Congressional Appointment Organizer Webinar

1. Congressional Appointment OrganizerWebinar Thursday, April 6, 2017 3:00-3:45 pm Eastern

2. Congressional Appointments Maggie Buneo Political Involvement Program Manager

3. Making Congressional Appointments • Only One Appointment Per Office • Be Mindful of Scheduling Times • Report Your Appointments by May 18th to mbuneo@naifa.org

4. Making Congressional Appointments • Call the Scheduler - Capitol switchboard at 202-225-3121 (House) or 202-224-3121 (Senate) • Webform Might Be Required • 9:00 am-3:00 pm on May 24th • Try and Schedule Meetings with ALL Legislators, Even if Your State Doesn’t Have a Constituent Attending • 20 Minutes to Walk Between the House and Senate Office Buildings • If They Ask, the Issues Are: Federal Tax Treatment of Insurance & Health/Employer-Provided Benefits • Double Check the Times & Locations of All Appointments before May 24th

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6. Diane R. Boyle, HIA Senior Vice President Government Relations Preparing Your Delegation

7. CAO Role & Responsibilities Schedule Congressional Appointments Tell NAIFA About Your Appointments Assign Appointments to Your NAIFA Member Conference Participants Report Any & All Changes to NAIFA

8. Congressional Conference Objectives • 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

9. Prepare Your Members Read the Issue Papers Review the State Fact Sheets

10. www.senate.gov www.house.gov

11. What Committees Do They Serve On?

12. Financial Security & Life Insurance Caucus

13. Industry Connections

14. Magenta M.R. Ishak Vice President Political Affairs Logistics

15. Agenda Tuesday, May 23, 2017 – 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 24, 2017 7:00 am First Bus Leaves for Capitol Hill from the Gaylord Hotel 7:00 am-10:00 am Registration/Congressional Appointments Desk (Gaylord) 7:00 am-8:30 am Breakfast 8:00 am-5:00 pm Congressional Appointments Desk/Luggage Storage/Refreshments/ Debriefings (Lutheran Church of the Reformation) 9:00 am-4:00 pm Congressional Appointments on Capitol Hill 5:00 pm Last Bus Leaves for the Gaylord Hotel from Capitol Hill MUST ATTEND EVENTS!

16. Review Congressional Meeting Protocol Study Talking Points & State Facts Select the Personal Stories to Tell Decide Who Is Doing What: Opening the Meeting Asking the Lawmaker to Join the FSLI Caucus Discussing Each Issue Providing a Personal Story Closing the Meeting Role Playing State Caucus Goals

17. 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 Congressional Appointment Protocol

18. Lutheran Church of the Reformation, Bus Drop-Off & Pick-Up Gaylord Hotel at National Harbor

19. Luggage Storage, Refreshments, Debriefing & Bus Pick-up/Drop-Off NAIFA’s use of space at Lutheran Church of the Reformation does not indicate endorsement or sponsorship by the church.

20. Congressional Conference Webinar What You Need to Know Tuesday, May 9, 2017 3:00 pm Eastern

21. Resources Maggie Buneo Political Involvement Program Manager

22. Leave-Behinds

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

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

25. Appointments on GR Mobile • Information will be updated as it is reported to NAIFA (including day-of updates) • Attendees can search meetings by legislator, state, or their own name • Information NOT provided will remain blank

26. Questions?