Wisconsin Association of Insurance & Financial Advisors

Registered Principal Details

Business Or Interest:
Life, health and multiple line insurance agents.

Lobbying Interests:
Any function or activity of any branch, department or phase of state government; taxation; regulation of business, finance or insurance, or other topics pertaining to the general subject of insurance, insurance products, agents, companies or securities products, financial products, the sale or marketing thereof.

CEO Name:
Susan K Linck
Executive Vice President

Contact
SL
Susan Linck
2702 International Ln Ste 207
Madison, WI 53704
(608) 244-3131
(608) 244-0476
info@naifawisconsin.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Stan Davis Exclusive Duties N/A Authorized On 1/1/2009 Withdrawn On N/A
Gerard Deschane Exclusive Duties N/A Authorized On 1/1/2009 Withdrawn On 9/11/2009
Susan Linck Exclusive Duties N/A Authorized On 1/1/2009 Withdrawn On 4/1/2010

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 24
Assembly Bill 24
Relating to: insurance coverage of modifications to undamaged portions of property to match repaired portions of property.

Bill Text and History

None
Notification Date
4/7/2009
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.
Assembly Bill 56
Assembly Bill 56
Relating to: advertising for prescription drugs.

Bill Text and History

None
Notification Date
4/7/2009
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.
Assembly Bill 58
Assembly Bill 58
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.

Bill Text and History

For
Notification Date
4/7/2009
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.
Assembly Bill 73
Assembly Bill 73
Relating to: cash value of life insurance regarding eligibility for the veterans assistance program.

Bill Text and History

None
Notification Date
4/7/2009
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.
Assembly Bill 185
Assembly Bill 185
Relating to: prohibiting the use of information in credit reports for issuing or setting premiums for motor vehicle or property insurance.

Bill Text and History

None
Notification Date
4/3/2009
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.
Assembly Bill 608
Assembly Bill 608
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.

Bill Text and History

None
Notification Date
1/21/2010
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 631
Assembly Bill 631
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.

Bill Text and History

None
Notification Date
1/21/2010
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 648
Assembly Bill 648
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.

Bill Text and History

For
Notification Date
1/20/2010
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 31
Senate Bill 31
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.

Bill Text and History

2009 Wisconsin Act 33

None
Notification Date
4/7/2009
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.
Senate Bill 39
Senate Bill 39
Relating to: cash value of life insurance regarding eligibility for the veterans assistance program.

Bill Text and History

2009 Wisconsin Act 37

None
Notification Date
4/7/2009
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.
Senate Bill 45
Senate Bill 45
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
4/7/2009
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.
Senate Bill 64
Senate Bill 64
Relating to: increasing the amount of the individual income tax personal exemption for certain older taxpayers.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 65
Senate Bill 65
Relating to: expanding and increasing the tax exemption for retirement plan income received by an individual.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 70
Senate Bill 70
Relating to: coverage of dependents under health care plans.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 72
Senate Bill 72
Relating to: portability under group health benefit plans and independent review of insurance policy rescissions and preexisting condition exclusion denials under group and individual health benefit plans.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 73
Senate Bill 73
Relating to: the lifetime limit under the Health Insurance Risk-Sharing Plan.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 74
Senate Bill 74
Relating to: health insurance coverage denials for eligibility under the Health Insurance Risk-Sharing Plan.

Bill Text and History

None
Notification Date
4/7/2009
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.
Senate Bill 163
Senate Bill 163
Relating to: requiring health insurance coverage of colorectal cancer screening and granting rule-making authority.

Bill Text and History

2009 Wisconsin Act 346

None
Notification Date
4/29/2009
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.
Senate Bill 416
Senate Bill 416
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.

Bill Text and History

None
Notification Date
1/21/2010
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 439
Senate Bill 439
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.

Bill Text and History

2009 Wisconsin Act 161

For
Notification Date
1/20/2010
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.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
2/4/2009
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
Badger Choice and its impact on the insurance industry and insurance agents.

Topics Not Yet Assigned A Bill Or Rule Number

Regulation of the sale of annuities by licensed insurance intermediaries including requirements for training, standards for suitability, etc
Development, drafting or introduction of a proposal relating to
Regulation of the sale of annuities by licensed insurance intermediaries including requirements for training, standards for suitability, etc

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2010
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.

