3rd Quarter - Report

JACKSON NATIONAL LIFE INSURANCE COMPANY for JACKSON NATIONAL LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$390,000
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

Systemic risk in financial services; 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: Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Bills named: S. 3815 (118th), H.R. 1807 (118th)

Taxation/Internal Revenue Code TAX

Issues affecting the tax treatment of annuity and life insurance products and the taxation of corporations including changes to corporate tax rates (P.L. 117-169); 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: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5707 (118th)

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: Treasury, Dept of; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3942 (118th)

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.