Reported covered position: N/A
How to read the money
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 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, and S. 650. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the implementation of the Patient Protection and Affordable Care Act.
National Association of Registered Agents and Brokers Reform Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · fourth_quarter · Q4
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Source: Senate LDA
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Investment Adviser Examination Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Investment Adviser Examination Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Investment Adviser Examination Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Investment Adviser Examination Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Terrorism Risk Insurance Program Reauthorization Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Access to Professional Health Insurance Advisors Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Retail Investor Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Retail Investor Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Retail Investor Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Retail Investor Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Unnecessary Cap Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Unnecessary Cap Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Unnecessary Cap Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
TRIA Reauthorization Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Letting Insurance Benefit Everyone Regardless of Their Youth (LIBERTY) Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Letting Insurance Benefit Everyone Regardless of Their Youth (LIBERTY) Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Letting Insurance Benefit Everyone Regardless of Their Youth (LIBERTY) Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Letting Insurance Benefit Everyone Regardless of Their Youth (LIBERTY) Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Municipal Advisor Oversight Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Municipal Advisor Oversight Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Municipal Advisor Oversight Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Municipal Advisor Oversight Improvement Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Homeowner Flood Insurance Affordability Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
National Association of Registered Agents and Brokers Reform Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, and S. 650. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the implementation of the Patient Protection and Affordable Care Act.
National Association of Registered Agents and Brokers Reform Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Access to Independent Health Insurance Advisors Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, and S. 650. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the implementation of the Patient Protection and Affordable Care Act.
Access to Independent Health Insurance Advisors Act of 2013
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Satellite Consumers' Access to Public Television Digital Programming Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Satellite Consumers' Access to Public Television Digital Programming Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Satellite Consumers' Access to Public Television Digital Programming Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
To amend the Internal Revenue Code of 1986 to allow a credit against income tax for the installation of residential micro-combined heat and power property.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
To amend the Internal Revenue Code of 1986 to allow a credit against income tax for the installation of residential micro-combined heat and power property.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
To amend the Internal Revenue Code of 1986 to allow a credit against income tax for the installation of residential micro-combined heat and power property.
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Home and Community Services Copayment Equity Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Home and Community Services Copayment Equity Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Home and Community Services Copayment Equity Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Federal Death Penalty Abolition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.Issues related to terrorism risk insurance; H.R. 508, H.R. 2146. Issues related to flood risk insurance; H.R. 3370, S. 1846.
Federal Death Penalty Abolition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Federal Death Penalty Abolition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Health Flexible Spending Arrangements Improvements Act of 2012
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Health Flexible Spending Arrangements Improvements Act of 2012
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
National Association of Registered Agents and Brokers Reform Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Fiscal Responsibility and Retirement Security Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Fiscal Responsibility and Retirement Security Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Access to Professional Health Insurance Advisors Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Access to Professional Health Insurance Advisors Act of 2011
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
College Student Relief Act of 2007
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
College Student Relief Act of 2007
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Securing Medicare and Retirement for Tomorrow Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Securing Medicare and Retirement for Tomorrow Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Securing Medicare and Retirement for Tomorrow Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Securing Medicare and Retirement for Tomorrow Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Securing Medicare and Retirement for Tomorrow Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Keep Teachers Teaching Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Keep Teachers Teaching Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Insurance Industry Competition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Insurance Industry Competition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Insurance Industry Competition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Insurance Industry Competition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Insurance Industry Competition Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Financial Product Safety Commission Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Financial Product Safety Commission Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Financial Product Safety Commission Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Financial Product Safety Commission Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Financial Product Safety Commission Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
National Insurance Consumer Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Insurance Consumer Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Insurance Consumer Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
National Insurance Consumer Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Insurance Consumer Protection Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
401(k) Fair Disclosure for Retirement Security Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
Death Tax Repeal Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
Death Tax Repeal Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
Death Tax Repeal Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
National Health Care Quality Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Health Care Quality Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Health Care Quality Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
National Health Care Quality Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
National Health Care Quality Act
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Fair Tax Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Fair Tax Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Fair Tax Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Fair Tax Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Insurance Information Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Insurance Information Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Insurance Information Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Insurance Information Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
Insurance Information Act of 2009
Client: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS · Firm: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · third_quarter · Q3
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · second_quarter · Q2
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of of the Patient Protection and Affordable Care Act; H.R. 544, H.R. 2995. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · second_quarter · Q2
Issues relating to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, S. 650, H.R. 2328. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010; H.R. 1627, H.R. 2374, H.R. 797. Issues related to the implementation of the Patient Protection and Affordable Care Act; H.R. 544. Issues related to the regulation of insurance cometition, products with guarantees, individual and employer owned policies.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2013 · first_quarter · Q1
Issues related to insurance regulatory reform and agent compensation; H.R. 1155, S. 534, and S. 650. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the implementation of the Patient Protection and Affordable Care Act.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · fourth_quarter · Q4
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · third_quarter · Q3
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · second_quarter · Q2
Issues related to insurance regulatory reform. Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2012 · first_quarter · Q1
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · fourth_quarter · Q4
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · third_quarter · Q3
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · second_quarter · Q2
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2011 · first_quarter · Q1
Issues related to insurance regulatory reform; H.R. 1112 Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010.
