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Advocacy-2

 

NW-Mutual

Advocacy Fly-In

November 30December 1, 2021
Washington, D.C.

NAIFA and Northwestern Mutual look forward to hosting you on November 30 and December 1 for the Advocacy Fly-In. All the materials you need to prepare for your trip are here. If you have any questions at any time, please reach out to NAIFA's Vice President of Business Development Michelle Harris or Government Relations Senior Vice President Diane Boyle.

An Invitation from
Steve Radke

Vice President of Government Relations at Northwestern Mutual

An Invitation from Steve Radke

steve_radke_1

Calendar of Events

Tuesday, November 30th
3:00 PM
Attendees arrive to DC
3 pm - United States Capitol Historical Society 90 minute Tour
4:30 pm - Free Time
6:30 pm - Dinner in Mansfield Room at Capitol
7 pm - Dinner Speaker - Donna Brazile
Wednesday, December 1st
8:30 am -Breakfast (location TBD)
9:30 am -Depart for Senate meeting(s)
11:30 am -Arrive at Capitol Hill Hotel – Parlor Room
12 pm- Lunch
1 – 4 pm- House of Representatives Members visit
3 pm - Refreshments
5 pm -Depart

brazile-donna-speaker

Veteran Democratic political strategist Donna Brazile is an adjunct professor, author, syndicated columnist, television political commentator, Vice Chair of Voter Registration and Participation at the Democratic National Committee, and former interim National Chair of the Democratic National Committee as well as the former chair of the DNC’s Voting Rights Institute.

 

Al_Lawson-thumbnail2

Hear from Congressman Al Lawson on why constituent advocacy is a crucial part of the political process.


Hear from Congressman Al Lawson

Advocacy Resources

As a participant of the Advocacy Fly-In, you have access to resources you can use to prepare for meetings with your elected officials. You can review the tips for meetings with legislators and take the grassroots engagement course ahead of arriving in DC, by clicking on the links below.


Grassroots Engagement Course

The three-part series will take you through the fundamentals of advocacy and allow you to graduate to advanced concepts and develop skills that you can put into action with confidence.

Grassroots Engagement 101

The first course will teach you the basics of advocacy including how to identify and communicate with your state and federal leaders, the most effective ways to interact, and how to make a positive and lasting impression with your leaders.

Grassroots Engagement 201 and 301

The next two modules in the series take you further down your advocacy journey in learning advanced techniques in advocacy communications and relationship building.

Access the Courses Here

Download Tips for Meetings with Legislators

Advocacy Fly-In Attendees

Michael L Blivens, MBA, RICP®

Managing Director

X

Managing Director

Michael L Blivens, MBA, RICP®

1639 Medical Center Pkwy, Ste 301
Murfreesboro, TN 37129
615-890-4835

Calvin Chin

Director of Operations & Training

X

Director of Operations & Training

Calvin Chin

Katie Eikmeier

Director of Activity at Northwestern Mutual | South Central Texas

X

Director of Activity at Northwestern Mutual | South Central Texas

Katie Eikmeier

 

 

Drew Anthony Gainor

Managing Director

X

Managing Director

Drew Anthony Gainor

As a financial advisor, I aspire to help others reach their financial goals and live out their dreams. My team and I work together to create a financial plan that is specific toward each individual's goals and we provide the tools to enable our clients to achieve those goals. I currently serve on many boards for the community and enjoy family time with my lovely wife.

2455 Washington Ave, Suite 101
Conway, AR 72032

501-358-3733

Ian Maxwell Gordon

Managing Director

X

Managing Director

Ian Maxwell Gordon

1515 S Federal Hwy, Ste 208
Boca Raton, FL 33432

561-284-8057
561-401-1981

Dundee Gouin

Growth and Development Director

X

Growth and Development Director

Dundee Gouin

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.

3300 PGA Boulevard Suite 400,
Palm Beach Gardens, FL 33410

561-284-8059

Caleb J Jump, CLU®, ChFC®

Managing Director

X

Managing Director

Caleb J Jump, CLU®, ChFC®

I'm a Decatur native and currently reside on the West end with my wife and our 4 daughters. My practice is located downtown and we serve a diverse range of clients. I specialize in working with young families who are laying the foundations of their plan, the medical professionals in our community and also established professionals who are navigating the limits of qualified retirement planning.

 

240 S Main St,
Decatur, IL 62523
217-423-0400

Polly D. Meek

Managing Director

X

Managing Director

Polly D. Meek

200 SW Market St, Ste 1600
Portland, OR 97201

503-551-9633

Katie Montoya-Fuller

Chief Development Officer

X

Chief Development Officer

Katie Montoya-Fuller

>1425 River Park Dr, Ste 100
Sacramento, CA 95815

408-892-4998

Bailee Openshaw

Director of Recruitment at Northwestern Mutual

X

Director of Recruitment at Northwestern Mutual

Bailee Openshaw

Charlene Marie Quaresma

Wealth Management Advisor

X

Wealth Management Advisor

Charlene Marie Quaresma

3040 SE McLoughlin Blvd,
Portland, OR 97202

503-445-5086

Caitlyn Ramsden

Director, Selection & Early Development at Northwestern Mutual

X

Director, Selection & Early Development at Northwestern Mutual

Caitlyn Ramsden

David Smallwood

Growth and Development Director

X

Growth and Development Director

David Smallwood

David Smallwood is a Financial Representative with Northwestern Mutual. David works closely with individuals, families and small business owners to help them identify, executive and achieve their personal and financial goals.

1600 Division St Ste 400,
Nashville, TN 37203

615-742-8700
615-630-2515

Nii Sowah

Internship Development Officer @ Northwestern Mutual, Co-Founder at Unite by Night

X

Internship Development Officer @ Northwestern Mutual, Co-Founder at Unite by Night

Nii Sowah

 

 

Allison Woods

Financial Representative

X

Financial Representative

Allison Woods

3700 N Capital Of TX Hwy, Suite 500
Austin, TX 78746

512-330-1819

Our Partnership

NAIFA is proud to partner with Northwestern Mutual.  As a Diversity, Equity & Inclusion (DEI) partner,  Northwestern Mutual provides support and thought leadership for NAIFA's Talent Development Center and the DEI program.

NAIFA provides grassroots advocacy training and includes Northwestern Mutual in NAIFA advocacy events.

Membership with NAIFA

As part of the NAIFA-Northwestern Mutual partnership and Advocacy Fly-In event, you are a full member in NAIFA. Welcome!

As a member, you will have access to NAIFA benefits and receive members-only offers from NAIFA national and your local and state chapters. Explore the Member Portal by logging in using your fly-in registration email address and then resetting your password.

Member Login

Our Membership Promise to You

Advocate.  Educate.  differentiate-1

Explore the Benefits of Membership


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Advocate.

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Educate.

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Advocate.

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Advocate

Training

  • Grassroots Training: NAIFA is proud to have the largest grassroots program in the financial services industry. Very few people have an in-depth understanding of how bills become law, how regulations are developed and enacted, and how leaders actually become elected. If you can relate to this description, then NAIFA's Grassroots Engagement Training Series course is for you.
    The three-part series will take you from the fundamentals of advocacy and step
    you through an at-your-own pace series to allow you to graduate to advanced concepts and develop skills that you can put into action with confidence.

Publications

  • Advocacy in Action Blog
  • GovTalk: Every member receives an in-depth analysis of policy and legislation underway that affects your practice each month.

Programs

  • Special Webinars: NAIFA members receive members-only debriefs with key staff and leaders on topics that require action by the membership.
  • Committees: Only NAIFA members can serve on Government Relations, IFAPAC, and Grassroots Committees at the state and national levels. Committees set the direction as to what issues NAIFA will tackle.

Events

  • Congressional Conference: NAIFA’s annual fly-in to Washington, D.C., called Congressional Conference, is crucial to our grassroots advocacy strategy. The event brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. 
educate-img

Educate.

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Educate

Programs

  • NAIFA Live: NAIFA's monthly membership meeting that features a top speaker on a sales & marketing topic. The series is only open to members.
  • Diversity, Equity & Inclusion (DEI) Impact Week: DEI is a key component to NAIFA's 2025 Strategic Plan. This Impact Week brings participants an awareness of and in opportunities in underserved markets. In addition, topics focused on diversifying the industry are also covered. The DEI Council governs the speakers and only NAIFA members can serve on the Council.
  • Business Performance Center: This event is your one-stop shop for practice management. Whether you want to learn about new opportunities to partner with experts on complex cases or want to find new ways to grow your book of business, this event has you covered.
  • Limited & Extended Care Planning Center: The Center covers a range of topics within the long-term care space and seeks to bring together industry experts to provide feedback to both NAIFA's Government Relations team, as well as serve as a resource to advisors. Only NAIFA members can submit to the blog publication.

CE Credits

  • WebCE: NAIFA has partnered with WebCE to bring continuing education to you in an easy-to-digest format. The wide-ranging course catalog includes CE, as well as covers firm element training and a special unit on DEI. NAIFA members receive a discount and access to specific courses.

Events

  • Performance + Purpose: NAIFA's annual Professional Development event is held in late summer/early fall each year. The 2022 conference will be in Phoenix, Arizona.
     

Publications

  • Advisor Today Blog & Magazine is the digital platform that focuses on the lifestyle and work of NAIFA advisors. NAIFA's AT Blog provides practical information, sales ideas, resources, and business strategies for industry professionals. Members also receive a print edition of the magazine several times per year.
     

Certifications & Designations

  • LACP (Life & Annuities Certified Professional) is intended primarily to be a benefit to the public, in selecting or employing members of the insurance and financial advisor profession, as well as a benefit to members of the insurance and financial advisor profession itself, in providing benchmarking and criteria for the services those professionals provide to the public. 
  • LUTCF (Life Underwriter Training Council Fellow) is often considered the first designation any insurance professional should earn and has delivered value to more than 70,000 professionals since 1984.  You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

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Differentiate

Volunteer Leadership

  • Volunteer Leaders: NAIFA members have the opportunity to serve their association in micro-volunteer roles such as social media, speak, write, and hold chair positions such as Treasurer, Membership, and President of local or state chapters to ascend to serving at the national level on the Board of Trustees.
  • Committee Involvement: NAIFA members can serve in a wide variety of committee roles based on their areas of interest. Committee work is at the local, state, and national levels.
  • Leadership in Life Institute (LILI): LILI is a six-month leadership development program devoted to advancing your personal growth and professional success. The first classes were held in 2000 and more than 2200 NAIFA members are considered alumni of this program.

Awards

  • NAIFA Quality Awards (NQA) provide advisors at any career stage the opportunity to demonstrate a commitment to their clients of excellence and service. Awards are given for the following categories Life Insurance, Multi-Line, Financial Advising, and Health and Employee Benefits. 
  • 4 Under 40:Each year, Advisor Today magazine recognizes four financial advisors with the “4 Under 40 Award" who achieve excellence in their profession by or before the age of 40.
  • YAT Leader of the Year: The YAT Leader of the Year Award recognizes a young advisor’s commitment to NAIFA. 
  • Diversity Champion of the Year: This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. 

Personal Recognition

  • Find an Advisor Consumer Search: Only NAIFA members are listed in the search directory that is advertised to consumers. We are proud of our members that ascribe to our Code of Ethics.
  • Consumer Thought Leadership: Only NAIFA members can contribute to our consumer-facing blog and serve as speakers on our consumer webinar series.
  • NAIFA Speakers Bureau: We created a directory to provide high-quality presenters and thought-leaders for events across NAIFA Nation. As a member, you will receive preferred consideration by the bureau's review committee.

Programs

  • Young Advisors Team (YAT): A YAT is defined as someone 40 years of age or younger, or in their first 5 years of the business. Career-changers who are older than 40 qualify and some NAIFA members will want to be included in YAT events and consider themselves what we call “YAT at Heart.” While any member can attend and enjoy YAT events, only a true YAT is eligible to qualify for the YAT of the Year award.
  • Diversity, Equity & Inclusion (DEI) Council: The Diversity, Equity & Inclusion Council's (DEI) mission is to be the industry expert on diversity, equity and inclusion by having a diverse membership that serves the population by promoting an environment of multiculturalism, equity and inclusion and provides the tools and resources to work with various people groups. The council seeks to accomplish its purpose and mission via an advisory group of volunteers who provide guidance, advice, and support to diversity initiatives that will in turn create the cultural shifts as outlined in NAIFA’s 2025 Strategic Plan. The Diversity, Equity and Inclusion Council is housed in our Talent Development Center.
  • Future Leaders: This is a special program for college students looking to start a career in the insurance and financial services industry. The Future Leaders is overseen by NAIFA's YAT Committee and is held twice each year. Topics range from understanding the industry, pre-licensing information, and internship opportunities.

Special Discounts & Access

  • EveryIncome offers personalized financial education and financial management tools directly for consumers or as a customizable, private-label package for financial professionals to give to their clients and prospects. As a member of NAIFA, you get free, instant access to these financial wellness and education tools
  • AARP BankSafe:  AARP chose NAIFA as one of its distribution partners for their BankSafe program that teaches advisors how to spot financial exploitation and adhere to the highest code of ethics. NAIFA members receive this training as a benefit.
  • Career Center: Job seekers and employers can take advantage of NAIFA's Career Center. 
  • Discounts from Affinity Partners bring our members discounts on various insurance programs, technology discounts to Zoom and Lenovo, and multiple travel discounts from various companies.

Advocate

Training

  • Grassroots Training: NAIFA is proud to have the largest grassroots program in the financial services industry. Very few people have an in-depth understanding of how bills become law, how regulations are developed and enacted, and how leaders actually become elected. If you can relate to this description, then NAIFA's Grassroots Engagement Training Series course is for you.
    The three-part series will take you from the fundamentals of advocacy and step
    you through an at-your-own pace series to allow you to graduate to advanced concepts and develop skills that you can put into action with confidence.

Publications

  • Advocacy in Action Blog
  • GovTalk: Every member receives an in-depth analysis of policy and legislation underway that affects your practice each month.

Programs

  • Special Webinars: NAIFA members receive members-only debriefs with key staff and leaders on topics that require action by the membership.
  • Committees: Only NAIFA members can serve on Government Relations, IFAPAC, and Grassroots Committees at the state and national levels. Committees set the direction as to what issues NAIFA will tackle.

Events

  • Congressional Conference: NAIFA’s annual fly-in to Washington, D.C., called Congressional Conference, is crucial to our grassroots advocacy strategy. The event brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. 

Educate

Programs

  • NAIFA Live: NAIFA's monthly membership meeting that features a top speaker on a sales & marketing topic. The series is only open to members.
  • Diversity, Equity & Inclusion (DEI) Impact Week: DEI is a key component to NAIFA's 2025 Strategic Plan. This Impact Week brings participants an awareness of and in opportunities in underserved markets. In addition, topics focused on diversifying the industry are also covered. The DEI Council governs the speakers and only NAIFA members can serve on the Council.
  • Business Performance Center: This event is your one-stop shop for practice management. Whether you want to learn about new opportunities to partner with experts on complex cases or want to find new ways to grow your book of business, this event has you covered.
  • Limited & Extended Care Planning Center: The Center covers a range of topics within the long-term care space and seeks to bring together industry experts to provide feedback to both NAIFA's Government Relations team, as well as serve as a resource to advisors. Only NAIFA members can submit to the blog publication.

CE Credits

  • WebCE: NAIFA has partnered with WebCE to bring continuing education to you in an easy-to-digest format. The wide-ranging course catalog includes CE, as well as covers firm element training and a special unit on DEI. NAIFA members receive a discount and access to specific courses.

Events

  • Performance + Purpose: NAIFA's annual Professional Development event is held in late summer/early fall each year. The 2022 conference will be in Phoenix, Arizona.
     

Publications

  • Advisor Today Blog & Magazine is the digital platform that focuses on the lifestyle and work of NAIFA advisors. NAIFA's AT Blog provides practical information, sales ideas, resources, and business strategies for industry professionals. Members also receive a print edition of the magazine several times per year.
     

Certifications & Designations

  • LACP (Life & Annuities Certified Professional) is intended primarily to be a benefit to the public, in selecting or employing members of the insurance and financial advisor profession, as well as a benefit to members of the insurance and financial advisor profession itself, in providing benchmarking and criteria for the services those professionals provide to the public. 
  • LUTCF (Life Underwriter Training Council Fellow) is often considered the first designation any insurance professional should earn and has delivered value to more than 70,000 professionals since 1984.  You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

Differentiate

Volunteer Leadership

  • Volunteer Leaders: NAIFA members have the opportunity to serve their association in micro-volunteer roles such as social media, speak, write, and hold chair positions such as Treasurer, Membership, and President of local or state chapters to ascend to serving at the national level on the Board of Trustees.
  • Committee Involvement: NAIFA members can serve in a wide variety of committee roles based on their areas of interest. Committee work is at the local, state, and national levels.
  • Leadership in Life Institute (LILI): LILI is a six-month leadership development program devoted to advancing your personal growth and professional success. The first classes were held in 2000 and more than 2200 NAIFA members are considered alumni of this program.

Awards

  • NAIFA Quality Awards (NQA) provide advisors at any career stage the opportunity to demonstrate a commitment to their clients of excellence and service. Awards are given for the following categories Life Insurance, Multi-Line, Financial Advising, and Health and Employee Benefits. 
  • 4 Under 40:Each year, Advisor Today magazine recognizes four financial advisors with the “4 Under 40 Award" who achieve excellence in their profession by or before the age of 40.
  • YAT Leader of the Year: The YAT Leader of the Year Award recognizes a young advisor’s commitment to NAIFA. 
  • Diversity Champion of the Year: This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. 

Personal Recognition

  • Find an Advisor Consumer Search: Only NAIFA members are listed in the search directory that is advertised to consumers. We are proud of our members that ascribe to our Code of Ethics.
  • Consumer Thought Leadership: Only NAIFA members can contribute to our consumer-facing blog and serve as speakers on our consumer webinar series.
  • NAIFA Speakers Bureau: We created a directory to provide high-quality presenters and thought-leaders for events across NAIFA Nation. As a member, you will receive preferred consideration by the bureau's review committee.

Programs

  • Young Advisors Team (YAT): A YAT is defined as someone 40 years of age or younger, or in their first 5 years of the business. Career-changers who are older than 40 qualify and some NAIFA members will want to be included in YAT events and consider themselves what we call “YAT at Heart.” While any member can attend and enjoy YAT events, only a true YAT is eligible to qualify for the YAT of the Year award.
  • Diversity, Equity & Inclusion (DEI) Council: The Diversity, Equity & Inclusion Council's (DEI) mission is to be the industry expert on diversity, equity and inclusion by having a diverse membership that serves the population by promoting an environment of multiculturalism, equity and inclusion and provides the tools and resources to work with various people groups. The council seeks to accomplish its purpose and mission via an advisory group of volunteers who provide guidance, advice, and support to diversity initiatives that will in turn create the cultural shifts as outlined in NAIFA’s 2025 Strategic Plan. The Diversity, Equity and Inclusion Council is housed in our Talent Development Center.
  • Future Leaders: This is a special program for college students looking to start a career in the insurance and financial services industry. The Future Leaders is overseen by NAIFA's YAT Committee and is held twice each year. Topics range from understanding the industry, pre-licensing information, and internship opportunities.

Special Discounts & Access

  • EveryIncome offers personalized financial education and financial management tools directly for consumers or as a customizable, private-label package for financial professionals to give to their clients and prospects. As a member of NAIFA, you get free, instant access to these financial wellness and education tools
  • AARP BankSafe:  AARP chose NAIFA as one of its distribution partners for their BankSafe program that teaches advisors how to spot financial exploitation and adhere to the highest code of ethics. NAIFA members receive this training as a benefit.
  • Career Center: Job seekers and employers can take advantage of NAIFA's Career Center. 
  • Discounts from Affinity Partners bring our members discounts on various insurance programs, technology discounts to Zoom and Lenovo, and multiple travel discounts from various companies.