AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA for AZOA SERVICES CORP(ALLIANZ OF AMERICA) AND AFFILIATES
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Insurance INS
Financial Services Regulatory reform: Lobby for favorable implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 regarding insurers, including the possible designation of insurers and asset management companies as systemically important by the Financial Stability Oversight Council. Clarify Law Around Insurance of Marijuana Act. To create a safe harbor for insurers engaging in the business of insurance in connection with a cannabis-related business. Issue: underwriting, anti-money laundering. Reauthorization of the Federal Aviation Administration regarding travel insurance.
Foreign entity interest: As the ultimate parent of the registrant, Allianz SE, disclosed on Form LD-1, has an interest in the issues lobbied.
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER A LEFKIN | — |
| ANDREW STEVENS | — |
Taxation/Internal Revenue Code TAX
H.R.7024 the Tax Relief for American Families and Workers Act of 2024. Monitor efforts to overhaul tax code: Lobby in support of existing law regarding retirement savings products, including inside build up of life insurance and annuity products, and tax deferral of 401(k) contributions. Ordinary tax treatment of bonds. Establishment of Infrastructure Investment Trusts, no bills introduced yet.
Foreign entity interest: As the ultimate parent of the registrant, Allianz SE, disclosed on Form LD-1 has an interest in the issues lobbied.
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER A LEFKIN | — |
| ANDREW STEVENS | — |
Retirement RET
Monitor SEC's Regulation Best Interest. Regarding the Department of Labor's Financial Factors in Selecting Plan Investments, support changes to prevent the Department from requiring plan fiduciaries to select investments based solely on pecuniary factors and prohibiting consideration of Environmental, Societal, and Governmental factors. (No specific bills.) Implementation of H.R. 2954, the SECURE 2.0 Act
Foreign entity interest: As the ultimate parent of the registrant, Allianz SE, disclosed on Form LD-1 has an interest in the issues lobbied.
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER A LEFKIN | — |
| ANDREW STEVENS | — |
Financial Institutions/Investments/Securities FIN
S.3815 - Improving Disclosure for Investors Act of 2024 H.R.3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 Implementation of H.R.4865/S.3198, the Registration for Index-Linked Annuities Act, regarding the use of Statutory Accounting Principles. H.R. 1165, the Data Privacy Act of 2023 The swing pricing/hard close proposal issued by the Securities & Exchange Commission (no bills introduced.) Federal Home Loan Bank System Comprehensive Review; membership Environmental, Social, and Corporate Governance (ESG). No bill number assigned.
Foreign entity interest: As the ultimate parent of this registrant, Allianz SE, disclosed on Form LD-1 has an interest in the issues lobbied.
| Lobbyist | Covered position, as disclosed |
|---|---|
| PETER A LEFKIN | — |
| ANDREW STEVENS | — |
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.