2009 NAtIoNAl
multIlINe sAles 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)
Phone Number
Name
(Include all designations as they should appear on an award item)
Mailing Address
City/State/Zip Code
Email Address
Present Company — Full name of insurance company**
If applying as an INDEPENDENT, write "Independent" in the Present Company line. If
you must use sales in more than one company to meet award 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. APP L Y ONLINE
w
seCtIoN II: Application requirements
DEADLINES
To meet eligibility requirements you must:
M
N ww.naifa.org
ay 1, 2009 – Applicant must be a
A. Provide the $30.00 application fee. B. Be a member of a local NAIFA association AIFA mem ber in good standing
NOTE: Payment must accompany application in order to be processed. May 1, 2009 – A pplication postmarked
r Check payable to NAIFA Name of Local Association to NAIFA with $30 application fee
r Credit Card: m Mastercard m AMEX m VISA NOTE: Award items will be shipped to local association for presentation.
C. Work full time in the insurance business or other closely
Credit Card Number related financial services profession R ECOGNITION
D. Application received by NAIFA by May 1, 2009 Recipients will be posted online at
Exp. Date www.naifa.org by August 31, 2009.
All award items will be sent to
Signature local associations.
SEND COMPLETED
APPLICATIONS TO:
National Association of Insurance and
Financial Advisors
Industry Awards
PO Box 75057
Baltimore, MD 21275
seCtIoN III: Qualifications
Company affiliation at the time: r Sam e as above r Other:_____________________________________________
Policies not Eligible for all Qualifications
• Temporary health coverage policies
• Accident only policies, and other travel/accident policies
• All group (medical, life, disability, automobile or fleet)
• Multi-peril crop insurance
• Assigned risk (all government/pooled insurance
business)
1. $20,000 of new paid life premium with a minimum of 15
new life applications or 40 new life applications
2. 250 new property and casualty policies issued.
Policies Eligible
• Fire and allied lines (includes personal and commercial)
• Casualty insurance (includes personal and commercial
auto insurance)
New Property and Casualty policies in 2008 __________
3. Cross-sell 100 applications of an additional line for new
and/or existing clients (not an increase over the 250 ap-
plications necessary for qualification #2 above)
Policies Eligible:
• All annual premium and flexible premium life policies
(includes term conversion)
• Single premium life policies
• Renewable term policies
• Payroll deduction and salary savings (ind ividual life poli-
cies)
New Life applications in 2008 _____________
New Life premiums in 2008 _____________
Policies Eligible
• All policies listed as eligible in qualification #2 above
• Individual policy pension plans and deposit administrated
pension plans
• Annuities, annual, flexible and single premium policies
• Individual disability income policies (guaranteed renewable
and/or non-cancelable)
• Individual health insurance policies (major medical and
long-term care)
Additional policies cross-sold in 2008 _____________
QUESTIONS?
Contact NAIFA’s Professional
Development and Education
Department toll-free: 877-866-2432
memberbenefits@naifa.org
seCtIoN IV: endorsements
I hereby attest that I am engaged full-time in the insurance business and that the information presented is correct.
Applicant Signature
PLEASE NOTE: NAIFA may verify your information with your company; you do not need to have your company sign this form.
