2009 NAtIoNAl
QuAlIty AwArd
THE MARK OF A PRO FESSIONA L
SERIES AWARD APPLICATION
seCtIoN I: personal Information
Type or Print Clearly
NAIFA Member Number (On the Advisor Today mailing label)
Email Address
Name
(Include all designations as they should appear on an award item)
Mailing Address
City/State/Zip Code
Present Company — Full name of insurance company**
If applying as an INDEPENDEN T, write “Independent” in the Present Company line. If
you must use sales in more than one company to meet a ward requirements, you will
be processed as an “independent”.
NOTE: Policy totals for each company may be itemized on a separate sheet. You need
not complete a separate section for each company.
APPLY O NLINE
ww
seCtIoN II: Application requirements
To meet eligibility requirements you must: DEADLINES
May 1, 2009 – Applicant must be a
A. Provide the $30.00 application fee. NAI w.naifa.org
B. Be a member of a local NAIFA association FA member in good standing
NOTE: Payment must accompany application in order to be processed.
r Check payable to NAIFA May 1, 2009 – Application postmarked
Name of Local Association to NAIFA with $30 a pplication fee
r Credit Card: m Mastercard m AMEX m VISA NOTE: Award items will be shipped to local association for presentation.
RECOGNITION
Credit Card Number C. Work full time in the insurance business or other closely
related financial services profession Recipients will be posted online at
www.naifa.org by August 31, 2009.
Exp. Date D. Application received by NAIFA by May 1, 2009 All a ward items will be sent to
local associations.
Phone Number
Signature
POLICIES NO T
ELIGIBLE
All policies are eligible, except:
• Accident, health and sick benefit
insurance
• Group and wholesale contracts
• Policy changes
• Renewal of term policies converted
within the same award year will not
receive an additional policy credit
• Single premium annuities (NOTE: all
other annuities are eligible.)
• Weekly premium insurance
• No policy credit will be given for
automatic policy increases that do not
generate first-year commissions
seCtIoN III: Qualifications
Company affiliation at the time: r Sam e as abo ve r Other:
Policy exchanges, updates and term conversions in the first 13 months effected and approved by the same company that issued the original policy will not result in a penalty
to the agent. The agent will receive no credit for updated, or new policies, and not be charged a first-year lapse for the original policy.
Write a minimum of 40 life policies. 10 policies may be individual disability income (DI) policies or long-term care (LTC).
If you are using DI policies to make up 25 or 40 policies, a 90% persistency is required for all DI sold in 2007 whether 10 or
fewer are used. You must achieve 90% persistency for a minimum of 13 months.
NOTE: If qualifying for the 28th year or more, you are “grandfathered” and can qualify with 25 policies, 10 of which may be disability income policies or long-term care (LTC).
NOTE: A policy credit is given where increases in the policy generate first-year commission for increases above the amount on which first-year commissions were previously
paid. A corresponding policy lapse would occur when a similar decrease is experienced within 13 months after the increase. (Consult the certifying company for any applicable minimum for policy count credit.)
A. Number of eligible Life policies paid for in 2007 ........................................................................................ _________
B. Number of 2007 Life policies on which any part of 2nd year premium (2008) was paid............................. _________
C. Percentage (Divide line B by line A)........................................................................................................ _________
PLEASE CONTINUE ONLY IF USING DI POLICIES
D. Number of DI policies sold in 2007 ............................................................................................................ _________
E. Number of 2007 DI policies on which any part of 2nd year premium was paid .......................................... _________
F. Persistency (Divide line E by line D) ....................................................................................................... _________
G. TOTAL number of policies sold in 2007.. .................................................................................................... _________
H. TOTAL number of policies renewed in 2008............................................................................................... _________
I. Persistency percentage.............................................................................................................................. _________
SEND COMPLETED
APPLICATIONS TO:
National Association of Insurance and
Financial Advisors
Industry Awards
PO Box 75057
Baltimore, MD 21275
seCtIoN IV: endorsements
I hereby attest that I am engaged full-time in the insurance business and that the information presented is correct.
QUESTIONS?
Contact NAIFA’s Professional
Development and Education
Department toll-free: 877-866-2432
memberbenefits@naifa.org
Applicant Signature
PLEASE NOTE: NAIFA may verify your information with your company; you do not need to have your company sign this form.
