly to articles and news related to YATs.

The YAT groups are private and participants must be a member of YAT to gain access, this will ensure you are connecting with your peers.

LinkedInJoin the YAT LinkedIn Group

Keep up with the latest information on YAT through the YAT LinkedIn group, YAT: NAIFA’s Young Advisors Team. You can network with colleagues down the street or across the country, discuss the topics that mean the most to you and share helpful information. Don’t miss out on the most current news, join the YAT LinkedIn group today!

Click here to join the YAT group. If you are already a LinkedIn member, you will be asked to sign in and confirm. If you are not a member, you will be asked to sign up.

Join YAT on Facebook

Joining the YAT Facebook group will provide you with the opportunity to connect with fellow YATs, receive important YAT updates, share articles, photos and more! 

Click here to connect with YAT on Facebook and gain access to your one stop resource that will provide you with YAT specific information.

TwitterFollow the YAT Twitter Feed

Need some information and don’t have much time? Click here to sign up and follow the YAT Twitter feed. Click on the “follow” button and you will begin receiving updates on the latest YAT news.

The NAIFA Blog 

The NAIFA blog provides timely analysis, context and commentary on important issues shaping the industry. Receive updates on issues and provide your input by responding to posts.

Click here to access the NAIFA blog! Click on YAT in the Categories section to view and contribute to YAT specific posts.

Save Money with Staples through the NAIFA Preferred Provider ProgramNAIFA and Staples Advantage® have joined together to offer NAIFA members a discounted office program. This program allows NAIFA members to maximize their buying power and save you money!  

Taking advantage of this new program is easy. NAIFA members apply for the program via StaplesLink.com, an online ordering solution offering live pricing, shopping lists, immediate access to over 30,000 products and more!      

As part of this program, you’ll also receive:

  • Free Shipping on all orders (all orders placed must be over $75)
  • Customer Appreciation Shopping Days – additional discount for all of your employees on their personal purchases at any Staples retail store each quarter
  • Easy online return process
  • Dedicated account manager
  • Value-added service

To sign up today click here or call 877-826-7755 and mention you are NAIFA Member. Within the next few days, you will receive a confirmation email from StaplesLink.com.

NAIFA Past President Tom Currey Speaks to New AdvisorsIf you are a new or young advisor, NAIFA Past President Tom Currey explains how NAIFA is here to help you in your career.


Leadership in Life Institute (LILI)LILIAre you looking to unleash the leader in you? Then NAIFA’s Leadership in Life Institute, a leadership-development course designed exclusively for NAIFA members, is your answer. More than 1,000 members have grown personally and professionally through LILI. Visit www.naifa.org/benefits/lili for more information. Make participating in LILI a New Year’s resolution.

Pay your dues online Remember that you can always renew your NAIFA membership online at www.naifa.org/renew. Pay by credit card or check, or sign up for the monthly installment bank draft program. For more information, contact the Member Service Center at 877-TO-NAIFA or membersupport@naifa.org

For more information, contact Lacey Mitchell, Senior Director, Association Services, (703) 770-8221

We appreciate your input; please send your ideas and comments to yat@naifa.org