This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.
Lobbying Spend
$46.7M
Filings
340
Firms Hired
5
Active Period
1999–2026
Client-reported lobbying expenses on LDA filings
Lobbying firms retained by this client; amounts are client-reported expenses when available
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
H.R.1319, American Jobs Act, ERTC, tax credit for paid leave, etc.
Client expense: — · Firm income: $10,000
Matched citations: H.R.1319
Establishing the congressional budget for the United States Government for fiscal year 2018 and setting forth the appropriate budgetary levels for fiscal years 2019 through 2027.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.Con.Res. 71
Disapproving a rule submitted by the Administrator of the Environmental Protection Agency relating to endangerment and cause or contribute findings for greenhouse gases under section 202(a) of the Clean Air Act.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Client expense: $578,000 · Firm income: —
Matched citations: H.J. Res. 66
Proposing an amendment to the Constitution of the United States to limit the number of consecutive terms that a Member of Congress may serve.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Client expense: $578,000 · Firm income: —
Matched citations: H.J.Res. 67
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.J.Res. 66
Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.J.Res. 67
For the relief of Francisca Lino.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 355
Teacher Tax Relief Act of 2009
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Client expense: $578,000 · Firm income: —
Matched citations: H.R.3758
Nonappropriated Fund Equity Act
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
Client expense: $578,000 · Firm income: —
Matched citations: H.R.3857
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1
Small Business Health Fairness Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1101
American Health Care Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1628
American Health Care Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1628
American Health Care Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 1628
Middle Class Health Benefits Tax Repeal Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 173
Middle Class Health Benefits Tax Repeal Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 173
Middle Class Health Benefits Tax Repeal Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 173
Lifetime Income Disclosure Act
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R.2055
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 246
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 246
To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act.
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 246
Health Savings Account Expansion Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 247
Health Savings Account Expansion Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 247
Health Savings Account Expansion Act of 2017
2018 · third_quarter · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
Client expense: $578,000 · Firm income: —
Matched citations: H.R. 247
Source: Senate LDA