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Earn a Free Registration for the 2012 Conference in Las Vegas, NV

Any YAT who recruits 12 or more NEW members during the 2011-12 membership year from July 1, 2011 through June 30, 2012 will receive a free registration for the 2012 NAIFA Career Conference and Annual Meeting in Las Vegas, NV, September 8 – 11, 2012. The YAT who recruits the most NEW members will also receive airfare (up to $500*) to attend the Conference.

You MUST be identified as a YAT in the database. This means that the “Date of Birth” and/or “License Year” must be filled out. Please contact the NAIFA Member Service Center at (877) 866-2432 to confirm or provide.

As of 2/6/2012, the following are the top YAT recruiters.

YATs have recruited 278 new members during the 2011-12 membership year.

For additional information, view the 2011-2012 YAT Recruitment Initiative Flyer.

2011 YAT Forum Proved to be a Success The first ever YAT Forum held during the 2011 NAIFA Career Conference and Annual Meeting and hosted by NAIFA’s Young Advisors Team (YAT) proved to be a success!

Featured speakers included:

• Keni Thomas, Bronze Star for Valor Recipient, engaging motivational leadership speaker and recording artist captivated the audience.
• Chris Koon, 16 year Financial Representative with Northwestern Mutual Financial Network inspired and motivated the audience.
• In addition, some of NAIFA’s top YATs shared sales ideas attendees were able to use the day they got back!

In addition to the YAT Forum, the Young Advisors Team (YAT) hosted the YAT Lounge, YAT Suite and YAT Happy Hour.

The National YAT Subcommittee looks forward to seeing you at the 2012 NAIFA Career Conference and Annual Meeting in Las Vegas, NV, September 8 – 11, 2012!

Brock Jolly is Announced the Young Advisor Team Leader of the YearThe National Association of Insurance and Financial Advisors has named Brock T. Jolly, CFP®, CLU, ChFC, CASL, CLTC the 2011 Young Advisor Team Leader of the Year. Brock, 33, is a financial advisor with Capitol Financial Partners and is immediate past president of NAIFA-Greater Washington, D.C. READ MORE

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.

Follow the YAT Twitter FeedNeed 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 GroupYou 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)Are 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