Previous Recipient of the YAT Leader of the Year Award

2011
Brock T. Jolly, CFP®, CLU, ChFC, CASL, CLTC – NAIFA Greater Washington, D.C.

2010
Adam Sachs, CLU, ChFC, CFP, CLTC – NAIFA Boston

2012 YAT Leader of the Year Award

PLEASE NOTE: The deadline to submit a nomination for the 2012 YAT Leader of the Year Award was April 30, 2012.

To recognize the work of YATs across the federation and their commitment to the industry, NAIFA and the Young Advisors Team (YAT) Subcommittee has established the YAT Leader of the Year Award. This award will recognize a YAT who is the epitome of the profession: a committed NAIFA volunteer, successful in his or her career and active in his or her community.

How is a person nominated for YAT Leader of the Year?
A YAT must be nominated by a current NAIFA member through the online application. All applications MUST be made online. No faxed or mailed applications will be considered.

What are the minimum qualifications for a YAT Leader of the Year nominee?
A nominee must meet the following qualifications:

• Be a current NAIFA member;
• Have a minimum of four years in the profession;
• Be an involved member of NAIFA.

What attributes are desirable in a nominee?

• Served in NAIFA leadership positions at the local, state or national level;
• Be a LILI graduate or currently enrolled in LILI;
• Has a recognized designation;
• Contributes to the PAC;
• Has participated in PIC activities;
• Actively involved in membership activities, including recruiting new members;
• Is involved in external service work such as charities, colleges or other entities;
• For Managers:
• Be a member of GAMA International
• Qualified for a GAMA Award
• For Recruiters:
• Be a member of GAMA International
• Qualified for a GAMA Award
• For Producers:
• Achieved a production award
• Qualified for MDRT

What is the deadline for the nominations?

• All nominations must be received by Monday, April 30, 2012.  Any nomination received after this time will not be considered.

How will the award be judged?

• Each nominee will be considered on whether they have met the minimum requirements, any additional qualifications they might have and the recommendation letters received on their behalf.  The nominations will be reviewed by a committee of NAIFA volunteers, leaders and staff who will determine the winner.

What recognition will the YAT Leader of the Year Award recipient receive?
The YAT Leader of the Year recipient will receive:

• Complimentary registration to the NAIFA Career Conference and Annual Meeting;
• Airfare to the annual Conference, up to $500*;
• Three nights complimentary hotel at the headquarters hotel;
• A commemorative award;
• Notice of the award in NAIFA publications.
• Award is non-transferable

The YAT Leader of the Year is expected to attend NAIFA’s Career Conference and Annual Meeting in Las Vegas, NV, September 8 – 11, 2012 and participate in YAT programming at the Conference.

What if I have questions regarding the requirements or online application?
Email us at yatleader@naifa.org.

*NAIFA will reimburse the lowest roundtrip coachfare, not to exceed $500.