2. Confirm and arrive promptly. Confirm your meeting with the scheduler. Arrive promptly, but be prepared to wait.
3. Be well-prepared. Have your points and thoughts logically organized. If you get a chance, practice your point with a friend or co-worker and ask them for suggestions.
4. Make a connection. Identify yourself and describe your business operation or association membership. Help your lawmaker understand how you are qualified to speak about the matter - either because if affects you directly or because you have expertise in the area.
5. Be Brief. Keep your points reasonably concise (less than 5 minutes) and to the point. Speak in a normal manner, using everyday language (avoid industry jargon) to explain the effects of an issue on your clients and the community.
6. Staff is important. Although many may seem young and inexperienced, staff is vital to running a Congressional or legislative office. Treat them with respect, cultivate a relationship and build trust because these are the people who brief legislators.
7. Be certain of your answers. Don't attempt to answer questions if you don't have the answers or aren't sure of the facts. Offer to provide additional information after the meeting.
8. What's your ask? Conclude with a specific request. If it's your first meeting, you may not want to make a significant request, but seek a follow-up (in-district meeting, potentially with clients or a 'town hall') meeting.
9. Thank you and follow-up. Send a handwritten thank you that repeats your main points and restates your ask. Follow up with promised information; be sure to do so as soon as possible. This will add to your credibility.
*Excerpts taken from and with permission from Humana's "How to be effective with Lawmakers" slick.
We have found a few great resources that should help you with your business...
Check out this free guide to Long Term Care Insurance: http://www.pueblo.gsa.gov/cic_text/health/ltc/guide.htm
www.lifehappens.org is a great resource for promotional and educational materials that support September's Life Insurance Awareness Month (LIAM).