Welcome to the National Association of Insurance and ...



NAIFA – (Add Your NAIFA Local Association)

SAMPLE Volunteer Profile Sheet

(Customize to suit your local association.)

Welcome to the National Association of Insurance and Financial Advisors (NAIFA) - (Add Your NAIFA Local Association).

We want to make sure your experience is favorable by matching your interest with the opportunities to get involved in NAIFA - (Add Your NAIFA Local Association). Please complete the following Volunteer Profile Sheet to allow us to get to know and serve you better as a new member of our NAIFA family.

1.) Please check the following NAIFA interest areas that you would like to learn more about:

□ Government Relations

- Insurance and Financial Advisors Political Action Committee (IFAPAC)

- Advisors Political Involvement Committee (APIC)

□ Member Benefits

□ Local Leadership

□ Professional Development

- Continuing Education

- LUTC, FSS, American College

□ Programs / Meetings

□ Membership recruitment and retention

□ Young Advisors Team (YAT)

□ Leadership in Life Institute (LILI)

□ Community Service

Other:

2.) Please select the areas that you would be interested in volunteering?

□ Government Relations

- Insurance and Financial Advisors Political Action Committee (IFAPAC)

- Advisors Political Involvement Committee (APIC)

□ Member Benefits

□ Local program planning

□ Lapsed member phone calls

□ Membership recruitment and retention activities

□ Leadership opportunities

- Serve on a Committee

- Serve on the Board

□ Professional Development

- Continuing Education

- LUTC, FSS, American College

□ Young Advisors Team (YAT) events

□ Leadership in Life Institute (LILI) events

□ Community Service

□ Other:

3.) How much time are you willing to volunteer to the organization?

□ One hour a week

□ One hour a month

□ One day a month

□ One week of the year

□ Other:

4.) Tell us what special skills you have that can be beneficial to the association?

5.) Tell us about your past volunteer experiences?

6.) What is your preferred method of communication?

□ Email

□ Phone

□ Social Media (Twitter, Facebook, LinkedIn)

□ Face to Face

7.) Do you participate in the following social media outlets?

□ Facebook

□ LinkedIn

□ Twitter

□ The NAIFA National Blog ()

Other:

8.) Is there anything else that you would like NAIFA to know about you that will help us enhance your NAIFA involvement and membership experience?

To ensure our records are accurate, please confirm or add the following information.

Phone:

Email:

Designations:

Licensed date:

Practice Specialty Areas:

Date of Birth (m/d/yr):

Social Media Addresses/Names:

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