National Association of Insurance & Financial Advisors (NAIFA) Wisconsin
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:
Lynda Patterson
Executive Director
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:
Lynda Patterson
Executive Director
Contact
LP
Lynda Patterson
22 N Carroll Street, Suite 300
Madison, WI 53703
(608) 244-3131
(608) 244-0476
info@naifawisconsin.org
22 N Carroll Street, Suite 300
Madison, WI 53703
(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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| Stan Davis | Exclusive Duties N/A | Authorized On 1/18/2011 | Withdrawn On 10/18/2011 |
| Jeremey Shepherd | Exclusive Duties N/A | Authorized On 10/18/2011 | Withdrawn On N/A |
| William McClenahan | Exclusive Duties N/A | Authorized On 10/18/2011 | Withdrawn On N/A |
Lobbying Interests
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Issues related to health insurance exchanges
Issues related to health insurance exchanges
Action Intended To Affect
Both Legislative matter and rule
Notification Date
1/29/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Both Legislative matter and rule
Notification Date
1/29/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Development, drafting or introduction of a proposal relating to
Ins 3.46(13) Commission Limits For Long-Term Care, Nursing Home And Home Health Care Policies
Ins 3.46(13) Commission Limits For Long-Term Care, Nursing Home And Home Health Care Policies
Action Intended To Affect
Both Legislative Matter and Rule
Notification Date
9/15/2011
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.
Both Legislative Matter and Rule
Notification Date
9/15/2011
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
Pension Protection Act of 2006
Pension Protection Act of 2006
Action Intended To Affect
Legislative Matter
Notification Date
1/20/2011
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
1/20/2011
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
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
1/1/2011
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.
Both Legislative Matter and Rule
Notification Date
1/1/2011
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 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
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
1/1/2011
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
1/1/2011
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
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
1/1/2011
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
1/1/2011
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 health insurance policy legislation and regulation
All health insurance policy legislation and regulation
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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 insurance agent legislation
All insurance agent legislation
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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 life insurance legislation
All life insurance legislation
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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 property and casualty insurance laws and regulations
All property and casualty insurance laws and regulations
Action Intended To Affect
Both Legislative Matter and Rule
Notification Date
1/1/2011
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.
Both Legislative Matter and Rule
Notification Date
1/1/2011
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 securities sales legislation
All securities sales legislation
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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
Continuing education rules for insurance agents
Continuing education rules for insurance agents
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/1/2011
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.
Rule (by a state agency)
Notification Date
1/1/2011
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
Health Savings Accounts
Health Savings Accounts
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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
Insurance replacement rules
Insurance replacement rules
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/1/2011
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.
Rule (by a state agency)
Notification Date
1/1/2011
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
Investor-owned insurance
Investor-owned insurance
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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
Life Settlements and Stranger Originated Life Insurance.
Life Settlements and Stranger Originated Life Insurance.
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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
Long-term care insurance regulations
Long-term care insurance regulations
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/1/2011
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.
Rule (by a state agency)
Notification Date
1/1/2011
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
Mandated health care coverages
Mandated health care coverages
Action Intended To Affect
Legislative Matter
Notification Date
1/1/2011
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
1/1/2011
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
Regulation and Supervision of Annuity Sales.
Regulation and Supervision of Annuity Sales.
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/1/2011
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.
Rule (by a state agency)
Notification Date
1/1/2011
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
Senior-specific certifications and designations.
Senior-specific certifications and designations.
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/1/2011
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.
Rule (by a state agency)
Notification Date
1/1/2011
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
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2011 January - June $22,799.10 |
2011 July - December $15,254.94 |
2012 January - June $14,178.38 |
2012 July - December $14,656.82 |
Total $66,889.23 |
| Total Hours Communicating | 2011 January - June 0.00 |
2011 July - December 9.30 |
2012 January - June 12.20 |
2012 July - December 5.80 |
Total 27.30 |
| Total Hours Other | 2011 January - June 252.50 |
2011 July - December 184.95 |
2012 January - June 149.15 |
2012 July - December 134.55 |
Total 721.15 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
No legislative bills/resolutions found.
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
Long Term Care Insurance and the implementation of Long Term Care Partnership Program pursuant to the Deficit Reduction Act of 2005
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December 5% |
2012 January - June |
2012 July - December |
Total 1% |
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December 10% |
2012 January - June 10% |
2012 July - December |
Total 5% |
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December 10% |
2012 January - June |
2012 July - December |
Total 3% |
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December 10% |
2012 January - June 50% |
2012 July - December |
Total 13% |
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December 15% |
2012 January - June |
2012 July - December 30% |
Total 10% |
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December |
Total |
|---|---|---|---|---|
| 2011 January - June |
2011 July - December |
2012 January - June |
2012 July - December 50% |
Total 9% |
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