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2023 Congressional Conference

Congressional Conference at the Capitol-small

NAIFA's Signature Grassroots Advocacy Event

May 22-23, 2023
J.W. Marriott in Washington, D.C.

NAIFA’s 10th annual Congressional Conference was an overwhelming success, demonstrating that NAIFA is the One and Only when it comes to our unmatched advocacy influence. More than 500 insurance and financial advisors from all over the United States gathered in Washington, D.C., to receive policy briefings and grassroots advocacy instruction, hear words of encouragement from distinguished guests, and take NAIFA's advocacy message directly to their elected officials on Capitol Hill.

2023 Congressional Conference Recap Video


Event Photo Gallery

Making an Impact on Capitol Hill

Highlighting Congressional Conference are the Day 2 grassroots meetings between financial professionals and lawmakers on Capitol Hill. Congressional Conference attendees met with more than 300 congressional offices and spoke with lawmakers and senior staff about important financial security issues:

  • Asking members of the House to join the Financial Literacy and Wealth Creation Caucus and sign on as sponsor of legislation to authorize electronic and remote notarization.
  • Asking lawmakers to discourage the Department of Labor from proposing rules that would threaten the status of agents and advisors as independent contractors or impose a standard of care that would harm the ability of NAIFA members to serve Main Street clients.
  • Asking members of Congress to support technical corrections and fix drafting errors in the SECURE 2.0 legislation.

The meetings had an immediate impact. On the same day as the meetings, the leadership of the two congressional committees with jurisdiction over the SECURE 2.0 retirement law sent a letter to Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel to tell them technical corrections to the act are coming soon.

Fixing some ambiguous language and errors in SECURE 2.0 was one of NAIFA members’ top requests at Hill meetings during NAIFA’s Congressional Conference yesterday. Without these corrections, advisors and consumers could face major headaches in their retirement planning. Fortunately, NAIFA members are on the job!

Then in August, NAIFA will coordinate in-district meetings with lawmakers across the country.

NAIFA's Congressional Conference is its signature grassroots advocacy event.

  • Meet with your lawmakers.
  • Learn to be an effective advocate.
  • Influence policies that impact your business and clients.

Each year, we list the names of attendees who pledge to advocate for their clients, communities, and country. 

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.


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.

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!