JACKSON NATIONAL LIFE INSURANCE COMPANY

INS · Insurance

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.

Literal federal measure citations: S. 1544, HR 3437

TAX · Taxation/Internal Revenue Code

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,corporate state and local income tax deductions, and changes to the wash sales rule. H.R. 10357, the Digital Asset Tax Certainty Act. S. 4279, the Protecting Proper Life Insurance from Abuse Act.

Literal federal measure citations: H.R. 10357, S. 4279

RET · 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.

Literal federal measure citations: H.R. 3942

FIN · Financial Institutions/Investments/Securities

The CLEAR Forms Act and issues related to SEC regulations regarding the registration of insurance and annuity products. Regulation E-Delivery. H.R. 2441/S.1877, the Improving Disclosure for Investors Act

Literal federal measure citations: H.R. 2441, S.1877