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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.

Clinching the Business Insurance Sale

Use this script from 34-year MDRT producer Graeme Lindsay to help your sole-proprietor business owner understand the value of insurance on his terms (not yours!).

Educating Your Clients Leads to Sales

The newest generation of hybrid VUL policies should be discussed on the insurance continuum—from whole life to term. “Independent Agent of the Year” Joe Cochran tells you why these products may be right for your preretiree Baby Boomer clients who need additional life insurance and who should accumulate wealth for their retirement.

Command the Podium

Whether you’re making a presentation, addressing your alumni group or giving a roast, how you present yourself reflects on your business. Sales and leadership expert Brian Tracy gives you seven ways to start strong with any audience.

This Month on AdvisorToday.com

Seven Easy Ways to Avoid an Email Meltdown
Don’t let haste, artistic bent or lack of protocol sabotage your email missives—or your career. Communications expert Julie Miller offers you tips on keeping your email on track.

Creating the Right Impression: 22 Dos and Don’ts
It’s easy to accumulate bad habits, which can have a negative impact on you and your business. Don’t ruin your chances with your client or prospect by ignoring the small things.

Using Second-to-Die in Second Marriages
For planning in which the guaranteed death benefit is the focus, a no-lapse guarantee survivorship UL insurance policy may be the ideal solution for your clients.

	DIGITAL MAGAZINE
	CLICK HERE to get the digital edition of Advisor Today magazine, peruse the current issue, refer back 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

March Is YAT Awareness Month
Check with your local association to see what YAT events are planned for your area. Or if you would like to find the YAT Advisor Group near you, log on to www.NAIFA.org/yat to access the list of groups.

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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