A Running Start to the Year – What We’ve Accomplished:

Since the beginning of the year, AALU’s Ambassadors have worked coast to coast to advocate on behalf of the issues that matter most to the financial security profession. Covering a range of topics from the estate tax to retirement security, AALU Ambassadors stepped up to build trusted relationships, with our initial efforts focused on the 100 new Members of Congress and the key committees of jurisdiction that oversee the issues the profession cares most about.

What We’ve Accomplished:

AALU Ambassadors:
  • 212 AALU Members have enrolled in the Ambassador Program
  • Conducted 43 legislative meetings

AALU member, David Bernard with Rep. Deb Haaland (D-NM)

Darren Gerstenblatt with Rep. Mikie Sherril (D-NJ)

These key activities help to ensure our policy priorities, like retirement security, are top of mind for lawmakers as they set their agenda for the year. These conversations helped to lay the groundwork for the Setting Every Community Up for the SECURE Act in the House and RESA in the Senate.

Guardian IMPACT

In partnership with Guardian we hosted our first 2019 IMPACT, AALU’s best in class political advocacy training program where future AALU Ambassadors come to D.C. to learn how to advocate on behalf of the clients and communities they serve. We spent two days educating and training new advocates, culminating in an impactful visit to Capitol Hill. Participants met with Reps. Mikie Sherril (D-NJ), John Larson (D-CT), and Austin Scott (R-GA), as well as representatives from Sens. David Perdue (R-GA) and Chris Murphy (D-CT)’s offices, among others. The group explained the value of the products they offer, told stories about the families and businesses they helped, and offered to be resources to policymakers.

Guardian advocates with Rep. Larson (D-CT)

Happenings on the Hill

We hosted a briefing in partnership with the American Benefits Council, the Insured Retirement Institute, and the National Association of Insurance and Financial Advisors for congressional staff about the retirement security agenda and policy choices facing lawmakers in the 116th Congress. Our own Chris Morton was a panelist for the briefing.



Chris Morton addresses congressional staffers

AALU’s Armstrong Robinson interviewed Congressman Tom Reed (R-NY) and Congressman Josh Gottheimer (D-NJ) for 2019’s first Ambassador Insider podcast. Reps. Reed and Gottheimer lead a bipartisan group of lawmakers known as the Problem Solvers Caucus. Their insider view of how the Problem Solvers Caucus is working to solve some of the nation’s most pressing policy concerns in a bipartisan way leaves us with hope for a successful and impactful 2019.


Armstrong Robinson, Rep. Tom Reed (R-NY), and Rep. Josh Gottheimer (D-NJ) record the Ambassador Insider Podcast from Rep. Reed’s office in the Rayburn House Office Building.

Looking toward Capitol Hill Club Day at TRANSFORM 2019, we are excited to grow this momentum we have built throughout the first quarter. Five hundred advocates will storm the Hill to meet with lawmakers and their staff and share the story of the meaningful work the financial security profession does and the key issues that matter to them and the clients they serve. Interested in learning more or signing up? Contact Jennifer Fox at fox@aalu.org or visit our website.

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