S. 1544 and HR 3437: The Insurance Data Protection Act. Legislation limiting the role of the Federal Insurance Office to its original intent of supporting state insurance officials.
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of
TAX — Taxation/Internal Revenue Code
Issues affecting the tax treatment of annuity and life insurance products and the taxation of life insurance companies/corporations such as changes to corporate tax rates and corporate state and local income tax deductions (H.R. 1); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of
RET — Retirement
Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.
Government entities lobbied:HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE
FIN — Financial Institutions/Investments/Securities
SEC regulations regarding the registration of annuity products; Improving Disclosure for Investors Act (H.R.1807/S.3815) and issues related to the electronic delivery of certain SEC required disclosures; and electronic recordkeeping requirements for broker-dealers.
Government entities lobbied:HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE
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