INS · Insurance
Support or oppose Congressional action regarding insurance regulatory issues. lobbied on tax implications on certain life insurance products. Federal Long-Term Care program. Lobbied in support of HR 842 - the Nancy Gardner Sewell Medicare Multi-Cancer Early Detection Screening Coverage Act.
Literal federal measure citations: HR 842
TAX · Taxation/Internal Revenue Code
Educate Congressional staff on taxation of life insurance company related to company and product taxation, tax proposals regarding retirement security. Lobbied on HR 1, the One Big Beautiful Bill Act, lobbied on life insurance-related tax provisions. Lobbied in support of HR 2547, the Secure Family Futures Act.
Literal federal measure citations: HR 1, HR 2547
FIN · Financial Institutions/Investments/Securities
Lobbied on HR 2441, Improving Disclosure for Investors Act. HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025.
Literal federal measure citations: HR 2441, HR 3383