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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2010 · first_quarter · Q1
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Source: Senate LDA
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
National Association of Registered Agents and Brokers Reform Act of 2010
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Insurance Information Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR. 2748-Retired Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S.1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Retirement Security Needs Lifetime Pay Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Consumer Financial Protection Agency Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR. 2748-Retired Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S.1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Retirement Security for Life Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Senior Investment Protection Act of 2009
Client: INSURED RETIREMENT INSTITUTE · Firm: INSURED RETIREMENT INSTITUTE
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection. Proposal by the Department of Treasury for some form of auto-annuitization to allow for a portion of an individuals retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Security Need Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S 1661-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading or fraudulent marketing practices in the sale of financial products. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a summary prospectus for variable annuities. S 2832-Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4742, SAVE Act, legislation HR 4742, legislation to simplify SIMPLE IRAs and provides for voluntary Auto-IRAs. HR 2554, commonly known as NARAB II. Legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. S 3217, Senate legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance, investor protection, and consumer protection.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration and Congressional proposals on financial services reform. S 1297-Retirement Security for Life Act, legislation to provide for a tax incentive for non-qualified annuities. HR 2748-Retirement Seceurity Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 4872-The Health Care and Education Affordability Reconciliation Act of 2010, provisions related to an increase in taxes on unearned income, including annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2009 · fourth_quarter · 4A
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2009 · fourth_quarter · Q4
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues. Proposal with the Department of Treasury for some form of "auto-annuitization" to allow for a portion of an individual's retirement funds to be automatically distributed into a guaranteed lifetime income product for a two year trial period.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126 Consumer Financial Protection Agency Act of 2009, legislation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products an services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S 1661 Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marking practices in the sale of financial products. HR 3551, Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. Proposal with the Securities and Exchange Commission for a rulemaking to provide for the acceptance of a "summary prospectus" for variable annuities. S. 2832, Lifetime Income Disclosure Act, legislation that proposes to amend the Employment Retirement Income Security Act of 1974 to require lifetime income disclosure. HR 4173, The Wall Street Reform and Consumer Protection Act of 2009, legislation to provide for comprehensive financial regulatory reform including enhancements of the federal understanding of insurance issues.
Legislation and rulemakings affecting annuities, variable life products, and retirement savings including Administration proposals on financial services regulatory reform. S.1297-Retirement Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2009 · third_quarter · Q3
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S.1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Legislation and rulingmakings affecting annuities, variable life products and retirement savings including Administration and Congressional proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. HR 3126-Consumer Financial Protection Agency Act of 2009, legisation to establish the Consumer Financial Protection Agency as an independent executive agency to regulate the provision of consumer products or services. HR 2609-legislation to establish an Office of Insurance Information within the Department of Treasury. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554-legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2009 · second_quarter · Q2
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR. 2748-Retired Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Legislation and rulemakings affecting annuities, variable life products and retirement savings including Administration proposals on financial services regulatory reform. S. 1297-Retired Security for Life Act, legislation to provide a tax incentive for non-qualified annuities. HR 2748-Retirement Security Needs Lifetime Pay Act, legislation to provide tax incentives for qualified and non-qualified annuities. S. 906-Senior Investment Protection Act, legislation to protect older Americans from misleading and fraudulent marketing practices in the sale of financial products. HR 2554, legislation to reform the National Association of Registered Agents and Brokers to provide for streamlined non-resident insurance agent and broker licensing. HR 2609, legislation to establish an Office of Insurance Information within the Department of Treasury.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2009 · first_quarter · Q1
Legislation regarding the tax treatment of annuities and variable products, and other issues related to annuities, variable life products, and retirement savings.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2008 · fourth_quarter · Q4
Legislation regarding the tax treatment of annuities and variable products, and other issues related to annuities, variable life products, and retirement savings.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2008 · fourth_quarter · Q4
Legislation regarding the tax treatment of annuities and variable products
Legislation regarding the tax treatment of annuities and variable products
Legislation regarding the tax treatment of annuities and variable products
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSURED RETIREMENT INSTITUTE via INSURED RETIREMENT INSTITUTE
2008 · third_quarter · Q3
Legislation regarding the tax treatment of annuities and variable products
Legislation regarding the tax treatment of annuities and variable products
Legislation regarding the tax treatment of annuities and variable products
Filing targets: HOUSE OF REPRESENTATIVES, SENATE