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

Contact
SC
Susan Callanan
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Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 213
Assembly Bill 213
relating to: a Long-Term Care Partnership Program.

Bill Text and History

For
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.
Assembly Bill 542
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

For
Notification Date
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.
Senate Bill 294
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

For
Notification Date
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.

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
5/23/2007
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

Insurance
Biennial budget bill treatment of matter relating to
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

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

Topics Not Yet Assigned A Bill Or Rule Number

Wisconsin Administrative Code Ins 6.20 (8) - Authorized investments of insurance companies
Development, drafting or introduction of a proposal relating to
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.

Mass Transit
Development, drafting or introduction of a proposal relating to
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.

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.

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.

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.

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.

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
1/8/2007
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

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.)

Minor Efforts
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
2008
January - June
50%
2008
July - December
60%
Total 34%

Other Matters

Includes time spent on:

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

Other Matters
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
10%
2007
July - December
10%
2008
January - June
2008
July - December
10%
Total 6%

Filed Statements of Lobbying Activity and Expenditures