S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Private Placement Life Insurance
S.1706 - Main Street Tax Certainty Act
H.R.4721 - Main Street Tax Certainty Act
S.794 - Tax Excessive CEO Pay Act of 2021
Issuesrelated to life insurance
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
H.R. 2882 - Further Consolidated Appropriations Act, 2024
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
H.R.2882 - Further Consolidated Appropriations Act, 2024
Duration: January 1, 2008
to
present
General Issues: Taxation/Internal Revenue Code , Insurance , Financial Institutions/Investments/Securities , Labor Issues/Antitrust/Workplace , Retirement
Spending: about $36,387,650 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2008: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Treasury - Dept of, Securities & Exchange Commission (SEC), Office of Management & Budget (OMB), U.S. Senate,, House of Representatives,, Treasury - Dept of,, Internal Revenue Service (IRS)
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
1st Quarter, 2024
In Q1, Finseca had in-house lobbyists. The report was filed on April 18.
Original Filing: 301553380.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Private Placement Life Insurance
S.1706 - Main Street Tax Certainty Act
H.R.4721 - Main Street Tax Certainty Act
S.794 - Tax Excessive CEO Pay Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
H.R. 2882 - Further Consolidated Appropriations Act, 2024
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
H.R.2882 - Further Consolidated Appropriations Act, 2024
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2023
In Q4, Finseca had in-house lobbyists. The report was filed on Jan. 12.
Original Filing: 301523669.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Private Placement Life Insurance
S.1706 - Main Street Tax Certainty Act
H.R.4721 - Main Street Tax Certainty Act
S.794 - Tax Excessive CEO Pay Act of 2021
Consolidated Appropriations Act, 2023 (PL 117-328)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2023
In Q3, Finseca had in-house lobbyists. The report was filed on Oct. 10, 2023.
Original Filing: 301498965.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Private Placement Life Insurance
S.1706 - Main Street Tax Certainty Act
H.R.4721 - Main Street Tax Certainty Act
S.794 - Tax Excessive CEO Pay Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2023
Finseca amended a lobbying report for in-house lobbying in Q22023 on July 20, 2023
Original Filing: 301491636.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Private Placement Life Insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2023
In Q2, Finseca had in-house lobbyists. The report was filed on July 18, 2023.
Original Filing: 301478906.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
H.R. 2576 / S. 1178: For the 99.5 Percent Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
1st Quarter, 2023
In Q1, Finseca had in-house lobbyists. The report was filed on April 14, 2023.
Original Filing: 301451665.xml
Lobbying Issues
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes.
H.R. 338: Permanently Repeal the Estate Tax Act of 2023
H.R. 976: TCJA Permanency Act
H.R. 108: Small Business Prosperity Act of 2023
Issues related to retirement and implementation of S. Con. Res. 14
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issuesrelated to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
H.R. 1059: SECURE Notarization Act of 2023
H.R. 1165: Data Privacy Act of 2023
Issues related to retirement security
Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023
S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2022
In Q4, Finseca had in-house lobbyists. The report was filed on Jan. 18, 2023.
Original Filing: 301430692.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
HR 5376, Build Back Better Act
S 4353 - Rise & Shine Act
EARN Act
H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169
H.R.2617 - Consolidated Appropriations Act, 2023 (PL 117-328)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
S. 3198: Registration for Index-Linked Annuities Act
H.R. 4865: Registration for Index-Linked Annuities Act
H.R.5525 - ENABLERS Act
H.R.8152 - American Data Privacy and Protection Act
Issues related to retirement security
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2022
In Q3, Finseca had in-house lobbyists. The report was filed on Oct. 18, 2022.
Original Filing: 301406602.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
HR 5376, Build Back Better Act
S 4353 - Rise & Shine Act
EARN Act
H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
S. 3198: Registration for Index-Linked Annuities Act
H.R. 4865: Registration for Index-Linked Annuities Act
H.R.5525 - ENABLERS Act
H.R.8152 - American Data Privacy and Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2022
In Q2, Finseca had in-house lobbyists. The report was filed on July 19, 2022.
Original Filing: 301385138.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
HR 5376, Build Back Better Act
S 4353 - Rise & Shine Act
EARN Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
1st Quarter, 2022
In Q1, Finseca had in-house lobbyists. The report was filed on April 19, 2022.
Original Filing: 301360182.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
HR 5376, Build Back Better Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2021
In Q4, Finseca had in-house lobbyists. The report was filed on Jan. 18, 2022.
Original Filing: 301324631.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2021
In Q3, Finseca had in-house lobbyists. The report was filed on Oct. 18, 2021.
Original Filing: 301301294.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
Public Law 117-2
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
S Con Res 14
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2021
In Q2, Finseca had in-house lobbyists. The report was filed on July 20, 2021.
Original Filing: 301288587.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
H.R.1319 - 117th Congress American Rescue Plan Act of 2021
H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes.
S. 1770 - Retirement Security and Savings Act of 2021
H.R. 2954 - Securing a Strong Retirement Act of 2021
Issues related to retirement
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Labor Issues/Antitrust/Workplace
1st Quarter, 2021
Finseca amended a lobbying report for in-house lobbying in Q12021 on April 20, 2021
Original Filing: 301265957.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
H.R.1319 - 117th Congress American Rescue Plan Act of 2021
Issues related to retirement
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
1st Quarter, 2021
In Q1, Finseca had in-house lobbyists. The report was filed on April 20, 2021.
Original Filing: 301262665.xml
Lobbying Issues
S. 994, H.R. 2576 - For the 99.9 Percent Act
S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021
H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021
S.617 - 117th Congress Death Tax Repeal Act of 2021
H.R.1319 - 117th Congress American Rescue Plan Act of 2021
Issues related to retirement
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2020
In Q4, Finseca had in-house lobbyists. The report was filed on Jan. 22, 2021.
