Northwestern Mutual
Registered Principal Details
Business Or Interest:
Life and disability income insurance.
Lobbying Interests:
Any legislative or administrative activity which would impact a life and disability income insurance carrier. Subject areas include, but are not limited to, risk classification, corporate, employment and investment law.
CEO Name:
James Ericson
Director- State Relations
Life and disability income insurance.
Lobbying Interests:
Any legislative or administrative activity which would impact a life and disability income insurance carrier. Subject areas include, but are not limited to, risk classification, corporate, employment and investment law.
CEO Name:
James Ericson
Director- State Relations
Contact
SMR
Steven M Radke
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-2072
(414) 665-2596
steveradke@northwesternmutual.com
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-2072
(414) 665-2596
steveradke@northwesternmutual.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| Steven M Radke | Exclusive Duties N/A | Authorized On 1/2/2003 | Withdrawn On N/A |
| William Broydrick | Exclusive Duties N/A | Authorized On 1/2/2003 | Withdrawn On N/A |
| Timothy J Elverman | Exclusive Duties N/A | Authorized On 1/2/2003 | Withdrawn On N/A |
| Catherine Boyce | Exclusive Duties N/A | Authorized On 1/2/2003 | Withdrawn On 2/7/2003 |
| William J McCoshen | Exclusive Duties N/A | Authorized On 1/9/2003 | Withdrawn On N/A |
| Eric J Petersen | Exclusive Duties N/A | Authorized On 1/9/2003 | Withdrawn On N/A |
| Thomas Liebe | Exclusive Duties N/A | Authorized On 2/3/2004 | Withdrawn On 6/10/2004 |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 288
relating to:
Bill Text and History
2003 Wisconsin Act 36
4/30/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
relating to:
Bill Text and History
2003 Wisconsin Act 36
None
Notification Date4/30/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 917
relating to: life insurance and annuity contract exemptions from creditor claims.
Bill Text and History
3/4/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
relating to: life insurance and annuity contract exemptions from creditor claims.
Bill Text and History
Other
Notification Date3/4/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 269
relating to: disclosure requirement for coverage of long-term care.
Bill Text and History
10/23/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
relating to: disclosure requirement for coverage of long-term care.
Bill Text and History
Other
Notification Date10/23/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 320
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; m...
Bill Text and History
2003 Wisconsin Act 261
11/21/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; m...
Bill Text and History
2003 Wisconsin Act 261
For
Notification Date11/21/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 504
relating to: life insurance and annuity contract exemptions from creditor claims.
Bill Text and History
2003 Wisconsin Act 304
3/4/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
relating to: life insurance and annuity contract exemptions from creditor claims.
Bill Text and History
2003 Wisconsin Act 304
Other
Notification Date3/4/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Administrative Rulemaking Proceedings
Rules relating to mortality tables and actuarial analysis, asset adequacy testing, reports and opinions.
Agency Name
Insurance
Subject
Rules relating to mortality tables and actuarial analysis, asset adequacy testing, reports and opinions.
Scope Statement
Register Number: 574 (11/1/2003)
Clearinghouse Rule: CR 04-071
8/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Insurance
Subject
Rules relating to mortality tables and actuarial analysis, asset adequacy testing, reports and opinions.
Scope Statement
Register Number: 574 (11/1/2003)
Clearinghouse Rule: CR 04-071
For
Notification Date8/2/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Disclosure requirement for coverage of long-term care.
Disclosure requirement for coverage of long-term care.
Action Intended To Affect
Legislative Matter
Notification Date
9/25/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Legislative Matter
Notification Date
9/25/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
Amending Wis. Stat. 632.435 relating to the standard nonforfeiture law for individual annuities.
Amending Wis. Stat. 632.435 relating to the standard nonforfeiture law for individual annuities.
Action Intended To Affect
Legislative Matter
Notification Date
4/22/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Legislative Matter
Notification Date
4/22/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
The creation of long-term care expense accounts
The creation of long-term care expense accounts
Action Intended To Affect
Legislative Matter
Notification Date
2/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Legislative Matter
Notification Date
2/20/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
Understanding and possibly changing the no call administrative rule
Understanding and possibly changing the no call administrative rule
Action Intended To Affect
Both Legislative Matter and Rule
Notification Date
2/10/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Both Legislative Matter and Rule
Notification Date
2/10/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
Nominations to the Medical College of Wisconsin Board of Trustees
Nominations to the Medical College of Wisconsin Board of Trustees
Action Intended To Affect
Legislative Matter
Notification Date
1/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Legislative Matter
Notification Date
1/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
Uniform Securities Act
Uniform Securities Act
Action Intended To Affect
Legislative Matter
Notification Date
1/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Legislative Matter
Notification Date
1/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Development, drafting or introduction of a proposal relating to
Identity Theft
Identity Theft
Action Intended To Affect
Legislative Matter
Notification Date
11/18/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Northwestern Mutual
Legislative Matter
Notification Date
11/18/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Northwestern Mutual
Total Lobbying Effort
| 2004 January - June |
2004 July - December |
Total | |
|---|---|---|---|
| Total Lobbying Expenditures | 2004 January - June $31,146.88 |
2004 July - December $25,910.24 |
Total $57,057.12 |
| Total Hours Communicating | 2004 January - June 25.30 |
2004 July - December 8.25 |
Total 33.55 |
| Total Hours Other | 2004 January - June 63.90 |
2004 July - December 16.10 |
Total 80.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
relating to: life insurance and annuity contract exemptions from creditor claims.
| 2003 January - June |
2003 July - December |
2004 January - June |
2004 July - December |
Total |
|---|---|---|---|---|
| 2003 January - June |
2003 July - December |
2004 January - June 15% |
2004 July - December |
Total 11% |
relating to: life insurance and annuity contract exemptions from creditor claims.
| 2003 January - June |
2003 July - December |
2004 January - June |
2004 July - December |
Total |
|---|---|---|---|---|
| 2003 January - June |
2003 July - December |
2004 January - June 15% |
2004 July - December |
Total 11% |
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; merger of town mutual and domestic mutual insurance corporation into a town mutual; the insurance security fund; other miscellaneous changes to the insurance provisions; and granting rule-making authority.
| 2003 January - June |
2003 July - December |
2004 January - June |
2004 July - December |
Total |
|---|---|---|---|---|
| 2003 January - June |
2003 July - December |
2004 January - June 50% |
2004 July - December |
Total 40% |
Budget Bill Subjects
No budget bill subjects found.
Administrative Rulemaking Proceedings
Rules relating to mortality tables and actuarial analysis, asset adequacy testing, reports and opinions.
| 2003 January - June |
2003 July - December |
2004 January - June |
2004 July - December |
Total |
|---|---|---|---|---|
| 2003 January - June |
2003 July - December |
2004 January - June |
2004 July - December 100% |
Total 21% |
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
No other matters found.