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Congressional Conference What You Need to Know May 10, 2016

Join us at the Congressional Conference on May 10, 2016 to establish the positive impact of our industry's products, express concerns over barriers to personal financial security, and connect with trusted resources. Learn more about legislative committees, agenda, and advocacy preparation.

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Congressional Conference What You Need to Know May 10, 2016

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  1. Congressional Conference What You Need to Know May 10, 2016

  2. Establish That Our Industry’s Products Contribute to the Common Good • Express Concern That Some Laws & Regulations Create Barriers for Personal Financial Security • Establish NAIFA Members – Including New NAIFA Members – As Trusted Resources Congressional Conference Objectives

  3. Protecting the insurance industry is a multi-faceted advocacy approach involving agents, companies, and their associations. Together, the industry forms a strong alliance, with each entity bringing unique assets to advancing our missions. Industry Protection

  4. NAIFA’s PAC Strength Largest Insurance Industry and 12th Largest in U.S. Center for Responsive Politics 2014 Election Cycle

  5. 76 Different Companies Represented • 27% Independent or Unaffiliated • 49 States + DC Represented (WY needed) Registration

  6. Rank By Company Participation

  7. www.senate.gov www.house.gov

  8. What Committees Do Your Legislators Serve On?

  9. Financial Security & Life Insurance Caucus

  10. Industry Connections

  11. Veni, Vidi, Vici! • Congressional Conference Agenda • Day on the Hill Transportation • Hospitality/Luggage Storage on the Hill • State Caucus Agenda • Congressional Meeting Protocol

  12. Agenda Tuesday, May 24, 2016 – All Events on Tuesday Are at the Gaylord Hotel 12:00 pm-7:00 pm Registration/Congressional Appointments Desk 1:30 pm-4:00 pm Advocacy Briefing 4:15 pm-5:15 pm State Caucuses 5:30 pm-6:30 pm Welcome Reception Wednesday, May 25, 2016 7:00 am-8:30 am Breakfast at Your Own Hotel 7:00 am-10:00 am Registration/Congressional Appointments Desk (Gaylord) 7:00 am-5:00 pm First Bus Leaves for Capitol Hill (Gaylord) 7:30 am-5:00 pm Congressional Appointments Desk/Luggage Storage/Refreshments/ Debriefings (Reserve Officers Association) 9:00 am-4:00 pm Congressional Appointments on Capitol Hill MUST ATTEND EVENTS!

  13. Reserve Officers Association, Bus Drop-Off & Pick-Up Gaylord National Hotel, Residence Inn Marriott, Hampton Inn at National Harbor

  14. State Caucuses Review Congressional Meeting Protocol Learn the Talking Points Select the Personal Stories to Tell Decide Who is Doing What: Opening the Meeting Discussing Each Issue Asking the Lawmaker to Join the FSLI Caucus Closing the Meeting Do Some Serious Role-Playing

  15. Meeting with Staff is Important You Are Representing NAIFA & Your Clients Get Down to Business ASAP Not to Discuss Campaign Contributions! Stay on Message Wear Business Attire & Your NAIFA Name Badge Use the Business Card Jacket Congressional Appointment Protocol

  16. Advocacy Preparation • Participate in Webinar & On-site Preparation • Attend Your State’s Breakout Session For a state fact sheet sneak peak visit: www.securefamily.org

  17. Advocacy Preparation Understand the Leave-Behinds NAIFA Federal Summary State Fact Sheet NAIFA Business Card Jacket Your Business Card Only Congressional Appointment Organizers (CAO) Should Be Making/Organizing the Congressional Appointments A list of CAOs can be found at www.naifa.org/caphill

  18. GR Mobile • Use GR Mobile for easy access to: • Talking Points • Up-to-date Appointment Schedule • Meeting Debriefing Form

  19. Day on The Hill Pocket Guide • Agenda • Talking Points • GR Mobile • Map of Congressional Office Buildings

  20. Remember: Meeting with Staff is Important! Tell Them that You Are Representing NAIFA & Your Clients You May Only Have 10 Minutes, So Get Down to Business ASAP Not to Discuss $!! Stay on Message Wear Business Attire & Your NAIFA Name Badge Debrief NAIFA After Your Meetings Congressional Appointments

  21. Talking Points • NAIFA is the oldest and largest insurance and financial services association… • Describe your business – story telling helps make you memorable and relatable

  22. Industry Data • We help 75 million families • Manage risks – plan and save for retirement – peace of mind, financial security • Industry positively impacts local and national economies (State Fact Sheets: securefamily.org)

  23. Legislation and Regulation • Past tax reform proposals taxed insurance industry heavily • Private sector can partner with public policy – best results

  24. DOL Fiduciary Rule • Thank legislators for their involvement and improvements from proposed to final rule • Complex, still reviewing to consider adverse consequences; implementation challenges

  25. Our Asks • Support policies that encourage families to plan, save and protect against risks • Resolve adverse and unintended consequences of laws and regulations

  26. Join the Caucus

  27. Questions?

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