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.



That Time of Year

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A focus on membership and advocacy complements networking and mentorship opportunities as YAT continues to grow, according to National YAT Chair Greg Bailey.

 


Cut Email Time in Half

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Kip Gregory points you to some rules you won’t want to break—the ones that will sort your email for you.


Digital Magazine
Have you seen the new digital edition of Advisor Today? Check it out here—you get the entire print version of the magazine in an easy-to-read online format. If you’d like to switch your subscription from print to digital, send an email to subscribe_digital@naifa.org.


Words of Wisdom for Rookies (and Veterans)

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If you had the undivided attention of a successful mentor, what questions would you want to ask him? Jeff Thorsteinson has a few answers for you.


Variable Annuities and You

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During a recent NAIFA EduCall, a veteran producer shared what you need to know about marketing these flexible financial tools.


This Month on AdvisorToday.com

Sales Ideas: Full Coverage for Your Clients
If you’ve ever found yourself struggling to open up a discussion with a client about life insurance, check out how Mike Struebing starts the conversation.

I Am a Life Insurance Policy
September’s “Back Page” column from Advisor Today, with its delightful description of the value of life insurance, is now available in a convenient, downloadable PDF file.


PODCAST: Achieving Balance While Boosting Sales
It’s tough to run a top–notch practice, achieve MDRT Court of the Table status, rise to the top of your professional association and spend quality time with your family. But that’s just what NAIFA President John A. Davidson, LUTCF, FSS, has done. Learn how to make $50,000 more a year by just picking up the phone, find out the three keys to seeing the right people, and listen in on Davidson’s technique to convert a Boomer’s term life insurance into a whole life policy.

   

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

 

 

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