Original Filing: 301246242.xml
Lobbying Issues
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 / S. 1149 - Main Street Tax Certainty Act
H.R. 748 / S. 3548 - CARES Act
H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act
H.R 7010- Paycheck Protection Program Flexibility Act of 2020
S. 4116 - Bill to extend authority for commitments for the paycheck protection program
H.R.8337 - Continuing Appropriations Act of 2021
H.R.8696 - Securing a Strong Retirement Act of 2020
S.1431 - Retirement Security and Savings Act of 2019
S. 3612 - Small Business Expense Protection Act of 2020
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474 - Protecting the Right to Organize Act of 2019
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2020
In Q3, Finseca had in-house lobbyists. The report was filed on Oct. 16, 2020.
Original Filing: 301211861.xml
Lobbying Issues
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 / S. 1149 - Main Street Tax Certainty Act
H.R. 748 / S. 3548 - CARES Act
H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act
H.R 7010- Paycheck Protection Program Flexibility Act of 2020
S. 4116 - Bill to extend authority for commitments for the paycheck protection program
H.R. 2474 - Protecting the Right to Organize Act of 2019
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2020
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 17, 2020.
Original Filing: 301192221.xml
Lobbying Issues
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 / S. 1149 - Main Street Tax Certainty Act
H.R. 748 / S. 3548 - CARES Act
H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act
H.R 7010- Paycheck Protection Program Flexibility Act of 2020
S. 4116 - Bill to extend authority for commitments for the paycheck protection program
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2020
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2020.
Original Filing: 301174126.xml
Lobbying Issues
S. 1431 - Retirement Securities and Savings Act
H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019
S. 321 Retirement Security Act of 2019
S. 322 - SIMPLE Plan Modernization Act
S. 541 - Portable Benefits for Independent Workers Pilot Program Act
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 - Main Street Tax Certainty Act
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2019
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 17, 2020.
Original Filing: 301109120.xml
Lobbying Issues
H.R. 1994 - SECURE Act
S. 1431 - Retirement Securities and Savings Act
S. 972 - RESA
H.R. 1007 - RESA
H.R.1084 - Family Savings Act
H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019
S. 321 Retirement Security Act of 2019
S. 322 - SIMPLE Plan Modernization Act
S. 541 - Portable Benefits for Independent Workers Pilot Program Act
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 - Main Street Tax Certainty Act
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2019
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 18, 2019.
Original Filing: 301069571.xml
Lobbying Issues
H.R. 1994 - SECURE Act
S. 1431 - Retirement Securities and Savings Act
S. 972 - RESA
H.R. 1007 - RESA
H.R.1084 - Family Savings Act
H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019
S. 321 Retirement Security Act of 2019
S. 322 - SIMPLE Plan Modernization Act
S. 541 - Portable Benefits for Independent Workers Pilot Program Act
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 - Main Street Tax Certainty Act
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2019
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 19, 2019.
Original Filing: 301050899.xml
Lobbying Issues
H.R. 1994 - SECURE Act
S. 1431 - Retirement Securities and Savings Act
S. 972 - RESA
H.R. 1007 - RESA
H.R.1084 - Family Savings Act
H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019
S. 321 Retirement Security Act of 2019
S. 322 - SIMPLE Plan Modernization Act
S. 541 - Portable Benefits for Independent Workers Pilot Program Act
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 - Main Street Tax Certainty Act
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 1832 - Insurance Fairness for First Responders Act of 2019
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2019.
Original Filing: 301032420.xml
Lobbying Issues
H.R. 1994 - SECURE Act
H.R. 1007 - RESA
H.R.1084 - Family Savings Act
H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019
H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019
S. 321 Retirement Security Act of 2019
S. 322 - SIMPLE Plan Modernization Act
S. 541 - Portable Benefits for Independent Workers Pilot Program Act
S. 309 - For the 99.9 Percent Act
H.R. 521 - Permanently Repeal the Estate Tax Act of 2019
H.R. 281 / S. 215 - Death Tax Repeal Act of 2019
H.R. 651 - Charitable Giving Tax Deduction Act
H.R. 216 - Main Street Tax Certainty Act
Issues related to estate tax, life insurance, and retirement planning
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 1832 - Insurance Fairness for First Responders Act of 2019
Issues related to life insurance
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 1815 - SEC Disclosure Effectiveness Testing Act
Issues related to life insurance professionals
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2018
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 11, 2019.
Original Filing: 301003850.xml
Lobbying Issues
H.R. 6757 Family Savings Act
H.R. 1 Tax Cuts and Jobs Act (engaged SEC, Treasury, and OMB/OIRA)
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, The Retirement Enhancement and Savings Act of 2018
S. 2526, The Retirement Enhancement and Savings Act of 2018
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Treasury - Dept of Office of Management & Budget (OMB)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act, an act to improve the consideration by the Securities and Exchange Commission of the costs and benefits of its regulations and order
DOL Fiduciary Rule (engaged SEC, Treasury, and OMB/OIRA)
Agencies Lobbied
U.S. Senate U.S. House of Representatives Office of Management & Budget (OMB) Securities & Exchange Commission (SEC) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2018
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 19, 2018.
