AMERICAN COUNCIL OF LIFE INSURERS for AMERICAN COUNCIL OF LIFE INSURERS
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 | Oct 19, 2009 | $1,760,318 | Replaced |
| 3rd Quarter - Amendment (this page) | Jul 14, 2010 | $1,760,318 | Yes |
What was lobbied
6 issue areas, each in the filer's own words, with who lobbied on it and where.
Trade (domestic/foreign) TRD
HR 496: a bill "To amend United States trade laws to eliminate foreign barriers to exports of United States goods and services, to restore rights under trade remedy laws, to strengthen enforcement of United States intellectual property rights and health and safety laws at United States borders, and for other purposes." Issue: trade provisions. S. 1027: A bill to amend title VII of the Tariff Act of 1930 to clarify that fundamental exchange-rate misalignment by any foreign nation is actionable under United States countervailing and antidumping duty laws, and for other purposes. Issue: trade provisions. H.R. 2378: To amend title VII of the Tariff Act of 1930 to clarify that fundamental exchange-rate misalignment by any foreign nation is actionable under United States countervailing and antidumping duty laws, and for other purposes. Issue: trade provisions. S. 1254: A bill to provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes. Issue: trade provisions. H.R. 3012: To require a review of existing trade agreements and renegotiation of existing trade agreements based on the review, to set terms for future trade agreements, to express the sense of the Congress that the role of Congress in trade policymaking should be strengthened, and for other purposes. [Senate companion bill not yet introduced.] Issue: trade provisions. HR 3192: To require the Secretary of Homeland Security, in consultation with the Secretary of State, to establish a program to issue Asia-Pacific Economic Cooperation Business Travel Cards, and for other purposes. Issue: trade provisions.
| Lobbyist | Covered position, as disclosed |
|---|---|
| KIMBERLY DORGAN | — |
| FRANK ANTHONY KEATING | — |
| JUAN CARLOS SCOTT | — |
| DIANNE SULLIVAN | — |
Financial Institutions/Investments/Securities FIN
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S.664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust S. 179 Health Information Technology Act of 2009. Issue: Privacy H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation. H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 2733/ S. 1389 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A H.R. 3126 - the "Consumer Financial Protection Agency Act of 2009" to establish the Consumer Financial Protection Agency, and for other purposes. Issue: Regulatory Reform. S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives. H.R. 3300 the Derivative Trading Accountability and Disclosure Act To provide increased transparency and regulatory requirements for the trading of certain derivative financial instruments. Issue: Derivatives. H.R. 977 the Derivatives Markets Transparency and Accountability Act of 2009 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. Issue: Derivatives. H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson. S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy. S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy. S. 1691 the Comprehensive Derivatives Regulation Act of 2009 A bill to comprehensively regulate derivatives markets to increase transparency and reduce risks in the financial system. Issue: Derivatives. H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI
| Lobbyist | Covered position, as disclosed |
|---|---|
| BRADLEY BALLOU New | — |
| KIMBERLY DORGAN | — |
| GARY HUGHES | — |
| FRANK ANTHONY KEATING | — |
| DAVID LEIFER | — |
| MAURICE PERKINS | — |
| JUAN CARLOS SCOTT | — |
| JULIE SPIEZIO | — |
| GAIL HOEFLICH STEINBERG | — |
Taxation/Internal Revenue Code TAX
H.R.768 : To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.251 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. S.722 : A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: estate tax as it effects life insurance. H.R.2452 Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: estate tax as it effects life insurance. S.156 Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: estate tax as it effects life insurance. S.823 Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI TRACKING H.R.96 : To amend the Internal Revenue Code of 1986 to increase the maximum reduction in estate tax value for farmland and other special use property, to restore and increase the estate tax deduction for family-owned business interests, and for other purposes. Issue: estate tax as it effects life insurance. H.R.99 : To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: estate tax as it effects life insurance. H.R.173 : To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. Issue: estate tax as it effects life insurance. H.R.205 : To repeal the Federal estate and gift taxes. Issue: estate tax as it effects life insurance. H.R.436 : To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. Issue: estate tax as it effects life insurance. H.R.533 : To make full estate tax repeal, small business expensing, and SECA tax deduction for health insurance permanent. Issue: estate tax as it effects life insurance. H.R.1960 : To make the repeal of the estate tax permanent. Issue: estate tax as it effects life insurance. H.R.1986 Title: To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax, increase the estate tax unified credit to an exclusion equivalent of $4,000,000, reduce the maximum estate tax rate to 40 percent, and for other purposes. Issue: estate tax H.R.2023 Title: To amend the Internal Revenue Code of 1986 to reform the estate and gift tax. Issue: estate tax as it effects life insurance. H.R.2658 Title: To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. Issue: estate tax as it effects life insurance.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BEN BREWSTER | — |
