LD-2 disclosure · 3rd Quarter - Report

JACKSON NATIONAL LIFE INSURANCE COMPANY

3rd Quarter (July 1 - Sep 30) · 2024Posted Oct 21, 2024Filing document ↗LDA record ↗

Expenses$390Kself-filed spend

Client

3 issues

Insurance
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.
Lobbyistsmr DAVID A ZYBLE · RICHARD C. WHITE · PATRICK DEITZ · JOSEPH ANTHONY CARUSO iii
TargetedSENATE · HOUSE OF REPRESENTATIVES · Treasury, Dept of · Securities & Exchange Commission (SEC)
Taxation/Internal Revenue Code
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).
LobbyistsRICHARD C. WHITE · PATRICK DEITZ · JOSEPH ANTHONY CARUSO iii
TargetedSENATE · HOUSE OF REPRESENTATIVES · Treasury, Dept of
Retirement
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.

LD-2 disclosure · 3rd Quarter - Report

3rd Quarter (July 1 - Sep 30) · 2024Posted Oct 21, 2024Filing document ↗LDA record ↗

Expenses$390Kself-filed spend

3 issues

Insurance
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.
Lobbyistsmr DAVID A ZYBLE · RICHARD C. WHITE · PATRICK DEITZ · JOSEPH ANTHONY CARUSO iii
TargetedSENATE · HOUSE OF REPRESENTATIVES · Treasury, Dept of · Securities & Exchange Commission (SEC)
Taxation/Internal Revenue Code
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).
LobbyistsRICHARD C. WHITE · PATRICK DEITZ · JOSEPH ANTHONY CARUSO iii
TargetedSENATE · HOUSE OF REPRESENTATIVES · Treasury, Dept of
Retirement
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.