Mid-Year Report

WYMAN CONSULTING for JOHN HANCOCK FINANCIAL SERVICES

Firm
Client
Income
$90,000
Expenses
—

What was lobbied

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

Medicare/Medicaid MMM

Long-term care partnership program HHS implementation of partnership program

LobbyistCovered position, as disclosed
LUCIA WYMAN N/A

Contacted: Health & Human Services, Dept of (HHS); SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Combination product allowing annuities and life insurance to be used for long-term care Tax treatment of COLI and tax treatment of split dollar Using 401k plans to purchase long-term care STOLI Consolidated returns--to change the Internal Revenue Code as it relates to sections 1503 and 1504 Tax treatment of long-term care insurance Above-the-line deduction for long-term care insurance Allowing inclusion of long-term care in Cafeteria plans/FSAs Legislation to repeal the estate tax

LobbyistCovered position, as disclosed
LUCIA WYMAN N/A

Contacted: Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; SENATE

Insurance INS

Optional federal charter Privacy legislation and use of Social Security numbers Federal terrorism insurance program Long-term care insurance Insurance industry oversight

LobbyistCovered position, as disclosed
LUCIA WYMAN N/A

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Health & Human Services, Dept of (HHS)

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.