The Challenge

Create support for passage of legislation in multiple states to protect the ability of consumers to manage their financial assets and to shield them from the unscrupulous sales practices of certain financial services companies.


Develop an outreach campaign to state officials, stakeholders, and media across the country explaining the benefits of enacting the preferred legislation.


Work with an informal industry coalition and the primary trade association to maximize resources and coordinate messaging.

Engage and coordinate with national industry associations to develop and promote model legislation.

Develop the background and messaging materials needed to successfully explain a complex, technical issue and effectively present the case to lawmakers.

Direct and manage lobbyists, political operatives and communication specialists from our network in the individual states.


Aside from the one state that was in the process of passing restrictive legislation when we were brought on board, every state we have engaged in on this issue either passed the preferred legislation or no bill at all.