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May Is Disability Insurance Awareness Month

2 min read

5 Things Every Young Advisor Should Know

By NAIFA on 3/5/14 12:19 PM

#1 Join NAIFA!

NAIFA has been a lifeline to my success in the industry and has opened doors that would have never been possible! It's given me a deeper appreciation and understanding of the work we do for our clients and how our work impacts their lives every day.

#2 Ask For Referrals and Introductions From Day One

Make it a habit and practice, practice, practice.

#3 Join LinkedIn

Join LinkedIn and use it! It is important to get involved and build relationships. (Click here to join NAIFA's YAT group.)

#4 Always Have Something In Your Pipeline

Even in periods of total chaos and success, don't forget to continue to prospect and meet new people.

#5 Connect!

Connect with as many successful agents as you can and learn from them. NAIFA is perfect for this! I have personally connected with numerous YATs and veteran agents from across the country and can contact them if I have questions about a case, the industry, product knowledge, etc. We are all facing many of the same struggles and it's nice to hear from others in the same position as to how they have overcome them. NAIFA  is a fantastic opportunity, especially for new agents!


By Ashley Corbally


Ashley Corbally and Carla Fleury (right), who recruited Ashley into the insurance business. This picture was taken her first year as a YAT. Ashley Corbally and Carla Fleury (right), who recruited Ashley into the insurance business. This picture was taken her first year as a YAT.


Member Spotlight: Ashley Corbally

Financial Representative
Northern Rockies Financial Group
YAT Chair, NAIFA-Montana
NAIFA Member since 2008

"I joined the insurance business in 2007. I knew I wanted to own my own business and when I was recruited by Aflac, I made the leap and never looked back.

Ever since joining NAIFA I have been an active and dedicated member. I started out on the board as the membership chair. "It'll be easy,” they said. Although challenging I found the opportunity extremely rewarding.

I have been with NAIFA for over five years now and have risen through my local chairs and serve as Montana’s State YAT Chair. My business evolved over time and in the fall of 2012, I became a Financial Representative with Guardian. I now have an amazing group of professionals I get to work with every day."

Learn more about NAIFA's Young Advisor Team (YAT) at www.NAIFA.org/YAT.




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