Northwestern Mutual
Registered Principal Details
Business Or Interest:
Northwestern Mutual, its subsidiaries and affiliates offer insurance, investment products and advisory services that address client needs for financial protection, capital accumulation, estate preservation and distribution of estate assets. Products and services for the personal, business estate and pension markets include permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities
Lobbying Interests:
Legislation regarding our products and services including permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities.
CEO Name:
Edward Zore
Legislative Representative
Northwestern Mutual, its subsidiaries and affiliates offer insurance, investment products and advisory services that address client needs for financial protection, capital accumulation, estate preservation and distribution of estate assets. Products and services for the personal, business estate and pension markets include permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities
Lobbying Interests:
Legislation regarding our products and services including permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities.
CEO Name:
Edward Zore
Legislative Representative
Contact
SC
Susan Callanan
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-8417
(414) 625-8417
susancallanan@northwesternmutual.com
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-8417
(414) 625-8417
susancallanan@northwesternmutual.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| Susan Callanan | Exclusive Duties N/A | Authorized On 1/5/2007 | Withdrawn On N/A |
| Steven M Radke | Exclusive Duties N/A | Authorized On 1/5/2007 | Withdrawn On N/A |
| Jodie Tierney | Exclusive Duties N/A | Authorized On 2/9/2007 | Withdrawn On N/A |
| William J McCoshen | Exclusive Duties N/A | Authorized On 3/13/2007 | Withdrawn On N/A |
| Nathan Elias | Exclusive Duties N/A | Authorized On 3/13/2007 | Withdrawn On 12/17/2007 |
| Tony Langenohl | Exclusive Duties N/A | Authorized On 1/7/2008 | Withdrawn On N/A |
| William Broydrick | Exclusive Duties N/A | Authorized On 2/14/2008 | Withdrawn On N/A |
| Gregory Hubbard | Exclusive Duties N/A | Authorized On 5/19/2008 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 213
relating to: a Long-Term Care Partnership Program.
Bill Text and History
5/23/2007
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: a Long-Term Care Partnership Program.
Bill Text and History
For
Notification Date5/23/2007
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 542
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...
Bill Text and History
12/7/2007
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: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...
Bill Text and History
For
Notification Date12/7/2007
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 294
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...
Bill Text and History
2007 Wisconsin Act 168
12/7/2007
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: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...
Bill Text and History
2007 Wisconsin Act 168
For
Notification Date12/7/2007
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.
Budget Bill Subjects
Biennial budget bill treatment of matter relating to
Health and Family Services: Medical Assistance
Health and Family Services: Medical Assistance
Notification Date
5/23/2007
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
Paper 409 - proposal to create an automated insurance claim payment intercept program
5/23/2007
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
Paper 409 - proposal to create an automated insurance claim payment intercept program
Biennial budget bill treatment of matter relating to
Insurance
Insurance
Notification Date
7/24/2008
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
TRAINING REQUIREMENTS RELATED TO SOLICITATION, NEGOTIATION AND SALE OF LONG-TERM CARE INSURANCE
7/24/2008
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
TRAINING REQUIREMENTS RELATED TO SOLICITATION, NEGOTIATION AND SALE OF LONG-TERM CARE INSURANCE
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration
Revenue: Tax Administration
Notification Date
7/26/2007
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.
7/26/2007
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
Wisconsin Administrative Code Ins 6.20 (8) - Authorized investments of insurance companies
Wisconsin Administrative Code Ins 6.20 (8) - Authorized investments of insurance companies
Action Intended To Affect
Rule (by a state agency)
Notification Date
2/27/2008
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.
Rule (by a state agency)
Notification Date
2/27/2008
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
Mass Transit
Mass Transit
Action Intended To Affect
Legislative Matter
Notification Date
2/1/2008
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
2/1/2008
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.
Adoption of the NAIC Interstate Insurance Product Regulation Compact and the Interstate Insurance Product Regulation Commission.
Development, drafting or introduction of a proposal relating to
Adoption of the NAIC Interstate Insurance Product Regulation Compact and the Interstate Insurance Product Regulation Commission.
Adoption of the NAIC Interstate Insurance Product Regulation Compact and the Interstate Insurance Product Regulation Commission.
Action Intended To Affect
Legislative Matter
Notification Date
1/16/2007
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
1/16/2007
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.
Revisons to INS 2.81 relating to the 2001 CSO mortality table for use in determining minimum reserve liabilities and nonforfeiture benefits.
Development, drafting or introduction of a proposal relating to
Revisons to INS 2.81 relating to the 2001 CSO mortality table for use in determining minimum reserve liabilities and nonforfeiture benefits.
Revisons to INS 2.81 relating to the 2001 CSO mortality table for use in determining minimum reserve liabilities and nonforfeiture benefits.
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/16/2007
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.
Rule (by a state agency)
Notification Date
1/16/2007
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
Legislation that would adopt an interstate compact for certain life and health policy forms.
Legislation that would adopt an interstate compact for certain life and health policy forms.
Action Intended To Affect
Legislative Matter
Notification Date
1/8/2007
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
1/8/2007
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.
Total Lobbying Effort
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2007 January - June $41,440.57 |
2007 July - December $45,958.25 |
2008 January - June $65,557.38 |
2008 July - December $56,999.99 |
Total $209,956.20 |
| Total Hours Communicating | 2007 January - June 28.05 |
2007 July - December 48.25 |
2008 January - June 79.25 |
2008 July - December 37.55 |
Total 193.10 |
| Total Hours Other | 2007 January - June 60.60 |
2007 July - December 93.95 |
2008 January - June 162.80 |
2008 July - December 122.95 |
Total 440.30 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
relating to: a Long-Term Care Partnership Program.
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June 20% |
2007 July - December |
2008 January - June |
2008 July - December |
Total 3% |
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority.
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December 10% |
2008 January - June |
2008 July - December |
Total 2% |
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority.
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December 10% |
2008 January - June |
2008 July - December |
Total 2% |
Budget Bill Subjects
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June 70% |
2007 July - December |
2008 January - June |
2008 July - December |
Total 10% |
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December 60% |
2008 January - June |
2008 July - December |
Total 13% |
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
Revisons to INS 2.81 relating to the 2001 CSO mortality table for use in determining minimum reserve liabilities and nonforfeiture benefits.
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December 10% |
2008 January - June |
2008 July - December |
Total 2% |
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December |
2008 January - June 10% |
2008 July - December 10% |
Total 6% |
| 2007 January - June |
2007 July - December |
2008 January - June |
2008 July - December |
Total |
|---|---|---|---|---|
| 2007 January - June |
2007 July - December |
2008 January - June 40% |
2008 July - December 20% |
Total 20% |
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