Stranger Originated Life Insurance transactions target consumers over 70 years of age and induce them into fraudulent transactions using life insurance policies to generate large gains for investors
Development, drafting or introduction of a proposal relating to
Stranger Originated Life Insurance transactions target consumers over 70 years of age and induce them into fraudulent transactions using life insurance policies to generate large gains for investors

Action Intended To Affect
Legislative Matter

Notification Date
1/20/2010
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.

Life Settlements and Stranger Originated Life Insurance.
Development, drafting or introduction of a proposal relating to
Life Settlements and Stranger Originated Life Insurance.

Action Intended To Affect
Legislative Matter

Notification Date
2/4/2009
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.

Regulation and Supervision of Annuity Sales.
Development, drafting or introduction of a proposal relating to
Regulation and Supervision of Annuity Sales.

Action Intended To Affect
Rule (by a state agency)

Notification Date
2/4/2009
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.

Senior-specific certifications and designations.
Development, drafting or introduction of a proposal relating to
Senior-specific certifications and designations.

Action Intended To Affect
Rule (by a state agency)

Notification Date
2/4/2009
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.

All health insurance policy legislation and regulation
Development, drafting or introduction of a proposal relating to
All health insurance policy legislation and regulation

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.

All insurance agent legislation
Development, drafting or introduction of a proposal relating to
All insurance agent legislation

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.

All life insurance legislation
Development, drafting or introduction of a proposal relating to
All life insurance legislation

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.

All property and casualty insurance laws and regulations
Development, drafting or introduction of a proposal relating to
All property and casualty insurance laws and regulations

Action Intended To Affect
Both Legislative Matter and Rule

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.

All securities sales legislation
Development, drafting or introduction of a proposal relating to
All securities sales legislation

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.

Continuing education rules for insurance agents
Development, drafting or introduction of a proposal relating to
Continuing education rules for insurance agents

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.

Individual medical account
Development, drafting or introduction of a proposal relating to
Individual medical account

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.

Insurance replacement rules
Development, drafting or introduction of a proposal relating to
Insurance replacement rules

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.

Investor-owned insurance
Development, drafting or introduction of a proposal relating to
Investor-owned insurance

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.

Long-term care insurance regulations
Development, drafting or introduction of a proposal relating to
Long-term care insurance regulations

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.

Mandated health care coverages
Development, drafting or introduction of a proposal relating to
Mandated health care coverages

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.

Long Term Care Insurance and the implementation of Long Term Care Partnership Program pursuant to the Deficit Reduction Act of 2005
Development, drafting or introduction of a proposal relating to
Long Term Care Insurance and the implementation of Long Term Care Partnership Program pursuant to the Deficit Reduction Act of 2005

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
7/17/2008
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.

Total Lobbying Effort

  2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
Total Lobbying Expenditures 2009
January - June
$15,957.25
2009
July - December
$13,718.00
2010
January - June
$14,000.00
2010
July - December
$12,000.00
Total $55,675.25
Total Hours Communicating 2009
January - June
38.30
2009
July - December
6.00
2010
January - June
6.00
2010
July - December
0.00
Total 50.30
Total Hours Other 2009
January - June
94.30
2009
July - December
71.80
2010
January - June
48.50
2010
July - December
24.00
Total 238.60

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
35%
2010
July - December
Total 7%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
35%
2010
July - December
75%
Total 13%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
2010
July - December
25%
Total 2%

Budget Bill Subjects

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
20%
2009
July - December
2010
January - June
2010
July - December
Total 9%

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
2009
July - December
5%
2010
January - June
2010
July - December
Total 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
5%
2010
January - June
2010
July - December
Total 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
5%
2010
January - June
2010
July - December
Total 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
5%
2010
January - June
2010
July - December
Total 1%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
2010
July - December
Total 3%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
50%
2010
January - June
2010
July - December
Total 13%

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
20%
2009
July - December
2010
January - June
10%
2010
July - December
Total 11%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
15%
2010
January - June
2010
July - December
Total 4%

Filed Statements of Lobbying Activity and Expenditures