Subject Line: Request for a Meeting
NAIFA members from [CITY/AREA] would like to request an appointment to speak with [CONGRESSMAN/SENATOR] ____________________ or a staff member regarding issues of importance to our industry in [HIS/HER] district. An agenda of those items are included below:
[LIST MAIN TOPICS TO BE DISCUSSED DURING MEETING]
We anticipate that there will be [NUMBER OF PEOPLE] people in our group. We view this as an opportunity to make the [REPRESENTATIVE/SENATOR] aware of the issues that affect my industry, clients, and your constituents.
Thank you for your assistance in scheduling this appointment with NAIFA representatives.
[NAIFA CHAPTER AND TITLE]
On behalf of NAIFA-(state), I wish to thank you and your staff members for meeting with me and my colleagues on [DATE].
As a leader for insurance agents and financial advisors in [STATE/DISTRICT], I appreciated the opportunity to speak with you about how [CURRENT ISSUES] may impact my industry. As I mentioned, these issues affect my clients, America's consumers, and your constituents.
Please feel free to contact me if I can provide you or your staff with further information on insurance and financial services issues or the National Association of Insurance and Financial Advisors.