NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS for NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 3rd Quarter - Report (this page) | Oct 17, 2018 | $578,000 | Replaced |
| 3rd Quarter - Amendment | Jan 24, 2020 | $578,000 | Yes |
What was lobbied
6 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 355, H.J.Res. 66, H.J.Res. 67, H.R.2055, S.868, S.J.Res.32, S.J.Res.33 and H.R. 3857. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors including: H.R. 1, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902, H.R. 4604, H.R. 4524, H.R. 937, S. 2526, H.R. 5282 and H.R. 6757.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Government Issues GOV
Issues relating to the process and protocol of the federal regulatory system.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Financial Institutions/Investments/Securities FIN
Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor/adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA including: H.R.3857, H.J. Res. 66, H.J.Res. 67, S.J. Res. 32, S. J. Res. 33 and H.R. 355. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including H.R.3758, S. 223 and S. 2155.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Taxation/Internal Revenue Code TAX
Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and, compensation received through Section 199A of the IRC including: H.R. 1, S. 28, H.R. 247, H.R. 394, H.R. 246, S. 58, H.R. 173, H.R. 1628, H.Con.Res. 71, H.R. 3653, H.R. 3910, H.R. 3499, H.R. 3902 and H.R. 6757.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Health Issues HCR
Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 246, H.R. 394 and S. 761. Issues related to HSA/FSA reform including S. 28 and H.R. 247. Issues related to the McCarran Ferguson antitrust exemption including H.R. 372. Issues with respect to the small employer health care insurance taxes including S. 58 and H.R. 173. Issues relating to the establishment and governance of association health plans (AHPs) including H.R. 1101. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Insurance INS
Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: S. 28, H.R. 247, H.R. 246, S. 58, H.R. 173. Issues related to the American Health Care Act H.R. 1628. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DIANE R BOYLE | — |
| MARGARET BUNEO | — |
| JUDI CARSRUD | — |
| MICHAEL WILLIAM HEDGE | — |
| STEVE KLINE | — |
| BEN TYLER PARISH | — |
| GARY SANDERS | — |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.