3rd Quarter - Report

WYMAN CONSULTING for JOHN HANCOCK FINANCIAL SERVICES

Firm
Client
Income
$50,000
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 Director of Ext. Affairs-Secretary Bruce Babbitt

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

Taxation/Internal Revenue Code TAX

Tax treatment of long-term care insurance Above-the-line deduction for long-term care insurance Inclusion in cafeteria plans and flexible spending accounts of long-term care insurance Legislation to repeal the estate 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 Treatment of lease back provision Planned fee disclosure

LobbyistCovered position, as disclosed
LUCIA WYMAN Director of Ext. Affairs-Secretary Bruce Babbitt

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

Insurance INS

Privacy legislation and use of Social Security numbers Federal terrorism insurance program Long-term care insurance Insurance industry oversight Optional Federal Charter and Plan Planned fee disclosure

LobbyistCovered position, as disclosed
LUCIA WYMAN Director of Ext. Affairs-Secretary Bruce Babbitt

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

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.