Issues related to health care/insurance reform; long-term care reform; H.R. 5; H.R. 1173; H.R. 1206; H.R. 1004 Issues related to the implementation of the Patient Protection and Affordable Care Act of 2010.
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Securities & Exchange Commission (SEC)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · fourth_quarter · 4A
HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · fourth_quarter · Q4
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
President Obama White House Tax Reform Panel, a subcommittee of the President's 16-member Economic Recovery Advisory Board (PERAB), will report to the President by in 2010 with recommendations to simplify the tax code, reform the corporate tax structure and to reduce tax evasion. NAIFA will monitor closely. S. 722 - NAIFA supports immediate, fiscally sound, sustainable estate tax reform that removes the estate tax burden for 99.6% of Americans. This bill would permanently reform the estate tax and would set the top estate tax rate at 45 percent and includes a $3.5 million (indexed for inflation) per person exemption from the estate tax. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · third_quarter · Q3
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. FINRA Regulatory Notice 09-25 - Requested comments on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities". NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · second_quarter · Q2
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2010 · first_quarter · Q1
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · fourth_quarter · Q4
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A. HR 2733 & S-1389 - Fixed Indexed Annuities & Insurance Products Classification Act of 2009. The bill would nullify Rule 151A. NAIFA is neutral. FINRA Regulatory Notice 09-25 - Requested comments by June 29 on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities. NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · third_quarter · Q3
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A. HR 2733 & S-1389 - Fixed Indexed Annuities & Insurance Products Classification Act of 2009. The bill would nullify Rule 151A. NAIFA is neutral. FINRA Regulatory Notice 09-25 - Requested comments by June 29 on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities. NAIFA opposes.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · second_quarter · Q2
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2009 · first_quarter · Q1
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · fourth_quarter · Q4
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. S.40 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. NAIFA supports with conditions. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 5840 - Would create an Office of Insurance Information within Department of Treasury. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · third_quarter · Q3
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · second_quarter · Q2
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. S.40 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. NAIFA supports with conditions. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 5840 - Would create an Office of Insurance Information within Department of Treasury. NAIFA supports.
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS via NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2008 · first_quarter · Q1
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. S.40 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. NAIFA supports with conditions. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator.
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing states to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2006 and will do the same for 2007. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
HR 819 & S 381-would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions.
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. FINRA Regulatory Notice 09-25 - Requested comments on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities". NAIFA opposes.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. FINRA Regulatory Notice 09-25 - Requested comments on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities". NAIFA opposes.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports. HR 5297 - The Small Business Jobs Act would bring back a number of tax breaks that lapsed in December 2009. NAIFA supported. HR 5993 - The Securing America's Veterans Insurance Needs and Goals (Savings) Act of 2010 would require insurers with the SGLI program that offer retained asset accounts (RAAs) to provide information about the RAAs. NAIFA supports in principal.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs.
HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A. HR 2733 & S-1389 - Fixed Indexed Annuities & Insurance Products Classification Act of 2009. The bill would nullify Rule 151A. NAIFA is neutral. FINRA Regulatory Notice 09-25 - Requested comments by June 29 on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities. NAIFA opposes.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A. HR 2733 & S-1389 - Fixed Indexed Annuities & Insurance Products Classification Act of 2009. The bill would nullify Rule 151A. NAIFA is neutral. FINRA Regulatory Notice 09-25 - Requested comments by June 29 on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities. NAIFA opposes.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 2609 - Insurance Information Act of 2009, would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes. S.40 & HR 3200 - National Insurance Act of 2007. NAIFA supports.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A. HR 2733 & S-1389 - Fixed Indexed Annuities & Insurance Products Classification Act of 2009. The bill would nullify Rule 151A. NAIFA is neutral. FINRA Regulatory Notice 09-25 - Requested comments by June 29 on "Whether it should propose expanding suitability obligations to all recommendations of investment products, services, and strategies made in connection with a firm's business, regardless of whether the recommendations involve securities. NAIFA opposes.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-906 - Senior Investor Protection Act of 2009 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill. HR 2748 - Security Needs Lifetime-Pay Act of 2009. This bill would give new tax incentives to individuals who elect lifetime payments from their annuities. NAIFA supports. HR 1984 - Imposes new notice and disclosure requirements on providers of services to 401(k) plans, and on plan sponsors. NAIFA opposed. HR 29889 - Would restrict liability protection for employers who make investment advice available to employees enrolled in an employer's 401(k) plan. NAIFA opposed.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. H.Res. 16 - Supporting goals and ideals of Life Insurance Awareness Month. NAIFA supports.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1583 - Insurance Industry Competition Act of 2009 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 5840 - Would create an Office of Insurance Information within Department of Treasury. NAIFA supports. HR 1880 - National Insurance Consumer Protection Act (NICPA) would allow for an optional federal charter for insurance agents and companies, and also provide consumer protections and the establishment of a new Financial Services Coordinating council that would include the new National Insurance Commissioner to serve in an advisory capacity to a new systematic risk regulator. NAIFA supports introduction and is closely reviewing specifics of bill. HR 1705, S. 566 - Creates a Financial Product Safety Commission to provide consumers stronger protections and better information in connection with financial products and more regulatory certainty for providers. NAIFA opposes.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 7327 - Worker, Retiree and Employer Recovery Act of 2008. NAIFA supported. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. FINRA Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC issued a new Proposed Rule (Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3 (a) (8) of the Securities Act of 1933. NAIFA opposes adoption of Rule 151A.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supported and is also supporting states promulgation of the NAIC's Military Sales Practices Model Regulation.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 602 - Would have designated September 2008 as Life Insurance Awareness Month. NAIFA supported.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but also supports insurance regulatory reform and modernization that helps american families and businesses achieve financial security. S.40 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. NAIFA supports with conditions. HR 107, S. 219, Life Insurance Employee Notification Act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2252 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime. HR 5611 - National Association of Registered Agents and Brokers Reform Act (NARAB II). NAIFA supports this proposal to improve state-based reciprocal licensing inefficiencies without creating a federal regulator. HR 5840 - Would create an Office of Insurance Information within Department of Treasury. NAIFA supports.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 602 - Would designate September 2008 as Life Insurance Awareness Month. NAIFA supports.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities slaes made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority. SEC Proposed Rule (Release No. 33-8933) that would classify all indexed annuities as securities. NAIFA studying
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 602 - Would designate September 2008 as Life Insurance Awareness Month. NAIFA supports.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res. 448, HR 912. These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2007 and will do the same for 2008.
HR 1161, 62, 63 & 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the amount of annual income deferrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. HR 5719 - NAIFA opposes the "Tax Payor Simplification Act".
HR 3997 & 2169 - Financial Data Protectioin Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt sate law.
HR 2830 & 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans. HR 205 & S. 1010 - Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuuities - NAIFA supports. HR. 2912 - Flexible Retirement for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. S-2794 - Senior Investor Protection Act of 2008 provides grants to states to address issues pertaining to the marketing and sale of financial products to senior citizens. NAIFA has concerns about several provisions in the bill.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities slaes made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 458 & S 418 - clarifies the jurisdictioin of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 205 & S 1010-Retirement Security for Life Act would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2007 and will do the same for 2008. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
* bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR 2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the am ount of annual income deferrrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411- Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. Estate tax - NAIFA supports immediate, fiscally sound, sustainable estate tax reform that removes the estate tax burden for 99.6% of Americans. 3 4
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Insurance Regulatory Reform - NAIFA supports principles underlying state regulation of insurance but supports the principles contained in the "State Modernization and Regulatory Transparency (SMART) Act that focuses on specific areas in which the state regulatory system is failing or deficient. S.2509 - The National Insurance Act would create an optional federal charter (OFC) for insurance companies and agents. HR 107, S219, Life Insurance Employee Notification act which would require disclosure of employee-owned life insurance coverage of an employee. NAIFA supports. HR 2251 - NAIFA supports the COLI Best Practices Act, the House counterpart to S.219. House Resolution 912 & Senate Resolution 448 - Resolutions supporting "Life Insurance Awareness Month". NAIFA supports these resolutions. H.R. 1081, S. 618 - Insurance Industry Competition Act of 2007 will amend the McCarran-Ferguson Act to grant the FTC and DOJ authority to enforce federal antitrust laws against the state regulated insurance industry. NAIFA opposes this bill as it will create a non complicated, less efficient insurance regulatory regime.
* President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. HR 2 - Fair Minimum Wage Act of 2007. Senate version of HR 2 caps the am ount of annual income deferrrable to the lesser of $1,000,000 per year on the average of the last 5 years salary. NAIFA opposes enactment of a cap on deferred compensation. Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 25, HR 411- Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" 4 8
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing states to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. On September 29, 2006 President Bush signed the Military Personnel Financial Services Protection Act. NAIFA supports.
