Member Login

Young Advisors Team | News | NAIFA
About YatYat ChatYat ChairsEducationAdvocacyConventionHome

Twitter Sign up to follow the YAT Twitter feed.

LinkedInJoin the YAT LinkedIn group here.

Adam Sachs is Named 2010 YAT Leader of the YearCongratulations to Adam Sachs, CLU, ChFC, CFP, CLTC, of NAIFA – Massachusetts and John Hancock Financial Services for being the first recipient of the YAT Leader of the Year Award. The award recognizes a YAT that has excelled in their career, is involved in their community and is a dedicated NAIFA volunteer.

Adam is immediate past president of NAIFA-Massachusetts. He served on the original Young Advisors Team Task Force which helped set up YAT groups across the country. He is a multiple year winner of the prestigious National Quality Award, and consistently qualifies for membership in the Million Dollar Round Table (MDRT.) He has been a sponsor of Set Sail, Spaulding Rehabilitation Hospital Network's annual benefit for the Dr. Charles H. Weingarten Adaptive Sports and Recreation Program and has also participated for the past several years in the Cycle for Haylee, a bicycle ride to raise money for the Cystic Fibrosis Foundation. Said Linda Surovick, NAIFA – Massachusetts Executive, “NAIFA will succeed with young talented people like Adam…he is a man of impeccable character.”

The winner of the YAT Leader of the Year Award receives complimentary registration, airfare and hotel stay for NAIFA’s Career Conference & Annual Meeting; a commemorative award; and mention in NAIFA’s award-winning Advisor Today magazine.

Congratulations to Adam Sachs!

YAT Recruitment Initiative Winners AnnouncedDenise Boyce of NAIFA – Inland Empire will receive a free registration and free airfare to the 2010 Career Conference and Annual Meeting in Seattle as the winner of the 2009-2010 YAT Recruitment Initiative.  Any YAT that recruited more than 12 new members during the membership year was eligible for the free registration.  The results of the Initiative are:

Denise Boyce NAIFA – Inland Empire 23 New Members Recruited
Gabriel Smith NAIFA – Middle Tennessee 21 New Members Recruited
Joey Davenport NAIFA – Chicago Region 15 New Members Recruited
Corey Anderson NAIFA – Minneapolis 15 New Members Recruited
John Richardson NAIFA – Nashville 15 New Members Recruited
Eric Kaestner NAIFA – Cedar Rapids 14 New Members Recruited
Mychael Nguyen NAIFA – Silicon Valley 13 New Members Recruited


Congratulations to the winners!

Four Under FortyCraig Lytle, Brad Maruschak, Meredith Moore and Michael Olivia are profiled in the June 2010 Advisor Today as recipients of the magazines annual Four Under Forty honor. Each advisor has a unique and compelling story of their time in the insurance and financial services industry; to read the complete article, visit www.advisortoday.com.

Learn More About the New National Health Care Law The recent passage of the Patient Protection & Affordable Care Act has left most advisors with many questions. To find out what it means for you and your clients, visit NAIFA’s Webinar page. NAIFA members are able to access the April 20 webinar discussing the new law, as well as an FAQ flyer and other informational materials.

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


Follow the YAT Twitter FeedTwitterNeed some information and don’t have much time? Sign up to follow the YAT Twitter feed at www.twitter.com/NAIFAYAT. Click on the “follow” button to get updates on the latest YAT news.

What’s Twitter? Twitter is a social-networking website that allows you to answer one simple question: “What’s going on with YAT?” For more information, visit www.twitter.com.

Join the YAT LinkedIn GroupLinkedInYou asked and we listened! Keep up with the latest information on YAT through our new 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.

LinkedIn is an online social and professional networking site that joins experienced professionals, representing 170 industries and 200 countries. You can find, be introduced to and collaborate with qualified professionals that you need to work with to accomplish your goals. To join the group, click here. If you’re already a LinkedIn member, you’ll be asked to sign in and confirm. If you’re not a member, you’ll be asked to sign up. We look forward to seeing you on LinkedIn.

Leadership in Life Institute (LILI)LILIAre you looking for excellence in your work and life in 2009—and beyond? 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 Sarah Sears, Director of membership programs at 703-770-8214 or ssears@naifa.org.

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