Original Filing: 300991075.xml
Lobbying Issues
H.R. 6757 Family Savings Act
H.R. 1 Tax Cuts and Jobs Act
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, The Retirement Enhancement and Savings Act of 2018
S. 2526, The Retirement Enhancement and Savings Act of 2018
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act, an act to improve the consideration by the Securities and Exchange Commission of the costs and benefits of its regulations and order
DOL Fiduciary Rule
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22018 on Aug. 9, 2018
Original Filing: 300980523.xml
Lobbying Issues
H.R. 1 Tax Cuts and Jobs Act
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, The Retirement Enhancement and Savings Act of 2018
S. 2526, The Retirement Enhancement and Savings Act of 2018
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act, an act to improve the consideration by the Securities and Exchange Commission of the costs and benefits of its regulations and order
DOL Fiduciary Rule
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22018 on July 23, 2018
Original Filing: 300979068.xml
Lobbying Issues
H.R. 1 Tax Cuts and Jobs Act
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, The Retirement Enhancement and Savings Act of 2018
S. 2526, The Retirement Enhancement and Savings Act of 2018
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act, an act to improve the consideration by the Securities and Exchange Commission of the costs and benefits of its regulations and order
DOL Fiduciary Rule
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2018.
Original Filing: 300976174.xml
Lobbying Issues
H.R. 1 Tax Cuts and Jobs Act
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, The Retirement Enhancement and Savings Act of 2018
S. 2526, The Retirement Enhancement and Savings Act of 2018
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act, an act to improve the consideration by the Securities and Exchange Commission of the costs and benefits of its regulations and order
DOL Fiduciary Rule
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Securities & Exchange Commission (SEC)
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2018
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 17, 2018.
Original Filing: 300946463.xml
Lobbying Issues
H.R. 1, "Tax Cuts and Jobs Act"
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
H.R. 5282, "The Retirement Enhancement and Savings Act of 2018"
S. 2526, "The Retirement Enhancement and Savings Act of 2018"
Life insurance issues related to tax reform implementation
Agencies Lobbied
U.S. Senate U.S. House of Representatives Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2017
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 18, 2018.
Original Filing: 300926262.xml
Lobbying Issues
H.R. 1, "Tax Cuts and Jobs Act"
H.R. 25, S. 18, Fair Tax Act of 2017
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1040, Flat Tax Act
H.R. 29, Tax Code Termination Act
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
Life insurance issues related to tax reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2017
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 19, 2017.
Original Filing: 300908072.xml
Lobbying Issues
H.R. 25, S. 18, Fair Tax Act of 2017
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1040, Flat Tax Act
H.R. 29, Tax Code Termination Act
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
Life insurance issues related to tax reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Life insurance issues related to tax reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R.78 - SEC Regulatory Accountability Act
Life insurance issues related to tax reform
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2017
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2017.
Original Filing: 300893223.xml
Lobbying Issues
H.R. 25, S. 18, Fair Tax Act of 2017
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1040, Flat Tax Act
H.R. 29, Tax Code Termination Act
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
S. 707 and H.R. 116, Main Street Fairness Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees
H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees
H.R.78 - SEC Regulatory Accountability Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives Labor - Dept of (DOL) Treasury - Dept of
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2017
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 18, 2017.
Original Filing: 300867222.xml
Lobbying Issues
H.R. 25, S. 18, Fair Tax Act of 2017
H.R. 451, Permanently Repeal the Estate Tax Act of 2017
H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017
H.R. 1040, Flat Tax Act
H.R. 29, Tax Code Termination Act
H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions
S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.J. Res. 66, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees
H.J. Res. 67, Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2016
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q42016 on Jan. 23, 2017
Original Filing: 300855975.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
H.R. 5973 "Life Settlement Bill"
H.R. 5973, Clarify the tax treatment of certain life insurance contract transactions
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
S. 2505 "SAVERS Act of 2015"
H.R. 4293, Affordable Retirement Advice Protection Act
H.R. 4294, SAVERS Act of 2015
H.R. 2029, Consolidated Appropriations Act of 2016
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2016
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 18, 2017.
Original Filing: 300848170.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
H.R. 5973 "Life Settlement Bill"
H.R. 5973, Clarify the tax treatment of certain life insurance contract transactions
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
S. 2505 "SAVERS Act of 2015"
H.R. 4293, Affordable Retirement Advice Protection Act
H.R. 4294, SAVERS Act of 2015
H.R. 2029, Consolidated Appropriations Act of 2016
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2016
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2016.
Original Filing: 300837166.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
H.R. 5973 "Life Settlement Bill"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
S. 2505 "SAVERS Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2016
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 21, 2016.
Original Filing: 300822021.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
S. 2505 "SAVERS Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2016
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2016.
Original Filing: 300801780.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
S. 2505 "SAVERS Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2015
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 20, 2016.
Original Filing: 300781225.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
S. 1946, Tax Relief Extension Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2015
Association for Advanced Life Underwriting filed a lobbying registration on July 7, 2016 for in-house lobbying efforts, effective July 20, 2015.
Original Filing: 300807262.xml
Issue(s) they said they’d lobby about: H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015
S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015 .
3rd Quarter, 2015
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2015.
Original Filing: 300760681.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
H.R. 2096 "Promotion and Expansion of Private Employee Ownership Act of 2015"
S. 1212 "Promotion and Expansion of Private Employee Ownership Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2015
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22015 on July 12, 2017
Original Filing: 300883775.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
H.R. 2096 "Promotion and Expansion of Private Employee Ownership Act of 2015"
S. 1212 "Promotion and Expansion of Private Employee Ownership Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2015
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2015.
Original Filing: 300742852.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
H.R. 2096 "Promotion and Expansion of Private Employee Ownership Act of 2015"
S. 1212 "Promotion and Expansion of Private Employee Ownership Act of 2015"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2015
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2015.
