1st Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$420,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Insurance INS

Issues related to life insurance

LobbyistCovered position, as disclosed
MARC R CADIN CEO
JOSHUA CARON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Executive VP of Government Affairs & Business Strategy
ARMSTRONG ROBINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

H.R. 1815 - SEC Disclosure Effectiveness Testing Act Issues related to life insurance professionals

LobbyistCovered position, as disclosed
MARC R CADIN CEO
JOSHUA CARON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Executive VP of Government Affairs & Business Strategy
ARMSTRONG ROBINSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1815 (116th)

Taxation/Internal Revenue Code TAX

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

LobbyistCovered position, as disclosed
MARC R CADIN CEO
JOSHUA CARON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Executive VP of Government Affairs & Business Strategy
ARMSTRONG ROBINSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 541 (116th), H.R. 1439 (116th), H.R. 216 (116th), H.R. 281 (116th), S. 321 (116th), S. 215 (116th), H.R. 521 (116th), S. 309 (116th), S. 1431 (116th), S. 322 (116th), H.R. 651 (116th)

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.