• Monitor developments related to tax reform. Administration's Green Book Proposals; COLI (Corporate Owned Life Insurance); Dividends Received Deduction (DRD). Supporting Incentives for Retiree Savings. Follow and track developments related to tax reform and the tax preferences for life insurance products and companies. Tax treatment of inside buildup in tax reform. Deferred Acquisition Costs (DAC). Reserves. Fiduciary standards for life insurance agents and federal insurance office. DOL rule on fiduciary standards.

Duration: March 15, 2013 to July 1, 2016

General Issues: Taxation/Internal Revenue Code, Banking

Spending: about $380,000 (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 2013: U.S. Senate, House of Representatives