Original Filing: 300722917.xml
Lobbying Issues
H.R. 25, S. 155, Fair Tax Act of 2015
H.R. 725, Permanently Repeal the Estate Tax Act of 2015
H.R. 1105, S. 860, Death Tax Repeal Act of 2015
H.R. 173 Death Tax Repeal Act
Issues related to H.R. 173 Farmers Against Crippling Taxes Act
H.R. 1040, Flat Tax Act
H.R. 27, Tax Code Termination Act
H.R. 1544 Sensible Estate Tax of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
H.R. 414, Burdensome Data Collection Relief Act
H.R. 1090, Retail Investor Protection Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2014
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q42014 on Jan. 21, 2015
Original Filing: 300708359.xml
Lobbying Issues
H.R. 25, S. 122, Fair Tax Act of 2013
H.R. 782, Permanently Repeal the Estate Tax Act of 2013
H.R. 2429, S. 1183, Death Tax Repeal Act of 2013
H.R. 147, H.R. 177, H.R. 782 Death Tax Repeal Act
Issues related to H.R. 766, S. 321, Paying a Fair Share Act of 2013
H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013
H.R. 837, Saving for American Families Futures Act of 2013
S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013
Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R. 1135, Burdensome Data Collection Relief Act
Issues related to H.R. 1062, The SEC Regulatory Accountability Act
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2014
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists, and was paid $414,615. The report was filed on Jan. 20, 2015.
Original Filing: 300708353.xml
Lobbying Issues
H.R. 25, S. 122, Fair Tax Act of 2013
H.R. 782, Permanently Repeal the Estate Tax Act of 2013
H.R. 2429, S. 1183, Death Tax Repeal Act of 2013
H.R. 147, H.R. 177, H.R. 782 Death Tax Repeal Act
Issues related to H.R. 766, S. 321, Paying a Fair Share Act of 2013
H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013
H.R. 837, Saving for American Families Futures Act of 2013
S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013
Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R. 1135, Burdensome Data Collection Relief Act
Issues related to H.R. 1062, The SEC Regulatory Accountability Act
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2014
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q32014 on Nov. 5, 2014
Original Filing: 300690860.xml
Lobbying Issues
H.R. 25, S. 122, Fair Tax Act of 2013
H.R. 782, Permanently Repeal the Estate Tax Act of 2013
H.R. 2429, S. 1183, Death Tax Repeal Act of 2013
H.R. 147, H.R. 177, H.R. 782 Death Tax Repeal Act
Issues related to H.R. 766, S. 321, Paying a Fair Share Act of 2013
H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013
H.R. 837, Saving for American Families Futures Act of 2013
S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013
Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R. 1135, Burdensome Data Collection Relief Act
Issues related to H.R. 1062, The SEC Regulatory Accountability Act
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2014
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2014.
Original Filing: 300689265.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, Paying a Fair Share Act of 2013, H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013, H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013,Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013,
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013, H.R. 1135, Burdensome Data Collection Relief Act,
Issues related to H.R. 1062, The SEC Regulatory Accountability Act, H.R. 1627, Investment Adviser Examination Improvement Act of 2013, H.R. 2374, Retail Investor Protection Act Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2014
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22014 on July 14, 2017
Original Filing: 300884969.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013", H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013", H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013
Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013"
H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013, H.R. 1135, "Burdensome Data Collection Relief Act"
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act",
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2014
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2014.
Original Filing: 300664207.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013", H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013", H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013"
H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013, H.R. 1135, "Burdensome Data Collection Relief Act"
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act", H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2014
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2014.
Original Filing: 300643608.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013", H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013", H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act", S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013", H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act", S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013", H.R. 1135, "Burdensome Data Collection Relief Act"
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act",
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2013
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 20, 2014.
Original Filing: 300621959.xml
Lobbying Issues
H.R. 25, S. 122, Fair Tax Act of 2013, H.R. 782, Permanently Repeal the Estate Tax Act of 2013, H.R. 2429, S. 1183, Death Tax Repeal Act of 2013, H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013", H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013, H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013"
H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013, H.R. 1135, Burdensome Data Collection Relief Act,
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act", H.R. 1627, "Investment Adviser Examination Improvement Act of 2013", H.R. 2374, Retail Investor Protection Act Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2013
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 16, 2013.
Original Filing: 300594978.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, H.R. 782 "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013", H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013", H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013"
H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act", S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013", H.R. 1135, "Burdensome Data Collection Relief Act"
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act", H.R. 1627, Investment Adviser Examination Improvement Act of 2013, H.R. 2374, Retail Investor Protection Act, Issues related to The Jumpstart our Business Startups ActH.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2013
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2013.
Original Filing: 300580172.xml
Lobbying Issues
H.R. 25, S. 122, "Fair Tax Act of 2013", H.R. 782, "Permanently Repeal the Estate Tax Act of 2013", H.R. 2429, S. 1183, "Death Tax Repeal Act of 2013", H.R. 147, H.R. 177, "Death Tax Repeal Act", Issues related to H.R. 766, S. 321, "Paying a Fair Share Act of 2013" , H.R. 2117, "Retirement Plan Simplification and Enhancement Act of 2013", H.R. 837, Saving for American Families Futures Act of 2013, S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
S. 534, H.R. 1064, H.R. 1155, "National Association of Registered Agents and Brokers Reform Act of 2013"
H.R.1618, "To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act, S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013, H.R. 1135, "Burdensome Data Collection Relief Act"
Issues related to H.R. 1062, "The SEC Regulatory Accountability Act", H.R. 2171, S. 1145, Lifetime Income Disclosure Act
H.R. 1627, Investment Adviser Examination Improvement Act of 2013H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2013
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2013.
Original Filing: 300558373.xml
Lobbying Issues
Issues related to H.R. 4173, "The Dodd-Frank Wall Street Reform and Consumer Protection Act", H.R. 677 "Lifetime Income Disclosure Act", S. 267, "Lifetime Income Disclosure Act", H.R. 1062, "Burdensome Data Collection Relief Act", Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012, H.R. 4624, The Investment Adviser Oversight Act of 2012Issues related to H.R. 3606, The Jumpstart our Business Startups Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax"
H.R. 25, "The Fair Tax Act"
H.R. 86, "End Tax Uncertainty Act of 2011"
H.R. 99, "Fair and Simple Tax Act of 2011"H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death
H.R. 390, Family Farm Preservation and Conservation Estate Tax Act
H.R. 696 Tax Relief Uncertainty Act
H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
S ___, The Middle Class Tax Cut Act of 2012
H.R. 4348, MAP-21
H.R. 4050, The Retirement Plan Simplification and Enhancement Act of 2012
H.R. 16, The Sensible Estate Tax Relief Act of 2012
Issues related to S. 3393, The Middle Class Tax Cut Act
S. 3420, A bill to extend estate and gift tax rules for one year
S. 2242, Death Tax Repeal Permanency Act of 2012
H.R. 8, The American Tax Relief Act of 2012
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2012
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 20, 2013.
Original Filing: 300536449.xml
Lobbying Issues
Issues related to H.R. 4173, "The Dodd-Frank Wall Street Reform and Consumer Protection Act", H.R. 677 "Lifetime Income Disclosure Act", S. 267, "Lifetime Income Disclosure Act", H.R. 1062, "Burdensome Data Collection Relief Act", Issues related to H.R. 2308, "The SEC Regulatory Accountability Act", Issues related to H.R. 2434, "Financial Services and General Government Appropriations Act, 2012", H.R. 4624, The Investment Adviser Oversight Act of 2012Issues related to H.R. 3606, The Jumpstart our Business Startups Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax", H.R. 25, "The Fair Tax Act", H.R. 86, "End Tax Uncertainty Act of 2011", H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act,H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
S ___, The Middle Class Tax Cut Act of 2012
H.R. 4348, MAP-21
H.R. 4050, The Retirement Plan Simplification and Enhancement Act of 2012
H.R. 16, The Sensible Estate Tax Relief Act of 2012
Issues related to S. 3393, The Middle Class Tax Cut Act
S. 3420, A bill to extend estate and gift tax rules for one year
S. 2242, Death Tax Repeal Permanency Act of 2012
H.R. 8, The American Tax Relief Act of 2012
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2012
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 19, 2012.
Original Filing: 300514280.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax
H.R. 25, The Fair Tax Act, H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax", H.R. 25, "The Fair Tax Act", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act
H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
S ___, The Middle Class Tax Cut Act of 2012
H.R. 4348, MAP-21
H.R. 4050, The Retirement Plan Simplification and Enhancement Act of 2012
H.R. 16, The Sensible Estate Tax Relief Act of 2012
Issues related to S. 3393, The Middle Class Tax Cut Act
S. 3420, A bill to extend estate and gift tax rules for one year
S. 2242, Death Tax Repeal Permanency Act of 2012
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, Burdensome Data Collection Relief Act, Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012, H.R. 4624, The Investment Adviser Oversight Act of 2012, Issues related to H.R. 3606, The Jumpstart our Business Startups Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2012
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22012 on July 14, 2017
Original Filing: 300884982.xml
Lobbying Issues
H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax", H.R. 25, "The Fair Tax Act", H.R. 86, "End Tax Uncertainty Act of 2011", H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act,
H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
S ___, The Middle Class Tax Cut Act of 2012
H.R. 4348, MAP-21
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, Burdensome Data Collection Relief Act, Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012, H.R. 4624, The Investment Adviser Oversight Act of 2012
Issues related to H.R. 3606, The Jumpstart our Business Startups Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2012
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 19, 2012.
Original Filing: 300491101.xml
Lobbying Issues
H.R. 123, "A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax", H.R. 25, "The Fair Tax Act", H.R. 86, "End Tax Uncertainty Act of 2011", H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act,H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
S ___, The Middle Class Tax Cut Act of 2012
H.R. 4348, MAP-21
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, Burdensome Data Collection Relief Act, Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012, H.R. 4624, The Investment Adviser Oversight Act of 2012Issues related to H.R. 3606, The Jumpstart our Business Startups Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2012
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2012.
Original Filing: 300474537.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax, H.R. 25, The Fair Tax Act, H.R. 86, End Tax Uncertainty Act of 2011, H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, "To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death", H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act, H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
H.R. 3467, Sensible Estate Tax Act of 2011
Issues related to S. 2230, The Paying a Fair Share Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, Burdensome Data Collection Relief Act, Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2011
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 20, 2012.
Original Filing: 300452955.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax,
H.R. 25, The Fair Tax Act, H.R. 86, End Tax Uncertainty Act of 2011, H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, "To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death", H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty ActH.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, Burdensome Data Collection Relief Act,
Issues related to H.R. 2308, "The SEC Regulatory Accountability Act", Issues related to H.R. 2434, "Financial Services and General Government Appropriations Act, 2012"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2011
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2011.
Original Filing: 300428688.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent and to repeal the estate tax,
H.R. 25, The Fair Tax Act, H.R. 86, "End Tax Uncertainty Act of 2011", H.R. 99, "Fair and Simple Tax Act of 2011", H.R. 143, To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death, H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696, Tax Relief Uncertainty Act H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Issues related to S. 1660, The American Jobs Act of 2011
Issues related to S. 627, The Budget Control Act of 2011
S.Res.270, A resolution supporting the goals of National Life Insurance Awareness Month
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, "Lifetime Income Disclosure Act", H.R. 1062, "Burdensome Data Collection Relief Act", Issues related to H.R. 2308, The SEC Regulatory Accountability Act, Issues related to H.R. 2434, Financial Services and General Government Appropriations Act, 2012
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2011
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2011.
Original Filing: 300402487.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax
H.R. 25, The Fair Tax Act, H.R. 86, End Tax Uncertainty Act of 2011, H.R. 99, Fair and Simple Tax Act of 2011, H.R. 143, "To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death", H.R. 390, "Family Farm Preservation and Conservation Estate Tax Act", H.R. 696 Tax Relief Uncertainty Act, H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
H.R. 2495, Tax Equity and Middle Class Fairness Act of 2011
H.R. 1757, To make permanent the estate tax provisions enacted as part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act, H.R. 677 Lifetime Income Disclosure Act, S. 267, Lifetime Income Disclosure Act, H.R. 1062, "Burdensome Data Collection Relief Act"
H.R. 2434, "Financial Services Appropriations"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2011
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2011.
Original Filing: 300379929.xml
Lobbying Issues
H.R. 123, A bill to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax
H.R. 25, The Fair Tax Act, H.R. 86, End Tax Uncertainty Act of 2011, H.R. 99, "Fair and Simple Tax Act of 2011"
H.R. 143, "To amend the Internal Revenue Code of 1986 to repeal the estate tax and retain stepped-up basis at death",
H.R. 390, Family Farm Preservation and Conservation Estate Tax Act, H.R. 696 Tax Relief Uncertainty Act,H.R. 1259, Death Tax Repeal Permanency Act of 2011
H.R. 130, Life Insurance Employee Notification Act
Issues related to H.R. __ The Tax Equity and Middle Class Fairness Act of 2011
S. 7, Comprehensive and Fair Tax Reform Act
S. 3, Fiscal Responsibility and Spending Control Act
S. 13, Fair Tax Act of 2011
S. 336, Tax Relief Certainty Act of 2011
S. 557, Public Good IRA Rollover Act of 2011
H.R. 4853, Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to H.R. 4173, The Dodd-Frank Wall Street Reform and Consumer Protection Act
H.R. 130, Life Insurance Employee Notification Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
Issues related to H.R. 4173, "The Dodd-Frank Wall Street Reform and Consumer Protection Act"
H.R. 677 "Lifetime Income Disclosure Act", S. 267, "Lifetime Income Disclosure Act", H.R. 1062, "Burdensome Data Collection Relief Act"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2010
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 20, 2011.
Original Filing: 300360159.xml
Lobbying Issues
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, "Retirement Security Needs Lifetime Pay Act"; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001"; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009; H.R.498, Capital Gains and Estate Tax Relief Act;
S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009;
S.1007, Excessive Pay Capped Deduction Act; S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure; S.864, Public Good IRA Rollover Act;
S. 3533, Responsible Estate Tax Act of 2010; S. 5297, Small Business Jobs Act of 2010; H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010; H.R. 5475, The Family Farm Estate Tax Relief Act of 2010; H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010; H.R. 5486, Small Business Jobs Tax Relief Act of 2010; H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010; S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010; S. 651 Compensation Fairness Act; H.R. 3669 Employer-Owned Life Insurance Limitation Act
S. 3786, The Fair Playing Field Act of 2010; H.R. 6128, Fair Playing Field Act of 2010; S. 3773, Tax Hike Prevention Act of 2010; H.R. 4853, Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010; H.R. 4853 (Senate amendment) Middle Class Tax Cut Act of 2010;
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4173, Wall Street Reform and Consumer Protection Act; H.R.1880, National Insurance Consumer Protection Act; H.R.1988, "Conflicted Investment Advice Prohibition Act"; H.R.3669, "Employer-Owned Life Insurance Limitation Act"; H.R.2609, Insurance Information Act;
S. 3217, Restoring American Financial Stability Act of 2010
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 4173, "Dodd-Frank Wall Street Reform and Consumer Protection Act"; S. 3217, "Restoring American Financial Stability Act of 2010"; H.R. 851, "Executive Compensation and Corporate Governance Act"; H.R.1586, "To impose an additional tax on bonuses received from certain TARP recipients"; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act;
S. 360, Cap Executive Officer Pay Act;
S. 638, Financial and Economic Literacy Improvement Act;
S.1006, Excessive Pay Shareholder Approval Act;
S1074, Shareholder Bill of Rights Act,;
S. 2832 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2010
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2010.
Original Filing: 300328038.xml
Lobbying Issues
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, Certain Estate Tax Relief Act; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009
H.R.498, Capital Gains and Estate Tax Relief Act;
S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009;
S.1007, Excessive Pay Capped Deduction Act
S.651, NQDC/Compensation Fairness Act,;
S.722, Taxpayer Certainty and Relief Act;
S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure.
S.864, Public Good IRA Rollover Act;
S. 3533, Responsible Estate Tax Act of 2010
S. 5297, Small Business Jobs Act of 2010
H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010
H.R. 5475, The Family Farm Estate Tax Relief Act of 2010
H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010
H.R. 5486, Small Business Jobs Tax Relief Act of 2010
H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010
S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010
S. 651 Compensation Fairness Act
H.R. 3669 Employer-Owned Life Insurance Limitation Act
S. 3786, The Fair Playing Field Act of 2010
H.R. 6128, Fair Playing Field Act of 2010
S. 3773, Tax Hike Prevention Act of 2010
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4173, Wall Street Reform and Consumer Protection Act; H.R.1880, National Insurance Consumer Protection Act; H.R.1988, Conflicted Investment Advice Prohibition Act; H.R.3669, Employer-Owned Life Insurance Limitation Act; H.R.2609, Insurance Information Act; S. 3217, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; S. 3217, Restoring American Financial Stability Act of 2010; H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency
Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act;
S. 360, Cap Executive Officer Pay Act;
S. 638, Financial and Economic Literacy Improvement Act;
S.1006, Excessive Pay Shareholder Approval Act;
S1074, Shareholder Bill of Rights Act,;
S. 2832 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2010
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2010.
Original Filing: 300302736.xml
Lobbying Issues
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009
H.R.498, Capital Gains and Estate Tax Relief Act;
S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009;
S.1007, Excessive Pay Capped Deduction Act
S.651, NQDC/Compensation Fairness Act,;
S.722, Taxpayer Certainty and Relief Act;
S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure.
S.864, Public Good IRA Rollover Act;
S. 3533, Responsible Estate Tax Act of 2010
S. 5297, Small Business Jobs Act of 2010
H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010
H.R. 5475, The Family Farm Estate Tax Relief Act of 2010
H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010
H.R. 5486, Small Business Jobs Tax Relief Act of 2010
H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010
S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010
S. 651 Compensation Fairness Act
H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009
H.R. 3669 Employer-Owned Life Insurance Limitation Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 4173, Wall Street Reform and Consumer Protection Act; H.R.1880, "National Insurance Consumer Protection Act"; H.R.1988, "Conflicted Investment Advice Prohibition Act"; H.R.3669, Employer-Owned Life Insurance Limitation Act; H.R.2609, Insurance Information Act;
S. 3217, Restoring American Financial Stability Act of 2010
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act; S. 3217, Restoring American Financial Stability Act of 2010; H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency
Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act;
S. 360, Cap Executive Officer Pay Act;
S. 638, Financial and Economic Literacy Improvement Act;
S.1006, Excessive Pay Shareholder Approval Act;
S1074, Shareholder Bill of Rights Act,;
S. 2832 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2010
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2010.
Original Filing: 300274384.xml
Lobbying Issues
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009
H.R.498, Capital Gains and Estate Tax Relief Act;
S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009;
S.1007, Excessive Pay Capped Deduction Act
S.651, NQDC/Compensation Fairness Act,;
S.722, Taxpayer Certainty and Relief Act;
S.765, To amend the Internal Revenue Code of 1986;
S.864, Public Good IRA Rollover Act;
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, Wall Street Reform and Consumer Protection Act; H.R.1880, National Insurance Consumer Protection Act;
H.R.1988, Conflicted Investment Advice Prohibition Act; H.R.3669, Employer-Owned Life Insurance Limitation Act;
H.R.2609, Insurance Information Act; S. 3217, "Restoring American Financial Stability Act of 2010"
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Lobbying Issues
H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act; S. 360, Cap Executive Officer Pay Act; S. 638, Financial and Economic Literacy Improvement Act; S.1006, Excessive Pay Shareholder Approval Act;
S1074, Shareholder Bill of Rights Act,;
H.R. 4213 American Workers, State, and Business Relief Act of 2010
H.R. 4849 Small Business and Infrastructure Jobs Tax Act of 2010
S. 2832 Lifetime Income Disclosure Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2009
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 19, 2010.
Original Filing: 300238224.xml
Lobbying Issues
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, Certain Estate Tax Relief Act; H.R.1250, Public Good IRA Rollover Act; H.R.1960, Permanent Death Tax Repeal Act; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R.498, Capital Gains and Estate Tax Relief Act
S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009
s.1007, Excessive Pay Capped Deduction Act
S.651, NQDC/Compensation Fairness Act,
S.722, Taxpayer Certainty and Relief Act
S.765, To amend the Internal Revenue Code of 1986
S.864, Public Good IRA Rollover Act
Agencies Lobbied
U.S. House of Representatives U.S. Senate,
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
H.R. 4173, Wall Street Reform and Consumer Protection Act; H.R. 1880, National Insurance Consumer Protection Act; H.R.1988, Conflicted Investment Advice Prohibition Act; H.R. 2554, National Association of Registered Agents and Brokers Reform Act; H.R. 3669, Employer-Owned Life Insurance Limitation Act; H.R.2609, Insurance Information Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives,
Lobbying Issues
H.R. 851, Executive Compensation and Corporate Governance Act; H.R.1586, To impose an additional tax on bonuses received from certain TARP recipients; H.R.1664, To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008; H.R.3269, Corporate and Financial Institution Compensation Fairness Act; H.R.857, Limit Executive Compensation Abuse Act; S. 360, Cap Executive Officer Pay Act; S. 638, Financial and Economic Literacy Improvement Act; S.1006, Excessive Pay Shareholder Approval Act
S1074, Shareholder Bill of Rights Act
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2009
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 23, 2009.
Original Filing: 300223375.xml
Lobbying Issues
COLI/NQDC
IOLI/STOLI
Insurable Interest
Regulatory ReformMiscellaneous Non-Operating
Lobbying Issues
Estate Tax
Expanding Qualified Planning
Tax Reform
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2009
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22009 on Nov. 6, 2009
Original Filing: 300224359.xml
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S.722, "Taxpayer Certainty and Relief Act of 2009"; HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S.651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S.722, "Taxpayer Certainty and Relief Act of 2009"; HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S.651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"; HR 1880, "National Insurance Consumer Protection Act"; Proposed Legislation: "Consumer Financial Protection Agency Act of 2009" FINRA's Proposed Regulatory Notice 09-25 expanding "know your customer" obligations for securities; HR 3200, "To provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes."
Agencies Lobbied
U.S. Senate U.S. House of Representatives Securities & Exchange Commission (SEC) Treasury - Dept of
2nd Quarter, 2009
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 20, 2009.
Original Filing: 300187972.xml
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S.722, "Taxpayer Certainty and Relief Act of 2009"' HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S.651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S.722, "Taxpayer Certainty and Relief Act of 2009"; HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S.651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"; HR 1880, "National Insurance Consumer Protection Act"; Proposed Legislation: "Consumer Financial Protection Agency Act of 2009"; FINRAs Proposed Regulatory Notice 09-25 expanding "know your customer" obligations for securities; HR3200, "To provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes."
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
1st Quarter, 2009
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 20, 2009.
Original Filing: 300163018.xml
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S. 722, "Taxpayer Certainty and Relief Act of 2009"; HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S. 651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
HR 436, "Certain Estate Tax Relief Act of 2009"; HR 498, "Capital Gains and Estate Tax Relief Act of 2009"; S. 722, "Taxpayer Certainty and Relief Act of 2009"; HR 1586, "To impose an additional tax on bonuses received from certain TARP recipients"; S. 651, "Compensation Fairness Act of 2009"; HR 1250, "Public Good IRA Rollover Act of 2009"; HR 1880, "National Insurance Consumer Protection Act"
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Securities & Exchange Commission (SEC)
4th Quarter, 2008
In Q4, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Jan. 21, 2009.
Original Filing: 300134280.xml
Lobbying Issues
IRS Notice 2008-73 (Technical Corrections Bill and funding guidance); HR1591 (Baucus/Grassley Proposal on cap deferrals reintroduced under different titles); HR 1424 (PPA Technical Corrections Act); S819 and HR 1419 (Public Good Rollover Act of 2007); HR 6499 (Sensible Estate Tax Act of 2008); S3284 (Amending IRC of 1986 to permanently extend estate tax at 2009 levels); 409A Regulations (re: deferred compensation); Sections 404(a) and 404(c) of ERISA of 1974 (published in Fed. Reg. 7/23/08)IRS Form 8925 (Regulatory guidance on Internal Revenue Code Section 101(j) concerning employer-owned life insurance)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of Labor - Dept of (DOL)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Regulatory guidance on Code Section 101(j); HR3654 (SAFE Commission Act); S2063 (Bipartisan Task Force for Responsible Fiscal Action Act of 2007); Proposed Rule 151A (SEC proposed rulemaking); Issue of Stranger-originated Life Insurance (w/Senate Cmte on Aging); IRS Form 8925 (Regulatory guidance on Internal Revenue Code Section 101(j) concerning employer-owned life insurance)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of
3rd Quarter, 2008
In Q3, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on Oct. 20, 2008.
Original Filing: 300106377.xml
Lobbying Issues
IRS Notice 2008-73 (Technical Corrections Bill and funding guidance); HR1591 (Baucus/Grassley Proposal on cap deferrals reintroduced under different titles); HR 1424 (PPA Technical Corrections Act); S819 and HR 1419 (Public Good Rollover Act of 2007); HR 6499 (Sensible Estate Tax Act of 2008); S3284 (Amending IRC of 1986 to permanently extend estate tax at 2009 levels); 409A Regulations (re: deferred compensation); Sections 404(a) and 404(c) of ERISA of 1974 (published in Fed. Reg. 7/23/08)IRS Form 8925 (Regulatory guidance on Internal Revenue Code Section 101(j) concerning employer-owned life insurance)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of Labor - Dept of (DOL)
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Regulatory guidance on Code Section 101(j); HR3654 (SAFE Commission Act); S2063 (Bipartisan Task Force for Responsible Fiscal Action Act of 2007); Proposed Rule 151A (SEC proposed rulemaking); Issue of Stranger-originated Life Insurance (w/Senate Cmte on Aging); IRS Form 8925 (Regulatory guidance on Internal Revenue Code Section 101(j) concerning employer-owned life insurance)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Securities & Exchange Commission (SEC) Treasury - Dept of,
2nd Quarter, 2008
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING amended a lobbying report for in-house lobbying in Q22008 on July 22, 2008
Original Filing: 300083467.xml
Lobbying Issues
HR5840 (OII); HR3200 (Optional Federal Charter); HR5611 (NARAB II); HR6049 (tax extenders package containing offshore deferred compensation language); HR3185 (addresses disclosure reqs. for 401(k) plan service providers to plan administrators); HR3970 (AMT repeal and tax reform); Revenue Code Section 101(j) (taxation of employer-owned life insurance
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Lobbying Issues
HR6049 (tax extenders package containing offshore deferred compensation language); HR4242 (re: estate tax); Revenue Code Section 101(j) (taxation of employer-owned life insurance); HR3970 (AMT repeal and tax reform)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2008
In Q2, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on July 21, 2008.
Original Filing: 300081127.xml
Lobbying Issues
HR5840 (OII); HR3200 (Optional Federal Charter); HR5611 (NARAB II); HR6049 (tax extenders package containing offshore deferred compensation language); HR3185 (addresses disclosure requirements for 401(k) plan service providers to plan administrators); HR3970 (AMT repeal and tax reform); Revenue Code Section 101(j) (taxation of employer-owned life insurance);
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Lobbying Issues
HR 6049 (tax extenders package containing offshore deferred compensation language); HR4242 (re: estate tax); Revenue Code Section 101(j) (taxation of employer-owned life insurance); HR3970 (AMT repeal and tax reform)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2008
In Q1, ASSOCIATION FOR ADVANCED LIFE UNDERWRITING had in-house lobbyists. The report was filed on April 21, 2008.
Original Filing: 300054766.xml
Lobbying Issues
Revenue Code Section 101(j) (re: taxation of employer-owned life insurance); Revenue Ruling 2008-13 (re: non-qualified deferred compensation); IRS PLR 200801001 (re: corporate-owned life insurance); HR3970 (re: AMT repeal); HR3200 (re: optional federal charter)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS)
Lobbying Issues
S. Con. Res. 70 - FY '09 Budget Resolution amendments: SA4160, SA4170, SA4191, SA4196, SA4372, and SA4378; HR4242 (re: estate tax); Revenue Code Section 101(j) (re: taxation of employer-owned life insurance); Revenue Ruling 2008-13 (re: non-qualified deferred compensation); HR3970 (and the general related subject of tax reform)
Agencies Lobbied
U.S. House of Representatives U.S. Senate Treasury - Dept of Internal Revenue Service (IRS)
Type of Issue
Taxation/Internal Revenue Code
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate