General Information

  1. Before attending the event, review the s bio – knowing their background can help to facilitate conversation.
  2. Once you arrive, introduce yourself and the company you represent. Always leave a business card.
  3. Always be polite and positive.
  4. Once you arrive, introduce yourself and the company you represent. Always leave a business card.
  5. Good areas of conversation are: the length of time you have resided in the community and have been an insurance professional, the pride in your profession and the company you work for, how you started your business and the challenges you face today.
  6. In general, keep the conversation topics light – sports, hobbies, mutual acquaintances, recent vacations, and, yes, even the weather – are all acceptable
  7. If applicable, mention other people and organizations in your community to whom you might be able to make an introduction.
  8. After an event, write a thank you note. Staying in touch with the individual provides an opportunity for continued growth of your relationship.

  1. If the event is a paid fundraiser, never discuss pending legislation before the elected official. Mixing money and legislation is illegal and is never appropriate.
  2. Do not bring a personal check to deliver at the event.
  3. Do not ask for personal favors.
  4. Do not criticize other candidates or legislators. Politics is often complicated and you never know where friendships might have developed, even across party lines.
  5. Credibility is paramount – if you are not familiar with the subject matter or a question refrain from responding.