Thrivent Financial for Lutherans (formerly Aid Association for Lutherans)
Registered Principal Details
Business Or Interest:
Thrivent Financial for Lutherans is a fraternal benefits society--a faith-based membership organization that helps our members protect their financial security and give back to their communities.
Lobbying Interests:
Any legislative or administrative activity which would impact Thrivent or its subsidiaries, including but not limited to; volunteer and community outreach; and financial product regulation.
CEO Name:
Bruce Nicholson
Director, Government Affairs
Thrivent Financial for Lutherans is a fraternal benefits society--a faith-based membership organization that helps our members protect their financial security and give back to their communities.
Lobbying Interests:
Any legislative or administrative activity which would impact Thrivent or its subsidiaries, including but not limited to; volunteer and community outreach; and financial product regulation.
CEO Name:
Bruce Nicholson
Director, Government Affairs
Contact
BC
Brian Casey
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3738
(920) 628-3711
brian.casey@thrivent.com
www.thrivent.com
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3738
(920) 628-3711
brian.casey@thrivent.com
www.thrivent.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| Brian Casey | Exclusive Duties N/A | Authorized On 2/9/2009 | Withdrawn On N/A |
| Sharon Brosnan | Exclusive Duties N/A | Authorized On 2/9/2009 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 73
Relating to: cash value of life insurance regarding eligibility for the veterans assistance program.
Bill Text and History
4/17/2009
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.
Relating to: cash value of life insurance regarding eligibility for the veterans assistance program.
Bill Text and History
For
Notification Date4/17/2009
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 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
1/15/2010
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.
Comments
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
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 Date1/15/2010
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.
Comments
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
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
2/7/2010
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.
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 Date2/7/2010
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
Relating to: life settlements, granting rule-making authority, and providing a penalty.
Bill Text and History
3/16/2010
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.
Relating to: life settlements, granting rule-making authority, and providing a penalty.
Bill Text and History
For
Notification Date3/16/2010
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.
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
1/15/2010
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.
Comments
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
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 Date1/15/2010
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.
Comments
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
Senate Bill 513
Relating to: life settlements, granting rule-making authority, and providing a penalty.
Bill Text and History
2009 Wisconsin Act 344
2/7/2010
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.
Relating to: life settlements, granting rule-making authority, and providing a penalty.
Bill Text and History
2009 Wisconsin Act 344
For
Notification Date2/7/2010
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 516
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
2/7/2010
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.
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
For
Notification Date2/7/2010
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
Biennial budget bill treatment of matter relating to
Shared Revenue and Property Tax Relief: Property Taxation
Shared Revenue and Property Tax Relief: Property Taxation
Notification Date
6/23/2009
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.
6/23/2009
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.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Continued independence of the Office of the Commissioner of Insurance as a stand alone agency
Continued independence of the Office of the Commissioner of Insurance as a stand alone agency
Action Intended To Affect
Legislative Matter
Notification Date
12/8/2010
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.
Legislative Matter
Notification Date
12/8/2010
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.
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
Development, drafting or introduction of a proposal relating to
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
Action Intended To Affect
Legislative Matter
Notification Date
8/11/2010
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.
Legislative Matter
Notification Date
8/11/2010
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.
Development, drafting or introduction of a proposal relating to
statewide child care quality rating system
statewide child care quality rating system
Action Intended To Affect
Legislative Matter
Notification Date
2/17/2010
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.
Legislative Matter
Notification Date
2/17/2010
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.
Development, drafting or introduction of a proposal relating to
Aligning WI tax laws with federal provisions for IRAs and other financial products
Aligning WI tax laws with federal provisions for IRAs and other financial products
Action Intended To Affect
Legislative Matter
Notification Date
12/7/2009
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.
Legislative Matter
Notification Date
12/7/2009
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.
Modernize fraternal code to make it easier for members to vote in board elections through electronic or other means
Development, drafting or introduction of a proposal relating to
Modernize fraternal code to make it easier for members to vote in board elections through electronic or other means
Modernize fraternal code to make it easier for members to vote in board elections through electronic or other means
Action Intended To Affect
Legislative Matter
Notification Date
6/22/2009
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.
Legislative Matter
Notification Date
6/22/2009
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.
Development, drafting or introduction of a proposal relating to
All matters relating to life insurance settlements
All matters relating to life insurance settlements
Action Intended To Affect
Legislative Matter
Notification Date
2/10/2009
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.
Legislative Matter
Notification Date
2/10/2009
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.
Development, drafting or introduction of a proposal relating to
predatory lending
predatory lending
Action Intended To Affect
Legislative Matter
Notification Date
2/9/2009
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.
Legislative Matter
Notification Date
2/9/2009
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.
Development, drafting or introduction of a proposal relating to
Supervision by insurance company of annuity sales
Supervision by insurance company of annuity sales
Action Intended To Affect
Legislative Matter
Notification Date
2/9/2009
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.
Legislative Matter
Notification Date
2/9/2009
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 $19,839.05 |
2009 July - December $4,757.95 |
2010 January - June $9,921.74 |
2010 July - December $4,031.62 |
Total $38,550.36 |
| Total Hours Communicating | 2009 January - June 6.50 |
2009 July - December 5.25 |
2010 January - June 21.25 |
2010 July - December 5.50 |
Total 38.50 |
| Total Hours Other | 2009 January - June 208.00 |
2009 July - December 45.00 |
2010 January - June 71.50 |
2010 July - December 22.50 |
Total 347.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
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 13% |
2010 July - December |
Total 3% |
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 14% |
2010 July - December |
Total 3% |
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 17% |
2010 July - December |
Total 4% |
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 6% |
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
| 2009 January - June |
2009 July - December |
2010 January - June |
2010 July - December |
Total |
|---|---|---|---|---|
| 2009 January - June 84% |
2009 July - December 24% |
2010 January - June 10% |
2010 July - December 65% |
Total 57% |
| 2009 January - June |
2009 July - December |
2010 January - June |
2010 July - December |
Total |
|---|---|---|---|---|
| 2009 January - June |
2009 July - December 23% |
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 47% |
2010 January - June |
2010 July - December |
Total 6% |
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
| 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 30% |
Total 2% |
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