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
Director- State Relations

Contact
SMR
Steven M Radke
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-2072
(414) 625-2072
steveradke@northwesternmutual.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 57
Assembly Bill 57
relating to: tax-exempt, long-term care expenses accounts.

Bill Text and History

Other
Notification Date
4/19/2005
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 147
Assembly Bill 147
relating to: technical changes to the tax incremental financing law.

Bill Text and History

None
Notification Date
3/9/2005
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 320
Assembly Bill 320
relating to: notice regarding unauthorized use of personal information.

Bill Text and History

Other
Notification Date
4/19/2005
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 1055
Assembly Bill 1055
relating to: creating a development zone credit for the license fees paid by certain insurers.

Bill Text and History

For
Notification Date
2/22/2006
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 83
Senate Bill 83
relating to: technical changes to the tax incremental financing law.

Bill Text and History

2005 Wisconsin Act 6

None
Notification Date
3/9/2005
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 152
Senate Bill 152
relating to: an education tax credit for businesses.

Bill Text and History

Other
Notification Date
12/12/2005
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 164
Senate Bill 164
relating to: notice regarding unauthorized acquisition of personal information.

Bill Text and History

2005 Wisconsin Act 138

Other
Notification Date
4/19/2005
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 602
Senate Bill 602
creating a development zone credit for the license fees paid by certain insurers. (FE)

Bill Text and History

For
Notification Date
2/21/2006
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

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
3/9/2005
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.

Revenue: Tax Administration
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration

Notification Date
3/9/2005
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

modifications to the development zone tax credit
Development, drafting or introduction of a proposal relating to
modifications to the development zone tax credit

Action Intended To Affect
Legislative Matter

Notification Date
2/6/2006
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.

Legislation that would adopt an interstate compact for certain life and health policy forms.
Development, drafting or introduction of a proposal relating to
Legislation that would adopt an interstate compact for certain life and health policy forms.

Action Intended To Affect
Legislative Matter

Notification Date
1/11/2006
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.

INS 9
Development, drafting or introduction of a proposal relating to
INS 9

Action Intended To Affect
Rule (by a state agency)

Notification Date
3/8/2005
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.

Modifications to Chapter 611, pertaining to domestic mutual insurance corporations
Development, drafting or introduction of a proposal relating to
Modifications to Chapter 611, pertaining to domestic mutual insurance corporations

Action Intended To Affect
Legislative Matter

Notification Date
3/8/2005
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

  2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
Total Lobbying Expenditures 2005
January - June
$37,387.24
2005
July - December
$53,001.94
2006
January - June
$74,315.58
2006
July - December
$38,184.96
Total $202,889.71
Total Hours Communicating 2005
January - June
15.55
2005
July - December
79.05
2006
January - June
240.55
2006
July - December
23.75
Total 358.90
Total Hours Other 2005
January - June
52.80
2005
July - December
200.66
2006
January - June
233.30
2006
July - December
8.30
Total 495.06

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: tax-exempt, long-term care expenses accounts.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
25%
2005
July - December
2%
2006
January - June
2006
July - December
Total 3%
relating to: notice regarding unauthorized acquisition of personal information.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
75%
2005
July - December
70%
2006
January - June
45%
2006
July - December
Total 54%
relating to: notice regarding unauthorized use of personal information.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
1%
2006
January - June
2006
July - December
Total < 1%
relating to: technical changes to the tax incremental financing law.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2%
2006
January - June
2006
July - December
Total < 1%
relating to: an education tax credit for businesses.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
5%
2006
January - June
2006
July - December
Total 2%
relating to: creating a development zone credit for the license fees paid by certain insurers.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
45%
2006
July - December
Total 25%

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

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
20%
2006
January - June
10%
2006
July - December
Total 12%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
90%
Total 3%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
10%
Total < 1%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures