119th Congress · introduced in the House · Apr 1, 2025
Secure Family Futures Act of 2025
Official title from Congress.gov
Latest action (Apr 1, 2025): Referred to the House Committee on Ways and Means.
View on Congress.govPolicy area: Taxation
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Referred to the House Committee on Ways and Means.
Introduced in House
Introduced in House
Actions from Congress.gov, newest first.
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 23, 2026.
160 citations; showing the 25 most recently posted.
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES · lobbying firm or registrant: NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Insurance
$520,000
Spent on own lobbying
…vance refundable credit to offset certain flood insurance premiums, and for other purposes. S.824 - A bill to reauthorize the National Flood Insurance Program. H.R.2547 - To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets and to extend capital loss carryovers for…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
LINCOLN NATIONAL CORPORATION · lobbying firm or registrant: LINCOLN NATIONAL CORPORATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Taxation/Internal Revenue Code
$240,000
Spent on own lobbying
HR 1 / PL 119-21 One Big Beautiful Bill Act. HR 2547/S 1335 Secure Family Futures Act. Issue: debt investment tax change from capital to ordinary. Public Law 117-169. Issue: implementation of corporate minimum ta…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
ALLIANZ · lobbying firm or registrant: VENN STRATEGIES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Taxation/Internal Revenue Code
$50,000
Paid to lobbying firm
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
ALLIANZ · lobbying firm or registrant: VENN STRATEGIES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 21, 2026 · issue area: Insurance
$50,000
Paid to lobbying firm
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
REINSURANCE GROUP OF AMERICA, INCORPORATED · lobbying firm or registrant: RIDGELINE ADVOCACY GROUP LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$50,000
Paid to lobbying firm
…impacting the life insurance industry. Monitor issues as it related to the OECD Pillar II initiatives. Issues related to ordinary tax treatment of investments. H.R. 2547, Secure Family Futures Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRUDENTIAL FINANCIAL INC · lobbying firm or registrant: PRUDENTIAL FINANCIAL, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$499,000
Spent on own lobbying
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Foreign Issued Contracts, OECD Pillar 2) One Big Be…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
EQUITABLE HOLDINGS, INC · lobbying firm or registrant: RIDGELINE ADVOCACY GROUP LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$60,000
Paid to lobbying firm
Monitor issues as they relate to the life insurance industry. Regulation best interest. Monitor issues related to federal taxation. H.R. 2547, Secure Family Futures Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN COUNCIL OF LIFE INSURERS · lobbying firm or registrant: WILLIAMS AND JENSEN, PLLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$60,000
Paid to lobbying firm
Tax issues impacting life insurance, and related issues impacting the life insurance industry; Implementation of PL 119-21. H.R. 2547, the Secure Family Futures Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$340,000
Spent on own lobbying
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retir…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
TRANSAMERICA COMPANIES · lobbying firm or registrant: TRANSAMERICA COMPANIES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$210,000
Spent on own lobbying
…tment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issues related to retirement security HR.2547/S.1335 - Secure Family Futures Act of 2025 Issues related to the reduction or elimination of state and local tax deductions for businesses.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$370,000
Spent on own lobbying
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FINSECA · lobbying firm or registrant: FINSECA
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$590,000
Spent on own lobbying
…vels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance (PPLI) H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 Issues related to H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act, including implementation of Trump Acco…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
METLIFE GROUP, INC. · lobbying firm or registrant: METLIFE GROUP, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$430,000
Spent on own lobbying
H.R. 2547, Secure Family Futures Act of 2025, all provisions; S. 1335, Secure Family Futures Act of 2025, all provisions.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · lobbying firm or registrant: JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A)
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$380,000
Spent on own lobbying
HR 2547;S 1335 - Ordinary Tax Treatment Bill.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · lobbying firm or registrant: DYKEMA GOSSETT PLLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$10,000
Paid to lobbying firm
…ssional staff on taxation of life insurance company related to company and product taxation, tax proposals regarding retirement security. Lobbied in support of HR 2547, the Secure Family Futures Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
LINCOLN NATIONAL CORPORATION · lobbying firm or registrant: PORTERFIELD, FETTIG & SEARS, LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$50,000
Paid to lobbying firm
Tax and life insurance issues; H.R.2547/S.1335, the Secure Family Futures Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$1,002,681
Spent on own lobbying
S4279 - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issues pertaining to lifetime income and annuitization Issues pertaining to a tax exemption for long term care i…
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
THE AMERICAN COUNCIL OF LIFE INSURERS · lobbying firm or registrant: INVARIANT LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$110,000
Paid to lobbying firm
…orate tax rate for subchapter L of the code; advocate for the Retirement Simplification and Clarity Act (H.R.6324); advocate for the Secure Family Futures Act (H.R. 2547/S. 1335).
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRIMERICA, INC. · lobbying firm or registrant: TIBER CREEK GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$60,000
Paid to lobbying firm
Issues related to H.R 2547/S. 1335 - Secure Family Futures Act of 2025.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
REINSURANCE ASSN OF AMERICA · lobbying firm or registrant: REINSURANCE ASSN OF AMERICA
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Taxation/Internal Revenue Code
$430,000
Spent on own lobbying
…saster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduct…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.) · lobbying firm or registrant: COVINGTON & BURLING LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Retirement
$60,000
Paid to lobbying firm
Retirement; long term care insurance; support H.R. 2547, Secure Family Futures Act; expand HSA eligibility for life-prolonging programs; encouraging OPM to save money by consolidating federal benefit programs admini…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · lobbying firm or registrant: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 15, 2026 · issue area: Taxation/Internal Revenue Code
$510,000
Spent on own lobbying
…serves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
CMFG LIFE INSURANCE COMPANY · lobbying firm or registrant: CMFG LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 12, 2026 · issue area: Taxation/Internal Revenue Code
$130,000
Spent on own lobbying
Opposed additional taxes on life insurers and property casualty insurers. Support the Secure Family Futures Act (HR 2547/S1335), which provides for ordinary tax treatment for bonds for insurers. Monitor H.R. 10357, the Digital Asset Tax Certainty Act, and other federal crypto tax…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRINCIPAL FINANCIAL GROUP · lobbying firm or registrant: PRINCIPAL FINANCIAL GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 12, 2026 · issue area: Taxation/Internal Revenue Code
$468,000
Spent on own lobbying
HR2547, S1335 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from ca…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
REINSURANCE ASSN OF AMERICA · lobbying firm or registrant: REINSURANCE ASSN OF AMERICA
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · amended · posted Jul 23, 2026 · issue area: Taxation/Internal Revenue Code
$370,000
Spent on own lobbying
…saster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduct…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing