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.
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.