NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

Lobbying for NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

Filing 2nd Quarter - Report

Reporting period

2nd Quarter 2025

Apr 1 - June 30 · Posted Jul 14, 2025

Expenses

$459,605.00

What this organization spent lobbying with its own staff. Reported using C: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

Virginia

Official filing document

Government bodies contacted 8

Centers For Medicare and Medicaid Services (CMS)
Health & Human Services, Dept of (HHS)
HOUSE OF REPRESENTATIVES
Internal Revenue Service (IRS)
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE
Treasury, Dept of

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 6

Taxation/Internal Revenue Code

Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer provided qualified and non-qualified benefit programs, health insurance and compensation received through section 199A of the IRC.

Retirement

Issues related to IRA and pension reform. Issues related to investment advice in connection with retirement products. Issues related to individuals and business investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties, and safe harbors.

Insurance

Issues related to insurance regulatory reform and agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to short-term limited duration insurance. Issues related to terrorism risk insurance. Issues related to flood risk insurance. Issues related to regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary client relationships.

Health Issues

Issues related to agent compensation. Issues related to the implementation of the Patient Protection and Affordable Care Act. Issues related to HSA/FSA reform. Issues related to the McCarran Ferguson antitrust exemption. Issues with respect to the small employer health care insurance tax. Issues relating to the establishment and governance of association health plans (AHPs). Issues related to short-term limited duration insurance.

Government Issues

Issues relating to the process and protocol of the federal regulatory system.

Financial Institutions/Investments/Securities

Issues related to the implementation of the Dodd-Frank Wall Street Reform Act 2010. Issues related to the regulation of securities products, including the conduct, compensation and use of the title "advisor.adviser" by those who sell them. Issues related to the regulation of certain employee benefit plan/sponsors/participants and IRA holders under ERISA. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.