NAIFA members held more than 135 In-District Meetings with federal lawmakers and senior staff during the recent Congressional recess. This is the second post-COVID year in a row that the number of meetings has reached triple digits. In addition, many NAIFA members also met with state officials over the summer.
All of these meetings solidify NAIFA as the leading grassroots voice for insurance and financial professionals and the consumers who rely on them for products, services, and advice. They helped NAIFA members create or nurture meaningful, influential relationships with people whose decisions affect the financial security of every American.
NAIFA members discussed the positive impacts their work has on the families, small businesses, and communities they serve. They promoted policies that advance financial literacy and security. Specific issues included: the need for financial professionals to have the ability to operate as independent contractors, concerns about the pending reintroduction of the Department of Labor’s fiduciary-only rule, and encouragement for lawmakers to join the Financial Literacy and Wealth Creation Caucus. One highlight of the month was the participation of more than 60 NAIFA-FL members in a virtual town hall with Senator Rick Scott.
The meetings produced some immediate results:
- Representative Jeff Jackson of NC agreed to join the Financial Literacy and Wealth Creation Caucus.
- Representative Eric Burlison of MO agreed to join the Financial Literacy and Wealth Creation Caucus.
- Representative Jim McGovern of MA agreed to join the Financial Literacy and Wealth Creation Caucus.
- Representative Bob Good included the meeting with NAIFA-VA in his newsletter.
- Representative Ashley Hinson included the meeting with NAIFA-IA members in her newsletter.
