Leaders Blog

NAIFA’s grassroots advocacy has taken on a renewed urgency with Congress determining what will and will not be in an upcoming multi-trillion-dollar tax bill. Small businesses – including those owned by NAIFA members and their clients – could be at risk. Members of Congress need to hear how proposals would impact NAIFA members’ businesses, clients, and communities. Register for the Congressional Conference.

May 19-20, 2025
Washington, D.C.

The Congressional Conference is NAIFA's premier grassroots advocacy event and the most impactful advocacy fly-in in the insurance and financial services industry. This year, our emphasis is expanding our grassroots footprint by ramping up participation by first-time attendees. We are offering the first 100 eligible first-time registrants $500 travel vouchers to encourage their attendance. As a NAIFA leader, please help us make this event a success by 1.) registering and attending yourself, 2.) promoting the Congressional Conference at the Chapter level, and 3.) personally inviting a first-timer to join us in Washington.

NAIFA leaders are key to driving our association's grassroots advocacy success. Many of you have been politically involved for years and know the ins and outs of advocacy. You are influential in your chapters and the broader industry. 

NAIFA's grassroots is as important as ever. At the federal level, a new administration and new Congress are shaping policies, including tax reform, that will impact the insurance and financial service industry for decades. It is crucial that our voices are heard.

Summer is no time for us to take our foot off the pedal when it comes to NAIFA advocacy efforts. Last year, NAIFA members held more than 135 meetings with members of Congress and their staff in their home districts during the annual summer Congressional recess. 

The 2024 Congressional Conference is coming to Washington, D.C., May 20-21. This is NAIFA's can't-miss signature grassroots event and the most impactful association fly-in in the insurance and financial services industry. See who is attending. If your name is not on the list, register today to have it added. If you notice colleagues or members from your chapter who aren't yet registered, why don't you give them a friendly nudge? The more people we have in Washington advocating for our businesses, clients, and communities the more influential we are.

As NAIFA leaders, you have the experience and influence to make a difference  when you encourage newer members' involvement with our association. No where is this more true than on the grassroot advocacy front. As a NAIFA veteran, you can increase the involvement of newer members by inviting them to participate in your state's legislative day and the national Congressional Conference, coming to Washington, D.C., May 20-21. 

November 12 | 3-5 eastern

NAIFA's Advocacy Team is producing a special Financial Security Academy this month. NAIFA and Society of FSP members who complete the academy receive their Financial Security Advocate badge they can use to differentiate themselves on social media and their online profile. All NAIFA and Society of FSP members are eligible to complete the Financial Security Advocate Academy course for free.

NAIFA members held more than 120 In-District Meetings with federal lawmakers and senior staff during the recent Congressional recess. This is the second post-COVID year in a row that the number of meetings has reached triple digits. In addition, many NAIFA members also met with state officials over the summer.

NAIFA members across the country are meeting with their members of Congress in their home districts during the August Congressional recess. In-District Meetings build and nurture grassroots relationships and maximize the influence of NAIFA members’ advocacy. They demonstrate to lawmakers that NAIFA members are active in their local communities and representative of the lawmakers’ constituents.

August means that Congress is out of session and Senators and Representatives return home for in-district working sessions. It also means that NAIFA members are participating in In-District meetings as a critical part of NAIFA's grassroots strategy. NAIFA announced the kickoff of the meetings earlier this week with a press release.