2nd Quarter - Report

CAPCITY ADVOCATES, LLC for NATIONAL ASSOCIATION FOR FIXED ANNUITIES

Period 2nd Quarter 2026 Filed Jul 16, 2026 Signed by Mr. Cliff Andrews

Official filing
Firm
CAPCITY ADVOCATES, LLC
Client
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
Income
$30,000
Expenses
—

What was lobbied

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

Insurance INS

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act (118th Congress). Support for expanding qualified longevity annuity contracts. H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, Automatic IRA Act of 2025.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 6722 (119th), H.R. 3942 (119th), H.R. 6324 (119th)

Taxation/Internal Revenue Code TAX

All issues related to the tax treatment of life insurance, annuities and retirement accounts. Support for expanding qualified longevity annuity contracts. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324,The Retirement Simplification and Clarity Act. H.R. 6722, The Automatic IRA Act of 2025. S. 1831, The Auto Reenroll Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6324 (119th), H.R. 6722 (119th), S. 1831 (119th), H.R. 3942 (119th), H.R. 4718 (119th), S. 1707 (119th)

Retirement RET

All legislation and regulation impacting fixed annuities. Support for expanding qualified longevity annuity contracts. Regulatory authority of the Securities and Exchange Commission in the fixed annuity marketplace. Issues related to fiduciary standard rules and policy from the Department of Labor. H.R. 3942, The Lifetime Income For Employees Act (118th Congress). H.R. 6324, The Retirement Simplification and Clarity Act. S. 1831, The Auto Reenroll Act of 2025. H.R. 6722, The Automatic IRA Act of 2025. S. 1707, The Helping Young Americans Save for Retirement Act. H.R. 4718, The Helping Young Americans Save for Retirement Act.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4718 (119th), H.R. 6324 (119th), S. 1707 (119th), H.R. 3942 (119th), H.R. 6722 (119th), S. 1831 (119th)

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.