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How to set up a District Meeting

Locating Your Legislator’s Office

  • Log onto the NAIFA website
  • Click on the Advocacy tab
  • Scroll down and click on NAIFA’s Legislative Action Center
  • Under Elected Officials, type your zip code, click Go
  • A list of your state and federal legislators will appear (NOTE: you may be prompted to type either your 9-digit zip code or your full home address if your 5-digit zip code splits into two congressional districts)
  • Click on your representative’s name to reach his/her profile

Contacting Your Legislator’s Office

  • Call the district office closest to you and ask for the scheduler.
  • State that you are a constituent and would like a 15-20 minute appointment with your representative during the district work period (congressional recess).
  • Offer the scheduler 3-4 different times that you can meet.
  • Provide your name and whom you represent (e.g. your clients, your employees and NAIFA-chapter name).
  • Tell the scheduler what issues you’d like to discuss with the representative.
  • After your appointment is confirmed, offer to send issue papers to the legislator’s office so that the legislator can familiarize him/herself with the issue(s) before the meeting and confirm the meeting in writing.

Best Practices

  • Bring 3-5 fellow NAIFA members with you to the meeting, especially those who know the representative and are well-versed in the legislative issue(s) to be discussed.
  • Do not be offended if the legislator cannot meet with you at the last minute. Usually, you will still be able to meet with a member of the legislator’s staff. If the appointment is cancelled, request another one as soon as possible.
  • Call the day before the appointment to double-check that the appointment is still on the legislator’s schedule.
  • Brief your team on the issues at least 24 hours before the meeting. Designate someone to open and close the meeting and someone to discuss each issue in depth.
  • Tell the legislator why this issue is important to his/her constituents and the local economy.
  • Tell the legislator how many clients you represent and some of their demographics (e.g. retirees, families with school age children, small business owners).
  • Share personal stories (without breaching confidences) that illustrate the points you are trying to make on the issue.

Best Practices (continued)

  • Leave your business card and the issue papers with the representative and offer to be a knowledge resource on insurance and financial services matters.
  • Send a thank you note reiterating what was discussed at the meeting.
  • Report the substance of your meeting to APIC at apic@naifa.org.