119th Congress · introduced in the Senate · Apr 8, 2025
Secure Family Futures Act of 2025
Official title from Congress.gov
Latest action (Apr 8, 2025): Read twice and referred to the Committee on Finance.
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.
Read twice and referred to the Committee on Finance.
Introduced in Senate
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 24, 2026.
69 citations; showing the 25 most recently posted.
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
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 Beautiful…
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
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
…bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper…
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
…usts 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
…cal 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 Accounts Issue…
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
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
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
…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
…35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business 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
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
…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
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
…35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business 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
COREBRIDGE FINANCIAL, INC. AND AFFILIATES · lobbying firm or registrant: COREBRIDGE FINANCIAL, INC. AND AFFILIATES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$70,000
Spent on own lobbying
Issues related to corporate tax policy 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
TRANSAMERICA COMPANIES · lobbying firm or registrant: TRANSAMERICA COMPANIES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$180,000
Spent on own lobbying
…usts 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
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$280,000
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 S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
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 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$237,000
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, Section 987 Regulations, Foreign Issued Contracts) One Big…
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
METLIFE GROUP, INC. · lobbying firm or registrant: METLIFE GROUP, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$370,000
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
FINSECA · lobbying firm or registrant: FINSECA
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$490,000
Spent on own lobbying
…for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Rate Reduction Act H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act Issues related to H.R. 542…
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 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 18, 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
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 18, 2026 · issue area: Taxation/Internal Revenue Code
$390,000
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
ALLIANZ · lobbying firm or registrant: VENN STRATEGIES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 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
ALLIANZ · lobbying firm or registrant: VENN STRATEGIES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 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
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · lobbying firm or registrant: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Taxation/Internal Revenue Code
$520,000
Spent on own lobbying
…reatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. 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