NAIFA-Wisconsin, Inc
Registered Principal Details
Business Or Interest:
Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors, as well as their clients. This may include budget/tax areas relating to these industries. Long-term care, health insurance and retirement planning are additional issues that would be of interest to us.
CEO Name:
Julie Phillips
Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors, as well as their clients. This may include budget/tax areas relating to these industries. Long-term care, health insurance and retirement planning are additional issues that would be of interest to us.
CEO Name:
Julie Phillips
Contact
JP
Julie Phillips
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x8420
info@naifawisconsin.org
http://www.naifawisconsin.org
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x8420
info@naifawisconsin.org
http://www.naifawisconsin.org
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 762
Toggle details
Assembly Bill 762
Relating to: creating a WisKids savings account program within the college savings program. (FE)
Bill Text and History
1/12/2026
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Relating to: creating a WisKids savings account program within the college savings program. (FE)
Bill Text and History
For
Notification Date1/12/2026
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 752
Toggle details
Senate Bill 752
Relating to: creating a WisKids savings account program within the college savings program. (FE)
Bill Text and History
1/12/2026
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Relating to: creating a WisKids savings account program within the college savings program. (FE)
Bill Text and History
For
Notification Date1/12/2026
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Matters related to state-run savings programs
Matters related to state-run savings programs
Action Intended To Affect
Both Legislative matter and rule
Notification Date
12/1/2025
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Both Legislative matter and rule
Notification Date
12/1/2025
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Total Lobbying Effort
| 2025 January - June |
Total | |
|---|---|---|
| Total Lobbying Expenditures | 2025 January - June $22,999.98 |
Total $22,999.98 |
| Total Hours Communicating | 2025 January - June 0.00 |
Total 0.00 |
| Total Hours Other | 2025 January - June 0.00 |
Total 0.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
No legislative bills/resolutions found.
Budget Bill Subjects
No budget bill subjects found.
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
No topics found.
Minor Efforts
(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)
Other Matters
Includes time spent on:
- Gubernatorial nominations
- Matters on which the organization made no lobbying communication