HR 3997 & S 2169 - Financial Data Protection Act of 2006. NAIFA supports laws to prevent identity theft, but is concerned that Congress could go too far and pass laws that conflict with existing privacy laws such as GLBA & FCRA. Also, any new security law should preempt state law.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
These Resolutions would designate September as Life Insurance Awareness Month. NAIFA supported these resolutions for 2006. HR 2622 - Fact Act signed into law December 4, 2003. NAIFA worked to include literacy provisions in the bill and will continue to work to secure funding for insurance and other financial literacy programs. S. Res 448, HR 912.
* President Bush's Tax Advisory Panel reported its recomendations on November 2, 2005. NAIFA opposes ideas that encourage short term savings and spending such as the Lifetime Savings Accounts pushed by President Bush and Save for Retirement Accounts suggested by the Tax Advisory Panel. bills which would repeal estate tax on family farms and businesses. NAIFA & AALU support estate tax reform which removes the estate tax burden for 99% of Americans. Charitable Owned Life Insurance - President Bush proposed applying a 25% excise tax on death benefits of life insurance used in complicated life insurance and annuity transactions involving charitable and educationsl institutions. NAIFA supports in principal. On Nov. 28, 2005 the Senate passed legislation (part of an omnibus tax bill) that would impose a 100% excise tax on the premiums and other sums invested in these arrangements. NAIFA supports in principal but will work on details. HR 1161, 62, 63 & S 545, 6, 7 - new tax-advantaged savings plans in President Bush's proposed 2005 budget. NAIFA concerned about impact on life insurance and annuity sales. HR 8, HR 183, HR 64, S 420 - Legislation to make the estate tax repeal enacted in 2001 permanent. S 34 and S 135 are "reform" 4 8
NAIFA & AHIA is working with NAIC to strengthen the provisions in S.1995. HR 1150 & S 602 - NAIFA supports these additional incentives to purchase LTCI including an above-the-line deduction for individual purchae of LTCI in S.602. HR 118 - would provide generous tax credits to small businesses for providing health coverage to workers. NAIFA supports. Health Care Choice Act - would allow health insruance insurers to choose one state and use that state's rules in all other states where they operate. NAIFA studying proposal. S.288 - The State High Risk Pool Funding Extension Act - NAIFA supports. HR 176 & HR 1177 - would allow unused flexible spending arrangement funds to be carried over to the next year. NAIFA & AHIA favors this option. HR 27 - An "Above the line" deduction for "higher deductible" health plans coupled with HSA's. NAIFA supports. S.4 the Health American Act. NAIFA supports many provisions but concerned over the bills support for AHPs. HR 37, S. 978, Hr 1872, HR 2063, Hr 3873 creates Health Savings Accounts. NAIFA supports. HR 3511, S 1569. NAIFA supports allowing sttaes to establish LTC partnerships. HR 525 & S 406 - Association Health Plans. NAIFA opposes exempting AHP's from state benefit, regulatory oversight and solvency laws. S. 1995 allows AHP's to offer only issued plans that are subject to state solvency standards. Some regulatory oversight and an "average" of state mandated coverages.
HR 458 & S 418 - clarifies the jurisdiction of state insurance regulators and the Dept. of Defense in regulating insurance agents who operate on-base. HR 458 passed House. S. 418 passed the Senate and both bills will likely go to conference. NAIFA supports.
S.2059 would repeal Rule 12b-1 fees. NAIFA supports the continued payment of fees under SEC Rule 12 b-1 to broker-dealers and registered representatives as compensation for providing continuing service to their mutual fund-owning clients. NASD Notice to Members (NTM) 05-50 recommended that its member broker-dealers supervise Equity Indexed Annuities sales made by the b/d's reg. reps. in the same manner as if the EIA were securities. NAIFA believes NASD has overstepped its authority.
HR 819 & S 381-would grant a federal tax exclusion up to $20,000 per year in lifetime payments from non-qualified annuities - NAIFA supports. HR 3912 - Flexible Retirement Security for Life Act would grant the same exclusion as HR 819 but phase in the dollar amount starting at $1,000 in 2006 and increasing to $20,000 by 2015. HR 2951 & S 1359 - NAIFA supports tax incentives for both qualified and non-qualified annuities. HR 2830 & S 1783-The Pension Protection Act-NAIFA supports legislation allowing advisors who represent companies administering 401(k) type plans to give investment advice to employees participating in those plans.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of