INS — Insurance
All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, Automatic IRA Act of 2025.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
RET — Retirement
All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. Regulatory authority of the Securities and Exchange Commission in the fixed annuity marketplace. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324, The Retirement Simplification and Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE