Welcome to Advisor Today’s YAT Chat, an online news and information source for members of NAIFA’s Young Advisors Team. To receive this e-newsletter each month in your email in-box, join YAT today.



The Brand of You

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You may be making mistakes that can seriously undermine your career advancement. Take this quiz to find out if you are leveraging your most important brand: you.


Using an ILIT in Legacy Planning

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Spousal support trusts can offer needed flexibility to deal with changing family situations and estate-tax laws. M. Michael Babikian shows you the basics.


It’s All About Relationships

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If you are looking for success in your first year in the business, you can learn a lot from YATter David Podell.

Catch the NAIFA Wave!
Plan to Attend the 2008 NAIFA Convention and Career Conference

Join your fellow NAIFA members this Sept. 6-10 in San Diego for a stellar lineup of speakers, workshops, educational sessions and much, much more.
For more information or to register, visit www.naifa.org/convention.


April 2008 cover DIGITAL MAGAZINE
CLICK HERE to get the digital edition of Advisor Today magazine, peruse the current issue, refer to an article in a previous issue or search the archives from August 2006 forward. It’s time to try out your digital magazine.

News to Use

Last Chance! YATPAC Matching Program
YATPAC has a Contributor Matching Program exclusively for first-time IFAPAC contributors. The program ends Aug. 31. Thanks to the generosity of Jules Gaudreau, member of the NAIFA Board of Trustees and trustee liaison to the National YAT Committee, up to $2,500 of first-time IFAPAC contributions will be matched between now and Aug. 31, 2008. Click here for more information.

Don’t Miss Out—It’s Convention Time!
YAT has great activities planned for this year’s NAIFA Convention and Career Conference in San Diego this September. So don’t miss this important meeting! Visit the YAT webpage at www.naifa.org/benefits/yat to learn more. We’ll see you there!

Spread the Word
Order your YAT promotional items online at the NAIFA Marketplace.

Looking for Excellence in Your Life?
Check out NAIFA’s Leadership in Life Institute, a leadership-development course designed exclusively for NAIFA members. Nearly 1,000 members have grown personally and professionally through LILI. Visit www.naifa.org/benefits/lili for more information.

Have You Heard?
The Young Advisors Team (YAT) isn’t just for those 40 and under anymore! 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. Check us out at www.naifa.org/benefits/yat.

Just for You
AdvisorToday.com has a resource section especially for new advisors. Visit Your First Four Years for helpful information on succeeding early in your career.


Renew your membership online at www.naifa.org/renew. Pay by credit card, 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.
   

 

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