Advocacy in action blog

NAIFA is hosting the 12th annual Congressional Conference May 19-20 in Washington, D.C. Day 1 of the event at the Westin DC Downtown will feature targeted advocacy training with briefings on legislative issues that affect financial professionals’ businesses, clients, and communities. Washington insiders at Congressional Conference will offer attendees best practices for conducting congressional meetings and tips for developing impactful long-term relationships with legislators.

NAIFA members are the most potent grassroots advocacy force in the insurance and financial service industry. One thing could make us even more influential: Adding your voice. If you have never attended NAIFA's Congressional Conference, 2025 is a great time to give it a shot.

Participate and make a difference! Come to Washington, D.C., May 19-20, for the 2025 Congressional Conference, NAIFA's signature advocacy event!

The 2024 Congressional Conference is coming to Washington, D.C., May 20-21. This is NAIFA's can't-miss signature grassroots event and the most impactful association fly-in in the insurance and financial services industry. See who is attending. If your name is not on the list, register today to have it added. If you know of colleagues who might like to attend, why don't you give them a friendly nudge? The more people we have in Washington advocating for our businesses, clients, and communities the more influential we are.

On Tuesday, March 12, 2024, John Richardson and Mark Miller, members of NAIFA-Tennessee, showed the impact of grassroots advocacy by advocating against two sets of bills detrimental to the industry.

The National Association of Insurance and Financial Advisors (NAIFA) hosted its second Women’s Financial Security Fly-In March 6-7 in Washington, D.C. The event, designed to encourage the political involvement of women financial professionals, featured a day of grassroots advocacy training, policy briefings, inspirational discussions, and networking. On the second day of the event, attendees from 15 different states went to Capitol Hill for meetings with lawmakers representing their home states and districts.

NAIFA's Congressional Conference shines a spotlight on NAIFA's unmatched advocacy influence and provides financial professionals with another way to serve clients' best interests. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities. Decisions made in Washinton, D.C., affect families and businesses nationwide that rely on NAIFA members for financial guidance.

NAIFA state legislative days allow insurance and financial professionals to share NAIFA's grassroots message and nurture relationships with state lawmakers. Many of these events occur in the first quarter of the year. So far, NAIFA chapters in Florida, Nebraska, New Mexico, South Dakota, Utah, Virginia, and Washington have held successful 2024 state legislative days. Indiana, Kansas, Kentucky, Maryland, and South Carolina have events coming soon.

Just two days after NAIFA members were on the Hill, House Committee on Small Business Chairman Roger Williams (R-TX), Rep. Dan Meuser (R-PA), Rep. Mark Alford (R-MO), and Rep. Aaron Bean (R-FL) wrote to Department of Labor Acting Secretary Julie SU inquiring about the impact of the DOL proposal on small businesses. 

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.