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Senior Health Planning Account Act
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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vs 9,698 other HR bills in the 117th — cohort avg 63d
Senior Health Planning Account Act This bill allows tax-exempt senior health planning accounts that are funded using a taxpayer's gains from the sale or assignment of a life insurance contract. The bill excludes from gross income (1) the gains that are contributed to the accounts, and (2) distributions from the accounts that are used exclusively for the health care expenses of the account beneficiary or the account beneficiary's spouse.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (1)
2022 · second_quarter · Financial Institutions/Investments/Securities
Legislation and regulation affecting life insurance settlement industry, including H.R.5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $40,000
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Insurance
Legislation and regulation affecting life insurance settlement industry, including H.R. 5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Financial Institutions/Investments/Securities
Legislation and regulation affecting life insurance settlement industry, including H.R.5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Insurance
Legislation and regulation affecting life insurance settlement industry, including H.R. 5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Insurance
Legislation and regulation affecting life insurance settlement industry, including H.R. 5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Financial Institutions/Investments/Securities
Legislation and regulation affecting life insurance settlement industry, including H.R.5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Insurance
Legislation and regulation affecting life insurance settlement industry, including H.R. 5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Financial Institutions/Investments/Securities
Legislation and regulation affecting life insurance settlement industry, including H.R.5137, the "Senior Health Planning Account Act."
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE