Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
SPEAKING AS THE VOICE OF THE INDUSTRY
The Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. It is crucial for ensuring lawmakers understand the essential roles NAIFA members play in:
- Providing products, services, and advice that improve the financial security of 90 million American families.
- Promoting financial literacy and self-sufficiency in diverse communities.
- Strengthening the U.S. economy and contributing to the financial health of communities in every congressional district.
- Representing the best interests of their clients and promoting the success of Main Street Americans and businesses.
BUILDING RELATIONSHIPS
The personal stories of insurance and financial professionals profoundly illustrate how public policies impact their clients. These are stories lawmakers want and need to hear. No one can tell them better than NAIFA members, and the Congressional Conference is our best vehicle for reaching a large, captive audience of policymakers.
The Congressional Conference offers a great opportunity to get more NAIFA members to participate. Register today, and encourage your colleagues to join you.
The greater our numbers, the louder and more influential our voice!
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting
Happy 2024!
A New Year & a New Meeting Location
As many of you are aware, MassMutual has hosted our meetings in the Walker Terrace room for quite some time. Unfortunately, they will be relocating their offices in the next few months. We are very thankful for their generosity and hope their move goes well.
That being said, NAIFA – OKC will resume our meeting schedule on February 2, 2024 at Kamp’s 1910 Café. The address and driving directions link are shown on the left. Please allow some extra time to navigate through or around the railroad crossing.
At 10:30 a.m., we will hold an advanced sales presentation from FSP entitled “Designing Insurance Solutions to Address Macroeconomic Concerns, #6000156207.
This course is approved for 1 hour of General CE credit and will discuss inflation, rising interest rates, geopolitical instability and other economic factors that affect Main Street Americans. You will learn how to help your clients find the right life insurance for their unique situation and plan for long-term care needs.
Next, we are pleased to have Jandra S. Cox with Premier Legal, PLC as our keynote speaker. Jandra has practiced law in Tulsa and Oklahoma City since receiving her J.D. from the OU College of Law. In addition to representing her own clients, she has researched and ghostwritten for dozens of Oklahoma lawyers. She is an adjunct instructor at Southeastern Oklahoma State University, teaching undergraduate and graduate law classes in Oklahoma City.
Her presentation will address:
1. How professionals who plan for others (including financial planners, insurance agents/brokers, lawyers, CPAs, tax professionals, etc.) can work collaboratively, instead of independently, for the best result for clients, and
2. A brief overview of some recent changes in estate planning, so everyone is up to date.