1st Quarter - Report

JACKSON NATIONAL LIFE INSURANCE COMPANY for JACKSON NATIONAL LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$580,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Insurance INS

S. 1544 and HR 3437: The Insurance Data Protection Act. Legislation limiting the role of the Federal Insurance Office to its original intent of supporting state insurance officials.

LobbyistCovered position, as disclosed
JOSEPH ANTHONY CARUSO —
PATRICK DEITZ —
RICHARD C. WHITE —
DAVID A ZYBLE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

Bills named: S. 1544 (119th), H.R. 3437 (119th)

Taxation/Internal Revenue Code TAX

Issues affecting the tax treatment of annuity and life insurance products and the taxation of life insurance companies/corporations such as changes to corporate tax rates and corporate state and local income tax deductions (H.R. 1); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).

LobbyistCovered position, as disclosed
JOSEPH ANTHONY CARUSO —
PATRICK DEITZ —
RICHARD C. WHITE —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5707 (119th), H.R. 1 (119th)

Retirement RET

Issues related to the SECURE Act 2.0; Retirement security issues including the Lifetime Income for Employees Act (H.R. 3942); and the DOLs Retirement Security Rule and amendments to certain prohibited transaction exemptions.

LobbyistCovered position, as disclosed
JOSEPH ANTHONY CARUSO —
PATRICK DEITZ —
RICHARD C. WHITE —
DAVID A ZYBLE —

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

Bills named: H.R. 3942 (119th)

Financial Institutions/Investments/Securities FIN

SEC regulations regarding the registration of annuity products; Improving Disclosure for Investors Act (H.R.1807/S.3815) and issues related to the electronic delivery of certain SEC required disclosures; and electronic recordkeeping requirements for broker-dealers.

LobbyistCovered position, as disclosed
JOSEPH ANTHONY CARUSO —
PATRICK DEITZ —
RICHARD C. WHITE —
DAVID A ZYBLE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Bills named: H.R. 1807 (119th), S. 3815 (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.