Wisconsin Association of Life & Health Insurers Inc

Registered Principal Details

Business Or Interest:
Life insurance.

Lobbying Interests:
WI Stats. 600 - 655 and insurance rules.

CEO Name:
Brian Casey
Partner

Contact
CO
Connie O'Connell
10 East Doty Street, Suite 621
Madison, WI 53703
(608) 251-1542
(608) 251-1996
coconnell@parrettoconnell.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Connie O'Connell Exclusive Duties N/A Authorized On 1/1/2009 Withdrawn On N/A
Jason Childress Exclusive Duties N/A Authorized On 4/16/2009 Withdrawn On N/A
Kathleen Walby Exclusive Duties N/A Authorized On 4/16/2009 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 701
Assembly Bill 701
Relating to: the Interstate Insurance Receivership Compact, investment guidelines for charitable gift annuity segregated accounts, Health Insurance Risk-Sharing Plan assessment participation, reciprocity for long-term care insurance policies, voting by fra...

Bill Text and History

2009 Wisconsin Act 342

For
Notification Date
2/18/2010
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 758
Assembly Bill 758
Relating to: life settlements, granting rule-making authority, and providing a penalty.

Bill Text and History

For
Notification Date
2/24/2010
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 513
Senate Bill 513
Relating to: life settlements, granting rule-making authority, and providing a penalty.

Bill Text and History

2009 Wisconsin Act 344

For
Notification Date
2/16/2010
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.
Supporting Documentation
20100216_072644_STOLI Support memo SB 513 (00027698).DOC

Budget Bill Subjects

Health and Family Services: Medical Assistance
Biennial budget bill treatment of matter relating to
Health and Family Services: Medical Assistance

Notification Date
5/11/2009
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
Insurance Intercept

Topics Not Yet Assigned A Bill Or Rule Number

Taxation of long term care insurance purchase
Development, drafting or introduction of a proposal relating to
Taxation of long term care insurance purchase

Action Intended To Affect
Legislative Matter

Notification Date
1/18/2010
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.

Long Term Care Partnership Reciprocity
Development, drafting or introduction of a proposal relating to
Long Term Care Partnership Reciprocity

Action Intended To Affect
Legislative Matter

Notification Date
7/16/2009
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 regulating life settlements
Development, drafting or introduction of a proposal relating to
legislation regulating life settlements

Action Intended To Affect
Legislative Matter

Notification Date
2/13/2009
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.

Life Insurance Replacement Model
Development, drafting or introduction of a proposal relating to
Life Insurance Replacement Model

Action Intended To Affect
Rule (by a state agency)

Notification Date
2/13/2009
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.

Supervision by insurance company of annuity sales.
Development, drafting or introduction of a proposal relating to
Supervision by insurance company of annuity sales.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/1/2009
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.

Taxation of insurance companies.
Development, drafting or introduction of a proposal relating to
Taxation of insurance companies.

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2009
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

  2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
Total Lobbying Expenditures 2009
January - June
$44,755.67
2009
July - December
$46,379.19
2010
January - June
$60,172.56
2010
July - December
$6,058.00
Total $157,365.42
Total Hours Communicating 2009
January - June
30.70
2009
July - December
21.30
2010
January - June
103.10
2010
July - December
2.90
Total 158.00
Total Hours Other 2009
January - June
128.20
2009
July - December
44.40
2010
January - June
180.50
2010
July - December
12.40
Total 365.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: the Interstate Insurance Receivership Compact, investment guidelines for charitable gift annuity segregated accounts, Health Insurance Risk-Sharing Plan assessment participation, reciprocity for long-term care insurance policies, voting by fraternal members, the insurance security fund, modifications to motor vehicle insurance policy and umbrella and excess liability policy requirements, providing an exemption from emergency rule procedures, and granting rule-making authority.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
6%
2010
July - December
Total 3%
Relating to: life settlements, granting rule-making authority, and providing a penalty.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
24%
2010
July - December
Total 13%
Relating to: life settlements, granting rule-making authority, and providing a penalty.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
39%
2010
July - December
Total 21%

Budget Bill Subjects

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2%
2009
July - December
2010
January - June
2010
July - December
Total < 1%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
1%
2009
July - December
2010
January - June
12%
2010
July - December
Total 7%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2%
2009
July - December
2010
January - June
2010
July - December
Total < 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2%
2009
July - December
2%
2010
January - June
2010
July - December
Total < 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
12%
2009
July - December
2%
2010
January - June
2%
2010
July - December
Total 5%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
73%
2009
July - December
96%
2010
January - June
10%
2010
July - December
Total 40%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
5%
2010
July - December
95%
Total 5%

Minor Efforts

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

Minor Efforts
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
8%
2009
July - December
2010
January - June
2%
2010
July - December
5%
Total 4%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures