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2010-11-30 YAT Mixer: Wine, Pizza & New Business

YAT Event Sponsors

Please be sure to thank our
generous event sponsors!
 
Interested in sponsoring a YAT Event?  Check out our Sponsorship Opportunies!
 

YAT Annual Sponsors

NAIFA Washington
"I Belong"
 
November YAT Mixer
"Wine, Pizza & New Business"
Tuesday, November 30, 2010

Join us for some wine, great Chicago-style pizza and our three panelists.  By attending you'll hear about tips to getting your clients prepared for the best possible insurance exam experience and more importantly the most favorable results!  You'll also leave with tips and tricks to manuver the new business process from the perspective of a new business manager.  And finally wisdom will be imparted from a member of a quiet but very successful career producer's team on how to get the most tedious part of underwriting done in a shorter amount of time; retrieval of medical records.
 
BE SURE TO BRING YOUR ASSISTANT!  This is great material for them to hear to help you get your business through underwriting as efficiently as possible.
 
*** NOW INCLUDES ONE (1) HOUR OF INSURANCE CE ***
 
SPACE IS LIMITED!  Register today to make sure you and your assistant have a seat!
  • Mary Jones
    • Senior Sales Representative, ExamOne
    • Mary graduated from Iowa State University with a degree in Health and Human Services. She has been working for ExamOne in Seattle for the past two years, and has recently been promoted to an area sales manager working with ExamOne offices in Portland and Salt Lake City. Mary has been a member of NAIFA for nearly two years, and is currently serving on the Seattle/Eastside association's board, and is the state YAT Chair for NAIFA Washington.
  • Shayla Lester, ChFC, CLU, CFP
    • Director of Operations, Pacific Capital Resource Group
    • In 2002, Shayla graduated from the business school at the University of Washington and began her career as a Financial Advisor with Pacific Capital Resource Group, Inc. As the Director of Educational Development, Shayla is responsible for the development, training and ongoing education of Pacific Capital's advisors.  Shayla also maintains her financial planning practice, which consists mainly of individuals, families and small businesses - clients that may benefit most from comprehensive financial planning. Over the years, Shayla has been recognized with industry and firm awards and has earned her Chartered Financial Consultant and Certified Life Underwriter designations. Shayla also obtained her Certified Financial Planner™certification in 2007.  Shayla was born and raised in Washington and currently resides in Bellevue with her husband Greg and her 2 pets (who are all Husky fans).
  • Elaine Taylor
    • Registered Service Assistant to Steven O. Roupe of New York Life
    • Elaine has over 10 years’ experience in healthcare prior to becoming a licensed agent and Registered Rep with New York Life in 2007. In 2009 her role changed and she is now a RSA to one of the top producers in the company – one who writes mostly life insurance for aging clients, some with complex health issues. Elaine’s primary role in this office is to submit and track new business through underwriting in the most efficient and expeditious manner possible. Prior to joining New York Life, Elaine worked as a care coordinator for clients receiving long-term care services as Medicaid/Medicare dual-eligible recipients, has managed two research journals, and provided financial counseling to cancer patients at UWMC, SCCA and a local community-based cancer center. Her BA in communication studies is from the University of Iowa where she was named “Student Employee of the Year” at the Big 10 school.
Brought to you by your local Seattle/Eastside YAT Committee and our generous sponsors.
 
LOCATION:
                    Delfino's Chicago-Style Pizza (map)
                    2631 University Village
                    Seattle, WA 98105
TIME:
                    5:30-7:00pm Pizza & Presentation
COST:
                    $10 to paid NAIFA-YAT members (your assistant or one staff person are welcome to join you at the member rate)
                    $15 to guests and non-members
REGISTER:
                    By email - yat@naifase.org
                    By phone - Call Jenna @ (206) 285-4066
 
WAOIC Course #: 606408
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