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 and corporate state and local income tax deductions (H.R. 1); Ordinary treatment of debt investments for certain insurance companies (the Secure Family Futures Act - H.R. 5707).

Literal federal measure citations: H.R. 1, H.R. 5707

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

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.

Literal federal measure citations: H.R.1807, S.3815