| KIMBERLY DORGAN | — |
| MORRIS GOFF | — |
| FRANK ANTHONY KEATING | — |
| JUAN CARLOS SCOTT | — |
| DIANNE SULLIVAN | — |
Retirement RET
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities. H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities. H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice. H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure. H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 391 Healthy Americans Act. Issue: private health insurance including LTC. H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse. H.R. 1961 - Savings for American Families Future Act Issue: savers' credit S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit. H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure. H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities. S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1679, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care. H.R. 3200: Americas Affordable Health Choices Act of 2009. Issue: Long Term Care financing within health reform. S. _______: Americas Healthy Future Act. Issue: Long Term Care financing within heath reform. No bill number yet. S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care. S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections. S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities. H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BEN BREWSTER | — |
| ALANE DENT | — |
| KIMBERLY DORGAN | — |
| FRANK ANTHONY KEATING | — |
| JUAN CARLOS SCOTT | — |
| GAIL HOEFLICH STEINBERG | — |
Insurance INS
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S.664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust Claims. S. 179 Health Information Technology Act of 2009. Issue: Privacy H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 2733/ S. 1389 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A H.R. 3126 - the "Consumer Financial Protection Agency Act of 2009" to establish the Consumer Financial Protection Agency, and for other purposes. Issue: Regulatory Reform. S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives. H.R. 3300 the Derivative Trading Accountability and Disclosure Act To provide increased transparency and regulatory requirements for the trading of certain derivative financial instruments. Issue: Derivatives. H.R. 977 the Derivatives Markets Transparency and Accountability Act of 2009 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. Issue: Derivatives. H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson. S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy. S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy. S. 1691 the Comprehensive Derivatives Regulation Act of 2009 A bill to comprehensively regulate derivatives markets to increase transparency and reduce risks in the financial system. Issue: Derivatives. H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BRADLEY BALLOU New | — |
| KIMBERLY DORGAN | — |
| GARY HUGHES | — |
| FRANK ANTHONY KEATING | — |
| DAVID LEIFER | — |
| MAURICE PERKINS | — |
| JUAN CARLOS SCOTT | — |
| JULIE SPIEZIO | — |
Consumer Issues/Safety/Products CSP
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform. H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S.664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform. S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform. S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform. H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform. H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust Claims. S. 179 Health Information Technology Act of 2009. Issue: Privacy H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy. S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification. H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification. H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification. H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform. H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation. H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A H.R. 3126 - the "Consumer Financial Protection Agency Act of 2009" to establish the Consumer Financial Protection Agency, and for other purposes. Issue: Regulatory Reform. S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives. H.R. 3300 the Derivative Trading Accountability and Disclosure Act To provide increased transparency and regulatory requirements for the trading of certain derivative financial instruments. Issue: Derivatives. H.R. 977 the Derivatives Markets Transparency and Accountability Act of 2009 To amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets, and for other purposes. Issue: Derivatives. H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson. S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy. S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy. S. 1691 the Comprehensive Derivatives Regulation Act of 2009 A bill to comprehensively regulate derivatives markets to increase transparency and reduce risks in the financial system. Issue: Derivatives. H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BRADLEY BALLOU New | — |
| KIMBERLY DORGAN | — |
| GARY HUGHES | — |
| FRANK ANTHONY KEATING | — |
| DAVID LEIFER | — |
| ROBERTA MEYER | — |
| MAURICE PERKINS | — |
| JUAN CARLOS SCOTT | — |
| JULIE SPIEZIO | — |
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.